Jim Upchurch

President & CEO at Caltius Capital Management

Jim Upchurch, the President & CEO of Caltius Capital Management, and Caltius Structured Capital since June 1997, is also the President & CEO of Caltius Equity Partners since 1999. Jim has a BS in Accounting from Northern Arizona University and has been involved in facilitating liquidity events and corporate growth opportunities for middle market companies throughout North America. With a focus on flexible Junior Capital solutions and equity investments, Upchurch has been instrumental in the success and growth of these companies.

Location

Los Angeles, United States

Links


Org chart


Teams


Offices


Caltius Capital Management

Caltius Capital Management, LP is a reliable financial partner, providing junior capital to small and medium sized companies throughout North America. Based in Los Angeles, Caltius Capital Management, LP is organized as two independent teams of investment professionals, one committed to making debt investments and one committed to making private equity investments. Caltius Structured Capital provides debt in amounts of $7 to $50 million to support a broad range of transaction types including acquisitions, buyouts, shareholder dividends, refinancing, and organic growth. Caltius Equity Partners makes equity investments in amounts of $10 to $30 million in management-led buyouts, late-stage growth financings, leveraged recapitalizations, corporate divestitures and acquisitions. Caltius Capital Management, LP is built upon its core values of professionalism, integrity and a long-term approach to both investments and relationships. These core values serve as guiding principals to all Caltius Capital Management, LP employees in their efforts to provide superior returns to limited partners.


Employees

11-50

Links