News Archives - Caltius

Bennett Faliski joins Caltius Equity Partners

June 26, 2024

Los Angeles, CA (June 26, 2024) – Caltius Equity Partners is pleased to announce that Bennett Faliski has joined our team as an Associate. Bennett will be responsible for screening prospective investment opportunities, supporting due diligence for new transactions, and monitoring portfolio companies. His collaborative approach and commitment to excellence will be a valuable addition […]

Caltius Equity Partners Invests in Lydonia Technologies

February 15, 2024

Los Angeles, CA (February 15, 2024) – Caltius Equity Partners (“CEP”) is pleased to announce it has made a significant investment in Lydonia Technologies, a leading provider of AI-powered Hyperautomation software and solutions. This strategic partnership marks a pivotal moment in Lydonia Technologies’ journey, empowering the company to accelerate innovation and revolutionize the future of […]

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 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 Equity Partners Sells Majority Interest in Talent Systems to RedBird Capital Partners

August 23, 2022

Los Angeles, CA (August 23, 2022) – Caltius Equity Partners, a leading lower middle-market investment firm, has sold a majority interest in Talent Systems (“Talent Systems” or the “Company”) to RedBird Capital Partners (“RedBird”). Caltius Equity Partners will continue to be an investor in Talent Systems. The transaction closed on August 4, 2022. Caltius Equity […]

Caltius Equity Partners Announces Majority Recapitalization of ACIS

December 22, 2021

Los Angeles, CA (December 22, 2021) – Caltius Equity Partners, a leading lower middle-market investment firm, has completed a recapitalization of its investment in Air Conditioning Innovative Solutions (“ACIS” or the “Company”) to Atlantic Street Capital (“Atlantic Street”). Caltius Equity Partners will continue to be an investor in ACIS and will remain on ACIS’ board […]

Caltius Equity Partners Announces Recapitalization of its investment in Health Payment Systems

February 3, 2021

Los Angeles, CA (February 3, 2021) – Caltius Equity Partners, a leading lower middle-market investment firm, has completed a recapitalization of its investment in Health Payment Systems, Inc. (“HPS” or the “Company”) to SV Health Investors, LLC (“SV”). Since its inception, HPS has helped self-funded employers in the Upper Midwest reduce the cost of healthcare, […]

Caltius Equity Partners Portfolio Company Talent Systems Acquires Spotlight

January 21, 2021

Los Angeles, CA (January 21, 2021) – Caltius Equity Partners is pleased to announce that our portfolio company, Talent Systems LLC, has acquired Spotlight. The transaction is Talent Systems’ fourth strategic acquisition since the company was formed by management and Caltius Equity Partners in June 2017. “Spotlight is an important milestone acquisition for Talent Systems, […]

Caltius Equity Partners Portfolio Company ACIS Acquires Team Services – Facility Services Platform Expands Geographic Coverage and Service Offering with Team Services Deal.

December 15, 2020

Los Angeles, CA (December 15, 2020) – Caltius Equity Partners (“Caltius Equity”) is pleased to announce its portfolio company Air Conditioning Innovative Solutions (“ACIS” or the “Company”), a provider of commercial HVAC and plumbing maintenance and repair services in Texas, has acquired H.V.A.C. Team Mechanical Services (“Team Services”). The transaction accomplishes a key strategic initiative […]

Morgan & Upchurch Named Most Influential PE Investors by LABJ

June 10, 2019

Los Angeles, CA (June 10, 2019) – Michael Morgan, managing director of Caltius Equity Partners and Jim Upchurch, President and CEO of Caltius Capital Management were named among the Most Influential Private Equity Investors of 2019 by the Los Angeles Business Journal. Morgan co-founded Caltius Capital Management’s private equity fund with Jim Upchurch and Garrick Ahn in 1999. […]

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