This sponsor

Independent sponsorVerified sponsor· Milwaukee, WI
Observed deals
3
Principals
4
Latest deal
2025
As of · the mandate; 12 observations on record

The sponsor's name, 1 additional person, 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
Milwaukee, WI · 6 people named
What they buy (claimed)
No size stated on the firm's own site.
As the firm states it, not checked against its deals.
What they have done
3 observed deals · latest 2025
2 platforms
Manufacturing
targets of 29 to 228 plan participants (DFX estimate from 3 deals)
Portfolio
Who finances them
No financing observed on their deals yet.
Who to call
a named professional
Reveal a line (email on record)
Latest: Deal, Jan 2025
Key people
4 people · 2 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • Managing Partner

    Managing Partner, the firm's investment decision-maker

    • Confirmed professional email available
  • Managing Partner

    Managing Partner, the firm's investment decision-maker

    • Confirmed professional email available
  • Partner

    Partner, a senior member of the deal team

  • Partner

    Partner, a senior member of 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.

Why this kind
  • for: 2 announced transactions as buyer
What they claim, and what they have done
Observed
  • 3 platform or control deals, May 1, 2024 to Jan 1, 2025
  • 0 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
  • Platform targets by state: WI 3
Claimed on its own website

No buy criteria were read from its website.

What the filings and deals add up to
Sectors transacted
Industrial manufacturing (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

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

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

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

What have they done
Platform and control deals (3)
  1. 2025Platform acquisitionconfidence 80%
    this sponsor acquired Tollefsen Steel & Fabrication, Inc. (Muskego, WI)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) vantageinvb.com
  2. Sep 26, 2024Mergerconfidence 60%
    this sponsor acquired Three Leaf Partners LLC (Milwaukee, WI)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) biztimes.com
  3. May 2024Platform acquisitionconfidence 80%
    this sponsor acquired Performance Pallet Corporation (Little Chute, WI)
    Deal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) hennepinpartners.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
  • UnnamedPartner
  • a named professionalPartner
  • UnnamedManaging Partner
Team, as the firm lists it
  • Ethan CoughlinAnalyst
  • Ben StreckertGeneral Counsel
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
  • Managing Partner · Revealable: 1 work email (the firm's own page)
  • Ethan Coughlin
    Analyst · Revealable: 1 work email (the firm's own page)

Also named here, with no published line of their own (reach them through the firm): (Partner), a named professional (Partner), Ben Streckert (General Counsel).

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 (3)
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 locationMilwaukee, WIFactIndependent sponsor firm websites (the firm's own contact and team pages) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Email me when this firm changes
No password, no account. One line per change, with the source.
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