This sponsor

Independent sponsorVerified sponsor· US
Observed deals
1
Principals
2
Latest deal
Apr 2026
As of · the mandate; 11 observations on record

The sponsor's name, 4 additional capital, identity and service provider links

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
4 people named
What they buy (claimed)
EBITDA $1M to $10M
add on, control, founder family, management buyout, minority, recap
As the firm states it, not checked against its deals.
What they have done
1 observed deal · latest Apr 2026
claims add-on, control, founder-family, management-buyout, minority, recap
Healthcare services, Business services, Industrial services, Manufacturing, Distribution
too few deals to say (1 on record)
Portfolio
Who finances them
No financing observed on their deals yet.
Who to call
a named professional
Reveal a line
Latest: Deal, Apr 2026
Key people
2 people · 0 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • Co-Founder and Managing Partner
    Investment

    Named on 1 transaction in DFX.

  • Co-Founder and Managing Partner
    Investment

    Named on 1 transaction in DFX.

Why this kind
  • no decisive evidence on the tape; this stays unclassified
What they claim, and what they have done
Observed
  • 0 platform or control deals
  • 0 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
Claimed on its own website
  • Sectors: Healthcare services, Industrial manufacturing, Business services, Industrial services, Specialty distribution, Consumer services
  • EBITDA: $1M to $10M
  • Revenue: $5M to $100M
  • Control (unaudited quote): yes
  • Minority stakes (unaudited quote): yes
  • Founder or family owned (unaudited quote): yes
  • Add-ons (unaudited quote): yes
What the filings and deals add up to

No mandate inferred yet: nothing observed beyond the entity's existence.

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

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

Legal (2)
Tax (1)
Who finances deals like theirs
No deal of this firm is on a company DFX could classify by sector, so there is nothing to compare it against.
What have they done
Other recorded transactions (1)
  1. Apr 2026Unknownconfidence 80%
    this sponsor acquired PractiVet (Scottsdale, AZ)
    Deal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) einpresswire.com
No vehicles linked.
What appears to be their current activity

No vehicle filed in the last 12 months.

Principals, from the firm's own site
  • a named professionalCo-Founder and Managing Partner
  • a named professionalCo-Founder and Managing Partner
Advisors and operating network
  • Sandy GreenbergOperating Advisor
  • Alex MorrisonOperating Advisor, CPA, CA
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) · as of 2026-09-27
  • a named professional
    Co-Founder and Managing Partner · Revealable: 1 professional profile (the firm's own page)
  • a named professional
    Co-Founder and Managing Partner · 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 (1)
Evidence
FactValueClassSource
Entity kindIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Entity kindUnknown investment entityInferenceDFX model output (scores, estimates, matches) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Email me when this firm changes
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