This sponsor

Independent sponsorVerified sponsor· estlake Village, CA
Observed deals
5
Principals
3
Latest deal
Sep 2023
As of · the mandate; 18 observations on record

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

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
estlake Village, CA · 3 people named
What they buy (claimed)
revenue $5M to $100M
As the firm states it, not checked against its deals.
What they have done
5 observed deals · latest Sep 2023
5 platforms
Consumer services
5 deals, too few with a known size to say
Portfolio
  • mtbinc.com
Who finances them
No financing observed on their deals yet.
Who to call
a named professional
Reveal a line (email on record)
Latest: Deal, Sep 2023
Key people
3 people · 1 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • Managing Partner

    Named on 4 transactions in DFX.

    • Confirmed professional email available
  • Managing Partner

    Managing Partner, the firm's investment decision-maker

  • Principal

    Principal, a senior professional at the firm

1 confirmed professional email 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: 4 announced transactions as buyer
What they claim, and what they have done
Observed
  • 5 platform or control deals, Feb 19, 2018 to Sep 18, 2023
  • 0 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
  • Platform targets by state: CA 2, MN 1, NE 1
Claimed on its own website
  • Revenue: $5M to $100M
What the filings and deals add up to
Sectors transacted
Consumer services (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

No capital provider has been observed financing this sponsor in an announcement yet.

Service provider relationships
No service provider has been observed on this sponsor's deals yet. Firms are placed on a deal only when an announcement, a filing or the firm's own deal page names them in the role.
Who finances deals like theirs
The most recent deal of theirs we could classify by sector closed Feb 7, 2020, outside the two-year window this list reads.

Read from the sectors this firm has actually bought in: consumer services (1).

What have they done
Platform and control deals (2)
  1. Sep 18, 2023Platform acquisitionconfidence 80%
    this sponsor acquired Sonant Corporation (Poway, CA)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) no URL
  2. Jan 21, 2021Platform acquisitionconfidence 80%
    this sponsor acquired Myers Media Group LLC (San Diego, CA)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) no URL
Transactions it is named in as a party (1)
  1. Oct 8, 2025Minority investmentconfidence 85%
    Shea & Company · AdvisorAscend Capital Group · Advisorthis sponsor · Co sponsor
    Deal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) no URL · resurgentcp.com resurgentcp.com · riatacapital.com riatacapital.com
No vehicles linked.
  1. Oct 8, 2025Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) no URL
What appears to be their current activity

No vehicle filed in the last 12 months.

Principals, from the firm's own site
  • UnnamedManaging Partner
  • UnnamedPrincipal
  • a named professionalManaging 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 business phone (the firm's own page), 1 website (sponsor website), 1 professional profile (sponsor website), 1 work email (sponsor website) · as of 2026-09-24
  • Managing Partner · Revealable: 1 work email (the firm's own page)

Also named here, with no published line of their own (reach them through the firm): a named professional (Managing Partner), (Principal).

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 locationestlake Village, CAFactIndependent sponsor firm websites (the firm's own contact and team pages) no URL
Mandaterevenue $5M to $100MInferenceDFX model output (scores, estimates, matches) no URL
Mandaterevenue $5M to $100MInferenceDFX model output (scores, estimates, matches) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org

6 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.
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 1 record in Private Equity.

Private Equity1

The joined record opens with the product, beside every other relationship on this page.

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