CalTius Equity Partners Review: Lower Middle Market Investment Focus
Complete guide to CalTius Equity Partners: their investment thesis, portfolio companies, typical deal sizes, and how to position your company for investment.
Key Takeaways
- •Focus on Business Services, Industrial Services, IT & Managed Services, Consumer Services
- •Investment range: $10M-$30M in equity
- •Based in Los Angeles, CA since 1999
- •EBITDA target: $2M-$12M
- •Winding down operations as of 2024
Firm Overview
CalTius Equity Partners was a Los Angeles-based private equity firm founded in 1999, focused on control and minority investments in lower middle market companies. The firm specialized in Business Services, Industrial Services, IT & Managed Services, and Consumer Services sectors.
Note: CalTius Capital Management announced in 2024 that they were winding down operations, with the firm ceasing new investment activities after deploying over $1 billion across their investment history.
What CalTius Looks For
Strong market position — Companies with defensible competitive advantages Recurring revenue — Businesses with recurring revenue characteristics Growth potential — Companies with clear expansion opportunities
Pro Tip
Frequently Asked Questions
What industries does CalTius Equity Partners focus on?
CalTius focuses on Business Services, Industrial Services, IT & Managed Services, and Consumer Services. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does CalTius acquire?
CalTius typically invests $10M-$30M in equity, targeting companies with EBITDA between $2M-$12M in the lower middle market range.
What is CalTius's typical investment size?
The firm's equity investments generally range from $10M-$30M, positioning them as active investors who can provide meaningful capital for growth.
How long does CalTius's due diligence process take?
Due diligence timelines vary by deal complexity, but CalTius typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with CalTius?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does CalTius work with portfolio companies?
CalTius takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
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