Caltius Mezzanine Realizes Investment in PlanMember Financial Corporation

February 28, 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 debt and preferred stock to […]

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

September 20, 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 and internationally. The Company’s Chem-Dry brand […]

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