We partner with entrepreneurs and management teams to provide capital, operational insight, and long-term value creation.
CalTex Capital, LLC is a single-family investment office engaged in making direct private equity and credit investments in early-stage and middle-market companies throughout the United States and certain regions abroad.
Beyond investing capital, the firm partners with management teams providing corporate advisory services focused on capital raising, mergers and acquisitions, business strategy, financial management, and operational improvement. Our objective is simple: help exceptional businesses create enduring value.
We provide both private debt and equity capital to support buyouts, growth initiatives, recapitalizations, and strategic transactions while also advising leadership teams on capital formation, financial management, business strategy, and operational execution.
Our streamlined structure allows us to move efficiently, execute transactions with confidence, and build enduring partnerships focused on creating long-term value for investors, business owners, and management teams alike.
Our Managing Partner has invested in and advised public and private companies for more than three decades, successfully navigating multiple economic and market cycles. This experience provides a disciplined perspective when evaluating opportunities and supporting portfolio companies through every stage of the growth cycle.
We combine investment expertise with practical operating experience, allowing management teams to benefit from strategic guidance that extends well beyond the initial investment.
We have long-term relationships with a select network of institutional investors, family offices, private credit, private equity, and strategic capital providers that partner with us to provide flexible financing solutions for a broad range of investment opportunities.
We also aintain relationships with experienced management teams, industry leaders and advuisors, entreprenuers, legal teams, and accounting professionals who provide significant long-term value to those businesses in which we invest.
We welcome opportunities to partner with entrepreneurs, management teams, investors, and advisors seeking to build long-term strategic relationships.
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