This firm

Investment banking· Grand Rapids, MI

Investment banking observed on 9 deals, 5 for independent sponsors.

Composed from the observed record.

Independent sponsor deals
5
All observed deals
9
Sponsor clients
5
Repeat clients
0
Latest deal
Jul 17, 2025
Investment banking
No date on record · this record

The firm's name, 29 additional professionals, 8 additional client and capital relationships, 6 additional observed deals

Every relationship, signal and contact on this record, with the source on each.

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Independent sponsor relevance

5 independent sponsor deals for 5 sponsors. Nov 1, 2020 to Jul 17, 2025. 1 of these rest on medium confidence evidence and are labelled. It is on 9 observed deals in all; on the other 4 the buyer was a strategic acquirer or a lender, not an independent sponsor.

What the record adds up to

6 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Recent transactions
  1. Aug 27, 2026Buy-side advisorBuyer not an independent sponsor
    Behnke Dedicated & Logistics and AG Freight deal team
    Buy-side advisor for Behnke Dedicated & Logistics · Aug 27, 2026
    no URL
  2. Jun 1, 2026Sell-side advisorBuyer not an independent sponsor
    Associated Veterinary Partners and Jeffrey Animal Hospital deal team
    Sell-side advisor for Jeffrey Animal Hospital · Jun 1, 2026
    PRLogpublished Jun 24, 2026
  3. Jul 21, 2025Buy-side advisorBuyer not an independent sponsor
    Strata Landscape Services and Boulder Landscaping deal team
    Buy-side advisor for Strata Landscape Services · Jul 21, 2025
    utahbusiness.com
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 Grand Rapids, MI. Offices: Chicago, Grand Rapids. Deal companies in MI 3, IL 1, KS 1.

Relationship network
Contact

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): Max Friar (Managing Partner), Garrett Monroe (Sell-Side Managing Director), Sam Scharich (Buy-Side 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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