Our Investment Philosophy
Calera’s investment philosophy is to partner with founders and management teams to bring transformational growth to a highly selective portfolio of businesses in sectors where we have deep expertise and experience. We invest in mid-market businesses with strong strategic and market positions where shareholders are seeking a collaborative partner who can secure the legacy of what they’ve created, and fully realize the potential and go forward value creation opportunity of their enterprises.
A core element of our philosophy is to target businesses that, while currently performing well, can benefit from the significant strategic, operational, and management rigor that Calera brings to the table. Unlike many in our industry whose strategies rely on leverage, we focus on driving returns through value-enhancing growth. This means investing for the long term and positioning our partners to grow and thrive well beyond our involvement.
Our Three
Cornerstones
For us, partnership is not a buzzword. It’s core to our beliefs and our founding DNA as a firm. We stake our reputation on our record of shared success with our partners, building businesses and value over time.
We believe the best partnerships foster a spirit of collaboration, capitalizing on the unique talents and strengths of each member of the team. This starts with respecting and preserving the elements of company culture that have helped fuel success. We measure our shared success not just on quantitative results, but on the strength of the personal bonds formed as we build transformation growth—together.
Over the years, we have developed a winning playbook that begins with gaining a deep understanding of our partner’s business, then working with them to develop a long-range strategic plan for building enduring value. We then execute against that plan with best-in-class governance, team building, management discipline, operational efficiency, and, when needed, mergers and acquisition. Our success in driving year-over-year growth is rooted in our disciplined approach to this playbook and our relentless focus on executing it.
Calera by the Numbers
Management
Founder/Management
Rolled Equity