Profitable Ideas Exchange


September 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 grow by adding “blue-chip” clients, expanding value-added services, and retaining and attracting high performing individuals.

Bozeman, MT


“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. We look forward to working with Caltius.”

Tom McMakin, CEO, PIE

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