For Intermediaries

Caldera Capital Partners recognizes the important role business intermediaries play in the transaction process as both facilitators and advisors. Our experience encompasses all sides of the transaction process as buyers, sellers and advisors to business owners. As such, we understand what it takes to ensure a positive transaction experience for all parties involved. We offer the following benefits to our business intermediary partners and their clients:

   We are committed to providing a timely response on all investment opportunities we review. In most cases we will provide a preliminary response within 48 hours of receiving a package of materials. In all cases we will respond within one week. All of our correspondence will be kept strictly confidential and will be conducted within the parameters you provide.

   We will provide unambiguous feedback on your investment opportunity. We recognize the value of your time and your clients’ time. Our feedback will include our thoughts on where the investment opportunity meets and fails our investment criteria, thereby increasing the productivity of our future interactions together. If we are interested in the opportunity, we will provide you with our key diligence topics in order to make certain we are on the same page as we move forward together.  We will keep you apprised of how our view of the opportunity changes as we educate ourselves on your client’s business and industry.

    We have significant financial resources required to complete a transaction in a timely fashion. Our investment partnership consists of individuals with financial resources accumulated from successful careers as entrepreneurs, business executives, advisors and investors in growth-oriented businesses. In addition, a number of our partners manage family investment offices with significant assets under management, thereby providing Caldera Capital Partners with the financial wherewithal to complete a transaction of up to $50 million.

  We have a broad set of relationships required to complete a transaction in a professional manner. Individuals in our investment partnership have raised debt financing from over two dozen financial institutions. In addition to financing relationships, we have broad relationships with transaction service providers such as accountants, environmental consultants, market researchers, insurance consultants and lawyers. We have the ability to tailor the specific outside parties we bring with us to the transaction in order to satisfy you and your client’s concerns regarding confidentiality, capability and timing.

   We represent a unique exit alternative for your client. We are 100% committed to acquiring one business or consumer services company from owners looking to transition from day-to-day operating responsibility or bring on additional day-to-day managers and board members to help accelerate company growth. Our investment partnership structure provides us with flexibility to satisfy your client’s various needs regarding estate planning, tax issues, and future involvement in the business. Post closing, our Managing Partners will relocate and assume day-to-day managerial positions at the company on a full-time basis. As a result, we do not apply valuation discounts to companies with incomplete or transitioning management teams.

       We often work closely with intermediaries to locate acquisition candidates and pay industry standard finders’ fees. If you would like to join our mailing list to stay updated on our progress please email us at info@calderacapitalpartners.com.