DFX Intelligence
Progress Equity Partners and ProSet
Recapitalization deal· Montrose, CO
Business services, CO.
No date on record · this record
- Announced
- Aug 2024
- Firms on the deal team
- 3
- Capital providers
- 4
No date on record · this record
1 additional capital provider
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Independent sponsor
No principal is named in the announcement.
Equity partners
- Independent Bankers Capital Fund · Equity provider
- Penstock Equity · Equity provider
Debt
- Salem Investment Partners · Lender
The announcement
Wipfli Corporate Finance Advisors LLC acted as the exclusive financial advisor to ProSet, LLC in connection with the transaction.
DFX analyst research (General-assisted, every claim URL-cited) wcfadvisors.com
Deal teamHow a firm is placed on a dealA firm is on this deal when the announcement, a filing, or the firm's own deal page names it in the role. Medium confidence (a biography naming the deal, or a side read from the sentence) is labelled; anything weaker is not shown.
Sponsor and buyer counsel
- O'Melveny & Myers LLP · Sponsor counsel for Progress Equity PartnersProgress Equity Partners2025-01-14
Seller and company counsel
- Messerli Kramer, P.A. · Seller counsel for ProSetMedium confidence
Sell-side advisor
- WipFli Corporate Finance Advisors · Sell-side advisor for ProSetWipfli Corporate Finance Advisors2025-01-21