This firm

Investment banking· US

Investment banking observed on 3 independent sponsor deals.

Composed from the observed record.

Independent sponsor deals
3
Sponsor clients
3
Repeat clients
0
Latest deal
Aug 5, 2026
Investment bankingStates an independent sponsor practice
No date on record · this record

The firm's name, 4 additional professionals, 4 additional client and capital relationships

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

3 independent sponsor deals for 3 sponsors. Jun 3, 2025 to Aug 5, 2026; 2 in the last 12 months.

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 5, 2026Placement agent
    Sea Pine Equity Partners and Executive Exteriors deal team
    Placement agent for Sea Pine Equity Partners · Aug 5, 2026
    prnewswire.com
  2. Oct 1, 2025Placement agent
    Serata Capital Partners and EventLink Group deal team
    Placement agent for Serata Capital Partners · Oct 1, 2025
    no URLpublished Oct 1, 2025
  3. Jun 3, 2025Placement agentBuy-side advisor
    Confluence Point Holdings and Perry's Roofing deal team
    Placement agent for Confluence Point Holdings · Jun 3, 2025
    no URLpublished Jun 6, 2025
This firm's deals in the deals index
Which sponsors they work with
Capital providers on the same deals
Other relationships on record
  • Lists as a client
    no URLMedium confidence
Seen at
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

Deal companies in MI 1, NY 1, TX 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): Justin Icardo (Partner), Nate Yeo (Vice President), Reggie Walker (Vice-President).

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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