Caltius Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Caltius Equity Partners has invested in 2 companies.

Caltius Equity Partners’ most common sectors for investment are consumer products (14%) and healthcare services (11%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and growth capital (28%). In total, Caltius Equity Partners has invested in 10 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Pacific Crest Securities for $30M.

In the last 3 years, Caltius Equity Partners has exited 2 companies. The Firm’s most common exit type is trade sale (50%). Caltius Equity Partners’ largest (disclosed) exit occurred in 2006 when it sold Northwest Coatings for $72M.

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M&A Summary

  • M&A Total Activity49
    • M&A Buy Activity29
    • M&A Sell Activity20
  • Total Sectors Invested 18
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 18
  • M&A Advisors 2

Caltius Equity Partners

11766 Wilshire Boulevard, Suite 850,
Los Angeles, California 90025
United States
(310) 996-9585
https://www.caltius.com/equity-partners/
info@caltius.com

Caltius Equity is the private equity arm of Caltius Capital Management. Caltius Equity focuses on making equity investments valued from $10 to $30 million. The Group looks to acquire control or substantial minority positions in businesses with defensible market positions, growth potential, history of profits, proprietary products/services, and limited technology risk. Funds are generally used to support generational transfers, management buyouts, growth financings, and corporate divestitures. Current sectors of interest include business and infrastructure services, education services, facilities management and services, healthcare products/services, and speciality chemicals/coatings. Caltius was formed in 1999 and is based in Los Angeles, California.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Chemicals, Consumer Products, Consumer Services, Education, Energy Services and Equipment, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Manufacturing, Marketing, Medical Products, Packaging, Safety/Security, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 30
Enterprise Value 10 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.6/yr) # 26 1 1 1 - - 29
vol $63M $63M
Sell (0.8/yr) # 16 2 2 - - - 20
vol $72M $72M
  49

Most Recent M&A

Company Date Value Type
Acis 2019-09-04 - Growth Capital
McKinney, Texas · www.acisinc.com
Health Payment Systems 2018-05-02 - Growth Capital
Milwaukee, Wisconsin · www.hps.md
Vision Technology Solutions LLC 2018-02-15 - Add-on Acquisition
Santa Monica, California · www.visioninternet.com
MC Group 2018-01-08 - Secondary Buyout
Mentor, Ohio · www.mcsign.com
Diversified Human Resources, Inc. 2017-07-06 - Add-on Acquisition
Phoenix, Arizona · www.dhr.net
Casting Networks, LLC 2017-06-01 - Growth Capital
Los Angeles, California · corp.castingnetworks.com
AI Fire 2017-04-19 - Secondary Buyout
Long Beach, California · www.aifire.com
Starpoint Health, Inc. 2016-12-01 - Unknown
Newport Beach, California · www.starpointhealth.com
MCC Control Systems LP 2016-03-09 - Add-on Acquisition
Vacaville, California · www.mccwater.com
MC Group 2015-09-24 - Secondary Buyout
Mentor, Ohio · www.mcsign.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 4 (14%) -
Healthcare Services - - 3 (10%) -
Financial Services - - 2 (7%) 50M (80%)
Business Services - - 2 (7%) -
Chemicals - - 2 (7%) -
Education - - 2 (7%) -
Information Technology 1 (25%) - 2 (7%) -
Safety/Security - - 2 (7%) -
Machinery - - 1 (3%) 13M (20%)
Building Materials - - 1 (3%) -
Consumer Services - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Environmental - - 1 (3%) -
Internet Software and Services 1 (25%) - 1 (3%) -
Manufacturing 1 (25%) - 1 (3%) -
Marketing - - 1 (3%) -
Medical Products 1 (25%) - 1 (3%) -
Staffing - - 1 (3%) -
Total 4 - 29 $63M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 28 (100%) 63M (100%)
  California 1 (25%) - 14 (50%) 33M (52%)
  New York - - 3 (11%) -
  Oregon 1 (25%) - 2 (7%) 30M (48%)
  Wisconsin 1 (25%) - 2 (7%) -
  Illinois - - 2 (7%) -
  Texas 1 (25%) - 1 (4%) -
  Ohio - - 1 (4%) -
  New Jersey - - 1 (4%) -
  Idaho - - 1 (4%) -
  Arizona - - 1 (4%) -
Total 4 - 28 $63M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 15 (52%) 43M (68%)
Growth Capital 4 (100%) - 8 (28%) -
Recapitalization - - 3 (10%) 20M (32%)
Acquisition Financing - - 1 (3%) -
Secondary Buyout - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 4 - 29 $63M

Exits by Deal Type

Type Total # Value
Trade Sale 7 (35%) -
Secondary Sale 6 (30%) -
Trade Sale - Public Company 3 (15%) 72M (100%)
Unknown 3 (15%) -
Sold to Existing Investors 1 (5%) -
Total 20 $72M

Top M&A Advisors

Financial Deals
Lincoln International
 1
Legal Deals
Morgan, Lewis & Bockius LLP
 1

Deal Values

buy # Total
< $100M 3 $63M
TOTAL $63M
Largest Pacific Crest Securities LLC
$30M (2008-02-05)
sell # Total
< $100M 1 $72M
TOTAL $72M
Largest Northwest Coatings LLC
$72M (2006-10-30)

M&A Connections

Deals
Acquired from
Investor(s)
7%
2 (7%)
Exited to
Investor(s)
30%
6 (30%)
Strategic(s)
50%
10 (50%)

Investor Summary

Size

Middle-Market

Established

1999

Specialist/Generalist

Generalist

Leadership

Garrick Ahn

Co-founder & Managing Director

Michael Morgan

Co-founder & Managing Director

Jim Upchurch

President & CEO

Greg Brackett

CFO

Jeffrey Holdsberg

Managing Director

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