Caltius Structured Capital Announces New Hire, Promotion
November 13, 2023
Los Angeles, CA (September 27, 2023) – Caltius Structured Capital is pleased to announce the recent addition David Raygoza to its investment team and the promotion of Kate McDonald. “We are fortunate to bolster our investment team with a talented individual and to recognize the contributions of our existing team member. Our firm is well […]
Caltius Structured Capital Fuels AspireHR’s Growth with Significant Debt and Equity Investment
November 13, 2023
AspireHR, with a quarter-century legacy in the HCM space, has a reputation for delivering transformative HR solutions that seamlessly blend user experience and functional effectiveness. Its unwavering commitment to superior client service has propelled AspireHR to the top echelons of partnership with SAP SuccessFactors and Workforce Software. Kevin Chase, CEO of AspireHR, summed up the […]
Caltius Equity Partners Invests in Standpoint
October 30, 2023
Los Angeles, CA (October 30, 2023) – Caltius Equity Partners (“Caltius Equity”) is pleased to announce its investment in Standpoint (the “Company”), a leading provider management services and restoration services to homeowner association (“HOA”) communities across the United States. The transaction marks the first time Standpoint has partnered with an institutional investor, a pivotal milestone […]
Caltius Structured Capital Quenches Thirst With Health-Ade Investment
October 17, 2023
Los Angeles, CA (October 17, 2023) – Caltius Structured Capital (“Caltius”) is pleased to announce the closing of a debt and equity investment in Torrance, CA – based Health-Ade in partnership with existing investors First Beverage Group (“First Bev”) and Manna Tree Partners (“Manna Tree”). The financing was used to refinance existing debt and provide […]
Caltius Equity Partners Invests in Leading Commercial Landscape Services Company, APHIX
November 15, 2022
Los Angeles, CA (November 15, 2022) – Caltius Equity Partners (“CEP”) is pleased to announce it has made a significant investment in APHIX (the “Company”), a founder-owned provider of commercial landscape services in Kentucky and Tennessee. The transaction marks the first time APHIX has partnered with an institutional investor, a significant milestone for the Company. […]
Caltius Structured Capital Closes Debt and Equity Investment in Kognitiv Inc.
November 13, 2022
Los Angeles, CA (November 8, 2022) – Caltius Structured Capital (“Caltius”) is pleased to announce the recent closing of a debt and equity investment in Kognitiv, Inc. (“Kognitiv”). The Caltius investment was used to provide growth capital for Kognitiv and fund a shareholder dividend. Founded in 2016 and headquartered in Newton, MA, Kognitiv (https://kognitivinc.com) […]
Caltius Equity Partners Announces Sale of Aphix
October 21, 2022
Los Angeles, CA – August 21, 2025 – Caltius Equity Partners, a leading lower middle-market investment firm, has completed the Sale of Aphix, LLC (“Aphix” or the “Company”) to a private equity firm. Founded in 2004, Aphix is a leading provider of commercial landscape services throughout the southeastern United States. Caltius Equity Partners partnered with […]
Caltius Structured Capital Closes $395M Fund VI
September 1, 2022
Los Angeles, CA, September 2022 – Caltius Structured Capital (“Caltius”) is pleased to announce the closing of its sixth structured capital complex, consisting of Caltius Partners VI (SBIC), LP (“Fund VI SBIC”) and Caltius Partners VI, LP (“Fund VI”) (collectively, the “Fund”). Fund VI SBIC is a Small Business Investment Company licensed by the U.S. […]
Caltius Structured Capital Provides Debt & Equity to IT Convergence
June 13, 2022
Los Angeles, CA (October 21, 2022) – Caltius Structured Capital (“Caltius”) is pleased to announce the recent closing of a debt and equity investment in Dallas – based IT Convergence Inc. (“ITC”). The Caltius investment, in partnership with ITC’s CEO, Arvind Sharma, and other debt and equity co-investors, was used to facilitate the management buyout […]
Gavin Bates Named Leader of Influence by LABJ
June 29, 2020
Gavin Bates, Managing Director of Caltius Structured Capital, was named a Leader of Influence: Private Equity Investors by the Los Angeles Business Journal (LABJ). Bates has a great ability to identify investment opportunities for the firm, however, he is also a true advisor for companies. Bates and his team evaluate the management and the business […]