A national record of lower middle market ownership transitions, the verified independent sponsors that have bought companies like them, and the capital observed financing those deals. Facts, inferences and estimates are labelled as such, with the source and the date, on every row.

Event tape

Every dated event on the graph

Newest first, every source. An event is a fact from a named source with a URL, or an inference that says so; the score movements it triggers are listed alongside so a subscriber can see cause and effect. Ownership and acquisition activity, placed in its four classes, is on Market activity.

  1. Sep 13, 2026Succession language on websiteFactSuccession
    Korrect Plumbing Heat & Air Co
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) korrectplumbing.com · observed Sep 13, 2026
  2. Sep 13, 2026Succession language on websiteFactSuccession
    Bowers & Company, CPAS, PLLC
    Company website carries succession language: "succession"
    Company websites (about, team, news pages) bcpllc.com · observed Sep 13, 2026
  3. Sep 13, 2026Succession language on websiteFactSuccession
    Dynex/rivett Inc.
    Company website carries succession language: "named president"
    Company websites (about, team, news pages) dynexhydraulics.com · observed Sep 13, 2026
  4. Sep 13, 2026Succession language on websiteFactSuccession
    Anvil Steel Incorporated
    Company website carries succession language: "retire"
    Company websites (about, team, news pages) anvilsteel.com · observed Sep 13, 2026
  5. Sep 13, 2026Succession language on websiteFactSuccession
    Avfx, LLC
    Company website carries succession language: "named president"
    Company websites (about, team, news pages) avfx.com · observed Sep 13, 2026
  6. Sep 13, 2026Succession language on websiteFactSuccession
    Brown Graham & Company, P.C.
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) bgc-cpa.com · observed Sep 13, 2026
  7. Sep 13, 2026Succession language on websiteFactSuccession
    Segue Manufacturing Services, LLC
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) segue-mfg.com · observed Sep 13, 2026
  8. Sep 13, 2026Succession language on websiteFactSuccession
    Albiero Plumbing & HVAC
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) albieroplumbing.com · observed Sep 13, 2026
  9. Sep 13, 2026Succession language on websiteFactSuccession
    Green Bay Insurance Center, Inc.
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) worldinsurance.com · observed Sep 13, 2026
  10. Sep 13, 2026Succession language on websiteFactSuccession
    FSS Technologies, Inc.
    Company website carries succession language: "retire"
    Company websites (about, team, news pages) fsstechnologies.com · observed Sep 13, 2026
  11. Sep 13, 2026Succession language on websiteFactSuccession
    Huselton, Morgan & Maultsby, PC
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) hmpc.com · observed Sep 13, 2026
  12. Sep 13, 2026Succession language on websiteFactSuccession
    CP Payroll, Lcc
    Company website carries succession language: "retire"
    Company websites (about, team, news pages) connectpayusa.com · observed Sep 13, 2026
  13. Sep 13, 2026Succession language on websiteFactSuccession
    Carmack Solutions Group, LLC
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) bossecurity.com · observed Sep 13, 2026
  14. Sep 13, 2026Succession language on websiteFactSuccession
    CMP Pharma, Inc.
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) cmppharma.com · observed Sep 13, 2026
  15. Sep 13, 2026Succession language on websiteFactSuccession
    NovaVision
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) novavisioninc.com · observed Sep 13, 2026
  16. Sep 13, 2026Succession language on websiteFactSuccession
    Moline Machinery LLC
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) moline.com · observed Sep 13, 2026
  17. Sep 13, 2026Succession language on websiteFactSuccession
    ZEDRA Group
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) zedra.com · observed Sep 13, 2026
  18. Sep 13, 2026Succession language on websiteFactSuccession
    United Hospice, Inc.
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) unitedhospiceinc.org · observed Sep 13, 2026
  19. Sep 13, 2026Succession language on websiteFactSuccession
    S.I. Systems Recruitment Ltd.
