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Caldwell Partners

130 Adelaide Street West Suite 2310, Toronto, ON, M5H 3P5, Canada

Overview

Executive search consulting for senior executive positions.

Founded

1962

Deals ยท 12mo

1

Links

WebsiteLinkedInX (Twitter)

Stage focus

Seed

Geographic focus

Canada
United States

Sector focus

Consulting
Management Consulting
Service Industry

Investment portfolio

3rounds
NAMEDATESIZE
Neo Financial
Feb 2026Participated
$69 MOther Equity
Skyminyr
Apr 2025Participated
$6 MSeed
Skyminyr
Mar 2022Led
$3 MSeed
Neo Financial
Feb 2026Participated
$69 MOther Equity
Skyminyr
Apr 2025Participated
$6 MSeed
Skyminyr
Mar 2022Led
$3 MSeed
3
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Insights

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Deal Distribution

Caldwell Partners: 3 funding rounds are recorded in the selected participation categories.All available history.
Caldwell Partners: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed11
Other Equity01

Monthly Deal Activity

Caldwell Partners: 3 deals are recorded across 56 months.All available history.
Caldwell Partners: 3 deals are recorded across 56 months. All available history
MonthDeals
Mar '221
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
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Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
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Mar '240
Apr '240
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Jul '240
Aug '240
Sep '240
Oct '240
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Feb '250
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Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Caldwell Partners: AI & Machine Learning is the largest displayed sector by deal count (2 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Caldwell Partners: AI & Machine Learning is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
AI & Machine Learning2
Professional Services2
Fintech1

Deal Size Distribution

Caldwell Partners: 3 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Caldwell Partners: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M1
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Caldwell Partners: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Caldwell Partners: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Canada1
Caldwell Partners: 9 co-investors are shown, with Karmel Capital sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Caldwell Partners: 9 co-investors are shown, with Karmel Capital sharing 2 recorded deals. All available history
Co-investorShared deals
Karmel Capital2
Alberta Investment Management Corporation1
Hunt Scanlon Ventures1
IQTalent1
Northleaf Capital Partners1
Plaza Ventures1
Sandstone Asset Management1
True1
True Search1

Investment Strategy

Caldwell Partners: Led accounts for 33% and participating for 67% of round participation.All available history.
Caldwell Partners: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led133%
Participating267%
Caldwell Partners: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Caldwell Partners: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Chris Beck

President and Chief Financial Officer

David Windley

President

John Wallace

President & CEO

Shawn Banerji

Managing Partner, Technology & Digital Practice