June 20, 2023

Current Investment AspireHR is a leading HCM firm that harnesses the power of cloud technology and AI to deliver next-generation HR efficient experiences. Its innovative solutions empower employees, streamline processes, and equip leaders to make strategic, people-focused decisions that drive business performance. AspireHR’s proven track record includes over seven hundred successful client projects spanning twenty […]

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November 15, 2022

Current Investment Founded in 2004, APHIX has evolved from a small, single-location operation focused on residential customers into a leading provider of commercial landscaping services in Louisville, KY, Lexington, KY, and Chattanooga, TN.  It is a trusted outsourced partner for its customers, providing landscaping maintenance, enhancements, and winter services.  APHIX’s customer-centric operating model and strong […]

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Kognitiv Inc.

November 8, 2022

Current Investment Founded in 2016 and headquartered in Newton, MA, Kognitiv is a dedicated Workday Inc. consultant primarily providing on-demand post-implementation support and managed services. Kognitiv has over 150 consultants and continues to scale rapidly to support its growing customer base. In addition, Kognitiv has created a proprietary software solution, Rooster, a scheduling tool that […]

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IT Convergence Inc.

October 21, 2022

Realized Investment Founded in 1998, ITC supports its clients in their digital transformation journey. Over the years, ITC has successfully positioned itself as the preferred global Enterprise Applications services provider with core competencies in Oracle-based solutions. Having served over 1,500 customers in more than 70 countries, ITC provides applications consulting, implementation, managed services in both […]

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Virginia Tile Company

August 16, 2022

Current Investment Founded in 1928, Virginia Tile is a premier specialty distributor of ceramic, porcelain, and natural stone tile and related products to the professional commercial and residential markets. The Company offers a robust portfolio (45,000+ SKUs) of design-leading, higher-end tile and related products to customers through its network of 17 award-winning showrooms and 16 […]

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Profitable Ideas Exchange

September 30, 2021

Current Investment PIE is a leading provider of business development services for consulting and professional services firms. Founded in 2001, PIE has successfully positioned itself as a preferred business development service provider for COO’s, CIO’s, CFO’s, tax officers and other senior executives within Fortune 500 companies. Led by a dynamic management team, PIE continues to […]

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Abel Noser Solutions

August 21, 2021

Current Investment Founded in 1975, Abel Noser Solutions is a financial technology firm providing a broad range of Transaction Cost Analytics (“TCA”) services including pre-trade, real-time and post-trade analysis of trading costs, performance, and benchmarking for a diverse base of asset managers and owners across multiple asset classes. Caltius provided a debt and equity investment […]

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Paramount Mechanical Corporation

April 15, 2021

Current Investment Paramount designs, installs, and services complex Mechanical/HVAC, Electric and Plumbing systems throughout the Mid-Atlantic and Southeast U.S. markets. Over the years, Paramount has successfully positioned itself as the preferred service and installation provider for owners and facility managers of complex HVAC and mechanical systems. Customers include large industrial and multi-family residential complexes as […]

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Altius Dental

February 21, 2021

Current Investment Altius Dental (“Altius”) is a dental services organization that provides administrative and non-clinical services to a group of affiliated dental practices throughout Texas. The practices provide general dentistry services for all ages, demographics, and payors, with a focus on pediatrics in rural areas. Arlington, TX ______________________________________________________________________________________________________________ In Feb-21, Caltius provided a debt and […]

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Salas O’Brien

October 15, 2020

Current Investment Salas O’Brien is an employee-owned facility engineering, construction management, technology and commissioning firm with 35 offices and over 850 employees across the United States. Founded in 1975, the firm provides mechanical, electrical and structural engineering and related consulting to clients in a variety of industries. Salas O’Brien has been named an Inc. 5000 […]

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