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Investment Criteria

Kaliber is seeking to invest or partner with management teams or operators of established businesses to create liquidity for business owners and value for all stakeholders, as well as to provide growth capital for acquisitions, projects or capital investments. Kaliber may also make control acquisitions of highly sustainable and profitable businesses where we can add strategic value.

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Kaliber is willing to pursue investment opportunities in which we can grow and enhance the value of the business. While every situation is unique, we focus on making investments in growth companies. Below is a guide we use for evaluating businesses, but are not absolute requirements.

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Our investment criteria is not absolute, but a general outline is as follows:

Company Overview

  • Reputation: Brand equity with existing market, customer and product positions;

  • Growth: Existing identifiable, achievable operating improvement and sales growth opportunities;

  • Industry: Niche industry with solid fundamentals with the ability to acquire across related businesses or existing competitors;

  • Management Team: Engaged and committed team capable of taking the company further into its life-cycle;

  • Location: Primarily focused on the Southwest, Southeastern and Great Lakes regions of the US..

Owner Overview

  • Incentivized Owner: Owner or operator seeking to continue their growth platform and willing to engage with a business partner to achieve additional growth;

  • Ongoing Stability: Owners seeking stability and operational excellence for their company;

  • Transaction Type: Owner seeking liquidity event, growth capital or desiring to diversify personal net worth.

Financial Attributes

  • Angel Investments: Sustainable business model with minimum investment of $100,000

  • Control Investment:  $5 - $20 million in revenue, but will consider smaller select transactions.

  • Profitability:  Recurring EBITDA greater than $1.5 million with EBITDA margin at least 20% and at least three years of positive operating cash flow, after capital spending.

Investment Structure

  • Mezzanine: Kaliber generally receives a priority capital position with additional equity carry

  • Direct Investment: Kaliber to assume 100%, controlling equity interest, or strategic growth joint ventures of varying amounts, depending on the situation.

  • Operations: Partner with existing management to expand their business and achieve greater growth than could be achieved on their own.

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