Leveraging financial, operational, and intellectual capital to meet the needs of the lower middle market.
About Calusa Capital Partners
Calusa Capital Partners is a Naples, Florida-based private equity firm. The firm focuses on investing in companies that can benefit from the principals’ investing and operating experience in select industries.
Types of transactions: Management Buyouts, Management Buyins, Recapitalizations, Acquisitions of family owned or closely-held businesses, Acquisitions of private equity portfolio companies, Ownership transitions, Corporate divestitures, and Co-Investments.
The firm maintains a narrow focus on the lower middle markets, which we define as companies with enterprise values between $15 million and $150 million. Investments range from $5 to $25 million per deal.
Calusa Capital Partners is seeking platform acquisitions that are scalable, have minimum revenue of $10 million, EBITDA exceeding $2 million, and are led by strong management teams.
Industries of Particular Interest
- Medical Devices
- Clinical Research
- Specialty Clinics
- Cloud Solutions
- Online Retailing
- Data & Analytics
- Financial Advisory
- Asset Management
- Industrial Services
- Industrial Manufacturing
- Light Manufacturing
- Engineered Products
- Contract Manufacturing
To learn more about Calusa Capital Partners, contact us for our one-page brochure.
- Commercial Farming
- Land Management
The leadership team at Calusa Capital Partners delivers strategic, operating, and management expertise along with a breadth and depth of industry competencies. We seek to grow businesses, create value, and produce premium returns by supporting solid management teams.
Mr. Robinson is responsible for sourcing, analyzing, executing, and monitoring investments for Calusa Capital Partners LLC.
Prior to joining Calusa Capital Partners, Mr. Robinson held various senior operating and investing roles within the financial services industry. He has over 15 years of experience managing Private Equity investments for an Ultra High Net Worth family, including several cross-border transactions.
In addition, Mr. Robinson provided business valuation and litigation support for two cases brought before the U.S. District Court for the Southern District of Florida. Bacon v. Stiefel Laboratories was related to GlaxoSmithKline’s roughly $3 billion acquisition of Stiefel Laboratories, while In re: United States Sugar Corporation Litigation, Master File 08-80101-CIV-Middlebrooks was related to the South Florida Water Management District’s proposed $1.75 billion acquisition of land and assets from United States Sugar.
Mr. Robinson holds a B.S. with a double-major in Marketing and Human Resources from Marquette University. He also holds an MBA with a concentration in Finance from Loyola University Chicago: Quinlan School of Business, where he was inducted into two national honor societies. In addition to Beta Gamma Sigma, Mr. Robinson was one of 5 members of his graduating class to be nominated into Alpha Sigma Nu.
Currently, Mr. Robinson is a member of the CDW Advisory Board, the Business Valuation Association, and Young Professionals of Naples.
Michael Breidenbach, Ph.D.
Dr. Breidenbach oversees the research, analysis, screening, and monitoring of investments for Calusa Capital Partners LLC. He has held advanced strategy and research positions as a university professor and as founder and president of Broad Brook Research LLC, a comprehensive research consulting firm for Ultra High Net Worth individuals and other professionals in the United States and the United Kingdom.
He obtained his Ph.D. from King’s College, University of Cambridge, where he was a Cambridge Overseas Trust Scholar. He was a visiting graduate student at the Sorbonne in Paris and earned a master’s degree with distinction from Wolfson College, University of Cambridge, where he was later a visiting scholar and senior member. He graduated magna cum laude and Phi Beta Kappa from Northwestern University, and has taught at Princeton University, University of Cambridge, and Northwestern University. He has conducted research for the White House and has been awarded international grants for research in China and across Europe. His work has been featured in numerous academic and national publications, including Nature Biotechnology.
He sits on the board of directors of an educational charity in Cambridge, England, and is a non-resident senior member at King’s College, Cambridge. He is also a member of the James Madison Society at Princeton University and the Northwestern University Alumni Admission Council.
Dr. Breidenbach resides year-round in the Naples area with his wife, and is active in his local community as a mentor to young adults.
Richard Houlihan, CPA/ABV, ASA
Richard Houlihan, CPA/ABV, ASA has been a Principal of Houlihan Valuation Advisors since 1986. He is the Founder, past Chairman, and former President of Houlihan Lokey, an international business valuation/restructuring/investment banking firm. Mr. Houlihan was also the past Chairman, President and part owner of Solitude Ski Resort in Salt Lake City, Utah. Prior to forming Houlihan Lokey, Mr. Houlihan served as a Financial Vice President for Carr-Sigoloff Industries Corporation, (CSI), and as Audit Staff & Senior MAS Specialist and MAS Manager for Price Waterhouse & Company Management Advisory Services.
