Diversified Roofing Holdings

January 18, 2024

Current Investment Founded in 1988, 39N Diversified Roofing Holdings, LLC (“DRG”) provides re-roofing services, maintenance services, and new construction roofing services to commercial and residential clients. DRG is majority owned by 39 North Capital (“39N”) and DRG’s CEO, Mark Schouten. DRG has completed four strategic acquisitions since partnering with 39N in 2021. With the most […]

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Paramount Mechanical Corporation

April 15, 2021

Current Investment Paramount designs, installs, and services complex Mechanical/HVAC, Electric and Plumbing systems throughout the Mid-Atlantic and Southeast U.S. markets. Over the years, Paramount has successfully positioned itself as the preferred service and installation provider for owners and facility managers of complex HVAC and mechanical systems. Customers include large industrial and multi-family residential complexes as […]

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Altius Dental

February 21, 2021

Current Investment Altius Dental (“Altius”) is a dental services organization that provides administrative and non-clinical services to a group of affiliated dental practices throughout Texas. The practices provide general dentistry services for all ages, demographics, and payors, with a focus on pediatrics in rural areas. Arlington, TX ______________________________________________________________________________________________________________ In Feb-21, Caltius provided a debt and […]

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July 11, 2019

Current Investment Fullerton provides wireless and wireline service providers with superior engineering and site development solutions for all generations of telecommunications technologies. The company’s team of highly-skilled and registered engineers, project managers, site acquisition specialists, construction managers, and designers have successfully participated in the design and analysis of over 45,000 telecommunication sites and hundreds of […]

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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 […]

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December 15, 2014

Realized Investment EXOS, a portfolio company of Polaris Partners and ABS Capital Partners, is a pioneer of human performance.  EXOS provides technology-enabled, integrated performance training, nutrition and physical therapy programs and services for elite athletes, the U.S. military, and corporate employees throughout the world.  Caltius Structured Capital provided debt and equity to support EXOS’ acquisition […]

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Harris Research, Inc.

September 27, 2011

Realized Investment Harris Research, Inc. (HRI) is a leading franchiser of in-home consumer services in the United States and internationally. HRI’s Chem-Dry brand is the world’s largest provider of carpet and upholstery cleaning services with approximately 4,000 franchises worldwide. HRI also franchises its unique N-Hance wood cabinet and flooring renewal service features through more than 200 franchises. Caltius […]

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Mercer Advisors Inc.

May 31, 2008

Realized Investment Mercer Advisors is a registered investment advisor providing comprehensive financial planning and asset management services to healthcare professionals. The company also has a consulting services division specializing in improving the productivity and business value for dental practices and assisting dental practitioners with the transition and sale of their businesses. Caltius Structured Capital’s investment supported […]

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BrightHeart Veterinary Centers

August 30, 2007

Realized Investment BrightHeart is a national network of specialty/emergency veterinary hospitals. BrightHeart works closely with referring veterinarians and pet owners to provide the highest standards and greatest range of options in pet care. BrightHeart provides its doctors and staff with outstanding career advancement opportunities; promotes communication with referring veterinarians; and seeks to increase public awareness of […]

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Lucky Strike Entertainment

August 30, 2006

Realized Investment Lucky Strike owns and and operates a chain of upscale bowling alleys that also serve as night clubs and high quality casual dining venues. The company, founded in 2003 by industry veteran Steven Foster with the opening of the first location in Hollywood, CA, operates locations throughout the US.  Locations typically feature an upscale bowling […]

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