Gavin Bates Named Leader of Influence by LABJ

June 29, 2020

Gavin Bates, Managing Director of Caltius Structured Capital, was named a Leader of Influence: Private Equity Investors by the Los Angeles Business Journal (LABJ). Bates has a great ability to identify investment opportunities for the firm, however, he is also a true advisor for companies. Bates and his team evaluate the management and the business […]

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Caltius Mezzanine Closes $347 Million Fund V

October 28, 2016

Caltius Mezzanine is pleased to announce the final closing of its fifth mezzanine fund complex, consisting of Caltius Partners V, LP (“Fund V”), Caltius Partners V (SBIC), LP (“Fund V SBIC”) and affiliates (“the “Funds”). Fund V SBIC is a Small Business Investment Company licensed by the U.S. Small Business Administration (the “SBA”) and together […]

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Caltius Mezzanine Provides Junior Capital Financing to GLM Energy Services, LLC

September 7, 2016

Caltius Mezzanine is pleased to announce the recent closing of a mezzanine debt and significant minority equity investment in GLM Energy Services, LLC (“GLM”) as part of a transaction in which D’Orazio Capital Partners, LLC (“DCP”), a Chicago-based private equity firm, partnered with GLM’s management and Caltius to acquire the operating assets of GLM, Inc. […]

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Caltius Mezzanine Provides Growth Capital to Kids Care Dental Group

August 16, 2016

Caltius Mezzanine is pleased to announce the recent closing of a debt investment in Kids Care Dental Group. Headquartered in Sacramento, CA, Kids Care Dental is a dental service organization with 17 pediatric dental, orthodontic and oral surgery practices located in Sacramento and surrounding cities in California’s San Joaquin Valley. Kids Care Dental has over […]

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Caltius Mezzanine Announces Promotions

July 6, 2016

Caltius Mezzanine, a leading junior capital provider to small and mid-sized businesses, is pleased to announce the promotions of Rick Shuart and Gavin Bates to Managing Director. “Each of these individuals has made significant contributions to the growth and performance of Caltius Mezzanine.” said James Upchurch, President. “I believe that one of Caltius’ greatest strengths […]

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Caltius Mezzanine Supports EXOS’ Acquisition of MediFit Corporate Services, Inc

December 21, 2014

Caltius Mezzanine is pleased to announce the recent closing of a debt and equity investment to support the acquisition by EXOS of MediFit Corporate Services, Inc. (“MediFit”). Headquartered in Phoenix, AZ, EXOS is a portfolio company of Polaris Partners and ABS Capital Partners and is pioneering human performance. EXOS provides technologyenabled, integrated performance training, nutrition, […]

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Caltius Mezzanine Provides $29.0 Million to Hill Country Holdings

March 31, 2014

Caltius Mezzanine is pleased to announce the recent closing of a $29.0 million investment in Hill Country Holdings (“HCH”). Headquartered in San Antonio, TX, HCH is the largest licensee and independent operator of Ashley Furniture HomeStores. The proceeds from Caltius’ investment were used to help finance management’s purchase of the equity owned by a non-active […]

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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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