DFX Intelligence
This firm
Investment banking· US
Investment banking observed on 4 deals, 0 for independent sponsors.
Composed from the observed record.
No date on record · this record
- Independent sponsor deals
- 0
- All observed deals
- 4
- Sponsor clients
- 0
- Repeat clients
- 0
Investment banking
No date on record · this record
The firm's name, 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
On 4 observed deals, none of them with an independent sponsor as the buyer (a strategic acquirer or a lender was).
What the record adds up toWhere these come fromSentences computed from the observed independent sponsor deals, and the changes worth knowing about: a new sponsor relationship, a surge in activity, a new specialist.
Nothing computed for this firm yet: facts appear once it has enough observed independent sponsor deals.
Recent transactions
- Jun 29, 2026Sell-side advisorBuyer not an independent sponsorSell-side advisor for Fillmore Insurance Agency · Jun 29, 2026PR Newswirepublished Jun 29, 2026
- Apr 13, 2026Sell-side advisorBuyer not an independent sponsorSell-side advisor for C&A Insurance Agency · Apr 13, 2026PR Newswirepublished Apr 13, 2026
- Dec 15, 2025Sell-side advisorBuyer not an independent sponsorSell-side advisor for The Fidella Agency · Dec 15, 2025PR Newswirepublished Dec 15, 2025
Which sponsors they work withHow this is countedA sponsor is a client here when this firm was named in a role on one of the sponsor's deals. Repeat means two or more distinct deals.
No sponsor relationship observed yet.
Capital providers on the same dealsWhat this isLenders and equity providers the announcement named on a deal this firm also worked on. It says they were on the same deal, not that this firm represented them.
No capital provider observed on this firm's deals yet.
Key professionals
Who did the work, by the deals they are named on.
No professional at this firm is named on a deal yet.
Sector experience
No sector read from the deals yet.
Deal sizeAbout deal sizeEnterprise value where the announcement stated one. Most lower middle market announcements do not, so this counts only the deals that did.
No deal on record stated a value.
Geography
No deal company state on record yet.
Relationship networkWhat this showsThe sponsors and capital providers this firm shares the most observed deals with.
No counterparty observed yet.
Contact
Contact details for named professionals open with the product, the same way as on every other record.