This sponsor
- Observed deals
- 11
- Principals
- 3
- Latest deal
- Oct 2024
The sponsor's name, 10 additional capital, identity and service provider links, 18 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
- PartnerInvestment
Partner, a senior member of the deal team
- Confirmed professional email available
- PartnerInvestment
Partner, a senior member of the deal team
- Confirmed professional email available
- Operating PartnerOperations
Operating Partner, a senior member of the deal team
- Confirmed professional email available
- PartnerInvestment
Partner, a senior member of the deal team
- Confirmed professional email available
4 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: 2 announced transactions as buyer
- 3 platform or control deals, Feb 11, 2021 to Oct 31, 2024
- 8 add-ons bought by its portfolio companies
- 0 recapitalizations, 0 minority stakes
- Platform targets by state: PA 1
No buy criteria were read from its website.
- Sectors transacted
- Tech enabled services (7); Business services (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.
- financed this sponsor on its deal for Evolve IP (2024). Roles: capital provider, equity provider. prnewswire.com
- a capital provider financed this sponsor on its deal for ATSG (AxisPoint Technology Solutions Group) (2021). Roles: equity coinvest, equity provider. prnewswire.com
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Oct 31, 2024 | Evolve Ip, LLC Business services, PA | Capital provider | equity provider | Not disclosed | prnewswire.com |
| Feb 11, 2021 | ATSG (AxisPoint Technology Solutions Group) | a capital provider | equity coinvest | Not disclosed | prnewswire.com |
2 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- Choate, Hall & Stewart LLP1 observed engagementSeller counsel, Company counsel. Most recent deal, Oct 31, 2024 PR Newswire
- Morgan, Lewis & Bockius LLP1 observed engagementSponsor counsel, Buyer counsel. Most recent deal, Oct 31, 2024 PR Newswire
- Guggenheim Securities, LLC1 observed engagementPlacement agent. Most recent deal, Oct 31, 2024 PR Newswire
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 · 8 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, equity coinvest, equity provider, lender
Read from the sectors this firm has actually bought in: tech-enabled services (7), business services (1).
- Oct 31, 2024Mergerconfidence 90%Rothschild & Co · AdvisorGuggenheim Securities, LLC · Advisor · Capital providerChoate, Hall & Stewart LLP · Counsel · CounselDeal team: 4 firms · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Mar 22, 2022Platform acquisitionconfidence 80%D.A. Davidson & Co. · AdvisorDeal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) brightonhouseassociates.com · brightonhouseassociates.com brightonhouseassociates.com · prnewswire.com prnewswire.com
- Dec 14, 2021Add onconfidence 80%Deal page · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Feb 11, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
No vehicle filed in the last 12 months.
- a named professionalPartner
- a named professionalPartner
- a named professionalPartner
- Michael PisterziOperating Partner
- Drew KeltonSenior Advisor
- Kerri FordSenior Advisor
- a named professionalPartner · Revealable: 1 professional profile (the firm's own page), 1 work email (the firm's own page)
- a named professionalPartner · Revealable: 1 professional profile (the firm's own page)
- a named professionalPartner · Revealable: 1 professional profile (the firm's own page), 1 work email (the firm's own page)
- Michael PisterziOperating 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
| 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 |
| Sponsor classification | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster sbia.org |