JIM UPCHURCH

President and CEO

Caltius Capital Management

SPECIALTY: Private debt and equity investing, sales and trading of public debt securities, portfolio management and accounting

Jim Upchurch co-founded Caltius Capital Management in 1997. As President and CEO, he is involved in all aspects of fund management, fundraising and deal origination for Caltius Equity Partners and Caltius Structured Capital. Prior to founding Caltius, Upchurch was 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. Jim began his career as a Certified Public Accountant at KPMG. Upchurch has wide-ranging experience that spans private debt and equity investing, sales and trading of public debt securities, portfolio management and accounting. He has been instumental in facilitating liquidity events and corporate growth opportunities for owners of middle market companies throughout North America. Under his management Caltius has invested $1.2 billion in 63 transactions since being founded in 1997.

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