Calvert Street recognizes that selling your business or inviting a new institutional investor into your company is a momentous decision that should not be taken lightly. We have invested in over 120 businesses and have a deep appreciation for what such a decision can entail. We believe that our approach is different in that we strive to serve as partners to help grow and enhance organizations to achieve their true potential.
Our team consists of investment professionals and industry advisors1 that have direct experience working with entrepreneurial businesses in the lower middle market. We know and appreciate the challenges and opportunities in this space.
We provide flexible junior capital options. Our control equity investments often allow sellers to maintain a significant minority ownership position and a key strategic role in the business following a transaction, while also achieving partial liquidity for their personal investments. Our mezzanine investments allow owners to maintain control of their companies, while also providing access to capital for growth initiatives and balance sheet recapitalizations.
We are a relationship-focused firm that has a long, consistent track-record of delivering on what we promise. Clear communication and transparency are of the utmost importance to us. Our differentiated culture, collaborative approach, and disciplined processes are designed to align all stakeholders to achieve sustainable competitive advantages and superior results in each of our investments.
(1) Independent contractors or employees of portfolio companies; not employees of Calvert Street.