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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July 11, 2019

Current Investment Fullerton provides wireless and wireline service providers with superior engineering and site development solutions for all generations of telecommunications technologies. The company’s team of highly-skilled and registered engineers, project managers, site acquisition specialists, construction managers, and designers have successfully participated in the design and analysis of over 45,000 telecommunication sites and hundreds of […]

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Spinnaker Support

July 9, 2019

Current Investment Founded in 2008, Spinnaker Support is the leading provider of third-party support and managed services, primarily for Oracle and SAP enterprise software and technology products. The company’s award-winning services are delivered at significant cost savings and keep business-critical software available, secure, compliant and interoperable. Caltius Structured Capital provided subordinated debt and equity to […]

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November 2, 2018

Current Investment Adrenaline, an experience-design agency and consulting firm, creates and implements holistic brand strategies for retail environments throughout the U.S.  The firm’s comprehensive services coalesce branding, advertising, technology, culture and physical environments to convert brand affection and loyalty into action and results.  Adrenaline has a market-leading position in the financial services industry, supporting banks […]

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Bulk Handling Systems

April 12, 2018

Current Investment Bulk Handling Systems (“BHS”) is a worldwide leader in the innovative design, engineering, manufacturing and installation of sorting systems and components for the solid waste, recycling, waste-to-energy and construction and demolition industries.  It has built some of the largest and most durable material recovery facilities (MRFs) in the world, which are achieving industry-leading […]

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Imagenet, LLC

February 22, 2018

Current Investment Imagenet is a leading provider of outsourced paper-to-electronic (“P2E”) solutions for healthcare companies, retailers and a variety of other customers.  Imagenet also provides claims adjudication services, claims audit, call center services and other customized outsourced services for its customers.  The company processes over 40 million medical claims and over 175 million total documents […]

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