Calera Capital Investment History and Growth

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Calera Capital has a long history of successful investments, with a focus on mid-market companies in the industrial and consumer sectors. Founded in 2006, the firm has since grown into a leading private equity player.

Calera Capital's investment history is marked by strategic acquisitions and partnerships, including the acquisition of a leading manufacturer of industrial products in 2013. This move demonstrated the firm's ability to identify and capitalize on opportunities in the market.

With a strong track record of growth and profitability, Calera Capital has established itself as a trusted partner for entrepreneurs and business leaders. The firm's commitment to long-term value creation has resonated with investors and stakeholders alike.

Throughout its history, Calera Capital has maintained a disciplined approach to investing, prioritizing quality over quantity and focusing on companies with strong growth potential.

A unique perspective: Capital Growth Investments

History

Calera Capital was founded in 1991 as a partnership between investment professionals and the Fremont Group, a private investment company based in San Francisco.

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The initial pool of funds for Calera Capital was provided by the Fremont Group, which laid the foundation for the firm's future growth.

In 1996, Calera Capital raised its first institutional fund, Fremont Partners II, with a diverse group of investors on board.

Fremont Partners III was raised in 2001, further expanding the firm's investor base and solidifying its position in the industry.

Prior to 2007, Calera Capital was known as Fremont Partners, a name derived from the Fremont Group.

The name change to Calera Capital in 2007 marked the firm's transition to an entirely independent entity owned by the investment professionals.

Calera Capital is currently investing out of its fifth fund, Calera Capital Partners V, which targets investments in companies valued between $100 million and $750 million.

Investments and Acquisitions

Calera Capital has made 20 investments, with their latest being in ISOThrive as part of their Series B on February 05, 2021.

Their investments and acquisitions are a significant part of their business, and they've had some notable deals.

Calera Capital acquired 14 companies, with their latest acquisition being F&I Sentinel on March 02, 2022. This acquisition is valued at $XXM.

Here are some of their notable acquisitions:

Investments

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Calera Capital makes equity investments in operating companies with enterprise values up to $1 billion.

The firm typically deploys between $50 million and $250 million in each transaction.

Calera Capital pursues various types of transactions, including leveraged recapitalizations, corporate spin-offs, take-private transactions, investments to facilitate growth or acquisitions, and restructurings.

The firm has made investments across a range of industries, but is primarily focused on two sectors: Business Services and Specialty Industrials.

Some of the specific industries within these sectors include Technology Enabled, Logistics, Financial Services, Healthcare, Industrial Services, Specialty Distribution, Specialty Manufacturing, and Energy Services & Equipment.

In a majority recapitalization, Calera Capital partnered with F&I Sentinel, a leading compliance solutions provider in the automotive finance industry.

Calera Capital has made 20 investments, with their latest investment being in ISOThrive as part of their Series B on February 05, 2021.

Existing shareholders have re-invested over $1.2 billion in transactions with Calera Capital.

Here are some key details about Calera Capital's investment criteria:

14 Acquisitions

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Calera Capital has made 14 acquisitions, with their latest being F&I Sentinel on March 02, 2022.

Their acquisitions include Anderson Heating & Cooling, which they acquired on November 1, 2021, and Thayer Power & Communication, acquired on March 30, 2020.

The total funding for some of these acquisitions is not publicly disclosed, with some entries reading "Subscribe to see more".

Here are the details of Calera Capital's acquisitions:

Some of these acquisitions have a valuation of $XXM, but the exact amount is not disclosed.

Portfolio Exits

Calera Capital has a significant track record of successful portfolio exits, with a total of 11 exits to date.

Their latest portfolio exit was Transaction Services Group, which was acquired by Advent International on June 27, 2019, for an undisclosed valuation of $XXM.

The company's portfolio exits have been spread across various industries, with a focus on financial services and technology.

Here are some key statistics on Calera Capital's portfolio exits:

It's worth noting that the specific details of some of these exits are not publicly available, as they are listed as "Subscribe to see more."

Portfolio Performance

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Calera Capital has a strong track record of generating attractive returns for its investors. The firm has a clear focus on creating value through its investment approach.

With a focus on the middle market, Calera Capital has been able to identify and capitalize on opportunities that other firms may overlook. This focus has led to a portfolio that is well-diversified and resilient.

Calera Capital's investment strategy is built around a thorough understanding of the industries and companies in which it invests. This approach has allowed the firm to make informed investment decisions and achieve strong returns.

The firm's portfolio performance has been impressive, with Calera Capital's investments generating strong returns and delivering value to its investors.

For your interest: B Capital

Latest News

Calera Capital recently acquired a majority stake in Thayer Power & Communication from The Anderson Group.

Baker McKenzie represented Calera Capital in this deal, with a team led by partners Leif King and Andrew Sagor, and associates Justin Bryant, Amanda Bradley, Nasri Ashkar, and Brian Lee.

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Thayer Power & Communication is a leading provider of mission-critical repair, maintenance, and upgrade services for the utility and telecommunications industries.

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Frequently Asked Questions

What is the history of Calera Capital?

Calera Capital was founded in 1991 as a partnership between investment professionals and the Fremont Group, a private investment company based in San Francisco. The company's initial funding came from the Fremont Group, marking the beginning of its investment journey.

What is the latest fund of Calera Capital?

Calera Capital's latest fund is Calera Capital Image Holdings, L.P., a $750 million single-asset continuation fund. This fund represents a significant milestone in Calera Capital's investment strategy.

Maggie Morar

Senior Assigning Editor

Maggie Morar is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in business and finance, she has developed a unique expertise in covering investor relations news and updates for prominent companies. Her extensive experience has taken her through a wide range of industries, from telecommunications to media and retail.

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