Lydonia Technologies

April 9, 2024

Current Investment Lydonia is a solutions, consulting, and managed services provider that delivers Intelligent Automation and AI process implementations to a broad base of clients and industry verticals. It is a trusted partner offering a wide range of software solutions and automation capabilities to assist clients in their drive toward digital transformation. Westwood, MA ____________________________________________________________________________________________________________________ […]

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April 9, 2024

Current Investment Standpoint is a leading provider of HOA management and restoration services to HOA communities across the United States. The Company provides financial management and reporting, maintenance, and administrative services as well as restoration services, primarily consisting of asset-light restoration project management. Dallas, TX ____________________________________________________________________________________________________________________ “We are excited to have Caltius Equity as our […]

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Diversified Roofing Holdings

January 18, 2024

Current Investment Founded in 1988, 39N Diversified Roofing Holdings, LLC (“DRG”) provides re-roofing services, maintenance services, and new construction roofing services to commercial and residential clients. DRG is majority owned by 39 North Capital (“39N”) and DRG’s CEO, Mark Schouten. DRG has completed four strategic acquisitions since partnering with 39N in 2021. With the most […]

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October 12, 2023

Current Investment Health-Ade is one of the fastest growing brands in the digestive health beverage industry, having achieved the most share growth and household penetration growth of all kombucha brands in the latest 52 weeks as of the Caltius investment date and becoming the second-largest kombucha brand in early 2023.  Boasting all organic and real […]

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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

Current 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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