Trusted, experienced, and committed
At Caldera Capital, our team is on a mission to deliver the rigour and expertise of global investment banks and top-tier management consulting firms to small and mid-market businesses.
We spare no effort and leave no stone unturned.
A collective of investment bankers, operators, consultants, and industry experts
At Caldera Capital, we are singularly focused on achieving the best possible deal outcomes for our clients.
By combining global investment banking standards, extensive networks, and a multidisciplinary approach, we navigate complex transactions to unlock optimal value and maximise deal completion potential.
Average team member experience
Our firm takes a senior-led, hands-on approach on every engagement. Our clients work directly with senior team members, who bring an average of over 16 years of experience across investment banking, operations, consulting, tech, and key industries.
The average market approach
Leveraging our global network and relentless approach, our team engages with an average of 4 times more potential counterparties than typically seen in the industry.
Engagements on behalf of clients
Our team has participated in over 800 client engagements, ranging from strategic discussions and negotiations to due diligence and deal closings. This extensive experience, spanning multiple industries and transaction types, enables us to provide our clients with informed guidance and drive results.
Trusted advice, aligned partners: A shareholder mindset
Our advice originates from a deep understanding of and genuine care for clients' businesses. The firm puts itself in its clients' shoes, analysing challenges and opportunities from their perspective. Caldera Capital brings a balance between innovation and today's pace, and the depth of a traditional investment banking approach to partnerships and transactions.
Beyond traditional corporate finance
We believe relying solely on conventional corporate advisory can leave untapped value on the table. We recognise the relentless effort and dedication our clients have invested in their businesses, and our team spares no effort in exploring every possible avenue to help them realise the best possible outcome achievable in the prevailing market conditions.
First principles thinking
Breaking down matters to their core elements, questioning assumptions, and rebuilding from the ground up.
Multidisciplinary team
Combining transactional expertise with insights from consulting, tech, sales, and marketing for holistic guidance.
Operator's perspective
Having run businesses, our senior deal team understands the real-world challenges of operating a business.
Execution focused
Crafting actionable strategies, not just theory. Working closely with clients to navigate the path to results.
Senior deal makers, supported by broader expertise
Caldera Capital's senior deal makers bring deep transactional expertise, enhanced by a broader skillset spanning management consulting, technology, sales, and marketing. This multidisciplinary approach enables the firm to guide clients through complex deal-making with a strategic perspective beyond traditional investment banking.
Corporate finance
Our senior deal makers bring deep transactional expertise, forming the core of our investment banking practice.
This central expertise enables us to guide clients through optimal deal preparation and execution, ensuring the best possible outcomes.
Management consulting
A management consulting approach provides action-focused advice drawn from vast business experience.
Acting as a strategic decision partner, we help clients navigate complex deal-making with a perspective that extends beyond traditional investment banking.
Tech and AI
By integrating our understanding of technology and artificial intelligence, we delve deeper into business dynamics.
This tech-driven approach supports our advice and ultimately improves outcomes for our clients.
Sales and marketing
Our firm holds expertise in sales and marketing, allowing us to identify wider opportunities and craft comprehensive strategies.
This sales and marketing knowledge complements our corporate finance and consulting capabilities, enabling us to provide holistic guidance to our clients.
Unwavering focus on execution: Driving tangible results
Caldera Capital goes beyond strategic advice. The firm's senior deal makers work hand-in-hand with clients to turn insights into action and deliver concrete outcomes. From capital raises to business exits, our team meticulously manages every stage of the process, leaving no stone unturned in pursuit of the best deal outcome for our clients.
Securing optimal deal outcomes for growing businesses and exiting shareholders
At Caldera Capital, we lead transaction processes on behalf of our clients, allowing management to remain focused on core operations. Our team manages the entire transaction lifecycle, from initial business and deal strategy to successful completion. This includes capital raising, mergers and acquisitions, as well as full or partial business sales and divestments.
Maximising deal value and completion probability
Beyond presenting businesses as-is, we leverage our management consulting capabilities to identify areas for strategic optimisation and growth, crafting a robust and compelling business case that highlights the full depth and potential of the opportunity.
Global investment banking rigour, boutique approach
With over 15 years of top-tier investment banking experience, Caldera Capital brings unmatched expertise to every transaction. Our track record of successful deals is testament to our relentless effort and client dedication. No effort spared.
Extensive local and international network, relentless outreach
Caldera Capital has one of the strongest networks in the market; however, we don't confine ourselves to existing connections. We proactively identify and contact every relevant party possible for each transaction, leaving no stone unturned.
Our team works diligently, providing high-impact advice to our clients globally.
Caldera Capital specialises in guiding businesses through critical junctures in their lifecycle, from comprehensive +Strategy work, to creative +Grow initiatives, and the full range of +Exit options. The firm's team combines deep industry knowledge with a results-driven approach to help clients navigate these pivotal moments with clarity and thoughtfulness, transforming challenges into opportunities at every stage.
Defining the path through action-focused business consulting and transaction expertise.
Our approach begins with a thoughtful step back, as we work hand-in-hand with clients to reflect on the big picture. No effort spared.
Unlocking growth through capital raising, capital management, M&A, and partnerships.
Caldera Capital partners with ambitious businesses to unlock their full growth potential.
Maximising shareholder value through tailored exit strategies and exceptional execution.
Caldera Capital partners with management, majority shareholders, and key stakeholders to navigate the complexities of exit transactions.
From our founder, Kai Lotfi
At Caldera Capital, our clients can expect the same level of unbiased, high-quality advice that I would personally expect for our own family office or venture studio portfolio companies. We spare no effort and leave no stone unturned to ensure we've given it our all.
We recognise and respect the blood, sweat, and tears our clients have poured into their businesses. We understand the significance of the transactions we advise on, which is precisely why we go beyond traditional corporate finance. Even when working on fast-paced, short-term transactions, we maintain a long-term perspective and commitment to long-term success beyond just the current deal. We take the time to build a comprehensive, layer-by-layer understanding of our clients' businesses and efficiently plan and execute the best path forward.
Our action-focused approach means we don't just provide theoretical advice, we roll up our sleeves and work alongside our clients to drive tangible results.
Throughout my career, I've had the privilege of guiding many businesses through complex challenges and seeing them emerge stronger on the other side. These experiences have reinforced my belief in the power of combining investment banking expertise with a long-term management consulting mindset — we take a long-term succession view.
We're committed to advising with integrity, dealing with kindness, and executing as we'd expect for our own businesses.
Kai Lotfi
Managing Director
We're here to help
At Caldera Capital, we respect and value every enquiry we receive. We will do our best to assist you or, at the very least, guide you in the right direction.
