This sponsor

Independent sponsorVerified sponsor· Chicago, IL
Observed deals
4
Principals
2
Latest deal
Jun 2024
As of · the mandate; 15 observations on record

The sponsor's name, 5 additional deals and portfolio companies, 2 verified contacts (1 email, 1 phone)

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
Chicago, IL · 2 people named
What they buy (claimed)
EBITDA $1M to $10M
founder family
As the firm states it, not checked against its deals.
What they have done
4 observed deals · latest Jun 2024
3 platforms, 1 add-on
Business services, Industrial services, Manufacturing, Consumer services
targets of 36 to 72 plan participants (DFX estimate from 3 deals)
Portfolio
Who finances them
Lenders: Oxer Capital, Inc.
Who to call
a named professional
Reveal a line (email and direct phone on record)
Latest: Deal, Jun 2024
Key people
2 people · 2 with a confirmed email · 2 with a direct phone

ranked by who matters most in a conversation with this firm

  • Founder, Managing Partner

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

    • Confirmed professional email available
    • Direct professional line available
  • Founder, Managing Partner

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

    • Confirmed professional email available
    • Direct professional line available

2 confirmed professional emails and 2 direct lines for the people at this firm

Each one published by the firm or verified, never a guessed pattern, with the page it came from.

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

Why this kind
  • for: 3 announced transactions as buyer
What they claim, and what they have done
Observed
  • 3 platform or control deals, Feb 13, 2023 to Jun 5, 2024
  • 1 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
  • Platform targets by state: OH 1, VA 1, NE 1
Claimed on its own website
  • Sectors: Industrial manufacturing, Business services, Industrial services, Consumer services
  • EBITDA: $1M to $10M
  • Geography (unaudited quote): North America
  • Founder or family owned (unaudited quote): yes
What the filings and deals add up to
Sectors transacted
Business services (1); Specialty distribution (1)
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
Feb 13, 2023Vigilnet America, LLC
NE
Oxer Capital, Inc.capital provider, lenderNot disclosedvigilnet.com
Service provider relationships

1 more fact or signal is on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Legal (1)
Who finances deals like theirs
The most recent deal of theirs we could classify by sector closed Mar 1, 2024, outside the two-year window this list reads.

Read from the sectors this firm has actually bought in: business services (1), specialty distribution (1).

What have they done
Platform and control deals (2)
  1. Jun 5, 2024Platform acquisitionconfidence 80%
    this sponsor acquired American Roadway Logistics, Inc. (Norton, OH)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.com · finance.yahoo.com finance.yahoo.com · monroestreet-partners.com monroestreet-partners.com
  2. Aug 3, 2023Platform acquisitionconfidence 80%
    this sponsor acquired Brandito, LLC (Richmond, VA)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) capitolcommunicator.com · capitolcommunicator.com capitolcommunicator.com · monroestreet-partners.com monroestreet-partners.com
Add-ons (1)
  1. Mar 2024Add onconfidence 93%
    this sponsor acquired PromoSpark (Fairfield, OH)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) richmondbizsense.com
No vehicles linked.
  1. Feb 13, 2023Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) vigilnet.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 professionalFounder, Managing Partner
  • UnnamedFounder, Managing Partner
Who to call
the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts
  • Founder, Managing Partner · Revealable: 1 business phone (the firm's own page), 1 work email (the firm's own page)
  • a named professional
    Founder, Managing Partner · Revealable: 1 business phone (the firm's own page), 1 work email (the firm's own page)

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 (5)
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
HQ locationChicago, ILFactIndependent sponsor firm websites (the firm's own contact and team pages) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org

3 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.

Email me when this firm changes
No password, no account. One line per change, with the source.
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