Overview

CalTex seeks to invest capital in companies that share our commitment to entrepreneurship. We look for partnerships where we can add material value while extending the success—personal and financial—of our partners and their teams.

Investment Criteria

$3 million - $50 million in revenue
EBITDA greater than $1.0 million
Demonstrated history of producing value-added products or services
Defensible market position
Predictable cash flows and prudent leverage
Proven and experienced senior management teams
Strong ownership groups committed to value creation

Investment Focus

Energy

Traditional and renewable energy infrastructure and services.

Manufacturing

Industrial manufacturing and advanced production companies.

Technology

IT services and emerging/disruptive technologies.

Media

Digital Media platforms.

Health & Wellness

Longevity and healthspan focused companies.

Financial Services

Specialty finance and financial technology companies.