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) sirecruitment.com · observed Sep 13, 2026
  20. Sep 13, 2026Succession language on websiteFactSuccession
    Bockmon & Woody Electric Co Inc
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) bockmonwoody.com · observed Sep 13, 2026
  21. Sep 13, 2026Succession language on websiteFactSuccession
    Stepping Stone Support Center
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) steppingstonesupportcenter.com · observed Sep 13, 2026
  22. Sep 13, 2026Succession language on websiteFactSuccession
    Western Smokehouse Partners, LLC
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) wspartners.com · observed Sep 13, 2026
  23. Sep 13, 2026Succession language on websiteFactSuccession
    United Home Care Services
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) unitedhomecare.com · observed Sep 13, 2026
  24. Sep 13, 2026Succession language on websiteFactSuccession
    Divine Healing Home Care LLC
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) divinehealinghomecare.com · observed Sep 13, 2026
  25. Sep 13, 2026Succession language on websiteFactSuccession
    Badger Foundry Company
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) badgerfoundry.com · observed Sep 13, 2026
  26. Sep 13, 2026Succession language on websiteFactSuccession
    DC Autocraft
    Company website carries succession language: "succession"
    Company websites (about, team, news pages) crashchampions.com · observed Sep 13, 2026
  27. Sep 13, 2026Succession language on websiteFactSuccession
    Brown Graham & Company, P.C.
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) bgc-cpa.com · observed Sep 13, 2026
  28. Sep 13, 2026Succession language on websiteFactSuccession
    Altowav Inc.
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) altowav.com · observed Sep 13, 2026
  29. Sep 13, 2026Succession language on websiteFactSuccession
    WRA Architects, Inc.
    Company website carries succession language: "transitioned ownership"
    Company websites (about, team, news pages) wraarchitects.com · observed Sep 13, 2026
  30. Sep 13, 2026Succession language on websiteFactSuccession
    Capstone Partners
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) capstonepartners.com · observed Sep 13, 2026
  31. Sep 13, 2026Succession language on websiteFactSuccession
    Marshall & Stevens
    Company website carries succession language: "succession"
    Company websites (about, team, news pages) marshall-stevens.com · observed Sep 13, 2026
  32. Sep 13, 2026Succession language on websiteFactSuccession
    Korrect Plumbing Heat & Air Co
    Company website carries succession language: "retires"
    Company websites (about, team, news pages) korrectplumbing.com · observed Sep 13, 2026
  33. Sep 13, 2026Succession language on websiteFactSuccession
    Moline Machinery LLC
    Company website carries succession language: "steps down"
    Company websites (about, team, news pages) moline.com · observed Sep 13, 2026
  34. Sep 13, 2026Succession language on websiteFactSuccession
    Vineburg LLC
    Company website carries succession language: "appointed president"
    Company websites (about, team, news pages) gunbun.com · observed Sep 13, 2026
  35. Sep 13, 2026Succession language on websiteFactSuccession
    OAK Grove Technologies, LLC
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) oakgrovetech.com · observed Sep 13, 2026
  36. Sep 13, 2026Succession language on websiteFactSuccession
    U.S. Minerals, Inc.
    Company website carries succession language: "new president"
    Company websites (about, team, news pages) us-minerals.com · observed Sep 13, 2026
  37. Sep 13, 2026Succession language on websiteFactSuccession
    Cleveland-Cliffs Steel LLC
    Company website carries succession language: "appointed president"
    Company websites (about, team, news pages) clevelandcliffs.com · observed Sep 13, 2026
  38. Sep 13, 2026Succession language on websiteFactSuccession
    Hayworth-Miller Funeral Home
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) hayworth-miller.com · observed Sep 13, 2026
  39. Sep 13, 2026Succession language on websiteFactSuccession
    DAH Corporation DBA Isoutsource.com
    Company website carries succession language: "new ceo"
    Company websites (about, team, news pages) isoutsource.com · observed Sep 13, 2026
  40. Sep 13, 2026Succession language on websiteFactSuccession
    Carmack Solutions Group, LLC
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) bossecurity.com · observed Sep 13, 2026
  41. Sep 13, 2026Succession language on websiteFactSuccession
    Akkerman, Inc.
    Company website carries succession language: "named president"
    Company websites (about, team, news pages) akkerman.com · observed Sep 13, 2026
  42. Sep 13, 2026Succession language on websiteFactSuccession
    Torrance Casting, Inc.
    Company website carries succession language: "transitioned leadership"
    Company websites (about, team, news pages) torrancecasting.com · observed Sep 13, 2026
  43. Sep 13, 2026Succession language on websiteFactSuccession
    Northwest Georgia Healthcare Management LLC
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) tapestryhospice.com · observed Sep 13, 2026
  44. Sep 13, 2026Succession language on websiteFactSuccession
    Triangle Services, Inc.
