DFX Intelligence
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Capital provider
P••••••••• I••••••••• A•••••••• L••
Miami Beach, FLLender, observedSEC RIAequity
Last verified Sep 19, 2026
2 sources · 19 observations
Mandate updated Sep 19, 2026
Observed financing independent sponsors
1 sponsor, 2 observed deals as capital provider, lender: C••••• G•••• F••• V••• L••• (2).
Observed financing in consumer services (1), industrial services (1).
Which sponsors in their sectors has DFX not observed them besideHow this is orderedOrdered by the sponsor's depth in your sectors. The capital named on their deals is printed beside each one so the absence can be checked rather than taken on trust.
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: 12 sponsors observed closing in your 2 sectors · 2 of your own financings read in those sectors · most recent of theirs observed Aug 25, 2026.
- Capital named on their deals: Associated Bank, Highland Bank, Bank of CMG, F•••• Business Bank, Johnson Bank
- Capital named on their deals: FNB Mezzanine, Oxer Capital, Inc., Salem Investment Partners, C Capital, Tecum Capital
- No financier is named in any announcement we have read for this firm.
- Capital named on their deals: Firmament, Tecum Capital, Ironwood Capital, Prospect Partners, Truist Financial
- E••••• S••••• C•••••• P•••••••MDIndustrial services2 deals in industrial services, latest Apr 29, 2026Capital named on their deals: Capitala Group, Five Points Capital, Inc., Pinnacle Bank
- No financier is named in any announcement we have read for this firm.
- Capital named on their deals: Merit Capital Partners
- Capital named on their deals: New State Capital Partners
- Capital named on their deals: Lightview Capital, LLC
- No financier is named in any announcement we have read for this firm.
- Capital named on their deals: Centre Partners, L• F•••• C••••••, Trivest Partners, Align Collaborate, Samson Capital Group, LLC
- Capital named on their deals: Jacmel Growth Partners
What do they fund, equity or debt, how much, what structures
- 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
- $1.9BFactForm ADV 7B gross assets of private funds· 95%· Federal regulator filings
- Pe fund count
- $5FactForm ADV 7B· 95%· Federal regulator filings
- Independent sponsor friendliness
- ObservedFact2 observed sponsor transaction(s)· 90%· DFX's own graph
- Adviser since
- 2007-03-13FactForm 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
Announced transactions naming them
- Dec 22, 2022Recapitalizationconfidence 90%I•••••• P•••••• D••• · Capital providerP••••••••• I••••••••• A•••••••• L•• · Capital providerA•••• P•••••• D••• · Capital providerC••••••••• C•••••••• L•••••• F••• · Capital provider
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) cortecgroup.com - Nov 16, 2021Recapitalizationconfidence 90%T••• B•••• C•••••• P••••••• · Capital providerP••••••••• I••••••••• A•••••••• L•• · Capital provider
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) cortecgroup.com
Sponsors this provider has financedWhat these counts meanCounts are the financings DFX has read in announcements. Most come from lenders' own deal archives, which list a lender's repeat deals with a sponsor but not the sponsor's deals with other lenders, so a repeat relationship shows where one lender publishes and is not a rate at which sponsors return to a lender. Counts undercount and record past financing; DFX does not predict who will finance a deal.
1 sponsor observed, 1 of them more than once.
Observed once
- P••••••••• I••••••••• A•••••••• L•• financed C••••• G•••• F••• V••• L••• on its deal for A• G••••• D••• S•••••• H•••••••• I••• (2021 to 2022). Roles: capital provider, lender. cortecgroup.com
Evidence
| Predicate | Value | Class | Effective | Source |
|---|---|---|---|---|
| Adv firm type | RIA | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv latest filing date | 2026-03-31 | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status | Approved | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status effective date | 2007-03-13 | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adviser class | PE manager mid | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Employee count | 91 | Fact | 2026-03-31 | 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 | Miami Beach, FL | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Legal form | Limited Liability Company | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Pe fund count | 5 | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund count | 12 | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund gross assets usd | $1.9B | Fact | 2026-03-31 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
7 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.