From first call to closing.

Companies with EBITDA of $2M–$15M and positive cash flow, on revenue of $10M–$100M, with a gross margin above 25% and an EBITDA margin above 10%.

Yes. We invest through control or significant minority stakes, and take board representation in a minority position.

Family successions, management buyouts, corporate carve-outs, and recapitalizations.

In North America: the United States and Canada.

Our capital is permanent and free from fixed fund lives, so no timetable forces us to sell. We can hold a great business for decades and manage hold periods and exits deliberately.

Decisions are made by a small internal investment committee that meets weekly. We need no outside approvals and no fundraising to close. We aim to give initial feedback within 72 hours of receiving a complete package.

Yes. We offer flexible structures that let founders take chips off the table while retaining equity upside, and stay involved in the role they choose. We protect the culture and employees that made the company successful.

We create value through operations, not financial engineering, and we do not rely on leverage to make a business work. We invest our own capital and keep leverage moderate.

We value business brokers, investment bankers and M&A advisors as extensions of our team, and we respect buy-side mandates and standard fee agreements on introduced transactions. Share a link to non-confidential materials (teaser, deck or data room); we sign NDAs promptly when there is mutual interest.

Not through private equity, which invests in established, cash-flowing businesses. Early-stage companies are the remit of Caldrion Ventures, at ventures.caldrion.com.