DFX Intelligence
This sponsor
Independent sponsorVerified sponsor· Elmhurst, IL
As of · the mandate; 15 observations on record
- Observed deals
- 7
- Principals
- 2
- Latest deal
- Jan 2024
As of · the mandate; 15 observations on record
The sponsor's name, 1 additional capital, identity or service provider link, 22 additional deals and portfolio companies, 1 event
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
Elmhurst, IL · 2 people named
What they buy (claimed)
No size stated on the firm's own site.
control
As the firm states it, not checked against its deals.
What they have done
7 observed deals · latest Jan 2024
1 platform, 6 add-ons
Industrial services, Consumer services
targets of 56 to 984 plan participants, est. EBITDA $1.7M to $8.1M (DFX estimate from 4 deals)
Portfolio
None on record yet.
Who finances them
Lenders: BMO Sponsor Finance
Equity partners: United Air Temp, Air Conditioning and Heating, Summit Park, a partner
Who to call
a named professional
Latest: Deal, Jan 2024
Key people
2 people · 0 with a confirmed email · 0 with a direct phoneranked by who matters most in a conversation with this firm
- Founder and Managing PartnerExecutive
Founder and Managing Partner, the firm's investment decision-maker
- PartnerOther
Partner, a senior member of the deal team
Why this kind
- for: 7 announced transactions as buyer
What they claim, and what they have done
Observed
- 0 platform or control deals
- 6 add-ons bought by its portfolio companies
- 1 recapitalizations, 0 minority stakes
Claimed on its own website
- Control (unaudited quote): yes
What the filings and deals add up to
- Sectors transacted
- Industrial services (4); Consumer services (3)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 themWhat these counts meanCounts are the financings DFX has read in announcements. Most come from lenders' own deal archives, which list a lender's repeat deals with a sponsor but not the sponsor's deals with other lenders, so a repeat relationship shows where one lender publishes and is not a rate at which sponsors return to a lender. Counts undercount and record past financing; DFX does not predict who will finance a deal.
- Repeat relationshipUnited Air Temp, Air Conditioning and Heating has financed 5 observed this sponsor transactions (2021 to 2022).Roles: capital provider, equity provider
- Oct 14, 2022Bullseye Home Servicessummitparkllc.com
- Jul 5, 2022Grande Aire Services Incsummitparkllc.com
- Aug 26, 2021Comfort First Heating and Coolingsummitparkllc.com
- Jul 29, 2021Albemarle Heating & Air Inc.summitparkllc.com
- Robert B. Payne, Inc.marriott-co.com
- Repeat relationshipBMO Sponsor Finance has financed 2 observed this sponsor transactions (2021).Roles: capital provider, lender
- Jan 27, 2021United Air Temp Air Conditioning and Heating Inc.prnewswire.com
- United Air Tempno URL
- Repeat relationshipSummit Park has financed 2 observed this sponsor transactions (2021).Roles: capital provider, equity provider
- Jan 27, 2021United Air Temp Air Conditioning and Heating Inc.prnewswire.com
- United Air Tempno URL
Financing, deal by deal
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Oct 14, 2022 | Bullseye Home Services Consumer services | United Air Temp, Air Conditioning and Heating | equity provider | Not disclosed | summitparkllc.com |
| Jul 5, 2022 | Haines Air Conditioning and Refrigeration Consumer services | United Air Temp, Air Conditioning and Heating | equity provider | Not disclosed | summitparkllc.com |
Service provider relationshipsHow a firm is placed hereCounsel, accountants, bankers, debt advisors and other firms named in a role on one of this sponsor's deals, by the announcement, a filing or the firm's own deal page. Every engagement links its source; medium confidence is labelled.
Investment banking (1)
- Marriott & Co.1 observed engagementSell-side advisor. Most recent deal marriott-co.com
Who finances deals like theirsHow this is rankedRanked by deals read in these sectors, not by fit: this is the capital that shows up in announcements around firms like this one, which is a place to start a list and not a prediction about who will finance the next deal.
The most recent deal of theirs we could classify by sector closed Oct 14, 2022, outside the two-year window this list reads.
Read from the sectors this firm has actually bought in: industrial services (4), consumer services (3).
What have they done
Add-ons (3)About add-onsBought by one of its portfolio companies. The announcement names the portfolio company as the buyer; these are not presented as deals the sponsor selected.
- Oct 14, 2022Add onconfidence 72%United Air Temp, Air Conditioning and Heating · Capital providerDeal page · DFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Jul 5, 2022Add onconfidence 75%United Air Temp, Air Conditioning and Heating · Capital providerDeal page · DFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Jul 5, 2022Add onconfidence 70%United Air Temp, Air Conditioning and Heating · Capital providerDeal page · DFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
No vehicles linked.
- Oct 14, 2022Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Jul 5, 2022Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Jul 5, 2022Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Aug 26, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) summitparkllc.com
- Jul 29, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) summitparkllc.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 professionalPartner
- a named professionalFounder and 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
The firm's published line
Revealable: 1 website (sponsor website), 1 professional profile (sponsor website) · as of 2026-09-17
- a named professionalFounder and Managing Partner · Revealable: 1 professional profile (the firm's own page)
- a named professionalPartner · Revealable: 1 professional profile (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 (7)
Evidence
| Fact | Value | Class | Source |
|---|---|---|---|
| Entity kind | Independent sponsor firm | Fact | sbia.org |
| Entity kind | Independent sponsor firm | Inference | DFX model output (scores, estimates, matches) no URL |
| Entity kind | Unknown investment entity | Inference | DFX model output (scores, estimates, matches) no URL |
| HQ location | Elmhurst, IL | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL |
| Sponsor classification | Independent sponsor firm | Fact | 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.