What Sets Our Family Office Apart

Asset 2

Patience

Kaulig Capital is a family office, not a private equity fund, so we invest our own capital and have the ability to own an asset indefinitely with a primary focus on growth, not exit or short-term results.

Asset 3

Flexibility

We are not constrained by an investment theme, horizon, or structure, which provides for more flexibility than traditional private equity funds.

Asset 1

Performance

We have a proven track record of building profitable and scalable businesses and can leverage in-house resources with experience in sales, marketing, operations, and manufacturing.

Relationships

We do not blindly invest in companies. We build relationships with like-minded investors, business owners, management teams and entrepreneurs to align interests, evolve businesses and create lasting value.

Investment Focus & Approach

Asset 4

Situations

  • Business owners seeking partial liquidity, or to buy out certain shareholders
  • Experienced operators seeking a partner to acquire a business
  • Fundless sponsors seeking a majority partner Multi-sponsor club deals
  • Capital to support growth initiatives or acquisitions
  • Proprietary mandates
Asset 5

Business Characteristics

  • Strong management teams
  • A moat due to technology, brand, process, etc.
  • High gross margins
  • Organic growth opportunities
  • Low CapEx business models
Asset 7

Sectors and geography

  • Industry agnostic
  • Domestic companies with a preference of short flight from headquarters
Asset 6

Company size

  • Revenue of at least $10 million
  • EBITDA of at least $2 million
Asset 9

Investment size

  • Equity checks up to $10 million
  • Ability to flex up with our relationships
  • Debt and equity