Caleb Axelson

Vice President

Caleb Axelson

Vice President

Caleb is a Vice President at Navagant. Previously, Caleb was an Associate at Capstone Partners. Prior to Capstone, he was an Analyst for CRI M&A Advisors.

Today, he appreciates the opportunity to support clients through one of the most important phases of their lives.

Caleb Axelson, Vice President, Navagant

Background

Caleb is a Vice President at Navagant. Previously, Caleb was an Associate at Capstone Partners. Prior to Capstone, he was an Analyst for CRI M&A Advisors.

As a teenager, Caleb worked as a caddy, where he learned he enjoyed providing tailored advice to others through a shared passion for the game of golf. Along the way, he was fortunate to caddy for several sporting legends, including Bobby Orr and Tom Brady. Today, he appreciates the opportunity to support clients through one of the most important phases of their lives.

Outside of the office, he enjoys cheering on his Boston sports teams, chasing scratch on the golf course, or finding his next listen on Audible.

Selected Transactions

View All Navagant Transactions
The Brevet Group acquired by SBI Growth Advisory, Navagant M&A transaction

The Brevet Group Acquired by SBI Growth Advisory

The Brevet Group, a sales effectiveness and training firm, was acquired by SBI Growth Advisory, expanding SBI’s sales training and enablement capabilities.

Legacy Swim Group recapitalized by Main Street Capital Corporation, Navagant transaction

Legacy Swim Group, the Largest Franchisee of a Leading Swim School Brand, Recapitalizes and Receives Growth Investment from Main Street Capital Corporation

Legacy Swim Group, the largest franchisee of a leading swim school brand, recapitalized and received a growth investment from Main Street Capital Corporation.

Shemmassian Academic Consulting recapitalized with a financial sponsor, Navagant transaction

Shemmassian Academic Consulting Recapitalizes with Financial Sponsor

Shemmassian Academic Consulting, an admissions consulting firm, completed a recapitalization with a financial sponsor. Navagant advised on the transaction.

Heavy Equipment Colleges of America recapitalized by Argosy Capital, career school M&A transaction

Heavy Equipment Colleges of America Recapitalized by Argosy Capital

Heavy Equipment Colleges of America, a vocational training school operator, was recapitalized by Argosy Capital. Navagant advised on the transaction.

RAIN Group acquired by Horizon-owned Alchemist, professional training M&A transaction

RAIN Group is Acquired by Horizon-owned Alchemist

RAIN Group, a sales training and performance improvement firm, was acquired by Horizon-owned Alchemist, expanding its sales enablement capabilities.

Envisage International acquired by NSM Insurance Group, Navagant M&A transaction

Envisage International Acquired by NSM Insurance Group

Envisage International, a provider of services and insurance products for international students, was acquired by NSM Insurance Group.

Hawkes Learning recapitalized by Golden Vision Capital Americas, courseware M&A transaction

Hawkes Learning Poised for Growth with Recapitalization by Golden Vision Capital Americas

Hawkes Learning, a higher education courseware publisher, was positioned for growth through a recapitalization by Golden Vision Capital Americas.

Apex Anesthesia Review acquired by TrueLearn, medical education M&A transaction

APEX Anesthesia Review Acquired by TrueLearn

APEX Anesthesia Review, a medical exam preparation provider for anesthesia professionals, was acquired by TrueLearn.

Rosh Review acquired by Blueprint, medical education M&A transaction

RoshReview Acquired by Blueprint

Rosh Review, a medical exam preparation and board review provider, was acquired by Blueprint. Navagant advised on the transaction.

Selected transactions involving Caleb. Includes experience at prior firms.

Deal Recognition

Recognition for transactions involving Caleb and the team.

2026

Recapitalization Deal of the Year

Legacy Swim Group recapitalized by Main Street Capital Corporation. 16th Annual Americas M&A Atlas Awards.

Read the Announcement

2025

Emerging Leaders Award

Awarded to Caleb at the 16th Annual M&A Advisor Emerging Leaders Awards.

Read the Announcement

2025

Regional Deal of the Year, Oceania

RAIN Group acquired by Alchemist. 16th Annual International M&A Advisor Awards.

Read the Announcement

2025

USA Private Equity Deal of the Year

Heavy Equipment Colleges of America recapitalized by Argosy Capital. Americas M&A Atlas Awards.

Read the Announcement

2025

M&A Advisor Awards Finalist

Shemmassian Academic Consulting and RAIN Group named finalists at the 24th Annual M&A Advisor Awards.

Read the Announcement

2024

M&A Deal of the Year

Hawkes Learning recapitalized by Golden Vision Capital Americas. 15th Annual International M&A Awards, The M&A Advisor.

Read the Announcement

2024

Financials Deal of the Year

Envisage International acquired by NSM Insurance Group. 15th Annual International M&A Awards, The M&A Advisor.

View Winners List

2024

Financial Deal of the Year

Envisage International acquired by NSM Insurance Group. 6th Annual USA Middle Market M&A Atlas Awards.

Read the Announcement

2023

M&A Deal of the Year

APEX Anesthesia Review acquired by TrueLearn. The M&A Advisor Awards.

Read the Announcement

2023

Education Deal of the Year

APEX Anesthesia Review acquired by TrueLearn. M&A Atlas Awards, USA Middle Markets.

Read the Announcement

2022

Education Services Deal of the Year

Rosh Review’s acquisition by Blueprint. Completed before Navagant’s founding.

View Transaction

Connect with Caleb

Supporting clients through one of the most important phases of their lives.

Name(Required)

Fun Fact

Got his first hole-in-one when he was 12. Still carries around the same 7-iron in the back of his car for good luck.

Education

Charleston Southern University – BBA – Financial Management

Registrations & Affiliations

FINRA – Series 79 Registered Investment Banking Representative
FINRA – Series 63 Registered Uniform Securities Agent

774-994-3248
caleb@navagant.com