Jim Upchurch: President & CEO, Caltius Mezzanine
Jim is the President and Chief Executive Officer of Caltius Capital Management, a Mezzanine and Private Equity firm headquartered in Los Angeles, California. Founded in 1997, Caltius Mezzanine provides subordinated debt in amounts ranging from $10 million to $75 million, as well as senior debt and minority equity, to middle market companies in a broad range of industries. In May 2008, Caltius Mezzanine completed the closing of its fourth fund, Caltius Partners IV, LP, with $500 million of committed capital from a select group of institutional limited partners. Jim also manages the investment of capital associated with Caltius Equity Partners, which focuses on control equity investments in small and mid-sized companies throughout North America. In 2007, Caltius Equity Partners closed its second fund, Caltius Equity Partners II, LP, with an aggregate capital commitment of over $133 million. Since Caltius’ inception in 1997, Jim, supported by a team of fourteen seasoned investment professionals, has overseen the deployment of more than $500 million of capital in over fifty transactions. Prior to founding Caltius, Jim was the President of U.S. Bancorp Libra and its predecessor, Libra Investments, an investment banking firm focused on the sale, trading and placement of debt securities. Previously, Jim was a Portfolio Manager for high yield bonds at Columbia Savings and Loan Association, managing an investment portfolio of $4 billion. Jim began his career as a Certified Public Accountant at KPMG. He received his B.S. in Accounting from Northern Arizona University.
