This sponsor
- Observed deals
- 10
- Principals
- 3
- Latest deal
- Dec 2021
The sponsor's name, 8 additional capital, identity and service provider links, 23 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.
ranked by who matters most in a conversation with this firm
- Co-Founder & Managing MemberInvestment
Co-Founder & Managing Member, the firm's investment decision-maker
- Confirmed professional email available
- Co-Founder and Senior AdvisorInvestment
Co-Founder and Senior Advisor, the firm's investment decision-maker
- DirectorInvestor relations
Director, a senior professional at the firm
- Confirmed professional email available
- Senior AssociateInvestment
Senior Associate, on the deal team
2 confirmed professional emails 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.
- for: 10 announced transactions as buyer
- 6 platform or control deals, Mar 1, 2000 to Dec 4, 2021
- 1 add-ons bought by its portfolio companies
- 3 recapitalizations, 0 minority stakes
- Platform targets by state: NJ 1, GA 1, TX 1, PA 1, TN 1
- EBITDA: $5M and up
- Revenue: $20M to $250M
- Geography (unaudited quote): United States, New York
- Control (unaudited quote): yes
- Minority stakes (unaudited quote): yes
- Founder or family owned (unaudited quote): yes
- Sectors transacted
- Industrial manufacturing (5); Healthcare services (4); Specialty distribution (1)Factvertical of the acquired targets· 85%· DFX's own graph
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.
- First Horizon Bank financed this sponsor on its deal for Curexa Pharmacy (2021). Roles: lender, senior debt. globenewswire.com
- a capital provider financed this sponsor on its deal for Curexa Pharmacy (2021). Roles: co sponsor. globenewswire.com
- a capital provider financed this sponsor on its deal for Griswold Home Care (2012). Roles: co sponsor. pouschinecook.com
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Dec 4, 2021 | Curexa Pharmacy Healthcare services, NJ | First Horizon Bank | senior debt | Not disclosed | globenewswire.com |
| Dec 4, 2021 | Curexa Pharmacy Healthcare services, NJ | a capital provider | co sponsor | Not disclosed | globenewswire.com |
2 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- McDermott Will & Schulte LLP2 observed engagementsSponsor counsel. Most recent deal, Dec 4, 2021 Pouschine Cook
- Schiff HardinMedium confidence1 observed engagementLegal counsel (side not stated). Most recent deal, Dec 1, 2015 pouschinecook.com
- Covington AssociatesMedium confidence1 observed engagementSell-side advisor. Most recent deal, Dec 4, 2021 globenewswire.com
Read from the sectors this firm has actually bought in: manufacturing (5), healthcare services (4), specialty distribution (1).
- Dec 4, 2021Majority investmentconfidence 90%a capital provider · Co sponsorMcDermott Will & Emery LLP · CounselFirst Horizon Bank · LenderCovington Associates · Sellside advisorDeal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com · globenewswire.com globenewswire.com · pouschinecook.com pouschinecook.com
- Aug 4, 2017Platform acquisitionconfidence 95%Deal team: 3 firms · DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com · globenewswire.com globenewswire.com · prnewswire.com prnewswire.com
- Dec 1, 2015Platform acquisitionconfidence 90%Schiff Hardin · CounselMcDermott Will & Emery LLP · CounselDeal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) no URL · pouschinecook.com pouschinecook.com · yukonpartners.com yukonpartners.com
- Dec 4, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) globenewswire.com
- Dec 3, 2012Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) no URL
- Dec 10, 2007Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) globenewswire.com
- Mar 1, 2000Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) boatingindustry.com
No vehicle filed in the last 12 months.
- UnnamedDirector
- UnnamedCo-Founder and Senior Advisor
- UnnamedCo-Founder & Managing Member
- UnnamedSenior Associate
- Robert L. JenkinsAdvisor
- Brian M. HarrisonAdvisor
- Co-Founder and Senior Advisor · Revealable: 1 professional profile (the firm's own page)
- Co-Founder & Managing Member · Revealable: 1 professional profile (the firm's own page)
- Director · Revealable: 1 professional profile (the firm's own page), 1 work email (the firm's own page)
- Senior Associate · 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
| Fact | Value | Class | Source |
|---|---|---|---|
| Entity kind | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster 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 | New York, NY | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL |
| Mandate | EBITDA from $5M; revenue $20M to $250M | Inference | DFX model output (scores, estimates, matches) no URL |
| Mandate | EBITDA from $5M; revenue $20M to $250M | Inference | DFX model output (scores, estimates, matches) no URL |
| Sponsor classification | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster sbia.org |
1 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.
Is this your firm? Correct this recordWork at This sponsor, or see something wrong? Tell us and a person reads it.
This sponsor is the same institution as 2 records in Private Credit and Private Equity.
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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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