Tracked deals
15
15 tracked deals across 2018-2025.
Private Equity Firm
Financial Services
Caltius Structured Capital
Los Angeles, California, United States
Caltius Structured Capital (formerly Caltius Mezzanine) is a provider of subordinated (mezzanine) debt, minority/structured equity, and unitranche solutions for middle-market companies. It typically invests about $7M–$50M to support growth, acquisitions, shareholder liquidity, management/leveraged buyouts, and recapitalizations/refinancings.
- Focus Areas
- Mezzanine debt, Structured finance, Minority/structured equity
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Growth capital
7 growth capital · 3 addon · 3 buyout
Caltius Structured Capital Acquisition Volume by Year
Last 8 years
Supporting Data
Recent Transactions
Showing the 12 most recent of 15 tracked deals for Caltius Structured Capital.
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- Buyer
- Caltius Structured Capital (Caltius Capital Management)
- Target
- Strategic Kids, LLC
- Industry
- Education
- Location
- California, United States
- Type
- Growth capital
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.
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- Buyer
- Seven Point Equity Partners, LLC, Caltius Structured Capital, Trinity Investors, Hall Capital Holdings, UMB Capital Corporation
- Target
- Frazier Aviation, Inc.
- Industry
- Aerospace & Defense
- Location
- California, United States
- Type
- Buyout
Seven Point Equity Partners announced a strategic partnership with San Fernando-based Frazier Aviation; the transaction was supported by a syndicate of investors including Caltius Structured Capital (which provided debt and equity), Trinity Investors, Hall Capital Holdings, and UMB Capital Corporation. Seven Point has established Frazier Aviation International, LLC as a holding company (Brian Williams named CEO) to serve as a growth platform to expand product offerings and manufacturing capabilities organically and via targeted acquisitions; Bob Frazier will continue to lead Frazier Aviation as a subsidiary.
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January 22, 2024
- Buyer
- Blackstone, Caltius Structured Capital
- Target
- Salas O'Brien
- Industry
- Engineering Services
- Location
- California, United States
- Type
- Growth capital
Blackstone (through Tactical Opportunities and affiliated funds) has made a minority structured growth equity investment in Salas O’Brien, an employee-owned engineering and technical services firm headquartered in Irvine, California. The investment will support Salas O’Brien’s continued expansion in the AEC market — enhancing talent, technology resources, and capability to serve decarbonization, energy transition and critical infrastructure projects; Caltius Structured Capital will remain a minority investor alongside Blackstone.
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- Buyer
- Caltius Structured Capital
- Target
- AspireHR
- Industry
- IT Services
- Location
- Texas, United States
- Type
- Growth capital
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.
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November 15, 2022
- Buyer
- Caltius Equity Partners
- Target
- APHIX
- Industry
- Environmental Services
- Location
- Kentucky, United States
- Type
- Growth capital
Caltius Equity Partners has made a significant growth investment in APHIX, a founder-owned commercial landscaping services provider operating in Kentucky and Tennessee. The capital will support APHIX's organic growth and platform build, with Caltius planning to pursue add-on acquisitions to expand maintenance revenue and market footprint.
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- Buyer
- Caltius Structured Capital
- Target
- Kognitiv, Inc.
- Industry
- IT Services
- Location
- Massachusetts, United States
- Type
- Growth capital
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.
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October 21, 2022
- Buyer
- Caltius Structured Capital, Arvind Sharma and other management co-investors
- Target
- IT Convergence Inc.
- Industry
- IT Services
- Location
- Texas, United States
- Type
- Buyout
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.
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- Buyer
- Caltius Structured Capital
- Target
- Profitable Ideas Exchange
- Industry
- Professional Services
- Location
- Montana, United States
- Type
- Recapitalization
Caltius Structured Capital provided a junior debt and equity financing package to Profitable Ideas Exchange (PIE) to facilitate a management buyout. The investment will support PIE's management team as they continue to grow the Bozeman-based business development services firm for consulting and professional services clients.
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May 6, 2021
- Buyer
- Abel Noser Holdings, LLC, Estancia Capital Management, LLC, Caltius Structured Capital
- Target
- Trade Informatics LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
Abel Noser Holdings, a New York-based provider of transaction cost analytics and agency-only brokerage services, is acquiring Trade Informatics LLC, a New York firm that offers equities trade cost analysis and the START systematic execution platform. The deal (an add-on to Abel Noser’s business) brings Trade Informatics’ START and TAP capabilities into Abel Noser’s product lineup; financing for the transaction included debt and equity from Caltius Structured Capital and existing sponsor Estancia Capital Management.
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- Buyer
- Stonebridge Partners, Caltius Structured Capital, Midwest Mezzanine Funds, Truist Bank, 747 Capital, Mark Cronin, Paramount management
- Target
- Paramount Mechanical Corp.
- Industry
- HVAC & Mechanical
- Location
- Virginia, United States
- Type
- Recapitalization
Stonebridge Partners completed a recapitalization of Paramount Mechanical Corp., partnering with founder Mark Cronin and management while receiving subordinated debt and equity from Midwest Mezzanine Funds, Caltius Structured Capital, 747 Capital and other investors. Debt financing for the transaction was provided by Truist Bank and Midwest; the capital raise is intended to support Paramount's continued organic growth and strategic acquisitions across the Mid-Atlantic and Southeast U.S.
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January 21, 2021
- Buyer
- Talent Systems LLC, Caltius Equity Partners
- Target
- Spotlight
- Industry
- Media & Entertainment
- Location
- England, United Kingdom
- Type
- Addon
Talent Systems, a Caltius Equity Partners portfolio company headquartered in Los Angeles, has acquired Spotlight, the leading UK online casting platform founded in 1927. The acquisition is Talent Systems' fourth strategic buy since 2017 and is intended to strengthen its market position and product offerings for casting directors, agents and performers worldwide.
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December 15, 2020
- Buyer
- Air Conditioning Innovative Solutions (ACIS), Caltius Equity Partners
- Target
- H.V.A.C. Team Mechanical Services (Team Services)
- Industry
- HVAC & Mechanical
- Location
- Texas, United States
- Type
- Addon
Caltius Equity Partners portfolio company Air Conditioning Innovative Solutions (ACIS) has acquired H.V.A.C. Team Mechanical Services (Team Services), expanding ACIS's geographic footprint into the Austin, Texas MSA. The acquisition adds Team Services' HVAC maintenance and service capabilities to the ACIS platform and enables the introduction of plumbing services to Team Services' customers.
Related Acquisition Pages
IT Services Buyers & Acquisitions
4 tracked deals by Caltius Structured Capital.
Engineering Services Buyers & Acquisitions
2 tracked deals by Caltius Structured Capital.
HVAC & Mechanical Buyers & Acquisitions
2 tracked deals by Caltius Structured Capital.
Aerospace & Defense Buyers & Acquisitions
1 tracked deal by Caltius Structured Capital.
Acquisitions in California
4 tracked deals by Caltius Structured Capital.
Acquisitions in Texas
3 tracked deals by Caltius Structured Capital.
Acquisitions in Colorado
1 tracked deal by Caltius Structured Capital.
Acquisitions in Georgia
1 tracked deal by Caltius Structured Capital.
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