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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 […]

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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 […]

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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, […]

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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, […]

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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 […]

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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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Caltius Equity Partners Invests in Health Payment Systems

May 2, 2018

Los Angeles, CA (May 2, 2018) – Caltius Equity Partners is pleased to announce it made a significant investment in Health Payment Systems (HPS; www.hps.md), a pioneering healthcare technology and services company based in Milwaukee, Wisconsin.  HPS will use the capital to accelerate the growth of existing products and expand its product offerings. HPS simplifies […]

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Caltius Equity Partners Completes Sale of Vision Technology Solutions

February 22, 2018

Los Angeles, CA (February 22, 2018) – Caltius Equity Partners (“Caltius Equity”) announced today the sale of its portfolio company Vision Technology Solutions LLC (“Vision”; visioninternet.com), a premier provider of website solutions for government organizations in the U.S. and Canada, to Granicus (granicus.com), the largest provider of cloud-based software solutions to government.  Caltius Equity will […]

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Caltius Equity Partners Completes Sale of MC Sign

January 9, 2018

Los Angeles, CA (January 9, 2018) – Caltius Equity Partners (“Caltius Equity”) announced today the sale of its equity interest in MC Sign, LLC (“MC”) to an entity affiliated with Arcapita Investment Management US Inc. (“Arcapita”). MC is a leading national provider of integrated sign and lighting services.  During its ownership, Caltius Equity partnered with […]

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Caltius Named a “Best Place to Work in Money Management” by Pensions & Investments

December 13, 2016

Los Angeles, CA (December 13, 2016) – Caltius Capital Management, an employee-owned provider of debt and equity capital solutions to lower middle market companies, today announced it was named a “Best Place to Work in Money Management” for 2016 by Pensions & Investments. “We founded Caltius nearly 20 years ago with a vision to build a […]

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