    Company website carries succession language: "new ceo"
    Company websites (about, team, news pages) triangleservices.com · observed Sep 13, 2026
  45. Sep 13, 2026Succession language on websiteFactSuccession
    Price Kong
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) pricekong.com · observed Sep 13, 2026
  46. Sep 13, 2026Succession language on websiteFactSuccession
    Price Kong
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) pricekong.com · observed Sep 13, 2026
  47. Sep 13, 2026Succession language on websiteFactSuccession
    FSS Technologies, Inc.
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) fsstechnologies.com · observed Sep 13, 2026
  48. Sep 13, 2026Succession language on websiteFactSuccession
    Vineburg LLC
    Company website carries succession language: "named president"
    Company websites (about, team, news pages) gunbun.com · observed Sep 13, 2026
  49. Sep 13, 2026Succession language on websiteFactSuccession
    Unily Inc.
    Company website carries succession language: "new ceo"
    Company websites (about, team, news pages) unily.com · observed Sep 13, 2026
  50. Sep 13, 2026Succession language on websiteFactSuccession
    NJ Pipe Doctor
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) njpipedr.com · observed Sep 13, 2026
  51. Sep 13, 2026Succession language on websiteFactSuccession
    FSS Technologies, Inc.
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) fsstechnologies.com · observed Sep 13, 2026
  52. Sep 13, 2026Succession language on websiteFactSuccession
    Ipromoteucom Inc
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) ipromoteu.com · observed Sep 13, 2026
  53. Sep 13, 2026Succession language on websiteFactSuccession
    Structura, Inc.
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) structura.com · observed Sep 13, 2026
  54. Sep 13, 2026Succession language on websiteFactSuccession
    Beaird Harris PLLC
    Company website carries succession language: "succession"
    Company websites (about, team, news pages) bh-co.com · observed Sep 13, 2026
  55. Sep 13, 2026Succession language on websiteFactSuccession
    Joseph L. Balkan
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) balkanplumbing.com · observed Sep 13, 2026
  56. Sep 13, 2026Succession language on websiteFactSuccession
    Management Resource Group, LLC
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) equalizercm.com · observed Sep 13, 2026
  57. Sep 13, 2026Succession language on websiteFactSuccession
    Duffy Electric Boat Company, Inc
    Company website carries succession language: "retirement"
    Company websites (about, team, news pages) duffyboats.com · observed Sep 13, 2026
  58. Sep 13, 2026Succession language on websiteFactSuccession
    Green Bay Insurance Center, Inc.
    Company website carries succession language: "executive chairman"
    Company websites (about, team, news pages) worldinsurance.com · observed Sep 13, 2026
  59. Sep 13, 2026Succession language on websiteFactSuccession
    Metalworking Solutions, Inc.
    Company website carries succession language: "retired"
    Company websites (about, team, news pages) metalworkingsolutions.com · observed Sep 13, 2026
  60. Sep 13, 2026Succession language on websiteFactSuccession
    Price Kong
    Company website carries succession language: "succession"
    Company websites (about, team, news pages) pricekong.com · observed Sep 13, 2026
Showing 1 to 60 of 48,239Next
Announced transactions
  1. Sep 15, 2026Recapitalizationconfidence 85%
    Leelanau Private Capital (named in the announcement; no firm record yet) recapitalised SiteScapes (Raleigh, NC)
    invested subordinated debt and equity to support Leelanau Private Capital's recapitalization (buyer: Leelanau Private Capital)
    DFX analyst research (General-assisted, every claim URL-cited) mmfcapital.com
  2. Sep 11, 2026Add onconfidence 90%
    Summit Fire & Security welcomes Casteel Automatic Fire Protection to the Summit family, continuing a legacy of fire sprinkler contracting across Texas.
