This firm
Investment banking observed on 16 deals, 9 for independent sponsors.
Composed from the observed record.
- Independent sponsor deals
- 9
- All observed deals
- 16
- Sponsor clients
- 8
- Repeat clients
- 1
- Latest deal
- Feb 7, 2024
The firm's name, 26 additional professionals, 9 additional client and capital relationships, 13 additional observed 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.
9 independent sponsor deals for 8 sponsors, 1 of them more than once. Dec 1, 2017 to Feb 7, 2024. 1 of these rest on medium confidence evidence and are labelled. It is on 16 observed deals in all; on the other 7 the buyer was a strategic acquirer or a lender, not an independent sponsor.
7 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- Mar 9, 2026Sell-side advisorBuyer not an independent sponsorSell-side advisor for Saelens Corporation · Mar 9, 2026this firmpublished Jan 12, 2026
- Oct 14, 2025Sell-side advisorBuyer not an independent sponsorSell-side advisor for Champion Contractors & Services · Oct 14, 2025this firmpublished Oct 22, 2025
- Nov 12, 2024Buy-side advisorBuyer not an independent sponsorBuy-side advisor for Hidden Harbor Capital Partners · Nov 12, 2024this firmpublished Nov 7, 2024
- Monument MicroCap PartnersRepeat client2 dealsFinancial advisor (side not stated), Sell-side advisor · Dec 9, 2021 to Aug 4, 2022 · latest deal monumentmicrocap.com
- Salt Creek Capital1 dealSell-side advisor · Feb 7, 2024 · latest deal capstonepartners.com
- 3 Rivers Capital LLC1 dealSell-side advisor · Feb 8, 2023 · latest deal capstonepartners.com
- CrossFirst Bank1 shared deal
- Mangrove Equity Partners1 shared deal
- Source Capital, LLC1 shared deal
Who did the work, by the deals they are named on.
- David Felts · Managing Director2 deals
- Andy Krna · Managing Director1 deal
- Vidur Kapur · Managing Director1 deal
No deal on record stated a value.
Headquarters New York, NY. Deal companies in CA 1, KS 1, MI 1, MO 1, WA 1, WI 1.
- Monument MicroCap Partnerssponsor · 2
- Salt Creek Capitalsponsor · 1
- 3 Rivers Capital LLCsponsor · 1
- CrossFirst Bankcapital · 1
- Mangrove Equity Partnerscapital · 1
- Source Capital, LLCcapital · 1
Contact details for named professionals open with the product, the same way as on every other record.
Also named here, with no published line of their own (reach them through the firm): Michael Goldman (Managing Director), Peter Nam (Managing Director), Sam Matlin (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