Bagot Drew

Founder at

Calidant Capital, LLC

Finance

Consumer Services

Commercial Services

Profile

Drew is the founder and Managing Partner of Serata Capital Partners.
Mr. Bagot has been a private equity investor for over 15 years, having also started and operated companies, including as founder of Texas Standard, a consumer products business.
He also concurrently manages a private equity portfolio in Calidant Capital, of which he is a founding partner.
Prior to fostering his own private equity investments, Mr. Bagot was an Associate Director at ORIX Corporation (NYSE:IX), an international financial conglomerate with over $150 billion in assets, deploying $10-30 million into growing middle-market companies across myriad industries.
Mr. Bagot was a senior analyst with Pharos Capital Group, a $1 billion private equity fund that concentrates on the business services, healthcare, and technology sectors, and prior thereto served as the lead underwriter at Shoreline Capital, a private equity-focused family office.
Mr. Bagot attained a BBA in Finance with high honors from the McCombs School of Business at the University of Texas at Austin and an MBA from the Johnson Graduate School of Management at Cornell University, and is a member and chapter leader of the Young Presidents Organization (YPO).
Drew is based in Austin, and enjoys international travel, fly fishing, snowboarding, wake surfing, and spending time with his wife and two children.

Bagot Drew active positions

Companies	Position	Start
Calidant Capital, LLC Calidant Capital, LLC Investment ManagersFinance Calidant Capital invests in middle market companies located in the United States with an EBITDA ranging from USD 3 to 12 million. The firm targets companies operating in the fields of industrial services, field personnel services, consumer products, telecom and tech-enabled services. It provides financing for growth stage capital requirements. It acquires majority investments.	Founder	-
Serata Capital Partners LLC Serata Capital Partners LLC Investment ManagersFinance Serata Capital Partners invests in mid market companies located in the United States with an EBITDA of $6 - $25 million. The firm targets across a broad range of sectors and industries. It acquires minority and majority stakes.	Founder	01/07/2020
The Five Star Institute LLC The Five Star Institute LLC Miscellaneous Commercial ServicesCommercial Services Operates as an association which organizes conferences, produces publications and maintains membership organizations for the mortgage industry	Director/Board Member	01/05/2018
Alliance of Merger & Acquisition Advisors, Inc. Alliance of Merger & Acquisition Advisors, Inc. Investment ManagersFinance Provides merger and acquisition advisory services	Chief Executive Officer	01/01/2019
Texas Standard LLC Texas Standard LLC Apparel/FootwearConsumer Non-Durables Manufactures and sells men's shirts, trousers and accessories through online	Chief Executive Officer	01/09/2016
Virtual Marketing LLC (Illinois) Virtual Marketing LLC (Illinois) Advertising/Marketing ServicesCommercial Services Operates as a marketing transformation company	President	01/09/2024

All active positions of Bagot Drew

Former positions of Bagot Drew

Companies	Position	End
Arcadia Roofing LLC Arcadia Roofing LLC Engineering & ConstructionIndustrial Services Provides roof replacements and a management services	Director/Board Member	01/09/2019
Page Publishing, Inc. Page Publishing, Inc. Publishing: Books/MagazinesConsumer Services Publishes books	President	-
Belmont Asset Management, Inc. Belmont Asset Management, Inc. Investment ManagersFinance Belmont Asset Management manages portfolios of individual stocks, as well as balanced accounts of stocks, high-quality bonds and alternative investments. Their individually-managed accounts are offered through 'best-of-breed' investment managers and an open architecture program. Their equity strategy focuses on large-cap core growth stocks, small-cap stocks and international equities. For fixed-income, they invest in corporate, municipal, high-yield bonds and preferred stocks. They also offer alternative investments in private equity, hedge funds and specialized funds.	Corporate Officer/Principal	-
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Linked companies

Private companies	14
Belmont Asset Management, Inc. Belmont Asset Management, Inc. Investment ManagersFinance Belmont Asset Management manages portfolios of individual stocks, as well as balanced accounts of stocks, high-quality bonds and alternative investments. Their individually-managed accounts are offered through 'best-of-breed' investment managers and an open architecture program. Their equity strategy focuses on large-cap core growth stocks, small-cap stocks and international equities. For fixed-income, they invest in corporate, municipal, high-yield bonds and preferred stocks. They also offer alternative investments in private equity, hedge funds and specialized funds.	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Johnson Graduate School of Management Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pharos Capital Group LLC Pharos Capital Group LLC Investment ManagersFinance Pharos Capital Group invests in companies located in the United States with an EBITDA of at least USD 2 million and revenue of at least USD 10 million. The firm targets companies operating in the field of healthcare sector. It participates in LBOs, MBOs, acquisitions, and recapitalization with an investment size of USD 20 - 50 million. The firm does not invest in drug development, life sciences and biotechnology sectors.	Finance
Alliance of Merger & Acquisition Advisors, Inc. Alliance of Merger & Acquisition Advisors, Inc. Investment ManagersFinance Provides merger and acquisition advisory services	Finance
McCombs School of Business McCombs School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Five Star Institute LLC The Five Star Institute LLC Miscellaneous Commercial ServicesCommercial Services Operates as an association which organizes conferences, produces publications and maintains membership organizations for the mortgage industry	Commercial Services
Virtual Marketing LLC (Illinois) Virtual Marketing LLC (Illinois) Advertising/Marketing ServicesCommercial Services Operates as a marketing transformation company	Commercial Services
Arcadia Roofing LLC Arcadia Roofing LLC Engineering & ConstructionIndustrial Services Provides roof replacements and a management services	Industrial Services
Calidant Capital, LLC Calidant Capital, LLC Investment ManagersFinance Calidant Capital invests in middle market companies located in the United States with an EBITDA ranging from USD 3 to 12 million. The firm targets companies operating in the fields of industrial services, field personnel services, consumer products, telecom and tech-enabled services. It provides financing for growth stage capital requirements. It acquires majority investments.	Finance
Page Publishing, Inc. Page Publishing, Inc. Publishing: Books/MagazinesConsumer Services Publishes books	Consumer Services
Texas Standard LLC Texas Standard LLC Apparel/FootwearConsumer Non-Durables Manufactures and sells men's shirts, trousers and accessories through online	Consumer Non-Durables
Serata Capital Partners LLC Serata Capital Partners LLC Investment ManagersFinance Serata Capital Partners invests in mid market companies located in the United States with an EBITDA of $6 - $25 million. The firm targets across a broad range of sectors and industries. It acquires minority and majority stakes.	Finance

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