We combine a nuanced understanding of the capital markets with institutional-grade evaluation, looking beyond the surface to ensure sponsors and deals meet the highest benchmarks for quality and alignment.
Curated Access
✓
✓
✓
QUALITY
Hard-to-find pre-LOI and early-stage opportunities
Vetted sponsors and screened opportunities
Matched by sector, structure, check size and governance
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Principal-led theses in targeted essential industries
Matching Process
1
Background, sourcing edge, execution history and value-creation plan
2
Sector, structure, check size, risk profile and timing preferences
3
Only route opportunities where there is real mandate fit
4
Pre-LOI visibility before the market process becomes crowded
Matching Process
1
Background, sourcing edge, execution history and value-creation plan
2
Sector, structure, check size, risk profile and timing preferences
3
Only route opportunities where there is real mandate fit
4
Pre-LOI visibility before the market process becomes crowded
Why Caerus
Early Involvement
We engage sponsors before the process is fully live, when structure and investor alignment can still influence outcomes.
Lower-Middle-Market Focus
We focus on narrower-scope opportunities, typically sub-$100M enterprise value, where fit and relationship matter.
Capital + Principal Lens
We combine capital formation experience with principal-led thesis work in targeted sectors.
Institutional-grade evaluation in a boutique, relationship-driven format.
Caerus Placement LLC offers securities through Invicta Capital, LLC. Member: FINRA/SIPC. Caerus Placement LLC is not affiliated with Invicta Capital, LLC.
Invicta Capital LLC
527 Cedar Way, Suite 101 Oakmont, PA 15139