Caltius Equity Partners ("CEP") today announced a strategic investment in SaaS Consulting Group ("SCG"), a leading provider of business transformation services for mid-market organizations. Founded in 2011, SCG has helped more than 250 mid-market organizations transform their businesses and has partnered with more than 60 leading private equity sponsors to create value across their portfolio companies.

The partnership supports SCG’s next phase of growth through continued investment in its existing Salesforce, NetSuite, and iPaaS practices while growing its AI and data services practices and incorporating a disciplined acquisition plan. This strategy builds on SCG’s reputation for delivering exceptional lead-to-cash and record-to-report outcomes while meeting the growing demand for data services and AI-enabled business transformation. By connecting business strategy with modern technology, trusted data and AI-enabled transformation, SCG helps clients accelerate growth, improve operational performance, and realize the full potential of large, enterprise investments.

"SCG is an outstanding fit with our strategy of partnering with founder-led businesses serving large and rapidly evolving technology markets," said Garrick Ahn, Managing Director of CEP. "The company has earned the trust of clients and private equity sponsors by consistently delivering outstanding business outcomes through deep platform expertise, business process knowledge, and a highly differentiated approach to AI and digital transformation. We look forward to partnering with management to support the company's continued growth through organic investment and strategic acquisitions."

SCG’s newly appointed CEO, Chris Holbert, said "we are excited to partner with Caltius Equity as we begin our next chapter of growth." He continued, "Our mission has always been to help our clients transform the way they operate – not simply implement software. We intend to expand our Salesforce, NetSuite, Zone & Co, and Nue.io partnerships and we will deepen our AI-enabled transformation and data services capabilities. As AI becomes foundational to modern business applications and business processes, our clients need more than new technology – they need the right combination of industry and business process expertise, trusted data, and integrated platforms to deliver sustainable and measurable business value. That is where we believe SCG is uniquely positioned to lead.”

SaaS Consulting Group

SaaS Consulting Group (SCG) helps mid-market companies improve critical business processes that drive sustainable growth across lead-to-cash and record-to-report. With deep expertise across Salesforce, NetSuite, Nue.io, Zone & Co, and numerous complementary technologies, SCG connects business processes, platforms, and data to drive measurable results. Since 2011, SCG has served more than 250 companies and become a trusted partner to more than 60 private equity sponsors, many of which rely on SCG across multiple portfolio companies. For more information, visit www.saascg.com.

About Caltius Equity Partners

Caltius Equity Partners is a Los Angeles-based private equity firm that has acquired over $1 billion of enterprise value since 1999. CEP invests $15 to $30 million of equity in recurring- revenue businesses across facility services, tech-enabled services, and outsourced business functions, partnering with founders and management teams through buyouts, growth investments, recapitalizations, and corporate divestitures. The firm targets companies with at least $10 million of revenue and $2 million of EBITDA, and works alongside management after close on growth strategy, infrastructure, operational improvements, personnel, and acquisitions. For more information, visit www.caltius.com.

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