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Private Equity
FINANCE | Lending
caltius.com

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Investments

15

Portfolio Exits

9

Funds

11

About Caltius Equity Partners

Caltius Equity assesses all of the building blocks necessary to ensure sucess when making equity investments in the $5 to $20 million range in small and medium sized companies. The firm partners with management to develop and execute sound financial and operational strategies aimed at ensuring success and superior performance.

Caltius Equity Partners Headquarters Location

11766 Wilshire Blvd Suite 850

Los Angeles, California, 90025,

United States

310-996-9566

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Caltius Equity Partners Web Traffic

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Caltius Equity Partners Rank

Latest Caltius Equity Partners News

Caltius Equity Partners Sells Majority Interest In Talent Systems

Aug 24, 2022

socaltech.com Caltius Equity Partners Sells Majority Interest In Talent Systems Los Angeles-based private equity investor Caltius Equity Partners said on Tuesday that it has sold the majority interest of one of its portfolio companies, Talent Systems, to another private equity company, Redbird Capital Partners. Financial details of the deal were not announced. The company said the deal closed on August 4th. Caltius Equity Partners said it helped to form Talent Systems in 2017. Talent Systems develops workflow software used by studios, production companies, casting directors, and others to manage the audition process for talent.

Caltius Equity Partners Investments

15 Investments

Caltius Equity Partners has made 15 investments. Their latest investment was in Air Conditioning Innovative Solutions as part of their Private Equity on September 9, 2019.

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Caltius Equity Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/4/2019

Private Equity

Air Conditioning Innovative Solutions

Yes

1

5/2/2018

Private Equity

Health Payment Systems

Yes

2

9/4/2014

Private Equity

Vision Internet

Yes

1

9/25/2012

Mezzanine

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10

12/9/2010

Growth Equity

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0

Date

9/4/2019

5/2/2018

9/4/2014

9/25/2012

12/9/2010

Round

Private Equity

Private Equity

Private Equity

Mezzanine

Growth Equity

Company

Air Conditioning Innovative Solutions

Health Payment Systems

Vision Internet

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Amount

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

2

1

10

0

Caltius Equity Partners Portfolio Exits

9 Portfolio Exits

Caltius Equity Partners has 9 portfolio exits. Their latest portfolio exit was Kiss My Face on October 30, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/30/2018

Acq - Fin

$99M

1

2/15/2018

Acquired

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$99M

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10

7/14/2015

Acq - Fin

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$99M

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10

1/8/2014

Acquired

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$99M

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10

7/6/2012

Acquired

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$99M

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0

Date

10/30/2018

2/15/2018

7/14/2015

1/8/2014

7/6/2012

Exit

Acq - Fin

Acquired

Acq - Fin

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

10

10

10

0

Caltius Equity Partners Acquisitions

9 Acquisitions

Caltius Equity Partners acquired 9 companies. Their latest acquisition was EXOS on December 21, 2014.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

12/21/2014

Series E+

$99M

$43.47M

Acq - Fin

1

8/31/2008

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$99M

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10

9/30/2007

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$99M

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10

2/16/2007

Other Venture Capital

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$99M

$99M

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0

12/14/2006

Other Venture Capital

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$99M

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0

Date

12/21/2014

8/31/2008

9/30/2007

2/16/2007

12/14/2006

Investment Stage

Series E+

Other Venture Capital

Other Venture Capital

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$43.47M

$99M

Note

Acq - Fin

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Sources

1

10

10

0

0

Caltius Equity Partners Fund History

11 Fund Histories

Caltius Equity Partners has 11 funds, including Caltius Partners V LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

11/19/2015

Caltius Partners V LP

Mezzanine (Captive)

Open

$112M

1

9/18/2014

Caltius Equity Partners III LP

Buyouts & Acquisitions

Open

$68M

1

12/31/2008

Caltius Mezzanine Partners II-A LP

Mezzanine (Captive)

Closed

$22M

1

5/27/2008

Caltius Capital Partners IV LP

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$99M

10

10/11/2007

Caltius Equity Partners II LP

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$99M

10

Closing Date

11/19/2015

9/18/2014

12/31/2008

5/27/2008

10/11/2007

Fund

Caltius Partners V LP

Caltius Equity Partners III LP

Caltius Mezzanine Partners II-A LP

Caltius Capital Partners IV LP

Caltius Equity Partners II LP

Fund Type

Mezzanine (Captive)

Buyouts & Acquisitions

Mezzanine (Captive)

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Status

Open

Open

Closed

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Amount

$112M

$68M

$22M

$99M

$99M

Sources

1

1

1

10

10

Caltius Equity Partners Team

3 Team Members

Caltius Equity Partners has 3 team members, including current Chief Executive Officer, President, James B. Upchurch.

Name

Work History

Title

Status

James B. Upchurch

Chief Executive Officer, President

Current

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Name

James B. Upchurch

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Work History

Title

Chief Executive Officer, President

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Status

Current

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