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 […]

Read More

Caltius Mezzanine Provides $20.0 Million to Harris Research, Inc.

September 20, 2011

Los Angeles, CA, September 2011 – Caltius Mezzanine is pleased to announce the recent closing of a $20.0 million financing package to support Baird Capital Partners’ (BCP), acquisition of Harris Research, Inc. (HRI) from The Home Depot ®. Based in Logan, Utah, HRI is a leading franchisor of in-home consumer services in the United States […]

Read More