mezzanine debt Archives

Caltius Mezzanine Provides Junior Capital Financing to Walker Edison Furniture Company, LLC

November 8, 2016

Los Angeles, CA, November 2016 – Caltius Mezzanine is pleased to announce the recent closing of a mezzanine debt and significant minority equity investment in Walker Edison Furniture Company LLC (“Walker Edison”) as part of a transaction that facilitated the management buy-out of an inactive partner. Walker Edison is an innovative ready to assemble furniture manufacturer […]

Caltius Mezzanine Closes $347 Million Fund V

October 28, 2016

Los Angeles, CA, October 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 […]

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

September 7, 2016

Los Angeles, CA, September 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 […]

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

August 31, 2015

Los Angeles, CA, August 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 […]

Caltius Mezzanine Provides $29.0 Million to Hill Country Holdings

March 31, 2014

Los Angeles, CA, March 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 […]

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

January 14, 2014

Los Angeles, CA, January 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 […]

Caltius Mezzanine Realizes Investment in Mercer Advisors

October 31, 2013

Los Angeles, CA, October 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 […]

Caltius Mezzanine Realizes Investment in UHY Advisors

October 31, 2013

Los Angeles, CA, October 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 […]

Caltius Mezzanine Provides $16.0 Million to Divisions Maintenance Group

June 20, 2013

Los Angeles, CA, June 2013 – Caltius Mezzanine is pleased to announce the recent closing of a $16.0 million investment in Divisions Maintenance Group (“Divisions”). Headquartered in Newport, KY, Divisions is an integrated facilities maintenance company providing maintenance services for property managers and retail clients nationwide. The proceeds from the investment were used to help finance […]

Caltius Mezzanine Realizes Investment in PlanMember Financial Corporation

February 28, 2013

Los Angeles, CA, February 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 […]