Our Philosophy

Together, merging experience and
opportunity to drive valuable outcomes


Investment Philosophy

We stand for collaboration, commitment, and constant learning, and these values drive our success

Our deep business acumen and experience throughout a company’s capital structure, allows us to continually seek value opportunities for our portfolio companies and our investors.

Calvert Street Investment Partners strives to be a premier private equity and credit firm, specializing in investments across the capital structure for the lower middle market, including family-owned and operator-led businesses, investors, and co-investors.

Calvert Street believes the lower middle market can offer better returns to investors relative to other sectors within the private equity asset class. Current conditions in the lower middle market continue to provide an attractive opportunity due to several key factors including:

  • a large universe of investment opportunities;
  • lower purchase price valuations;
  • a relatively inefficient deal sourcing market;
  • greater opportunity for operational improvements and growth; and
  • attractive exit options.

Calvert Street seeks to merge its in-depth market knowledge, relationships and access, and investment selection skills with the opportunity in this inefficient market niche. The firm’s investment and operating professionals work together with its management teams and co-investors to help navigate valuable exits for our investors.

The firm provides lower middle-market exposure to its investors through two investment strategies: equity buyout and mezzanine debt. Calvert Street Investment Partners is a fully independent manager with dedicated teams devoted to each investment strategy.