Caltius Structured Capital Closes Junior Capital Investment in Profitable Ideas Exchange

September 5, 2021

Caltius Structured Capital (“Caltius”) is pleased to announce the recent closing of a debt and equity investment in Profitable Ideas Exchange (“PIE”). The investment was used to facilitate the management buyout of PIE.

PIE (https://www.profitableideas.com/), headquartered in Bozeman, MT, 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 grow by adding “blue-chip” clients, expanding value-added services, and retaining and attracting high performing individuals.

“In addition to structuring an attractive financing package with terms and conditions that met our needs, Caltius’ significant experience with similar businesses and transaction types resulted in a smooth and efficient due diligence and closing process,” commented Tom McMakin, CEO of PIE. “We look forward to working with Caltius.”

“Tom and his team have built an exceptional company. PIE is a market leader in outsourced business development services” said Gavin Bates, managing director of Caltius. “We were impressed by PIE’s management team throughout the investment process and are excited to support them as they continue to grow the company.”

Loans made or arranged pursuant to a California Financing Law License, where applicable.