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Caltius Equity is Seeking Facility Services Investments

Caltius Equity is Seeking Facility Services Investments

Caltius Equity Partners is actively seeking to invest $10 million to $30 million for controlling or substantial minority positions in Facility Services companies with EBITDA over $2 million.

Investment Criteria

  • New Investments: 
    • Transaction Value: $10MM - $120MM
    • EBITDA: +$2MM
  • Add-on Investments: Positive EBITDA
  • Recurring Revenue and Growing End-markets
  • Differentiated Service Platform
  • Scalable and National Account or Self-perform Business Model
  • Established Brand / Market Presence

Facility Services Investing History

We have been investing in the Facility Services industry throughout our 21 year history. Here are some examples.

Invested October 2023

Caltius Equity recapitalized Standpoint alongside its founders to drive growth through both organic initiatives and acquisitions.

 

  • Caltius Equity is Standpoint's first institutional equity investor.
  • Company has completed two add-on acquisitions since Caltius Equity's investment.
  • Currently working with company management on additional organic and acquisition growth initiatives.
 

Invested October 2022

Caltius Equity Partners partnered with APHIX to drive significant growth and transform its business.

 

  • Caltius Equity Partners is APHIX's first institutional investor.
  • Executing initiatives focused on growth and operational improvements.
  • Actively seeking add-on acquisitions to expand footprint throughout the Southeast.
  • Completed add-on acquisition: Common Grounds Landscape Management in Knoxville, TN.

Flexible. Creative. Focused.

Jim Upchurch, CEO

jupchurch@caltius.com

310-996-9572

 

Michael Morgan, Managing Director

mmorgan@caltius.com

310-996-9593

 

Ryan Matthews, Vice President

rmatthews@caltius.com

310-996-9586

 

Jeff Holdsberg, Managing Director

jholdsberg@caltius.com

847-304-4110

 

Garrick Ahn, Managing Director

gahn@caltius.com

310-996-9578

 

Paul Bienaimé, Associate

pbienaime@caltius.com

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