Mr. Houlihan has served on the National Business Valuation Committee of the American Society of Appraisers. He has served as an expert witness relative to business valuation matters in both federal and state courts. Mr. Houlihan authored The Valuation of Minority Interests in a Closely Held Corporation and was a contributing author to The Handbook of Business Valuation and The Mergers and Acquisitions Handbook For Small and Midsize Companies. Mr. Houlihan is a Senior Member of the American Society of Appraisers, Business Valuation and a Certified General Real Estate Appraiser. He also is a member of the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants. He is both a Certified Public Accountant and Accredited in Business Valuation. Mr. Houlihan holds a B.S. in Accounting from Brigham Young University and a Masters of Valuation Science from Lindenwood College.
Donald R. Sanders, M.D., Ph.D.
Donald R. Sanders, M.D., Ph.D. is an Ophthalmologist and research scientist who has run his own regulatory consulting firm for over 30 years, and is currently managing a contact lens manufacturing company. Dr. Sanders has been involved with the management and development of numerous start-up and early phase technology companies and has been active on the Board of Directors of a number of private companies, as well as one publicly traded company. He has been on the Board of Directors of a nonprofit charitable organization providing medical care for the poor around the world since 1999.
Dr. Sanders has had extensive experience in private equity, business development and senior executive roles. He has both a Ph.D. in Pharmacology and a Medical degree from the University of Illinois, and is a Board-certified Ophthalmologist with extensive regulatory (FDA) experience. He is a professional member of the American Academy of Ophthalmology, the American Society of Cataract and Refractive Surgery and the International Society of Refractive Surgery. He is well published, with 18 published books and over 150 peer-reviewed journal articles. He is internationally known in the field of Ophthalmology and has lectured extensively around the world.
Our Investment Approach
Using conservative capital structures, Calusa Capital Partners seeks to partner with exceptional management teams to acquire lower middle market companies. Our distinctive approach provides flexible capital that allows us to partner with businesses over the long term. Our wealth of operational experience supports and complements the strong management teams that we rely on. Because we emphasize the importance of human talent, we prefer to structure our deals to provide ownership for employees. We invest not only in companies, but also in the people who help them grow.
August 16, 2016 — Naples, Florida — Michael Breidenbach, co-founder and partner of Calusa Capital, will speak at the MM360 conference on November 2nd in Naples, FL. MM360 is an exclusive event for private equity investors, investment bankers, business development professionals, and independent sponsors focused on the latest trends in middle market deal making. Dr. Breidenbach will join Kristina Heinze of ParkerGale and Tim Meyer of Angeles Equity Partners to speak on the “The Next Generation in Private Equity.” The conference will feature expert opinions on trends in deal flow, fundraising, credit markets, and the rise of independent sponsors, among other topics.
August 10, 2015 — Naples, Florida — Financial services professional Mark Robinson and research consultant Michael Breidenbach, Ph.D., have teamed up to form Calusa Capital Partners LLC (“CCP”) in Naples, Florida. CCP is a lower middle market private equity firm that counts internationally known clinical researcher and venture capitalist, Donald R. Sanders, M.D., Ph.D., and Richard Houlihan, CPA/ABV, ASA, the former Founder, Chairman, and CEO of Houlihan Lokey and Founder of Solitude Ski Resort and Houlihan Valuation Advisors as special advisors.
The firm seeks to invest in scalable, lower middle market companies in select industries with strong management teams at the helm. Calusa Capital Partners specializes in Management Buyouts, Management Buyins, Recapitalizations, Acquisitions of family owned or closely-held businesses, Acquisitions of private equity portfolio companies, Ownership transitions, Corporate divestitures, and Co-Investments.
“We seek exceptional opportunities in the lower middle market for high-quality business investments nationally, supported by the talents and resources in South Florida,” said Mark Robinson of Calusa Capital Partners. “Our combined financial and research experiences offer distinct investing and operational advantages, to which our trusted special advisors can attest,” added Michael Breidenbach of Calusa Capital Partners. “We look forward to working with our strategic partners to drive sustainable growth.”
For more information about Calusa Capital Partners, please visit www.calusacap.com or call (239) 228-2219.