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Sunday, May 28, 2023

Most Influential Private Equity Investors & Advisors: Rick Shuart


Managing Director

Caltius Structured Capital

SPECIALTY: $7 – $50 million junior debt and minority equity for middle market companies

Rick Shuart has been an integral member of Caltius Capital Management’s team since 1999. As a managing director of Calitus’ junior capital fund, Caltius Structured Capital, Rick is instrumental in all aspects of fundraising, business development, transaction structuring, due diligence and portfolio management. Caltius Structured Capital’s cumulative assets under management have increased from $43 million to $1.4 billion during his tenure. Applying his two decades of experience, Shuart derives creative, appropriate transaction structures for each client’s unique needs. His deep knowledge spans unitranche facilities, subordinated debt, and preferred and common equity investments. He structures deals to solve needs ranging from growth capital to shareholder redemptions, add-on acquisitions, shareholder dividends and refinancings. He builds rapport with prospective clients quickly and manages the due diligence process efficiently, including work performed by legal and accounting providers.

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