Calder Capital, a nationwide mergers and acquisitions advisory firm, is excited to welcome Erik Records as our newest Buy-Side M&A Advisor.
Introducing Erik:
Originally from Tustin, California and residing in Newport Beach, Erik joins Calder Capital with extensive experience across finance, investment, insurance, as well as mergers and acquisitions. Prior to joining Calder Capital, Erik held roles with W.E. Myers & Company, Myers Capital Partners, Arthur J. Gallagher & Company, and ECR Brokers. He earned a Bachelor of Science in Business Administration from California State Polytechnic University, with concentrations in Finance, Real Estate, and Law, before going on to earn his Master of Business Administration from Pepperdine University. He also holds a California real estate license.
When asked what led him to Calder Capital, Erik pointed to the firm’s reputation and established capabilities on both sides of the M&A transaction. Erik stated, “Calder’s reputation as a solid sell-side and buy-side investment bank stood out to me. I saw an opportunity to join an experienced team and use my background to help clients pursue their professional goals.”
Erik is eager to begin working alongside Calder’s team and clients, adding, “I’m looking forward to collaborating with the team and helping our clients identify and pursue opportunities that move them closer to their professional goals. Being able to use my experience to help others succeed is what makes this work rewarding.”
Motivated by helping others, Erik places a strong emphasis on relationships both personally and professionally. He also mentors young adults seeking guidance as they approach their careers. Outside of work, Erik enjoys working out, ocean sports, snow skiing, shooting sporting clays, golfing, reading, traveling, and spending time with family, friends, and his significant other, Julie. A father of two sons, Erik is also an avid supporter of wrestling and a fan of the Los Angeles Dodgers and Los Angeles Rams. He lives by the motto, “If there is any doubt, then there is no doubt,” a reminder to trust his gut and intuition when making important decisions.
In his new role as a Buy-Side M&A Advisor, Erik will take charge of deals from the moment a client is ready to move forward with a warm lead through closing. He will lead the team, facilitate introductions, oversee valuations, guide deal structure, negotiate for clients, secure financing, manage due diligence, and coordinate the closing process to ensure a smooth transaction.
“Erik’s extensive background in finance, investments, real estate, and deal-making makes him a strong addition to Calder Capital’s Buy-Side M&A team. Based in Newport Beach, California, Erik also expands Calder’s presence on the West Coast, strengthening our ability to serve business buyers, entrepreneurs, family offices, and investors throughout California and the broader Western United States. His relationship-driven approach, buy-side experience, tenacity, and commitment to helping clients achieve their acquisition goals align perfectly with how we approach M&A advisory at Calder,” remarked Sam Scharich, Buy-Side Managing Director at Calder Capital.
We’re excited to welcome Erik to the Calder Capital team. To learn more about Erik’s professional journey, connect with him on LinkedIn.
To view current openings at Calder Capital, please visit: https://www.caldergr.com/company-profile/careers-internships/
About Calder Capital
Founded in 2013, Calder Capital is a cross-industry mergers and acquisitions advisory firm with offices across the United States. Calder provides valuation, sell-side, and buy-side services. We are nationally recognized for excellence in advising $1-100M enterprise value transactions in manufacturing, construction, distribution, and business services. Calder serves business owners, entrepreneurs, family offices, financial buyers, and investors. Learn more at www.CalderGR.com.
Notice: Calder Capital, LLC is not affiliated with any similarly named organizations or entities. To verify communications from our firm, visit our website or contact [email protected].