This sponsor

Independent sponsorVerified sponsor· US
Observed deals
7
Principals
5
Latest deal
Dec 2023
As of · the mandate; 6 observations on record

The sponsor's name, 2 additional people, 15 additional deals and portfolio companies

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Who they are
6 people named
What they buy (claimed)
No size stated on the firm's own site.
As the firm states it, not checked against its deals.
What they have done
7 observed deals · latest Dec 2023
6 platforms, 1 add-on
Manufacturing
targets of 144 to 366 plan participants, est. EBITDA $3.6M to $12.7M (DFX estimate from 3 deals)
Portfolio
None on record yet.
Who finances them
Lenders: Newspring Capital, Southfield Mezzanine Capital LP, Newspring Mezzanine
Who to call
a named professional
Latest: Deal, Dec 2023
Key people
6 people · 0 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • Founder & Managing Partner
    Executive

    Founder & Managing Partner, the firm's investment decision-maker

  • Principal
    Investment

    Principal, a senior professional at the firm

  • CFO & CCO
    Finance

    CFO & CCO, runs the firm's finances

  • Vice President
    Investment

    Vice President, on the deal team

  • Vice President
    Investment

    Vice President, on the deal team

1 more on the team, named with the product. See plans

Why this kind
  • for: 7 announced transactions as buyer
What they claim, and what they have done
Observed
  • 6 platform or control deals, Jun 6, 2017 to Dec 1, 2023
  • 1 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
  • Platform targets by state: TX 2, MO 1, MN 1, SC 1
Claimed on its own website

No buy criteria were read from its website.

What the filings and deals add up to
Sectors transacted
Industrial manufacturing (5)
Factvertical of the acquired targets· 85%· DFX's own graph
How do we know

Verified sponsor. Evidence identifies a firm: a publisher named it as the buyer in an announced transaction, a law firm or capital partner page names it as an independent sponsor, or its own site says so.

Nothing on this page comes from a website claim unless it is labelled as such with the URL.

Who has financed them
Observed once
Financing, deal by deal
DateCompanyFinanced byRoleAmountSource
Jul 6, 2020Prospect Mold Holdings, LLCNewspring MezzaninemezzanineNot disclosedkroll.com
Jun 6, 2017Aero Components, LLC
Manufacturing, TX
Southfield Mezzanine Capital LPlenderNot disclosedprnewswire.com
Service provider relationships

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

Legal (2)
Accounting and QoE (1)
  • Kroll1 observed engagement
    Financial due diligence. Most recent deal, Jul 6, 2020 kroll.com
Who finances deals like theirs
The most recent deal of theirs we could classify by sector closed Dec 1, 2023, outside the two-year window this list reads.

Read from the sectors this firm has actually bought in: manufacturing (5).

What have they done
Platform and control deals (3)
  1. Dec 1, 2023Platform acquisitionconfidence 90%
    this sponsor acquired Sunnen Products Company (St Louis, MO)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) manufacturinginfocus.com · p4gcap.com p4gcap.com
  2. Jan 2023Platform acquisitionconfidence 85%
    this sponsor acquired Lake Air Products LLC (Coon Rapids, MN)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) kirkland.com · cpboston.com cpboston.com · p4gcap.com p4gcap.com
  3. 2022Platform acquisitionconfidence 80%
    this sponsor acquired TIGHITCO, Inc. (Ladson, SC)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) tighitco.com
No vehicles linked.
  1. Jul 6, 2020Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) kroll.com
  2. Jun 6, 2017Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  3. Jun 6, 2017Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
What appears to be their current activity

No vehicle filed in the last 12 months.

Principals, from the firm's own site
  • a named professionalVice President
  • a named professionalVice President
  • a named professionalPrincipal
Team, as the firm lists it
  • Matt WellsAssociate
Who to call
the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts
The firm's published line
Revealable: 3 business phones (the firm's own page) · as of 2026-09-24

Also named here, with no published line of their own (reach them through the firm): a named professional (Principal), a named professional (Vice President), a named professional (Vice President), Matt Wells (Associate).

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

Portfolio companies (7)
Identity links
  • Affiliated withInferenceconfidence 90%
    same name phrase; same website domain
Evidence
FactValueClassSource
Entity kindIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Entity kindIndependent sponsor firmInferenceDFX model output (scores, estimates, matches) no URL
Entity kindUnknown investment entityInferenceDFX model output (scores, estimates, matches) no URL
Mandate1 announced deal, latest 2022-01-01 (TIGHITCO, Inc.)InferenceDFX model output (scores, estimates, matches) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Email me when this firm changes
No password, no account. One line per change, with the source.
Is this your firm? Correct this recordWork at This sponsor, or see something wrong? Tell us and a person reads it.
Nothing you send is published automatically. A person reads it.
Across the graphs

This sponsor is the same institution as 2 records in Private Credit and Private Equity.

Private Credit1Private Equity1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and what the two were joined on.

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