Approach | Caldicot Capital

Our Approach

At Caldicot we do what we say. Fewer promises, but we keep them all. We take a "one foot in front of the other" approach to growing our partner companies and always put the needs of the business first. We have a concentrated portfolio which enables us to focus our time and resources in supporting the operators we invest in.

Standard NDA

Investment Criteria

Transaction Types

Recapitalization
Management Buyout
Acquisition Financing
Growth Financing

Company Criteria

Strong Management Team
Stable Cash Flow Generation
Leading Market Position
Resilient Business Model

Financial Criteria

Revenue of at least $5M
EBITDA of $1.5M - $10M
EBITDA Margins of 10%+
Low CapEx Requirements

Who We Serve

Management Teams and Executives

We partner with management teams and executives to scale their businesses, gain liquidity, and complete strategic acquisitions with a collaborative investment thesis. We use our extensive deal flow sources to identify synergistic opportunities for growth.

We pride ourselves on our partnership oriented approach to investing. Our collaborative focus empowers us to build outstanding businesses and enduring relationships.

Investments

Team

Our Approach

Investment Criteria

Transaction Types

Recapitalization

Management Buyout

Acquisition Financing

Growth Financing

Company Criteria

Strong Management Team

Stable Cash Flow Generation

Leading Market Position

Resilient Business Model

Financial Criteria

Revenue of at least $5M

EBITDA of $1.5M - $10M

EBITDA Margins of 10%+

Low CapEx Requirements

Who We Serve

Management Teams and Executives