DFX Intelligence

Data Factory

P•••• H•••••••• H••••••••• C••••••• L••: firm on the private equity graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private equityFirmbuyout · probablelower middle market

P•••• H•••••••• H••••••••• C••••••• L••

Private Equity

Minneapolis, MN

P•••• Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:5df97ec4-8025-46a8-86fc-f88eec23bb42

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

P•••• H•••••••• H••••••••• C••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

P•••• H•••••••• H••••••••• C••••••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2021 to 2021
PE GAV, 2024 filing: $232Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $232M
Investments: 2
Active investments: 2
Size band: LOWER MIDDLE MARKETderivedproxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-11-20
Latest ADV filing

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
P•••• H•••••••• H••••••••• C•••••••• F••• I• L•••	2021	Active deployment	Private Equity Fund	n/a	$232M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
A•••••• A•••••••	n/a	platform	control	Aug 26, 2024	n/a	active
A•••••• A•••••••	n/a	platform	control	Aug 26, 2024	n/a	active

Relationships

Firm member (1)

→ P••••Firmadviser
factDFX's own graph

Invested in (1)

→ A•••••• A•••••••Companyplatform
Aug 26, 2024 to presentfactNews and newswire

Employs (22)

→ Jonathan DoylePersonVice Chairman, Senior Managing Principal and Head of Financial Services
factThe subject's own site

Dated events

Occurred
Jun 2, 2026
Firm news
P•••• Sandler Appoints New Co-Heads of Services and Industrials Investment Banking and Enhances Focus on Private Equity Advisory Business
The subject's own siteobserved 4 days ago
Occurred
Apr 27, 2026
Firm news
P•••• Sandler Strengthens H••••••••• Investment Banking Team with the Addition of Patrick McCormack
The subject's own siteobserved 4 days ago
Occurred
Mar 13, 2026
Firm news
Lauren Webster joins BloombergTV to discuss geopolitical risk fueling defense stocks
The subject's own site

Provenance

Graph: Private Equity
Canonical id: dfx:pe:5df97ec4-8025-46a8-86fc-f88eec23bb42
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 3 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Jonathan Doyle
Vice Chairman, Senior Managing Principal and Head of Financial Services · Revealable: 1 professional profile (firm website)
Dustin Avey
Co-Head of Public Finance · Revealable: 1 professional profile (firm website)
Michael Cox, CFA
Co-Head of Global Equities · Revealable: 1 professional profile (firm website)
Jeremy Gerber
Co-Head of Public Finance · Revealable: 1 professional profile (firm website)
Ryan LaMere
Head of Fixed Income Sales · Revealable: 1 professional profile (firm website)
Chad Abraham
Chairman, Chief Executive Officer · Revealable: 1 professional profile (firm website)
Deb Schoneman
President · Revealable: 1 professional profile (firm website)
James Baker
Global Co-Head of Investment Banking and Capital Markets · Revealable: 1 professional profile (firm website)
John Beckelman
Vice Chairman, Fixed Income Capital Markets · Revealable: 1 professional profile (firm website)
Kate Clune
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Mike Dillahunt
Global Co-Head of Investment Banking and Capital Markets · Revealable: 1 professional profile (firm website)
Christine Esckilsen
Chief Human Capital Officer · Revealable: 1 professional profile (firm website)
John Geelan
General Counsel and Secretary · Revealable: 1 professional profile (firm website)
J.P. Peltier
Global Co-Head of Investment Banking and Capital Markets · Revealable: 1 professional profile (firm website)
Shawn Quant
Chief Information and Operations Officer · Revealable: 1 professional profile (firm website)
Tom Schnettler
Vice Chairman, P•••• Sandler & Co. and Managing Director, Merchant Banking · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Alyssa Lynn Ballis (Chief Compliance Officer), Katherine Patricia Clune (Chief Financial Officer), Matthew Stephen Hemsley (Chief Executive Officer/President), James Martell Martin (Secretary).

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