Caltius Structured Capital

Caltius Structured Capital is a private equity firm that specializes in providing junior capital solutions to lower middle-market companies across North America. Since its inception in 1997, the firm has invested over $1 billion in more than 80 deals, focusing on companies with annual revenues between $15 million and $250 million and positive cash flow, preferably over $3 million. Their investment approach includes subordinated debt, minority equity, and unitranche financing, tailored to meet the unique needs of each business.

The firm's investment strategy emphasizes flexibility and collaboration, aiming to support business owners in achieving their goals while maintaining control of their companies. Caltius Structured Capital has a preference for asset-light businesses and seeks to partner with experienced management teams that have meaningful ownership positions. Their portfolio spans various industries, including technology, healthcare, real estate, financial services, consumer products, specialty manufacturing, business services, consumer services, healthcare services, specialty staffing, and technology services.

With over 25 years of experience, Caltius Structured Capital has built a reputation for professionalism, integrity, and a people-centric approach. The firm remains independent and employee-owned, fostering a culture of mutual respect and inclusion. Their commitment to investors is demonstrated through consistent communication and long-term relationships based on trust and transparency. The firm's core values include professionalism, integrity, and a dose of humor, guiding their interactions with both internal teams and external partners.

Investment requirements include a diverse customer base, experienced management team with meaningful ownership positions, and a strong, defensible market position with favorable industry dynamics. The firm has a history of supporting companies like Salas O’Brien, a facility engineering and construction management firm, and Virginia Tile Company, a specialty distributor of ceramic and porcelain tile, through tailored debt and equity solutions to facilitate growth and strategic acquisitions.

Caltius Structured Capital's track record reflects its ability to adapt to evolving market conditions while maintaining a focus on delivering value to business owners and investors alike. Their approach combines financial expertise with a deep understanding of the operational challenges faced by middle-market companies, positioning them as a trusted partner in the private equity landscape.