M&A Deal Summary |
|
|---|---|
| Date | 2008-03-26 |
| Target | Bulk Handling Systems |
| Sector | Machinery |
| Buyer(s) | Caltius Structured Capital |
| Deal Type | Recapitalization |
SEARCH BY
| 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 | 28 of 53 |
| Sector: Machinery M&A | 2 of 3 |
| Type: Recapitalization M&A Deals | 3 of 4 |
| State: Oregon M&A | 2 of 3 |
| Country: United States M&A | 28 of 53 |
| Year: 2008 M&A | 2 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-02-05 |
Pacific Crest Securities
Portland, Oregon, United States Pacific Crest Securities is a investment bank focused exclusively on technology. The firm is a full-service investment bank providing research, institutional sales and trading, and investment banking services to technology investors and companies worldwide. |
Buy | $30M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-05-01 |
Mercer Advisors
Denver, Colorado, United States Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado. |
Buy | - |