We thrive on principle-based leadership, taking the high road, and a culture of transparency.
Drew N. Bagot
Drew is a founder and Managing Partner of Calidant Capital. Mr. Bagot has been a private equity investor his entire career, having also started and operated entrepreneurial businesses. Prior to Calidant, he was most recently an Associate Director at ORIX Americas, a principal investment arm of an international financial conglomerate with over $100 billion in assets, focusing on deploying $10-30 million into growing middle-market companies across myriad industries. Mr. Bagot was previously a senior analyst with Pharos Capital Group, a $1 billion private equity fund based in Dallas, TX and Nashville, TN that concentrates on the business services, healthcare, and technology sectors. Prior thereto, he served as the lead underwriter at Shoreline Capital, a private equity-focused family office in Dallas. 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. Drew is based in Austin, and enjoys international travel, fly fishing, snowboarding, and spending time with his wife and young son.
email: dbagot [at] calidantcapital.com
David W. Lai
David is a founder and Managing Partner of Calidant Capital. Mr. Lai is a private equity investor and entrepreneur with more than 15 years of experience in investing and managing a variety of companies across various broad-based industry sectors. In his career, Mr. Lai has contributed to greater than $1 billion in portfolio debt and equity capital, playing key board- level and operational roles in assisting management teams with growth through mergers and acquisitions and deployment of capital. Mr. Lai began his career in middle-market corporate finance at JP Morgan Chase & Co., and has been a principal with several family offices in Dallas, Texas. He holds a BBA in quantitative finance from Baylor University and obtained an MBA in finance from Southern Methodist University’s (SMU) Cox School of Business in Dallas, Texas. David is based in Dallas, and enjoys mountain camping, fishing, skiing, and sailing with his wife and teenage son.
email: dlai [at] calidantcapital.com
Will is a Financial Analyst at Calidant Capital. Prior to interning with Calidant, he was most recently an Assurance Intern for PricewaterhouseCoopers and currently serves as a North Dallas Young Life Leader for St. Mark’s School of Texas. Will attained a BBA in Accounting with a minor in Sport Management from Southern Methodist University’s (SMU) Cox School of Business as well as a Master of Science in Accounting from SMU. Will is a CPA candidate, expecting to attain the designation in August 2019. Will is an Austin native, but is based in Dallas and enjoys playing golf, table tennis, and fly fishing.