This firm
Legal observed on 7 deals, 3 for independent sponsors.
Composed from the observed record.
- Independent sponsor deals
- 3
- All observed deals
- 7
- Sponsor clients
- 3
- Repeat clients
- 0
- Latest deal
- Jan 4, 2022
The firm's name, 35 additional professionals, 2 additional client and capital relationships, 4 additional observed deals, 4 signals and event appearances
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
3 independent sponsor deals for 3 sponsors. Feb 5, 2016 to Jan 4, 2022. It is on 7 observed deals in all; on the other 4 the buyer was a strategic acquirer or a lender, not an independent sponsor.
4 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- Aug 11, 2026Sponsor counselBuyer not an independent sponsorSponsor counsel for Clarendon Capital, LLC · Aug 11, 2026no URLpublished Jul 17, 2026
- Jun 24, 2026Buyer counselBuyer not an independent sponsorBuyer counsel for Imperative Logistics Group LLC · Jun 24, 2026no URLpublished Jun 24, 2026
- Oct 8, 2025Sponsor counselBuyer not an independent sponsorSponsor counsel for Riata Capital Group, LLC · Oct 8, 2025no URLpublished Oct 10, 2025
- Company counsel · Jan 4, 2022 · latest deal no URL
- JWI Capital, LLC1 dealLender counsel · Apr 15, 2016 · latest deal tecum.com
- Kidd & Company, LLC1 dealSponsor counsel · Feb 5, 2016 · latest deal no URL
- F.N.B. Capital Partners, L.P.1 shared deal
- First National Bank1 shared deal
- JWI Capital LLC and Squire Ridge Co. LLC1 shared deal
- Lists as a client Kidd & Company, LLCFeb 5, 2016no URL
- Lists as a client Clarendon Capital, LLCno URLMedium confidence
- Seen at: iGlobal Forum 21st Independent Sponsors Summit: New York, moderator and speaker and sponsor · Bill Doran, Jennifer StapletonSep 28, 2026conference.iglobalforum.com
- Seen at: Packaging Deals for Independent Sponsors & Capital Providers: What Actually Gets to LOI Fast, speaker · Peter K. SheltonMar 13, 2026no URLMedium confidence
- Seen at: iGlobal Forum 20th Independent Sponsors Summit & Awards: Miami, sponsorMar 12, 2026web.archive.org
4 more appearances on record, open with Independent Sponsor Intelligence.
Who did the work, by the deals they are named on.
- Christopher D. Hopkins1 deal
- Joel R. Pentz1 deal
- Kevin D. Margolis1 deal
No deal on record stated a value.
Headquarters Cleveland, OH. Offices: Chicago, Cleveland, Columbus, Miami, New York, San Francisco, Wilmington. Deal companies in OH 1, PA 1, SD 1.
- Exeter Street Capital Partnerssponsor · 1
- JWI Capital, LLCsponsor · 1
- Kidd & Company, LLCsponsor · 1
- F.N.B. Capital Partners, L.P.capital · 1
- First National Bankcapital · 1
- JWI Capital LLC and Squire Ridge Co. 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): Julie M. Price (Vice Chair, Corporate Practice Group), Mitchell E. Gecht (Partner), Robert J. Ward (Partner).
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