DFX Intelligence
This sponsor
Independent sponsorVerified sponsor· US
As of · the mandate; 6 observations on record
- Observed deals
- 7
- Principals
- 0
- Latest deal
- Dec 2025
As of · the mandate; 6 observations on record
The sponsor's name, 7 additional capital, identity and service provider links, 25 additional deals and portfolio companies, 1 event
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
Location not on record
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
7 observed deals · latest Dec 2025
5 platforms, 2 add-ons
Consumer services, Business services, Industrial services, Manufacturing
7 deals, too few with a known size to say
Portfolio
None on record yet.
Who finances them
Lenders: a lender
Equity partners: a partner, Keyholder Vacations
Who to call
No principal named yet.
Latest: Deal, Dec 2025
Why this kind
- for: states it is an independent sponsor (website or mandate text)
- for: 7 announced transactions as buyer
What they claim, and what they have done
Observed
- 5 platform or control deals, Jan 1, 2020 to Dec 12, 2025
- 2 add-ons bought by its portfolio companies
- 0 recapitalizations, 0 minority stakes
- Platform targets by state: TX 2, OK 1, CA 1, IN 1
Claimed on its own website
No buy criteria were read from its website.
What the filings and deals add up to
- Independent sponsor stated
- trueFacta public announcement or the firm's own page calls it an independent sponsor· 90%· DFX's own graph
- Sectors transacted
- Consumer services (3); Business services (2); Industrial services (1); 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 themWhat these counts meanCounts are the financings DFX has read in announcements. Most come from lenders' own deal archives, which list a lender's repeat deals with a sponsor but not the sponsor's deals with other lenders, so a repeat relationship shows where one lender publishes and is not a rate at which sponsors return to a lender. Counts undercount and record past financing; DFX does not predict who will finance a deal.
- Repeat relationshipa capital provider has financed 4 observed this sponsor transactions (2023 to 2025).Roles: equity coinvest, equity provider, lender, senior debt
- Dec 12, 2025Rowan Energygladstoneinvestment.com
- May 19, 2025Smart Chemical Solutionsxyresiccapital.com
- Sep 8, 2023The E3 Company, LLCgladstoneinvestment.com
- May 12, 2023Home Concepts Magazinegladstoneinvestment.com
Observed once
- Keyholder Vacations financed this sponsor on its deal for DVC Fan (2021 to 2023). Roles: capital provider, equity provider. keyholdervacations.com
Financing, deal by deal
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Dec 12, 2025 | Rowan Energy Industrial services, OK | a capital provider | equity coinvest, equity provider | Not disclosed | gladstoneinvestment.com |
Service provider relationshipsHow a firm is placed hereCounsel, accountants, bankers, debt advisors and other firms named in a role on one of this sponsor's deals, by the announcement, a filing or the firm's own deal page. Every engagement links its source; medium confidence is labelled.
1 more fact or signal is on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
Investment banking (1)
- Lincoln International LLC · Christopher Petrossian, Grant Robertson and 1 more1 observed engagementSell-side advisor. Most recent deal, May 19, 2025 Lincoln International LLC
Who finances deals like theirsHow this is rankedRanked by deals read in these sectors, not by fit: this is the capital that shows up in announcements around firms like this one, which is a place to start a list and not a prediction about who will finance the next deal.
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 4 sectors · 7 of this firm's own deals read in them · most recent of theirs observed Sep 9, 2026.
- seen as equity coinvest, equity provider, lender, mezzanine
- seen as capital provider, co sponsor, equity coinvest, equity provider
- seen as capital provider, co sponsor, equity coinvest, equity provider
Read from the sectors this firm has actually bought in: consumer services (3), business services (2), manufacturing (1), industrial services (1).
What have they done
Platform and control deals (3)
- Dec 12, 2025Platform acquisitionconfidence 90%a capital provider · Equity providera capital provider · LenderDeal page · DFX analyst research (General-assisted, every claim URL-cited) gladstoneinvestment.com · gladstoneinvestment.com gladstoneinvestment.com · peprofessional.com peprofessional.com
- May 19, 2025Platform acquisitionconfidence 90%a capital provider · Equity providera capital provider · LenderLincoln International LLC · Sellside advisorDeal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) no URL · xyresiccapital.com xyresiccapital.com · lincolninternational.com lincolninternational.com
- Sep 8, 2023Platform acquisitionconfidence 90%a capital provider · Equity providera capital provider · LenderDeal page · DFX analyst research (General-assisted, every claim URL-cited) gladstoneinvestment.com · gladstoneinvestment.com gladstoneinvestment.com · xyresiccapital.com xyresiccapital.com
No vehicles linked.
- Dec 12, 2025Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) gladstoneinvestment.com
- May 19, 2025Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) no URL
- Sep 8, 2023Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) gladstoneinvestment.com
- May 12, 2023Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) gladstoneinvestment.com
- Jan 1, 2023Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) keyholdervacations.com
What appears to be their current activity
No vehicle filed in the last 12 months.
Principals on the filings
- None named.
Portfolio companies (7)
Evidence
| Fact | Value | Class | Source |
|---|---|---|---|
| Entity kind | Independent sponsor firm | Inference | DFX model output (scores, estimates, matches) no URL |
| Entity kind | Independent sponsor firm | Inference | DFX model output (scores, estimates, matches) no URL |
| Independent sponsor stated | true | Fact | DFX analyst research (General-assisted, every claim URL-cited) peprofessional.com |