Over 20 Years. Over $1 billion of Enterprise Value Acquired.

We are Caltius Equity Partners

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Learn how we collaborate with business owners and intermediaries

Relationships. Our Most-Valued Asset.

We are in the people business, backing and collaborating with management teams of lower middle market companies.


  • Target Investment Size: $10 million - $30 million
  • Target EBITDA: $2 million - $12 million
  • Control or substantial minority ownership

Industry Sectors

  • Business Services
  • Industrial Services
  • IT & Managed Services
  • Consumer Services

Investment Criteria


Chemistry Matters Most

Our first step in assessing a viable prospect is making sure its owners / management and our team click.


It’s tough to choose an equity partner. It’s easier knowing your partner has been a successful team for over 20 years, buying then building companies like yours.

Wealth Diversification +

We provide a business owner with immediate wealth diversification, PLUS wealth creation over time from a carried interest in the company as our partner.

Management’s Partner

We are economically aligned with management, sharing the common goal of increasing shareholder value for our mutual benefit.

Focused on the Future

Our due diligence is about the future, not the past. What are the market opportunities? How do we help management achieve them? Post-closing, we apply decades of C-suite experience, working closely with management on operational strategy design and execution.

Resource Rich

A benefit of being in business as long as us is a deep bench of supporting team members. We provide our portfolio companies with access to essentially every type of resource they may need, from highly specialized business consultants to IT and systems experts, C-suite candidates and more.

Middle Market

Lower middle market companies are in a class of their own. By focusing exclusively on this sector, we successfully merge our experience building businesses with management’s deep operating and sector knowledge.

Firm Overview (PDF)

We invite you to download our print-friendly Firm Overview for a summary of our Investment Criteria, Portfolio, Post-Closing Initiatives, and Contact information. Click here.

Best Place to Work

The essence of our corporate culture is inclusion and mutual respect, regardless of titles, and a healthy work/life balance. It’s an honor to be considered one of the “Best Places to Work” in money management.

Our Portfolio