This sponsor
- Observed deals
- 5
- Principals
- 3
- Latest deal
- Jan 2026
- Vehicles
- 3
- Latest vehicle
- Feb 5, 2026
The sponsor's name, 14 additional capital, identity and service provider links, 7 additional deals and portfolio companies, 2 verified contacts (1 email, 1 phone)
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
- Operating Partner
Operating Partner, a senior member of the deal team
- Direct professional line available
- Partner
Partner, a senior member of the deal team
- Partner
Partner, a senior member of the deal team
1 direct line 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: 2 single-deal acquisition vehicles
- for: deal vehicles with no pooled fund and no ADV registration
- for: 5 announced transactions as buyer
- 2 platform or control deals, Feb 1, 2024 to Jan 29, 2026
- 1 add-ons bought by its portfolio companies
- 0 recapitalizations, 0 minority stakes
- Platform targets by state: MN 1, IL 1
- EBITDA: $2M and up
- Geography (unaudited quote): United States, Midwest
- Exclusions (unaudited quote)
- Sectors transacted
- Business services (2); Industrial manufacturing (1)Factvertical of the acquired targets· 85%· DFX's own graph
- Sectors
- none observedFactForm D industry group of 3 vehicles· 70%· Federal regulator filings
- Geography
- IL (3) · MidwestFactstate of organisation / filing address of vehicles· 70%· Federal regulator filings
- Equity raised per vehicle
- $1.8M to $7.7M (median $2.0M, n=3)FactTOTALAMOUNTSOLD on each vehicle's Form D; a proxy for the equity check the sponsor raises per deal, not enterprise value· 70%· Federal regulator filings
- Control preference
- 67% of 3 vehicles flagged business combinationsInferenceshare of vehicles whose Form D flags a business combination· 70%· Federal regulator filings
- Security types
- Equity: 3Factsecurity types sold on the vehicles' Form Ds· 70%· Federal regulator filings
- Activity
- 3 vehicles, first 2023-06-16, latest 2026-02-05, 1 in the last 12 monthsFactForm D filing dates· 95%· Federal regulator filings
- Principal count
- 3Factrelated persons across the vehicles· 90%· Federal regulator filings
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.
3 acquisition or co-investment vehicles filed on SEC Form D were joined to this record by shared executive officers or promoters, or by a shared filing address. Every edge below carries the evidence that produced it.
Nothing on this page comes from a website claim unless it is labelled as such with the URL.
- a capital provider financed this sponsor on its deal for Advanced Irrigation (2026). Roles: equity coinvest, equity provider. prweb.com
- a capital provider financed this sponsor on its deal for New South Outdoor (2025). Roles: equity coinvest, equity provider. oohtoday.com
- a capital provider financed this sponsor on its deal for CM Industries, Inc. (2024). Roles: co sponsor. caldergr.com
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Jan 29, 2026 | Advanced Irrigation Business services, MN | a capital provider | equity coinvest, equity provider | Not disclosed | prweb.com |
| Jun 6, 2025 | New South Outdoor Business services | a capital provider | equity coinvest | Not disclosed | oohtoday.com |
5 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- Messerli Kramer, P.A.Medium confidence2 observed engagementsLegal counsel (side not stated). Most recent deal, Apr 12, 2024 wcfadvisors.com
- Michael Best & Friedrich LLP1 observed engagementSponsor counsel. Most recent deal, Feb 1, 2024 caldergr.com
- Williams & Baerson LLC1 observed engagementCompany counsel. Most recent deal, Feb 1, 2024 caldergr.com
DFX has not observed these firms together on any transaction in our coverage. That is a statement about what DFX has read, not about the firms: a deal that was never announced, or announced without naming its capital, cannot appear here.
Coverage behind this list: 3 providers observed financing sponsors in these 2 sectors · 3 of this firm's own deals read in them · most recent of theirs observed Feb 19, 2026.
- seen as equity coinvest, equity provider, lender, senior debt
- seen as equity coinvest, equity provider, lender, senior debt
- seen as capital provider, co sponsor, equity coinvest, equity provider
Read from the sectors this firm has actually bought in: business services (2), manufacturing (1).
- Jan 29, 2026Majority investmentconfidence 90%this sponsor · Advisora capital provider · Equity providerDeal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) prweb.com · prweb.com prweb.com · stackerholdings.com stackerholdings.com
- Jun 6, 2025Add onconfidence 85%a capital provider · Equity providerDeal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) oohtoday.com · stackerholdings.com stackerholdings.com
- Apr 12, 2024Unknownconfidence 90%Messerli Kramer, P.A. · CounselWipFli Corporate Finance Advisors · Sellside advisorDeal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) wcfadvisors.com · stackerholdings.com stackerholdings.com
| Vehicle | Linked by | Conf. |
|---|---|---|
| Advanced Irrigation Holdings, LLC | Shared principal, Shared address | 95% |
| CMI TopCo, LLC | Shared principal, Shared address | 95% |
| Shared principal, Shared address | 95% |
- Jan 29, 2026Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prweb.com
- Jun 6, 2025Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) oohtoday.com
- Feb 1, 2024Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) caldergr.com
1 vehicle filed in the last 12 months; latest filing Feb 5, 2026, first observed Jun 16, 2023.
- UnnamedOperating Partner
- a named professionalPartner
- G.R.Partner
- UnnamedOperating Partner (also Founding Partner of The ProAction Group)
- Stacey MarquezExecutive Assistant
- Operating Partner · Revealable: 1 business phone (the firm's own page), 1 professional profile (the firm's own page)
Also named here, with no published line of their own (reach them through the firm): a named professional (Partner), G.R. (Partner), Stacey Marquez (Executive Assistant).
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 |
| Identity merge | Advanced Irrigation Holdings, LLC (sponsor) | Fact | DFX analyst research (General-assisted, every claim URL-cited) no URL |
| Mandate | EBITDA from $2M | Inference | DFX model output (scores, estimates, matches) no URL |
| Mandate | EBITDA from $2M | Inference | DFX model output (scores, estimates, matches) no URL |
| Sponsor classification | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster sbia.org |
| Sponsor classification | Independent sponsor | Inference | DFX model output (scores, estimates, matches) no URL |
5 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 1 record in Private Equity.
The joined record opens with the product, beside every other relationship on this page.
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