Investment Summary

Caltius Equity Partners Invests In OC Orthodontics

On July 1, 2015, private equity firm Caltius Equity Partners invested in medical products company OC Orthodontics

Investment Highlights
  • This is Caltius Equity Partners’ 1st transaction in the Medical Products sector.
  • This is Caltius Equity Partners’ 26th transaction in the United States.
  • This is Caltius Equity Partners’ 2nd transaction in Oregon.

Investment Summary
Date 2015-07-01
Target OC Orthodontics
Sector Medical Products
Investor(s) Caltius Equity Partners
Deal Type Growth Capital

Target

OC Orthodontics

McMinnville, Oregon, United States
OC Orthodontics uses specialized metal injection molding techniques to manufacture technical products such as self-ligating brackets, braces, and other consumables. OC Orthodontics was founded in 1991 and is based in McMinnville, Oregon.

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Investor(S) 1

Investor

Caltius Equity Partners

Los Angeles, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1999
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

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 26 of 31
Sector (Medical Products) 1 of 1
Type (Growth Capital) 6 of 10
State (Oregon) 2 of 2
Country (United States) 26 of 31
Year (2015) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-01 Nicoat

Bensenville, Illinois, United States

Nicoat is a leading developer and manufacturer of customized overprint coatings for graphic arts, flexible packaging, and other specialty coating applications. Nicoat was founded in 1982 and is based in Bensenville, Illinois.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-24 Stratus Unlimited

Mentor, Ohio, United States

Stratus Unlimited is a provider of signage and lighting services to customers across the US through a highly-scalable, vendor-managed, and asset-light business model. Stratus Unlimited was founded in 1953 and is based in Mentor, Ohio.

Buy -
Mergr

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