Morgan & Upchurch Named Most Influential PE Investors by LABJ

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. As a managing director of Caltius Equity Partners, […]

Read More

Caltius Equity Partners Completes Sale of Vision Technology Solutions

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 maintain an interest in the business through […]

Read More

Caltius Equity Partners Completes Sale of DHR Services Holdings, LLC

August 2, 2017

Caltius Equity Partners (“Caltius Equity”) announced today the sale of its equity interest in DHR Services Holdings, LLC (“DHR”) to Oasis Outsourcing (“Oasis”), the nation’s largest privately-held professional employer organization (“PEO”). DHR is a PEO providing human resource solutions to small and medium-sized businesses in the southwestern United States. Founded in 1996, DHR administers clients’ […]

Read More

Caltius Equity Partners Completes Sale of Impact Facility Services

April 17, 2017

Caltius Equity Partners (“Caltius Equity”) announced today the sale of its equity interest in Impact Facility Services, LLC d/b/a Academy Fire Life Safety (“Impact”) to Boston-based Audax Private Equity (“Audax”). Impact is Caltius Equity’s third investment in the facilities services sector. Impact is a leading national provider of integrated fire and life safety services, including complementary self-perform and […]

Read More

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

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 collaborative, entrepreneurial team and partner with our portfolio […]

Read More

Caltius Equity Partners Announces Promotion

April 12, 2016

Caltius Equity Partners is pleased to announce the promotion of Justin Benshoof to Principal. “Justin has continued to make significant contributions to the success of our firm and takes a lead role in investment opportunities as well as executing both buy-side and sell-side transactions. He also works closely with portfolio company management teams in building and […]

Read More

Caltius Equity Partners Invests Growth Capital in Vision Holdings

September 24, 2014

Caltius Equity Partners, in partnership with David Nachman, has made a growth capital investment in Vision Holdings, LLC. Vision is a leading provider of online technology solutions primarily for government and municipal clients. Founded in 1996 by Steve Chapin in Santa Monica, CA, the company provides website development and online tools through a software-as-a-service model. The Vision transaction was referred […]

Read More

Impact Facility Services Acquires Protective Systems

February 20, 2014

Through its subsidiaries, Impact Facility Services LLC, a portfolio company of Caltius Equity Partners, has acquired Protective Systems, Inc. Founded in 1986, Protective is aleading provider of fire inspection and repair services for commercial and industrial customers throughout Florida. Impact is a leading provider of fire inspection and repair services for commercial and industrial customers throughout the United […]

Read More

Caltius Equity Partners Exits Investment in Electra Bicycle

January 15, 2014

Caltius Equity Partners is pleased to announce its exit from its investment in Electra Bicycle Company, LLC through a sale to Trek Bicycle Corporation. Electra is a designer, marketer and distributor of premium, branded bicycles. The company specializes in the sale of adult and children’s leisure bicycles as well as related parts, accessories and apparel. “Skip Hess and his […]

Read More

Caltius Equity Partners Exits Investment in DavexLabs

August 20, 2013

Caltius Equity Partners is pleased to announce its exit from its investment in DavexLabs, LLC through a sale transaction whereby an affiliate of WestView Capital Partners purchased the company. Davex is a leading developer, designer, marketer and distributor of premium hair care products and services, all under the L’ANZA brand name. The company focuses on the sale of shampoo, conditioner, coloring […]

Read More