Investment Summary

Caltius Structured Capital Invests In Profitable Ideas Exchange

On January 5, 2022, mezzanine finance firm Caltius Structured Capital invested in business services company Profitable Ideas Exchange

Investment Highlights
  • This is Caltius Structured Capital’s 10th transaction in the Business Services sector.
  • This is Caltius Structured Capital’s 53rd transaction in the United States.
  • This is Caltius Structured Capital’s 2nd transaction in Montana.

Investment Summary
Date 2022-01-05
Target Profitable Ideas Exchange
Sector Business Services
Investor(s) Caltius Structured Capital
Deal Type Growth Capital

Target

Profitable Ideas Exchange

Bozeman, Montana, United States
website
Profitable Ideas Exchange is a provider of business development services for consulting and professional services firms. Profitable Ideas Exchange was founded in 2001 and is based in Bozeman, Montana.

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Investor(S) 1

Investor

Caltius Structured Capital

Los Angeles, California, United States

Investor Investor Investor Investor Investor

website

Category Mezzanine Finance Firm
Founded 1997
PE ASSETS 1.4B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.

DEAL STATS #
Overall 53 of 53
Sector (Business Services) 10 of 10
Type (Growth Capital) 12 of 12
State (Montana) 2 of 2
Country (United States) 53 of 53
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-07-16 Spinnaker Support

Greenwood Village, Colorado, United States

Spinnaker Support is a provider of third-party support and managed services, primarily for Oracle and SAP enterprise software and technology products. The company’s services are delivered at significant cost savings and keep business-critical software available, secure, compliant and interoperable. Spinnaker Support was formed in 2008 and is based in Greenwood Village, Colorado.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-07 Unitech Composites

Hayden, Idaho, United States

Unitech Composites designs develop and manufacture high-performance parts and assemblies for the aerospace and defense industries. Unitech Composites specializes in composite and metal parts for all segments of the aircraft industry, including new production and aftermarket service for both commercial and defense aircraft. Unitech Composites was founded in 1980 and is based in Hayden, Idaho.

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