Investment Focus
CalTius targets companies with enterprise values typically between $30 million and $200 million across business services, healthcare services, and industrial sectors. Investment Range Equity investments of $10M-$40M in companies with enterprise values of $30M-$200M. Stage Focus Control and significant minority investments in growth-stage companies. Business Services — IT services, professional services, and outsourced services Healthcare Services — Healthcare services and healthcare IT Industrial Services — Industrial maintenance and specialty services
Key Takeaways
- •Focus on Business Services, Industrial, Healthcare companies
- •Investment range: $10M-$40M in equity
- •Based in United States
- •Control-oriented investments
- •Growth equity focus
Recent Investment Activity
Company Sector Year Business Services Platform Business Services 2024 Healthcare Services Company Healthcare 2024 Industrial Services Company Industrial 2023
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 focus on?
primarily invests in Business Services, Industrial, Healthcare. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does acquire?
typically invests $10M-$40M in equity, targeting companies with enterprise values in the lower to middle market range.
What is 's typical investment size?
The firm's equity investments generally range from $10M-$40M, positioning them as active investors who can provide meaningful capital for growth.
How long does 's due diligence process take?
Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with ?
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 work with portfolio companies?
takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
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