December 2008

Current Investment

SM&A provides competitive management services and program services to government contractors in aerospace and defense, homeland security, information technology, telecommunications, health care, professional services, and other sectors. Competition management services include business capture and proposal development services. Program services consist of post-award program management, systems engineering, and other expert support services.

Caltius Structured Capital provided a one-stop financing package to support Odyssey Investment Partner’s take-private buyout of SM&A.  The financing included both senior and subordinated notes. Caltius Structured Capital previously had invested in SM&A through an earlier fund.

Newport Beach, California

“Caltius provided Odyssey with a one-stop financing solution that enabled speed and surety of close in a difficult financing environment.”

Bill Hopkins, Managing Principal, Odyssey Investment Partners

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