MICHAEL MORGAN
Managing Director
Caltius Equity Partners
SPECIALTY: $10 – $30 million investments for industrial, facilities, business, and healthcare services
Michael Morgan co-founded Caltius Capital Management’s private equity fund with Jim Upchurch and Garrick Ahn in 1999. As a managing director of Caltius Equity Partners, Michael is instrumental in the overall success of the firm, from fundraising to sourcing, executing and managing investments. Caltius Equity Partner has acquired over $975 million of enterprise value during its 20-year history across three funds. The fund’s assets under management have increased from its $53 million first fund to its $145 million third and most recent fund. Morgan focuses on Caltius Equity Partner’s investments in the Industrial Services and Facility Services industry sectors. He has sourced or managed numerous investments in these industry sectors at Caltius, including the successful acquisitions, management, and exits of Impact Facility Services and MC Sign. Prior to joining Caltius in 1999, Morgan worked at Salomon Smith Barney in New York in its financial sponsor’s coverage group.
