Caltius Invests in Profitable Ideas Exchange to Facilitate Management Buyout

Caltius Structured Capital Provides Debt and Equity to Strategic Kids

April 23, 2025

Education

Caltius Structured Capital (Caltius Capital Management) closed a debt and equity investment in Laguna Hills-based Strategic Kids, a provider of after-school enrichment programs and school staffing services. The financing will support the company's growth and geographic expansion into new schools and districts; Caltius principals Graham Brockington and Andy Morrow will join Strategic Kids' leadership team while co-founder Adam Brody remains President.

Caltius Structured Capital Makes Debt and Equity Investment in AspireHR

June 21, 2023

IT Services

Caltius Structured Capital provided a debt and minority/structured equity investment in AspireHR to support the HCM firm’s growth and product innovation. AspireHR is a Dallas-based Human Capital Management implementation, software and managed-services provider with longstanding partnerships with SAP SuccessFactors and Workforce Software.

Caltius Structured Capital Provides Debt and Equity Investment in Kognitiv, Inc.

November 8, 2022

IT Services

Caltius Structured Capital completed a debt and equity investment in Kognitiv, Inc. to provide growth capital and fund a shareholder dividend. Kognitiv, a Newton, Massachusetts–based Workday consulting and managed-services provider with a proprietary scheduling tool (Rooster) and more than 150 consultants, will use the capital to scale its services and software platform.

Caltius Structured Capital Provides Debt & Equity to IT Convergence in Management Buyout

October 21, 2022

IT Services

Caltius Structured Capital provided debt and equity financing to support a management buyout of Dallas-based IT Convergence, partnering with CEO Arvind Sharma and other management co-investors. The capital package will facilitate the ownership transition and support IT Convergence's plans to scale its Oracle-focused enterprise applications, cloud migration and managed services business.

Caltius Structured Capital Invests in Salas O'Brien

October 20, 2020

Engineering Services

Caltius Structured Capital closed a growth capital investment in Santa Ana–based Salas O'Brien to support the firm's national expansion through strategic mergers and organic growth. The structured financing (including junior debt and minority equity) is intended to preserve employee ownership while fueling Salas O'Brien's growth across its facility engineering, construction management, technology and commissioning services.

Caltius Structured Capital Backs Management Buyout of Adrenaline, LLC from NewGround International

November 6, 2018

Marketing & Advertising

Caltius Structured Capital provided subordinated debt, preferred equity and common equity to support a management buyout of Adrenaline, LLC from NewGround International, co-investing alongside Adrenaline’s senior management team. Adrenaline, an Atlanta-based experience-design and brand strategy firm serving banks, credit unions and retail clients, completed the transaction to secure liquidity and support growth and independence.