Insights
Investment perspectives, market notes and guides for founders, families, management teams and advisors.
Investment perspective
The source of a buyer’s capital shapes how it owns a company. We explain how permanent family capital differs from capital with fixed fund lives, and what that means for founders and management teams.
Caldrion Private Equity
Guide
A practical guide for founders, families, corporate sellers, bankers and brokers: our criteria, what makes a complete package, how we review a company, what diligence involves and what happens after closing.
Caldrion Private Equity
Market note
Buy-and-build is widely practiced and often done badly. We explain what scale can do for customers and employees, where consolidation goes wrong and why we believe permanent capital suits it.
Caldrion Private Equity
Market note
A generation of founders is approaching succession. We explain what they want from a sale, what they are often offered and how a permanent owner can offer continuity, flexibility and a long-term home.
Caldrion Private Equity
Investment perspective
Why Caldrion invests permanent capital in established North American businesses, what we believe others miss, why we think this moment is exceptional for patient ownership, how we underwrite and the risks we take seriously.
Caldrion Private Equity
Insights
Founders, families, management teams, brokers and bankers reach a decision-maker through one short form.