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Reading the graph
Carlson family (descendants of Curt Carlson: Nelson and Gage branches) family
Minnetonka, MN
Carlson has always been driven by and rooted in a strong set of values exemplifying the bold, entrepreneurial spirit and high quality standards embodied by our founder, Curtis L. Carlson, who left us the Carlson Credo.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Target | State | Kind | Asset class | Sector | Announced | Amount | Evidence |
|---|---|---|---|---|---|---|---|
| AMAG Technology | n/a | Co investment | Private equity | Physical security, access control | Feb 11, 2026 | n/a | fact |
| Oxford NanoScience division of Oxford Instruments (Quantum Design add-on) | n/a | acquisition | Private equity | Cryogenics instrumentation | Jan 1, 2026 | n/a | fact |
| Quantum Design International | n/a | Direct investment | Private equity | Scientific instrumentation | Oct 11, 2024 | n/a | fact |
| EMI Sportswear (Lakeshirts add-on) | n/a | acquisition | Private equity | Resort apparel | Mar 1, 2024 | n/a | fact |
| Lakeshirts | n/a | Direct investment | n/a | n/a | Oct 9, 2023 | n/a | fact |
| DeBauche Communication Services (Millennium add-on) | n/a | acquisition | Private equity | Broadband engineering and design | Oct 1, 2023 | n/a | fact |
| Superior Traffic Services (Street Smart add-on) | n/a | acquisition | Private equity | Portable traffic control devices | Jun 1, 2023 | n/a | fact |
| Thermo Systems | n/a | Direct investment | Private equity | Automation control systems integration (data center, life sciences) | Nov 30, 2022 | n/a | fact |
| Coastal Classics (Lakeshirts add-on) | n/a | acquisition | Private equity | Resort apparel | Nov 1, 2022 | n/a | fact |
| Yesterdays Sportswear (Lakeshirts add-on) | n/a | acquisition | Private equity | Resort apparel | Nov 1, 2020 | n/a | fact |
| Elite Fan Shop assets (Lakeshirts add-on) | n/a | acquisition | Private equity | Fan apparel e-commerce | Sep 1, 2020 | n/a | fact |
| Enlisted Design and Trophy Skin (Pattern add-ons) | n/a | acquisition | Growth equity | Design agency; skincare brand | Sep 1, 2020 | n/a | fact |
| Zephyr Headwear (Lakeshirts add-on) | n/a | acquisition | Private equity | Collegiate headwear | Aug 1, 2020 | n/a | fact |
| Lakeshirts / Blue 84 | n/a | Direct investment | Private equity | Resort and collegiate apparel | Dec 23, 2019 | n/a | fact |
| Millennium | n/a | Direct investment | Private equity | Broadband infrastructure distribution and services | n/a | n/a | fact |
| Pattern | n/a | growth | Growth equity | E-commerce marketplace platform | n/a | n/a | fact |
| Aksels (Lakeshirts add-on) | n/a | acquisition | Private equity | Resort apparel and accessories | n/a | n/a | fact |
| Street Smart | n/a | Direct investment | Private equity | Work zone traffic safety equipment and technology | n/a | n/a | fact |
| LindFast Solutions Group (Lindstrom / Stelfast) | n/a | acquisition | Private equity | Specialty fastener master distribution | n/a | n/a | fact |
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Jared Brown | Managing Director | Private equity | unknown | no | yes | fact |
| Laura M. Born | Independent director, Audit Committee Chair | board | unknown | no | yes | fact |
| Taylor Moore | Partner, Carlson Private Capital Partners | Private equity | unknown | no | yes | fact |
| Adam Libertini | Senior Vice President | Private equity | unknown | no | yes | fact |
| Lindsey Main | Vice President | Private equity | unknown | no | yes | fact |
| Scott Anderson | Head of Industry Executive Council | other | unknown | no | yes | fact |
| Richard (Rick) C. Gage | Board member; former Chair (two terms); Co-Chair Carlson Holdings | board | unknown | yes | yes | fact |
| Andy Cantwell | CEO and Managing Partner, Carlson Private Capital Partners | Private equity | unknown | no | yes | fact |
| Logan Borg | Vice President | Private equity | unknown | no | yes | fact |
| Scott C. Gage | Non-Executive Chair, Carlson, Inc. (from 2025-08-08) | Family principal | senior | yes | yes | fact |
| Wendy M Nelson | Leadership roles at Carlson, CPC and Carlson Holdings; Trustee, Carlson Family Foundation | Family principal | senior | yes | yes | fact |
| Michael T.P. Sweeney | Independent director; Chair, Nominating and Governance Committee | board | unknown | no | yes | fact |
| Emma Gergen | Principal | Private equity | unknown | no | yes | fact |
| Lisa Brezonik | Operating Partner | operations | unknown | no | yes | fact |
| Diana L. Nelson | Board member; Co-Chair Carlson Holdings; Board Chair 2013 to 2019 | board | unknown | yes | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Michael T.P. Sweeney (Independent director; Chair, Nominating and Governance Committee), Laura M. Born (Independent director, Audit Committee Chair), Wendy M Nelson (Leadership roles at Carlson, CPC and Carlson Holdings; Trustee, Carlson Family Foundation), Diana L. Nelson (Board member; Co-Chair Carlson Holdings; Board Chair 2013 to 2019), Richard (Rick) C. Gage (Board member; former Chair (two terms); Co-Chair Carlson Holdings), Scott C. Gage (Non-Executive Chair, Carlson, Inc. (from 2025-08-08)), Scott Anderson (Head of Industry Executive Council), Lisa Brezonik (Operating Partner), Logan Borg (Vice President), Lindsey Main (Vice President), Adam Libertini (Senior Vice President), Emma Gergen (Principal).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan