Investment Focus & Thesis

Caymus Equity Partners seeks to invest in excellent companies in industries where they have developed deep expertise and have a strong track record of success. Their investment philosophy centers on partnering with founders and management teams to fuel growth: Investment Range Equity investments typically ranging from $10 million to $50 million in profitable lower middle market companies with $2 million to $12 million in EBITDA. Sector Focus Business services, staffing solutions, industrial services, and technology-enabled services with proven profitability. Business services — Recurring revenue models with strong customer retention Staffing services — IT staffing, healthcare staffing, and professional staffing platforms Industrial services — Specialized services with technical differentiation Technology-enabled services — Companies leveraging technology to deliver superior service

Notable Portfolio Companies

Caymus Equity Partners has built a diversified portfolio across their target verticals: Company Sector Notes Seneca Resources IT Staffing IT staffing platform providing consulting and cybersecurity expertise Barricade Holdings Industrial Services Roadway safety and traffic control solutions PlanIT Group Staffing Services Hospitality staffing solutions Colorado Barricade Co. Industrial Services Provider of roadway safety and pavement marking PureRED Business Services Retail marketing and merchandising services Phoenix Aromas Consumer Goods Flavors and essential oils provider (exited) Caymus has demonstrated success in building and exiting companies, with multiple realized investments generating attractive returns for their investors.

What Caymus Looks For

Based on their investment patterns, Caymus Equity Partners evaluates opportunities based on: Proven profitability — Companies with demonstrated EBITDA of $2-12 million Growth potential — Significant upside potential where owners seek a value-added partner Strong management — Management teams with high integrity and operational expertise Market leadership — Companies that are market leaders with quality positioning Recurring revenue — Business models with predictable revenue streams }> Pro Tip Caymus is known for partnering closely with management teams. If you're a founder seeking not just capital but an operational partner to help scale your business, Caymus may be an excellent fit. They value cultural alignment and shared vision.

How to Connect With Caymus Equity

Approaching Caymus Equity Partners requires demonstrating your company's proven track record: 1 Demonstrate Profitability Show consistent EBITDA of $2-12 million. Caymus targets profitable companies, so be prepared to show 3+ years of financial performance. 2 Highlight Growth Trajectory Demonstrate clear pathways to growth. Caymus looks for companies with significant upside potential ready for next-level scaling. 3 Showcase Management Depth Present your management team and their track record. Caymus partners with high-integrity teams and values operational expertise. 4 Leverage Industry Networks Many deals come through industry advisors, accountants, or attorneys with relationships at Caymus. Build connections in your industry.

The Value of Financial Preparedness

PE firms like Caymus expect detailed financial information. Being prepared with professional financials demonstrates maturity and makes your company stand out: Financial Metrics • 3-year historical P&L and cash flow • EBITDA calculations and adjustments • Revenue by customer/segment • Working capital analysis Operational Data • Customer concentration analysis • Employee headcount and costs • Key vendor relationships • Growth metrics and trends }> How Eagle Rock Helps We help lower middle market companies prepare for PE investment by building detailed financial models, operational dashboards, and profitability analysis. Our fractional CFO services ensure your company is ready for due diligence from firms like Caymus.

Frequently Asked Questions