Business / Professional Services Archives

Profitable Ideas Exchange

September 30, 2021

Current Investment PIE is a leading provider of business development services for consulting and professional services firms. Founded in 2001, PIE has successfully positioned itself as a preferred business development service provider for COO’s, CIO’s, CFO’s, tax officers and other senior executives within Fortune 500 companies. Led by a dynamic management team, PIE continues to […]

Abel Noser Solutions

August 21, 2021

Realized Investment Founded in 1975, Abel Noser Solutions is a financial technology firm providing a broad range of Transaction Cost Analytics (“TCA”) services including pre-trade, real-time and post-trade analysis of trading costs, performance, and benchmarking for a diverse base of asset managers and owners across multiple asset classes. Caltius provided a debt and equity investment […]

Salas O’Brien

October 15, 2020

Current Investment Salas O’Brien is an employee-owned facility engineering, construction management, technology and commissioning firm with 35 offices and over 850 employees across the United States. Founded in 1975, the firm provides mechanical, electrical and structural engineering and related consulting to clients in a variety of industries. Salas O’Brien has been named an Inc. 5000 […]

Spinnaker Support

July 9, 2019

Current Investment Founded in 2008, Spinnaker Support is the leading provider of third-party support and managed services, primarily for Oracle and SAP enterprise software and technology products. The company’s award-winning services are delivered at significant cost savings and keep business-critical software available, secure, compliant and interoperable. Caltius Structured Capital provided subordinated debt and equity to […]

Adrenaline

November 2, 2018

Current Investment Adrenaline, an experience-design agency and consulting firm, creates and implements holistic brand strategies for retail environments throughout the U.S. The firm’s comprehensive services coalesce branding, advertising, technology, culture and physical environments to convert brand affection and loyalty into action and results. Adrenaline has a market-leading position in the financial services industry, supporting banks […]

Imagenet, LLC

February 22, 2018

Realized Investment Imagenet is a leading provider of outsourced paper-to-electronic (“P2E”) solutions for healthcare companies, retailers and a variety of other customers. Imagenet also provides claims adjudication services, claims audit, call center services and other customized outsourced services for its customers. The company processes over 40 million medical claims and over 175 million total documents […]

Intellectual Technology Inc.

January 2, 2018

Realized Investment Intellectual Technology, Inc. (ITI) is the leading provider of software and self-service technologies for vehicle registrations, tags, titles and license plate issuances. Motor vehicle agencies use the company’s print-on-demand software to print and monitor approximately 55 million vehicle registrations and tags and 8 million license plates annually, and to enhance customer service via […]

Musculoskeletal Clinical Regulatory Advisers

December 23, 2017

Current Investment Founded in 2004, MCRA is a leading adviser and clinical research organization serving the neuro-musculoskeletal and medical device industries. MCRA’s unique value lies in its industry experience together with its successful integration of five business value creators: regulatory, reimbursement, clinical research, healthcare compliance, and quality assurance. MCRA serves nearly 500 clients globally from […]

Building Systems Design

September 15, 2017

Realized Investment Building Systems Design (BSD), founded in 1983, develops master specification content available to the architecture, engineering, and construction markets of North America. BSD delivers its content via innovative software tools that help clients simplify projects and increase efficiency. Caltius Structured Capital facilitated the management buy-out of BSD through a recapitalization with debt and […]

Divisions Maintenance Group

June 27, 2013

Realized Investment Divisions Maintenance Group is an integrated facilities maintenance company serving property managers and retail clients nationwide. Founded in 1999, Divisions grew rapidly from maintaining a single location to over 250 million square feet across the U.S. Its core services are landscaping, parking lot maintenance, snow removal, plumbing, electrical, and handyman services. Caltius Structured Capital […]