Growth Financing Caltius specializes in subordinated debt, minority/structured equity, and unitranche solutions for middle market companies, enabling growth, acquisitions, and recapitalizations. This presents a sales opportunity to engage growth-focused firms seeking flexible capital with minority and debt combinations.

Industry Focus Target non-capital intensive sectors such as business and consumer services, healthcare, government services, professional services, consumer products, and specialty manufacturing where Caltius has demonstrated strength and defensible market positions. Approach firms in these verticals that require growth, liquidity, or shareholder transition.

Financial Readiness Caltius favors companies with annual revenue of 15 to 250 million and positive cash flow above 3 million, plus a diverse customer base and strong management ownership. This helps prioritize prospects with clear liquidity needs and scalable profiles for mezzanine or unitranche solutions.

Recent Activity Active deal flow includes investments in engineering, software consulting, and window film sectors, as well as recent team expansions and hires. Leverage these signals to identify close-in opportunities and align outreach with Caltius’ current investment interests and capacity.

Partnership Opportunity Caltius has a history of partnerships and co-investments with firms and management teams, suggesting openness to collaborative structuring with co-investors, advisory firms, or portfolio company networks. Propose co-investment or advisory-led opportunities to accelerate deal sourcing and execution.