Investment Philosophy Slides
AT CALERA CAPITAL we look for middle-market companies
with proven management teams, sound business franchises,
and substantial unrealized potential. We're interested in public
or private companies, family-controlled enterprises and corporate divestitures
in virtually any sector. Typically, we make substantial equity investments
in operating companies with enterprise values up to $1 billion, looking
to deploy a minimum of $75 million in each transaction.
Our focus is on businesses that are leaders in their market segments,
have opportunities for strong organic revenue growth, and exhibit both
attractive margins and high returns on tangible capital.
The most important investment criterion for Calera
Capital is an outstanding and steadfast management team. We do not buy
businesses from management teams – we partner with management teams
to buy businesses. There is no better evidence of this than the fact that
the founders and management teams of our portfolio companies have invested
approximately $423 million of their own money alongside Calera Capital.