    DFX analyst research (General-assisted, every claim URL-cited) summitfiresecurity.com
  3. Sep 10, 2026Platform acquisitionconfidence 90%
    Centre Partners acquired Navajo Expedited (Lakeland, FL)
    Centre Partners completes acquisition of Navajo Expedited, a technology-enabled freight logistics platform, alongside Altivare Capital Partners.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  4. Sep 10, 2026Platform acquisitionconfidence 75%
    Centre Partners ("Centre"), a leading middle market private equity firm with offices in New York and Los Angeles, and Altivare Capital Partners ("Altivare"), a New York-based lower middle market private equity firm, today announced the completion of their acquisition of Navajo Expedited
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  5. Sep 9, 2026Platform acquisitionconfidence 70%
    Crosstown Capital acquired MAK Steel Services of Seymour, Indiana and Trinity Steel Services of New Whiteland, Indiana, pairing steel fabrication with erection.
    DFX analyst research (General-assisted, every claim URL-cited) peprofessional.com
  6. Sep 9, 2026Platform acquisitionconfidence 70%
    Crosstown Capital acquired MAK Steel Services of Seymour, Indiana and Trinity Steel Services of New Whiteland, Indiana, pairing steel fabrication with erection.
    DFX analyst research (General-assisted, every claim URL-cited) peprofessional.com
  7. Sep 9, 2026Platform acquisitionconfidence 95%
    Salt Creek Capital acquired Craig Wire Products LLC (Douglasville, GA)
    Cyprium Partners · Equity providerCyprium Partners · Lender
    Cyprium provided subordinated debt, preferred equity and common equity to support the acquisition of Craig Wire by Salt Creek Capital, a California-based independent sponsor.
    DFX analyst research (General-assisted, every claim URL-cited) cyprium.com
  8. Sep 9, 2026Platform acquisitionconfidence 90%
    Tecum Capital · Equity providerTecum Capital · LenderFirst Commonwealth Bank · Lender
    Glen Oaks acted as lead sponsor, with Tecum providing growth capital in the form of both subordinated debt and equity to support the partnership and to fund the Company's expansion plans.
    DFX analyst research (General-assisted, every claim URL-cited) tecum.com
  9. Sep 3, 2026Add onconfidence 90%
    World Insurance Associates LLC announced that it acquired the business of Pellechio Family Agency of Parsippany, NJ; as part of World, the agency can offer additional products and services to its customers.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  10. Sep 3, 2026Platform acquisitionconfidence 70%
    Lion Equity acquired the North America business of Myers Tire Supply from Myers Industries for $30 million, a 233-employee Akron distributor with about $187 million in revenue.
    DFX analyst research (General-assisted, every claim URL-cited) peprofessional.com
  11. Sep 2, 2026Add onconfidence 85%
    Royalty Roofing USA has acquired Tingley Roofing, a commercial and residential roofing contractor based in Paris, Illinois. ... The company is backed by Dallas-based private equity firm Six Pillars Partners.
    DFX analyst research (General-assisted, every claim URL-cited) constructionowners.com
  12. Sep 2, 2026Add onconfidence 90%
    Voltaris Power, a Mill Point Capital portfolio company, acquired Electronic Power Design to expand its mission-critical power capabilities.
    DFX analyst research (General-assisted, every claim URL-cited) millpoint.com
  13. Aug 31, 2026Add onconfidence 90%
    Pye-Barker Fire & Safety acquires Suppression Systems, Inc., enhancing fire suppression services in the Pacific Northwest.
    DFX analyst research (General-assisted, every claim URL-cited) pyebarkerfs.com
  14. Aug 31, 2026Platform acquisitionconfidence 70%
    Abacus Finance Group provided senior debt financing to support River Associates' leveraged buyout of Horsepower Automotive Group.
    DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com
  15. Aug 27, 2026Strategic acquisitionconfidence 70%
    Behnke Dedicated & Logistics of Battle Creek, Michigan bought Piedmont, South Carolina-based AG Freight, giving the company a real foothold in the Southeast.
    DFX analyst research (General-assisted, every claim URL-cited) truckingdive.com
  16. Aug 25, 2026Minority investmentconfidence 90%
    Bridgeway Partners · Advisor
    Professional Concrete Cutting & Drilling (PCCD) has partnered with Borgman Capital to support the company's continued growth.
    DFX analyst research (General-assisted, every claim URL-cited) borgmancapital.com
  17. Aug 18, 2026Strategic acquisitionconfidence 70%
    RoadOne IntermodaLogistics acquired Higgins Transport Service, a Charleston port drayage and intermodal provider, adding 15 drivers to its Charleston operations.
