Investment Summary |
|
|---|---|
| Date | 2001-01-01 |
| Target | CRC Health |
| Sector | Healthcare Services |
| Investor(s) |
Caltius Equity Partners
Caltius Structured Capital |
| Deal Type | Acquisition Financing |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| Size | Middle-Market |
| Type | Sector Agnostic |
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. Sectors of interest include business and infrastructure services, education services, facilities management and services, healthcare products/services, and speciality chemicals/coatings. Caltius Equity Partners was formed in 1999 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 31 |
| Sector: Healthcare Services M&A | 1 of 3 |
| Type: Acquisition Financing M&A Deals | 1 of 1 |
| State: California M&A | 4 of 14 |
| Country: United States M&A | 7 of 31 |
| Year: 2001 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-12-01 |
SM&A
Irvine, California, United States SM&A is a provider of consulting and project management related services for bid preparation and program management projects primarily to aerospace and defense government contractors. SM&A was formed in 1982 and is based in Irvine, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2001-09-01 |
Aspen Marketing Services
West Chicago, Illinois, United States Aspen Marketing Services (Aspen) Aspen is an integrated marketing services company with approximately 400 professionals located in nine offices nationwide. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
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 | 11 of 53 |
| Sector: Healthcare Services M&A | 1 of 5 |
| Type: Acquisition Financing M&A Deals | 2 of 5 |
| State: California M&A | 7 of 14 |
| Country: United States M&A | 11 of 53 |
| Year: 2001 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-12-01 |
SM&A
Irvine, California, United States SM&A is a provider of consulting and project management related services for bid preparation and program management projects primarily to aerospace and defense government contractors. SM&A was formed in 1982 and is based in Irvine, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2001-07-01 |
Aspen Education Group
Cerritos, California, United States Aspen Education Group, Inc. is an industry leader in providing educational services to youth and their families. Aspen's educational services, which include wilderness/outdoor programs, residential schools and programs, special education day schools, young adult programs, and weight loss programs, are integrated with Aspen's strong and effective self-growth program. |
Buy | - |
