INVESTMENT CRITERIA ACTIVE PLATFORM

Equity capital for lower middle-market transactions
INVESTMENT CRITERIA
Our general investment criteria include:
• Caltius investment size of $10 million to $30 million
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N IC O H E MI C
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LTY
P ECIA
• EBITDA of $3 million to $10 million
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• Controlling or substantial minority ownership position
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• Enterprise value of $10 million to $50 million
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ACTIVE PLATFORM DEVELOPMENT
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E RVI
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We bring years of experience in enhancing infrastructure and
successfully constructing and executing customized growth
strategies. We guide companies through operational process
improvements, strategic personnel upgrades, and a broad
spectrum of marketing initiatives such as refining market
penetration, developing new markets, and creating innovative
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new lines of services and products.
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We invest in a broad range of industries, with a particular focus in:
• Business Services
• Healthcare Services
• Consumer Products& Services
• Specialty Chemicals
OUR BACKGROUND
For over 15 years, Caltius Equity Partners has invested in small
and mid-sized companies throughout the United States. The
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E S ERVICES
OUR TEAM
Jim Upchurch, President & CEO | jupchurch@caltius.com
Garrick Ahn, Managing Director | gahn@caltius.com
senior members of the team have been working together since
inception of the first fund in 1999 and recently raised their
third fund, Caltius Equity Partners III, LP. The Caltius team is
augmented by its Executive Network, a select group of seasoned
operating executives with years of experience in Caltius’
targeted industries who partner with us and our portfolio
company executives to achieve successful outcomes.
Jeff Holdsberg, Managing Director | jholdsberg@caltius.com
Michael Morgan, Managing Director | mmorgan@caltius.com
Jeff Kendig, Principal | jkendig@caltius.com
Justin Benshoof, Vice President | jbenshoof@caltius.com
Jack Tsu, Associate | jtsu@caltius.com
Greg Brackett, CFO | gbrackett@caltius.com
11766 Wilshire Blvd., Suite 850 Los Angeles, CA 90025 | Tel: (310) 996-9566 | www.caltiusequity.com
REPRESENTATIVE TRANSACTIONS
We invest in a broad range of industries, with a particular focus in:
BUSINESS
SERVICES
CONSUMER PRODUCTS
& SERVICES
Impact Fire Services
Provider of repair, service and
inspection services for fire
life safety systems
Starpoint Health
Kiss My Face
Leading natural personal
Platt College
Resources, Inc.
Accredited, post-secondary
school with multiple locations
in Southern California
Vision Internet
Provider of online
technology solutions
Consolidated
Fire Protection
Fire protection and life
safety services provider
Operator of multi-specialty
ambulatory surgery centers
SPECIALTY
CHEMICALS
Nicoat
Developer and manufacturer
of customized specialty
overprint coatings
care products brand
Diversified Human
Outsourced human resources
and insurance services provider
HEALTHCARE
SERVICES
Electra Bicycle Company
Premium branded bicycle
designer and marketer
DavexLabs
Developer and marketer of
hair care products sold under
the Murad and L'anza brands
SeniorBridge Family
Companies, Inc.
Northwest Coatings
Leading provider of in-home
healthcare management services
Manufacturer of energy
curablecoatings and adhesives
CRC Health Corp.
Owner and operator of residential
substance abuse treatment
facilities and clinics
CALTIUS EQUITY PARTNERS
11766 Wilshire Blvd, Suite 850
Los Angeles, CA 90025
Tel: (310) 996-9566
caltius-capital-management
Scientech
Provider of technical product
and expert services to the
power generation industry
CampGroup
Operator of summer
camps for children
www.caltiusequity.com