This sponsor

Independent sponsorVerified sponsor· US
Observed deals
11
Principals
4
Latest deal
Mar 2026
As of · the mandate; 8 observations on record

The sponsor's name, 1 additional person, 16 additional capital, identity and service provider links, 38 additional deals and portfolio companies, 3 events, 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.

Who they are
6 people 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
11 observed deals · latest Mar 2026
6 platforms, 1 add-on
Healthcare services, Tech-enabled and IT services, Business services, Industrial services, Manufacturing
targets of 37 to 714 plan participants (DFX estimate from 4 deals)
Portfolio
None on record yet.
Who finances them
Lenders: Callodine Commercial Finance, Backcast Partners, Valley Bank
Equity partners: Kingswood Capital Management, L.P., a partner
Who to call
a named professional
Reveal a line (email and direct phone on record)
Latest: Deal, Mar 2026
Key people
5 people · 2 with a confirmed email · 4 with a direct phone

ranked by who matters most in a conversation with this firm

  • Managing Director
    Origination

    Managing Director, a senior member of the deal team

    • Business mobile available
  • Managing Director
    Executive

    Managing Director, a senior member of the deal team

  • Vice President
    Business development

    Vice President, on the deal team

    • Confirmed professional email available
    • Business mobile available
  • Vice President
    Capital formation

    Vice President, on the deal team

    • Business mobile available
  • Associate
    Investment

    Associate, on the deal team

    • Confirmed professional email available
    • Business mobile available

2 confirmed professional emails and 4 direct lines 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
  • 5 platform or control deals, Sep 8, 2017 to Apr 1, 2024
  • 1 add-ons bought by its portfolio companies
  • 1 recapitalizations, 3 minority stakes
  • Platform targets by state: MI 2, PA 1, WY 1
Claimed on its own website

No buy criteria were read from its website.

What the filings and deals add up to
Sectors transacted
Healthcare services (2); Specialty distribution (1); Industrial manufacturing (1); Transportation logistics (1); Business services (1); Industrial services (1); Tech enabled services (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 them
Observed once
Financing, deal by deal
DateCompanyFinanced byRoleAmountSource
Mar 31, 2026Vivos Therapeutics, Inc.
Healthcare services, CO
Capital providerequity providerNot disclosedsec.gov
Aug 1, 2025Busmax (Busmax Leasing / Busmax Rent-a-Bus / Automax Rent-a-Car)
GA
Capital providerlenderNot disclosedno URL
Service provider relationships
Legal (2)
Investment banking (1)
Who finances deals like theirs

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 7 sectors · 8 of this firm's own deals read in them · most recent of theirs observed Jun 25, 2026.

  • Abacus Finance Group, LLCTech-enabled services4 deals in tech-enabled services, latest Jun 25, 2026
    seen as equity coinvest, equity provider, lender, senior debt
  • Custom Computer Specialists (CCS)Tech-enabled services4 deals in tech-enabled services, latest May 16, 2024
    seen as capital provider, equity provider
  • Corbel Capital PartnersTech-enabled services4 deals in tech-enabled services, latest Oct 12, 2021
    seen as capital provider, equity coinvest, equity provider, lender

Read from the sectors this firm has actually bought in: healthcare services (2), manufacturing (1), business services (1), specialty distribution (1).

What have they done
Recapitalizations (1)
  1. Aug 2025Recapitalizationconfidence 80%
    · Capital providerValley Bank · Capital providerGreenberg Traurig, LLP · CounselBackcast Partners · Lender
    Deal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) no URL · senecapartners.com senecapartners.com · prnewswire.com prnewswire.com
Minority stakes (2)
  1. Mar 31, 2026Minority investmentconfidence 85%
    this sponsor acquired Vivos Therapeutics, Inc. (Littleton, CO)
    · Capital provider
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) sec.gov
  2. Mar 5, 2026Minority investmentconfidence 75%
    this sponsor acquired Circadence (Boulder, CO)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) pulse2.com
No vehicles linked.
  1. Mar 31, 2026Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) sec.gov
  2. Aug 1, 2025Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) no URL
  3. Oct 1, 2023Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) whitewolfcapital.com
  4. Feb 1, 2022Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
  5. Nov 1, 2020Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) caldergr.com
What appears to be their current activity

No vehicle filed in the last 12 months.

Principals, from the firm's own site
  • a named professionalVice President
  • a named professionalVice President
  • UnnamedManaging Director
Team, as the firm lists it
  • Dawson SalesAnalyst
  • Ari FranklinAssociate
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: 2 business phones (the firm's own page) · as of 2026-09-24
  • Managing Director · Revealable: 1 professional profile (the firm's own page)
  • a named professional
    Vice President · Revealable: 1 business phone (the firm's own page), 1 professional profile (the firm's own page), 1 work email (the firm's own page)
  • a named professional
    Vice President · Revealable: 1 business phone (the firm's own page), 1 professional profile (the firm's own page)
  • Ari Franklin
    Associate · Revealable: 1 business phone (the firm's own page), 1 professional profile (the firm's own page), 1 work email (the firm's own page)
  • Dawson Sales
    Analyst · Revealable: 1 business phone (the firm's own page), 1 professional profile (the firm's own page), 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

Portfolio companies (12)
Evidence
FactValueClassSource
Backs independent sponsorsstatedFactDFX analyst research (General-assisted, every claim URL-cited) no URL
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
Email me when this firm changes
No password, no account. One line per change, with the source.
Is this your firm? Correct this recordWork at This sponsor, or see something wrong? Tell us and a person reads it.
Nothing you send is published automatically. A person reads it.
Across the graphs

This sponsor is the same institution as 2 records in Private Credit and Private Equity.

Private Credit1Private Equity1

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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