About
Caleo Private Equity is a relationship-focused investment management and advisory firm. We provide growth capital to start-ups and operating companies in South Africa and abroad. Our approach combines private equity practices with conscious investing and flexible structuring.
Approach
Caleo Private Equity focuses on building enduring relationships with investors and sees itself as an active partner and collaborator in the businesses we advise and invest in. We are industry agnostic and have extensive experience in real estate, financial services, and special situations.
As investors, we combine traditional private equity attributes with defining characteristics that are unique to Caleo Private Equity. Our hallmarks include flexible structuring, direct investment, and no exit constraints.
As advisors to investors and companies, we apply our distinctive private equity outlook to capital raising, deal structuring and negotiation.
Distinctive Features
Growth Capital
We provide growth capital to SMEs and medium-sized corporates.
Caleo Network
We have built a robust community of trusted participants in our investment ecosystem. This community fosters collaboration and exchange of ideas, enabling a virtuous cycle of value creation.
Trusted Partner
We focus on building relationships with clients and investees as partners and collaborators.
Supporting Strong Management Teams
We selectively invest in, advise and support high-potential companies led by technically and ethically strong management teams.
Sector Flexibility
We are agnostic with regard to industry, geography and investment categories.
Aligned Fee Structures
We adopt non-traditional management fee structures tailored for each opportunity, which result in lower fees and direct alignment with investors.
Creative & Innovative Structuring
We implement growth strategies and utilise flexible structuring to optimise deal value.
Experienced Investment Team
The principals have 40+ years of consulting, real estate finance and leverage finance experience globally. We have established deep networks in SA and other target markets.
Conscious Mindset
Our focus and commitment supports and builds positive and regenerative relationships.
Attractive Return Profile
For direct investments, we target in excess of 2x original investment over a 5 – 7 year period with regular income of 7% – 10% per annum.