CaldrionSubmit an opportunity

03 / 06Private Equity

Builders, not traders.

We invest permanent family capital in established, cash-flowing North American businesses—through control buyouts and significant minority stakes—and work alongside management to build market leaders.

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Criteria

Criteria at a glance

Brokers are protected.

Revenue
$10M–$100M
EBITDA
$2M–$15MPositive cash flow required
Margins
>25% gross margin>10% EBITDA margin
Geography
North AmericaUnited States and Canada
Structure
Control or significant minorityMinority positions with board representation
Transactions
Successions, MBOs, and carve-outsFamily successions, management buyouts, corporate carve-outs, and recapitalizations

We aim to give initial feedback within 72 hours of receiving a complete package.

01Our approach

Long-term health over financial engineering.

Private equity is our engine for capital appreciation. Unlike funds bound by fundraising cycles and fixed fund lives, we invest our own permanent capital, so we can put the long-term health of a business ahead of short-term financial engineering.

We target lower-middle-market companies with strong fundamentals that have reached an inflection point. Whether the need is family succession, organic growth or a buy-and-build strategy, we bring:

  1. Active governance

    We join boards and work shoulder to shoulder with management to professionalize operations.

  2. Strategic M&A

    We deploy capital to acquire competitors, consolidate fragmented markets and achieve scale.

  3. Talent network

    We draw on our global network to recruit best-in-class executives and advisors who strengthen existing teams.

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 let founders take chips off the table while retaining equity upside. As a family office ourselves, we understand family dynamics in business, and we protect the culture and employees that made the company successful.

02Where we invest

Established businesses in fragmented industries.

We avoid speculative, early-stage ventures. We invest in established, cash-flowing businesses in fragmented industries where our operational playbook can drive efficiency.

Niche Manufacturing & Industrial

Precision and modernization

Strategy
Manufacturers of mission-critical components, where quality and precision create high barriers to entry.
Company profile
Precision machining, aerospace and defense components, specialty chemicals and automation equipment.
The opportunity
Acquiring under-managed or under-capitalized “old economy” businesses, then implementing modern ERP systems, lean manufacturing and sales force expansion.
Value creation
Shifting the revenue mix from project-based to recurring (aftermarket parts and service) and reducing customer concentration.

Business Services (B2B)

Recurring revenue and scalability

Strategy
Asset-light providers of essential business services, with high retention rates and predictable cash flow.
Company profile
Facility management, compliance and testing services, route-based logistics and specialized consulting.
The opportunity
Consolidating fragmented local and regional players into a national platform with economies of scale and pricing power.
Value creation
Investing in technology to automate workflows, improving margins and professionalizing the sales function to win enterprise contracts.

Healthcare & Consumer

Resilient demand

Strategy
Multi-site healthcare services and heritage consumer brands with loyal followings, insulated from economic cycles.
Company profile
Specialty dental and medical practices, behavioral health, pet services and established enthusiast brands.
The opportunity
Helping founder-led businesses make the transition from family-run to institutionally managed without losing their character.
Value creation
Standardizing site operations with a common playbook, optimizing supply chain procurement and expanding digital marketing.

03Why partner with Caldrion

A partner for your legacy.

Founders and management teams choose Caldrion for a partnership aligned with their legacy, not just a check.

Permanent capital

Private equity funds must return capital to LPs on a fixed timetable. Our capital is permanent, so we can hold a great business for decades.

Certainty of close

We speak with our own money. When we see a fit, we move straight to due diligence and closing.

Direct decision-makers

You deal directly with the people who decide. Decisions are made by a small internal investment committee that meets weekly. We need no outside approvals and no fundraising to close.

04For brokers and advisors

For bankers, brokers and advisors.

We value business brokers, investment bankers and M&A advisors as extensions of our team. Expect a streamlined review and direct access to decision-makers.

Broker protection. We respect buy-side mandates and standard fee agreements on introduced transactions.

Materials and NDAs. Share a link to non-confidential materials (teaser, deck or data room); we sign NDAs promptly when there is mutual interest.

What to send

  • Link to the teaser (we request the CIM under NDA)
  • Link to trailing three-year financials (P&L and balance sheet)
  • Overview of the ownership structure and transaction goals

What happens next

  1. Submit

    Send the opportunity through our inquiry form, with a link to non-confidential materials.

  2. Initial review

    We route your submission to the sector lead.

  3. Feedback

    We aim to give initial feedback within 72 hours of receiving a complete package.

  4. NDA & discussion

    If there is mutual interest, we sign an NDA promptly and set up a call with a decision-maker.

Private Equity

Selling or recapitalizing a business?

Founders, brokers and bankers reach a decision-maker through one short form.

Submit a deal All six pillars