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Caleb Cranton

Caleb Cranton

Portfolio Manager at Capital Insight Partners, LLC

Birmingham, AL , United States

About

Caleb Cranton is an accomplished investment professional who most recently served as a Portfolio Manager at Capital Insight Partners, LLC in Birmingham, Alabama. In this role, he specialized in covering securities, performing quantitative financial analysis, and conducting comprehensive market and economic research to identify new investment opportunities. His responsibilities also included assisting with trading and portfolio construction, with a particular focus on public equities and healthcare sector investments, including medical technology companies and hospital facilities.

Before joining Capital Insight Partners, Caleb was an Equity Research Analyst at Goldman Sachs, where he focused on producing sell-side research and conducting valuations for publicly traded companies in the healthcare sector, further deepening his expertise in medical technology and hospital assets. Prior to his finance career, Caleb was a professional musician, performing and teaching nationwide, which uniquely positioned him to combine his analytical skills with experience in the music industry.

Caleb holds a Master of Science in Finance and Investing from Indiana University’s Kelley School of Business, a Master of Music Performance and Conducting from Rutgers University, and a Bachelor of Arts in Classical and Jazz Performance from Samford University. With his diverse background, he brings a multifaceted perspective to investment management, particularly within the healthcare and music rights asset classes.

Career History

OrganizationRoleDate RangeDetails
Capital Insight Partners. LLCPortfolio ManagerNov 2022 to Jun 2024
• Co-manage 4 portfolio strategies in accounts holding ~$800M in AUM • Build valuation models for SMID and Large-Cap companies using DCF, SOTP, P/E, P/S, and EV/EBITDA multiples and other sector-speci...
Goldman SachsEquity Research Analyst, Medical TechnologyJun 2021 to Nov 2022
• Developed and maintained extensive valuation and industry models for 30 covered companies to provide accurate earnings forecasts for senior team and clients • Constructed 300+ notes per year on cove...
Indiana University - Kelley School of BusinessValue Fund: Graduate Equity Research AnalystJan 2021 to May 2021
Runner-up for the Value Fund competition
Indiana University - Kelley School of BusinessReese Fund: Graduate Equity AnalystSep 2020 to Jan 2021
• Modeled future financials for a company, considering internal and external factors and trends that could affect the forecast such as economics, politics, and the capital markets • Identified attract...
Cowan Drug & Parkside PharmacyM and A ConsultantJan 2021 to May 2021
• Developed strategic plans for business valuation, and operational efficiencies, and offered M&A advice by developing a 10-year forecast that analyzed revenue variance, industry trends, and business ...
Caleb CrantonPrivate Music InstructorMay 2010 to May 2021
Rutgers University–New BrunswickGraduate Teaching FellowSep 2016 to May 2018
• Graduate Teaching Fellow/ Part-time Faculty: Facilitated weekly group rehearsals and private lessons to educate undergrad students on secondary instruments and ensemble techniques • Honors Scholar, ...
Samford UniversitySound EngineerSep 2013 to May 2016

Education

Indiana University - Kelley School of Business

Master of Science - MS, Finance and Investments

2020 2021

Rutgers University

Master’s of Music-MM, Music Performance

2016 2018

Samford University

Bachelor of Arts - BA, Music Performance, Classical and Jazz

2013 2016

The University of Alabama

Bachelor of Arts - BA, Classical Music

2011 2013

Others at Capital Insight Partners, LLC (3)

NameRoleLocation
Craig McCrory
Craig McCrory
PartnerScottsdale, AZ , United States
Susan Anastasiadis
Susan Anastasiadis
PartnerScottsdale, AZ , United States
T
Troy Dayton
Senior Portfolio ManagerPhoenix, AZ , United States