For Owners

A Novel Approach

Caldera Capital Partners provides a novel alternative for business 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. We are unlike strategic acquirers and traditional private equity investors in the following important ways:

 

Strategic Acquirers

Private Equity Investors

Orientation

Purchase an asset

Make an investment

Partner for growth

Timeline

Varied

Five years

Long-term

Capital Source

Public and private

Institutional (pension funds, insurance companies, endowments)

25 individuals and family investment offices

Expertise

Industry experts

Financial experts

Building small to medium sized service businesses

Commitment

One of many divisions

One of many portfolio companies

MPs will join in full-time management roles; LPs will form Board and advise as needed

Our Process
As entrepreneurs ourselves, we recognize that selling a business is an emotional process. Successful businesses represent the product of years, often decades, of hard work. Our experience acquiring and operating businesses allows us to anticipate and address issues early in the process, enabling us to facilitate a smooth transition.  We understand that a long, drawn out sale process puts significant stress on employees and the organization. We have capital ready to deploy in the right opportunity and will work diligently to complete a transaction within the timeframe and terms originally agreed upon. 

We are not interested in distressed situations. Rather, we are interested in acquiring a business at a fair market value that represents the company’s history of success and potential for growth. Our partnership structure provides us with flexibility to tailor a transaction to meet your needs with regard to estate planning, tax issues and family members who may want to remain involved in the business. We support owners continued involvement in the business at whatever level is desired.

 

 

Post Closing

Our number one priority is the continued success of your business. In the short term this means we will invest the time and energy required to truly understand your business. We value continuity of company culture, stable employee relations and strong community standing.

Shortly after closing the transaction, our two Managing Partners will relocate to your community and assume day-to-day managerial positions at the company on a full-time basis. Their specific roles will be determined based on the ongoing needs of the business. In addition, a select group of our Limited Partners will form the core of a board of directors to help guide the company going forward. Those Limited Partners who do not assume board positions will provide advice and guidance in their respective areas of expertise on an as needed basis.

We have no interest in “flipping” your company. We are focused on the long-term and define success as creating value for customers, employees, stakeholders and our community. In order to do so we will formulate a growth strategy for the business and invest additional capital in attractive growth opportunities and necessary infrastructure improvements required to advance your business.

     
    Caldera Capital Partners, LLC | 1300 West Belmont Avenue, Suite 203, Chicago, IL 60657
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