This sponsor
- Observed deals
- 17
- Principals
- 5
- Latest deal
- Jan 2022
The sponsor's name, 2 additional people, 14 additional capital, identity and service provider links, 57 additional deals and portfolio companies, 5 events, 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
- Partner
Partner, a senior member of the deal team
- Confirmed professional email available
- Founding Partner
Founding Partner, a senior member of the deal team
- Confirmed professional email available
- Principal
Principal, a senior professional at the firm
- Confirmed professional email available
- Principal
Principal, a senior professional at the firm
- Confirmed professional email available
- Principal
Principal, a senior professional at the firm
- Confirmed professional email available
5 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: name or text says family office
- for Independent sponsor firm: 17 announced transactions as buyer
- 7 platform or control deals, Jan 1, 2004 to Jan 20, 2022
- 5 add-ons bought by its portfolio companies
- 4 recapitalizations, 1 minority stakes
- Platform targets by state: TX 1, WA 1
- Sector thesis: Consumer services
- EBITDA: up to $10M
- Control (unaudited quote): yes
- Founder or family owned (unaudited quote): yes
- Sectors transacted
- Consumer services (5); Tech enabled services (3); Healthcare services (3); Business services (2); Industrial manufacturing (2); Industrial 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 Pierce Washington LLC (2022). Roles: lender, mezzanine. prnewswire.com
- a capital provider financed this sponsor on its deal for Pierce Washington LLC (2022). Roles: co sponsor, lender, mezzanine. prnewswire.com
- financed this sponsor on its deal for Advanced Distribution Solutions, Inc. (2017). Roles: capital provider, equity provider. prweb.com
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Jan 20, 2022 | BRH Garver Construction, LP Industrial services, TX | Capital provider | capital provider, lender | Not disclosed | prnewswire.com |
| Jan 11, 2022 | Pierce Washington LLC CA | Capital provider | lender | Not disclosed | prnewswire.com |
7 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- Benesch, Friedlander, Coplan & Aronoff LLP · Andrew Murphy, Corey Sparks and 4 more1 observed engagementSponsor counsel. Most recent deal, Feb 5, 2016 Benesch, Friedlander, Coplan & Aronoff…
Read from the sectors this firm has actually bought in: consumer services (5), healthcare services (3), tech-enabled services (3), business services (2).
- Jan 20, 2022Platform acquisitionconfidence 92%Community Bank of Texas · Capital providerDeal page · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- May 26, 2021Add onconfidence 85%Deal page · DFX analyst research (General-assisted, every claim URL-cited) privateequitywire.co.uk
- Jan 11, 2022Recapitalizationconfidence 80%Deal page · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · prnewswire.com prnewswire.com · kiddcompany.com kiddcompany.com
- Jan 20, 2022Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Jan 1, 2022Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Jul 2, 2020Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) no URL
- May 30, 2017Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prweb.com
- May 30, 2017Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prweb.com
No vehicle filed in the last 12 months.
- UnnamedPrincipal
- UnnamedPrincipal
- UnnamedFounding Partner
- Founding Partner · Revealable: 1 work email (the firm's own page)
- Principal · Revealable: 1 work email (the firm's own page)
- Principal · Revealable: 1 work email (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 | Family office | Inference | DFX model output (scores, estimates, matches) no URL |
| Entity kind | Family office | Inference | DFX model output (scores, estimates, matches) no URL |
| Entity kind | Family office | 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 | Old Greenwich, CT | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL |
| Mandate | EBITDA up to $10M | Inference | DFX model output (scores, estimates, matches) no URL |
| Mandate | EBITDA up to $10M | Inference | DFX model output (scores, estimates, matches) no URL |
| Sponsor classification | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster sbia.org |
6 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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