Greyrock Capital Group
- Sponsors financed
- 28
- Repeat sponsors
- 18
- Announced deals
- 69
- Provider type
- Mezzanine · deals: 92 of 92 financing roles mezzanine or subordinated
- Also on DFX
- Private Credit, Private Equity, RIA
- Form ADV
- $818M regulatory AUM · 4 private funds · 10 employees · filed Mar 29, 2026 IAPD
- PE portfolio
- 95 companies, 33 active
3 additional people, 34 additional sponsor relationships, 66 additional announced deals
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
28 sponsors, 60 observed deals as lender, mezzanine, equity coinvest, equity provider, co sponsor: Altus Capital Partners, Inc. (7), Centergate Capital (5), Edgewater Capital Partners (5).
Observed financing in manufacturing (19), specialty distribution (3), healthcare services (3), consumer services (2), industrial services (1).
DFX has not observed these firms together on any transaction in our coverage. That is a statement about what DFX has read, not about the firms: a deal that was never announced, or announced without naming its capital, cannot appear here.
Coverage behind this list: 3 sponsors observed closing in your 7 sectors · 30 of your own financings read in those sectors · most recent of theirs observed Sep 9, 2026.
- Capital named on their deals: Cyprium Partners, HCAP Partners, LLC, NorthCoast Mezzanine, Ocean Avenue Capital Partners, L.P., White Oak Global Advisors, LLC
- Capital named on their deals: Tecum Capital, First Commonwealth Bank, Five Points Capital, Inc., SharpVue Capital
- Capital named on their deals: Align Collaborate
- Provider kinds
- Observed sponsor backer; Pe adviserFactsources in which the provider appears· 100%· Federal regulator filings
- Capital side
- EquityFactForm ADV private fund type· 85%· Federal regulator filings
- Aum private funds
- $818MFactForm ADV 7B gross assets of private funds· 95%· Federal regulator filings
- Pe fund count
- $4FactForm ADV 7B· 95%· Federal regulator filings
- Independent sponsor friendliness
- ObservedFact56 observed sponsor transactions· 90%· DFX's own graph
- Adviser since
- 2012-03-23FactForm ADV SEC status effective date· 95%· Federal regulator filings
- Adviser class
- Pe manager midInferencegross private fund assets: small <$300M, mid <$2B, large· 80%· Federal regulator filings
- Mar 15, 2026Platform acquisitionconfidence 85%Greyrock Capital Group · Lender
Greyrock Fund VI provided subordinated debt and equity to support CenterGate Capital's acquisition of Spartaco Tool Group.
DFX analyst research (General-assisted, every claim URL-cited) greyrockcapitalgroup.com - Aug 15, 2025Platform acquisitionconfidence 85%Greyrock Capital Group · LenderCorporate Fuel · Sellside advisor
Acted as exclusive financial advisor to Calico Cottage on the sale of the Company to Chaver Capital Partners.
DFX analyst research (General-assisted, every claim URL-cited) corporatefuel.com - Jun 18, 2025Platform acquisitionconfidence 85%Greyrock Capital Group · Co sponsorGreenberg Traurig, LLP · CounselWitherspoon Brajcich McPhee · CounselGreyrock Capital Group · Lender
KDSA Investment Partners ("KDSA"), a food and beverage-focused investment firm, announced today that it has acquired Spokane-based Williams Distributors ("Williams"), the leading direct-store-delivery ("DSD") distributor of ice cream, frozen pizza and frozen foods in the Northwest. The investment was completed in partnership with Greyrock Capital Group.
DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com
28 sponsors observed, 18 of them more than once.
- Repeat relationshipGreyrock Capital Group has financed 2 observed Altus Capital Partners, Inc. transactions (2006 to 2022).Roles: lender, mezzanine
- Sep 27, 2021MGC Diagnosticsabacusfinance.com
- Feb 15, 2006Aqua-Chemgreyrockcapitalgroup.com
- Greyrock Capital Group financed Centergate Capital on its deal for Owen Equipment (2018 to 2026). Roles: lender, mezzanine. greyrockcapitalgroup.com
- Greyrock Capital Group financed Edgewater Capital Partners on its deal for Altamira Material Solutions LP (2007 to 2023). Roles: lender, mezzanine. greyrockcapitalgroup.com
- Daniel KapnickPartner leading the Chicago office of a firm that markets itself as one-stop junior capital to independent sponsors.Partner greyrockcapitalgroup.com
- Michael DickmanManaging Director in the Walnut Creek office, a senior investment decision-maker at the firm.Managing Director greyrockcapitalgroup.com
- Ryan BandyPrincipal in the Chicago office, deal-team investment role.Principal greyrockcapitalgroup.com
- Daniel KapnickPartner · Revealable: 1 business phone (the firm's own page)
- Michael DickmanManaging Director · Revealable: 1 business phone (the firm's own page)
- Ryan BandyPrincipal · Revealable: 1 business phone (the firm's own page)
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
Providing mezzanine debt and equity to finance buyouts, recapitalizations and internal growth needs of middle-market companies.
| Fact | Value | Class | Effective | Source |
|---|---|---|---|---|
| Adv firm type | RIA | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv latest filing date | 2026-03-29 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status | Approved | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status effective date | 2012-03-23 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adviser class | PE manager mid | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Backs independent sponsors | stated | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL | |
| Description | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL | ||
| Employee count | 10 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Entity kind | Private equity fund manager | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) no URL |
| Hq location | Chicago, IL | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Investment thesis | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL | ||
| Legal form | Limited Liability Company | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Pe fund count | 4 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund count | 4 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund gross assets usd | $818M | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Website | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
15 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.