This sponsor

Independent sponsorVerified sponsor· US
Observed deals
12
Principals
1
Latest deal
Jan 2024
As of · the mandate; 13 observations on record

The sponsor's name, 28 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
1 person 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
12 observed deals · latest Jan 2024
5 platforms, 6 add-ons
Energy, utilities and infrastructure
12 deals, too few with a known size to say
Portfolio
Who finances them
Lenders: Monroe Capital
Equity partners: InCompass™
Who to call
Tom J.
Reveal a line (email on record)
Latest: Deal, Jan 2024
Key people
1 person · 1 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • Founder and Managing Partner
    Investment

    Founder and Managing Partner, the firm's investment decision-maker

    • Confirmed professional email available

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: 3 announced transactions as buyer
What they claim, and what they have done
Observed
  • 6 platform or control deals, Jan 1, 2015 to Mar 22, 2023
  • 6 add-ons bought by its portfolio companies
  • 0 recapitalizations, 0 minority stakes
  • Platform targets by state: WI 2, MI 1, MN 1
Claimed on its own website
  • Sector thesis: Energy services
What the filings and deals add up to
Sectors transacted
Industrial manufacturing (11)
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
Observed once
Financing, deal by deal
DateCompanyFinanced byRoleAmountSource
Sep 18, 2023Bridgeport Machine Tool Company
Manufacturing, MI
Monroe Capitalcapital provider, lenderNot disclosedprnewswire.com
Sep 18, 2023Bridgeport Machine Tool Company
Manufacturing, MI
InCompass™capital providerNot disclosedprnewswire.com
Service provider relationships
Legal (1)
Who finances deals like theirs
The most recent deal of theirs we could classify by sector closed Sep 18, 2023, outside the two-year window this list reads.

Read from the sectors this firm has actually bought in: manufacturing (10).

What have they done
Add-ons (2)
  1. Sep 18, 2023Add onconfidence 88%
    this sponsor acquired Bridgeport Machine Tool Company (Kalamazoo, MI)
    InCompass™ · Capital providerMonroe Capital · Capital provider
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · abfjournal.com abfjournal.com
  2. Aug 1, 2023Add onconfidence 90%
    this sponsor acquired Mollart (Chessington)
    InCompass™ · Capital provider
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
Other recorded transactions (1)
  1. Jan 9, 2024Unknownconfidence 80%
    this sponsor acquired Bridgeport and Newman Whitney add-on acquisitions
    Deal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) monroecap.com
No vehicles linked.
  1. Sep 18, 2023Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  2. Aug 1, 2023Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  3. Aug 1, 2023Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
What appears to be their current activity

No vehicle filed in the last 12 months.

Principals, from the firm's own site
  • Tom J.Founder 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 work email (sponsor website) · as of 2026-09-17
  • Tom J.
    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 (13)
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
Sponsor classificationIndependent sponsor firmFactSBIA 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.

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