M&A Deal Summary

Caltius Structured Capital Acquires Bulk Handling Systems

On March 26, 2008, mezzanine finance firm Caltius Structured Capital acquired machinery company Bulk Handling Systems

Acquisition Highlights
  • This is Caltius Structured Capital’s 2nd transaction in the Machinery sector.
  • This is Caltius Structured Capital’s 28th transaction in the United States.
  • This is Caltius Structured Capital’s 2nd transaction in Oregon.
Investment Fate
  • Bulk Handling Systems was sold to a consortium of financial buyers in 2018.

M&A Deal Summary

Date 2008-03-26
Target Bulk Handling Systems
Sector Machinery
Buyer(s) Caltius Structured Capital
Deal Type Recapitalization

Target

Bulk Handling Systems

Eugene, Oregon, United States
Bulk Handling Systems is a designer, manufacturer and installer of premium conveying and screening systems for the solid waste and recycling materials processing industry. BHS develops and manufactures materials processing equipment for waste processing facilities. The company's systems sort solid waste and recyclable materials streams into resalable products. BHS' emphasis on reducing costs and improving processing efficiency for its customers has propelled it to the forefront of the materials processing industry and positioned the company as a leading global provider of recycling equipment. Bulk Handling Systems was founded in 1976 and is based in Eugene, Oregon.

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Buyer(S) 1

Buyer

Caltius Structured Capital

Los Angeles, California, United States

Investor Investor Investor Investor Investor


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 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
PREVIOUS DEAL
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
FOLLOWING DEAL
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 -