Private Equity Investing at Caldrion
We partner with exceptional management teams to build market-leading companies through operational excellence and strategic capital.
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Private Equity is our engine for capital appreciation. Unlike traditional Private Equity funds driven by rigid fundraising cycles and artificial exit timelines, our family office capital allows us to prioritize long-term business health over short-term financial engineering. We are builders, not traders. We target lower-middle-market companies with strong fundamentals that have reached an inflection point.
Whether solving for family succession, funding organic growth, or executing a buy-and-build strategy, we intervene with:
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Active Governance: We join boards and work shoulder-to-shoulder with management to professionalize operations.
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Strategic M&A: We deploy capital to acquire competitors, consolidate fragmented markets, and achieve scale.
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Talent Network: We leverage our global network to recruit best-in-class executives and advisors to augment existing teams.
Where We Invest
We avoid speculative, early-stage ventures. We invest in established, cash-flowing businesses in fragmented industries where our operational playbook can drive efficiency.
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1. Niche Manufacturing & Industrial
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Strategy: Precision & Modernization We look for manufacturers of mission-critical components where quality and precision create high barriers to entry.
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Company Profile: Precision machining, aerospace/defense components, specialty chemicals, and automation equipment.
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The Opportunity: Acquiring "old economy" businesses that have been under-managed or under-capitalized, then implementing modern ERP systems, lean manufacturing principles, and sales force expansion.
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Value Creation: shifting revenue mix from project-based to recurring (aftermarket parts/service) and diversifying customer concentration.
2. Business Services (B2B)
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Strategy: Recurring Revenue & Scalability We target asset-light service providers that perform essential functions for other businesses, characterized by high retention rates and predictable cash flow.
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Company Profile: Facility management, compliance & testing services, route-based logistics, and specialized consulting.
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The Opportunity: Consolidating fragmented local/regional players into a national platform to achieve economies of scale and pricing power.
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Value Creation: Investing in technology to automate workflows, improving margin profiles, and professionalizing the sales function to win enterprise contracts.
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3. Healthcare & Consumer
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Strategy: Resilient Demand We focus on multi-site healthcare services and heritage consumer brands with loyal followings, insulated from economic cyclicality.
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Company Profile: Specialty dental/medical practices, behavioral health, pet services, and established enthusiast consumer brands.
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The Opportunity: Partnering with founder-led businesses to navigate the transition from "family-run" to "institutionally managed" without losing the company's soul.
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Value Creation: Standardizing site operations (playbooking), optimizing supply chain procurement, and expanding digital marketing footprints.
Partnering with Caldrion
Deal Profiles
We are actively seeking acquisition opportunities that meet the following parameters. Brokers are protected.
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Revenue: $10M – $100M
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EBITDA: $2M – $15M (Positive cash flow required).
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Geography: North America (United States & Canada).
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Transaction: Family Succession, Management Buyouts (MBO), Corporate Carve-outs, Recapitalizations.
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Margins: Gross Margins > 25%; EBITDA Margins > 10%.
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Structure: Control Buyouts or Significant Minority (with Board representation).
The Founder-Friendly Alternative: We specialize in Family Successions. We understand the emotional weight of selling a multi-generational business and offer flexible structures that allow founders to take chips off the table while retaining equity upside.
Why Partner With Us?
Founders and management teams choose Caldrion because we offer more than just a check—we offer a partnership model aligned with their legacy.
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No "Clock" on Capital: Unlike PE funds that must sell every 3-5 years to return capital to LPs, we have a permanent capital base. We can hold a great business for decades.
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Operational Empathy: As a family office, we understand the nuances of family dynamics in business. We protect the culture and employees that made the company successful.
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Agile Decision Making: We act quickly. We do not have bureaucratic investment committees. When we see a fit, we move immediately to Due Diligence and Closing.
Submit an Investment Opportunity
We are actively seeking to acquire and partner with high-quality businesses. We value business brokers, investment bankers, and M&A advisors as vital extensions of our team. When you bring a deal to Caldrion, you can expect a streamlined review process, direct access to decision-makers, and a definitive "yes" or "no" within days.
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Our Commitment to Intermediaries:
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Broker Protection: We respect buy-side mandates and standard fee agreements on introduced transactions.
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Rapid Feedback: We understand that time is your most valuable asset. We aim to provide initial feedback or a Letter of Intent (LOI) within 72 hours of receiving a CIM and financial model.
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Certainty of Close: As a capitalized family office, we speak with our own money. We do not require outside fundraising to close a transaction.
Submission Requirements:
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Confidential Information Memorandum (CIM) or Teaser
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Trailing 3-Year Financials (P&L and Balance Sheet)
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Overview of ownership structure and transaction goals
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Please send all materials to pe@caldrion.com