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Caltius Mezzanine Exits Investments in Universal Services of America, Integrated Healthcare Strategies, and Pacific Crest Securities

August 31, 2015

Caltius Mezzanine is pleased to announce the successful realization of three portfolio companies during the past year. Caltius Mezzanine provides junior capital solutions in amounts of $7 to $50 million to middle market companies in a broad range of industries throughout North America. Since its founding in 1997, Caltius Mezzanine has invested over $1.0 billion […]

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Caltius Mezzanine Hits $1.0 Billion Investment Mark; Successfully Exits Six Deals in 2013

January 14, 2014

During 2013, Caltius Mezzanine continued to build upon its nearly seventeen year track record of successfully supporting middle market businesses with over $1.0 billion now invested since the firm’s inception. Caltius is a proven flexible and reliable junior capital provider and continues to look for opportunities to partner with management teams, entrepreneurs and financial sponsors […]

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Caltius Mezzanine Realizes Investment in Radiant Logistics

December 31, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its debt investment in Radiant Logistics (“Radiant”). In December 2013, Caltius’ debt was fully redeemed with proceeds from a public offering of Series A Cumulative Redeemable Perpetual Preferred Stock. Caltius continues to retain the equity securities it received in connection with its mezzanine debt […]

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Caltius Mezzanine Realizes Investment in Mercer Advisors

October 31, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in Mercer Advisors (“Mercer”). In 2013, the company refinanced all of Caltius’ debt and equity with proceeds from a new debt facility and excess cash. In May 2008, Caltius provided $46.0 million of mezzanine debt and equity to help finance the buyout […]

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Caltius Mezzanine Realizes Investment in UHY Advisors

October 31, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in UHY Advisors (“UHY”). In October 2013, the company redeemed all of Caltius’ debt and equity securities with the proceeds from a new credit facility. In December 2006, Caltius provided $37.5 million of mezzanine debt to refinance existing debt. Headquartered in Chicago, […]

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Caltius Mezzanine Realizes Investment in Universal Services of America

July 31, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in Universal Services of America (“USA”). In July 2013, USA was recapitalized by a financial buyer resulting in the full realization of Caltius’ debt and equity interests. Between 2009 and 2013, Caltius invested $100.0 million of mezzanine debt in USA during which […]

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Caltius Mezzanine Realizes Investment in Griplock Systems

July 30, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in Griplock Systems (“Griplock”). In July 2013, Griplock redeemed Caltius’ debt and equity securities with the proceeds from a new financing. In August 2008, Caltius provided $9.6 million of mezzanine debt and equity to support the buyout of Griplock by KCA Partners, […]

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Caltius Mezzanine Realizes Investment in PlanMember Financial Corporation

February 28, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in PlanMember Financial Corporation (“PlanMember”). In February 2013, a strategic buyer acquired a significant minority interest in the company, resulting in the redemption of Caltius’ debt and equity. In November 2006, Caltius provided $10.3 million of mezzanine debt and preferred stock to […]

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