Caltius Equity Partners Archives

Jim Upchurch

October 18, 2017

Jim co-founded Caltius Capital Management in 1997. As President and CEO, Jim is involved in all aspects of fund management, fundraising and deal origination for Caltius Equity Partners and Caltius Structured Capital. His wide-ranging experience spans private debt and equity investing, sales and trading of public debt securities, portfolio management and accounting. Prior to founding […]

Garrick Ahn

September 10, 2017

Garrick co-founded Caltius Equity in 1999. He leverages his financial and operational consulting experiences to assist lower middle-market companies with the design, financing and execution of strategic growth plans. Garrick is involved in developing the firm’s investment strategy as a member of the investment committee, and in the sourcing, execution and management of investments. Previously, […]

Jeffrey Holdsberg

September 1, 2017

Jeffrey applies decades of C-suite experience to collaborate with our portfolio company management teams in the areas of operational strategy design and execution. He also sources new investment opportunities. Jeffrey joined Caltius Equity in 2008 after serving as CEO & President of Northwest Coatings, one of Caltius’ first portfolio companies. He resides in Chicago. Previously, Jeffrey was […]

Michael Morgan

August 10, 2017

Michael co-founded Caltius Equity in 1999. He is instrumental in the overall success of the firm, from fundraising to sourcing, executing and managing investments. Previously, Michael was with Salomon Smith Barney in its Financial Sponsor Coverage Group, Kline Hawkes & Co., and the predecessor to CIVC Partners. He received his M.B.A. from the UCLA Anderson […]

Ryan Matthews

April 1, 2017

Ryan supports all aspects of portfolio company management and screens prospective investments. He joined Caltius Equity in July 2016 from Harris Williams & Co. where he was an analyst in its Consumer Group. While at Harris Williams & Co., Ryan worked on mergers and acquisitions and strategic advisory assignments in consumer segments including food & […]

Bennett Faliski

January 17, 2017

Bennett screens prospective investment opportunities, assists with due diligence for new transactions, and monitors portfolio companies while working closely with Caltius team members. He joined Caltius Equity in June 2024, having previously worked at Armory Securities as an Associate in the Food, Beverage, and Agribusiness Group. While at Armory Securities, Bennett supported deal execution across […]