SDR Ventures

Investment banking· Greenwood Village, COsdrventures.com

Established in 2002, SDR is a boutique investment bank dedicated to helping entrepreneurs and founders across the country capitalize on their life’s work and embrace the rewards of success.

Independent sponsor deals
4
Sponsor clients
3
Repeat clients
1
Latest deal
Oct 1, 2023
Investment banking
No date on record · this record

5 additional professionals, 1 additional client or capital relationship, 1 additional observed deal

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 relevance

4 independent sponsor deals for 3 sponsors, 1 of them more than once. Apr 1, 2020 to Oct 1, 2023.

What the record adds up to
  • Concentration SDR Ventures: 2 of its 4 observed independent sponsor deals are for Black Lake Capital · Oct 1, 2023
  • Capital overlap SDR Ventures and Source Capital, LLC appear together on 2 observed independent sponsor deals · Apr 8, 2021
  • SDR Ventures has worked on 2 observed transactions for Black Lake Capital (50% of its 4 observed independent sponsor deals). deal 1 · deal 2
  • SDR Ventures has worked on 1 observed transactions for Kaho Partners (25% of its 4 observed independent sponsor deals). deal 1
  • SDR Ventures has worked on 1 observed transactions for Glass Lake Holdings (GLH) (25% of its 4 observed independent sponsor deals). deal 1

1 more fact or signal is on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Recent transactions
  1. Oct 1, 2023Sell-side advisor
    Glass Lake Holdings (GLH) and Big Box Storage deal team
    Sell-side advisor for Big Box Storage · Oct 1, 2023
    SDR Ventures, LLC
  2. Apr 8, 2021Sell-side advisor
    Black Lake Capital and Spinnaker SCS, LLC deal team
    Sell-side advisor for Spinnaker SCS, LLC · Apr 8, 2021
    SDR Ventures, LLC
  3. Apr 8, 2021Sell-side advisor
    Black Lake Capital and SCApath LLC deal team
    Sell-side advisor for SCApath LLC · Apr 8, 2021
    SDR Ventures, LLC
This firm's deals in the deals index
Which sponsors they work with
Capital providers on the same deals
Key professionals

Who did the work, by the deals they are named on.

Sector experience
Deal size

No deal on record stated a value.

Geography

Headquarters Greenwood Village, CO. Deal companies in CA 1, CO 1, GA 1, TX 1.

Relationship network
Contact

Website sdrventures.com. Contact details for named professionals open with the product, the same way as on every other record.

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

Also named here, with no published line of their own (reach them through the firm): Scott Mitchell (Principal, Managing Partner), Marla DiCarlo (Managing Director, SMB Division), Matt Huebner (Managing Director).

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

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