    DFX analyst research (General-assisted, every claim URL-cited) truckingdive.com
  18. Aug 18, 2026Recapitalizationconfidence 90%
    Main Street partnered with MVP's founder to facilitate a minority recapitalization, with Main Street's $39.3 million investment including first lien senior secured term debt and a direct minority equity investment.
    DFX analyst research (General-assisted, every claim URL-cited) mainstcapital.com
  19. Aug 12, 2026Recapitalizationconfidence 90%
    Blue Point Capital Partners LLC recapitalised Dumpsters.com (Westlake, OH)
    Blue Point recapitalized Dumpsters.com, a national leader of managed waste and site services.
    DFX analyst research (General-assisted, every claim URL-cited) bluepointcapital.com
  20. Aug 11, 2026Platform acquisitionconfidence 90%
    Ironwood Capital announces investment in O'Donnell Metal Deck & Bar Joist to support its acquisition by Clarendon Capital, LLC.
    DFX analyst research (General-assisted, every claim URL-cited) myemail.constantcontact.com
  21. Aug 7, 2026Add onconfidence 70%
    Crunch Fitness acquired BAY Area Crunchers (San Lorenzo, CA)
    Crunch Fitness announced the acquisition of eight Bay Area Crunch Fitness locations from franchise group Bay Area Crunchers, closed August 1, 2026; operating partner Brian Calegari said the transaction marks an exciting new chapter for the Bay Area and the Crunch brand.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  22. Aug 6, 2026Add onconfidence 90%
    Norlee Group acquired Vintage Electric, Inc. (Gainesville, FL)
    Norlee Group acquired Vintage Electric, Inc.; the transaction, finalized on August 6, 2026, marks the seventh add-on acquisition since Heartwood's investment.
    DFX analyst research (General-assisted, every claim URL-cited) heartwoodpartners.com
  23. Aug 5, 2026Platform acquisitionconfidence 90%
    Aviara Partners · Buyside advisorCorbel Capital Partners · Equity provider
    Corbel Capital Partners and Sea Pine Equity Partners announce investment in Executive Exteriors, headquartered in the Dallas-Fort Worth area.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  24. Aug 5, 2026Majority investmentconfidence 90%
    Access Holdings · Capital providerMcGuireWoods LLP · Counsel
    Access partnered with Paul Parhar, Founder of Collaborative Capital Management, who has more than two decades of experience and previously invested in Reliable Towing.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  25. Aug 4, 2026Strategic acquisitionconfidence 70%
    Trimac acquired California Freight, a food-grade bulk carrier with 452 power units and 501 drivers, which will retain its name and operate as part of Trimac.
    DFX analyst research (General-assisted, every claim URL-cited) truckingdive.com
  26. Aug 4, 2026Strategic acquisitionconfidence 90%
    SiteOne, through its subsidiary Devil Mountain Wholesale Nursery, acquired Patterson Nursery Sales, a grower and distributor of premium Oregon nursery products serving customers coast-to-coast.
    DFX analyst research (General-assisted, every claim URL-cited) investors.siteone.com
  27. Aug 4, 2026Add onconfidence 70%
    Reed Minerals announced that it has completed the acquisition of U.S. Minerals, Inc., a bolt-on as part of Speyside's value creation strategy for Reed.
    DFX analyst research (General-assisted, every claim URL-cited) speysideequity.com
  28. Aug 3, 2026Platform acquisitionconfidence 50%
    Heritage Holding (named in the announcement; no firm record yet) acquired Heritage MEP
    Abacus Finance Group, LLC ... today announced that it served as Senior Secured Credit Facilities Administrative Agent and Lead Arranger in a $148,000,000 senior debt financing to support Heritage MEP's M&A strategy. (buyer: Heritage Holding)
    DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com
  29. Jul 30, 2026Add onconfidence 90%
    SEM, a portfolio company of May River Capital, entered into a formal partnership with Garner Products; the partnership will create a unified company with a full suite of end-of-life solutions.
    DFX analyst research (General-assisted, every claim URL-cited) mayrivercapital.com
  30. Jul 29, 2026Add onconfidence 90%
    Pye-Barker Fire & Safety acquires Southland Fire & Safety Equipment, Inc., a Louisiana fire suppression company.
    DFX analyst research (General-assisted, every claim URL-cited) pyebarkerfs.com
Material changes