This sponsor

Independent sponsorVerified sponsor· US
Observed deals
31
Principals
14
Latest deal
Jul 2026
As of · the mandate; 15 observations on record

The sponsor's name, 18 additional people, 59 additional capital, identity and service provider links, 85 additional deals and portfolio companies, 8 events

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
19 people named
What they buy (claimed)
enterprise value $500M and up
founder family, succession
As the firm states it, not checked against its deals.
What they have done
31 observed deals · latest Jul 2026
29 platforms, 2 add-ons
Manufacturing, Distribution, Industrial services, Transportation and logistics, Tech-enabled and IT services
targets of 22 to 58 plan participants (DFX estimate from 3 deals)
Portfolio
None on record yet.
Who finances them
Lenders: Avid Bank, MagNet Bank, Metro Bank
Who to call
a named professional
Latest: Deal, Jul 2026
Key people
19 people · 1 with a confirmed email · 0 with a direct phone

ranked by who matters most in a conversation with this firm

  • CEO

    CEO, the firm's investment decision-maker

  • Managing Partner

    Managing Partner, the firm's investment decision-maker

  • Portfolio Management | Managing Director

    Portfolio Management | Managing Director, works on the existing portfolio

    • Confirmed professional email available
  • General Counsel | Managing Director

    General Counsel | Managing Director, a senior member of the deal team

  • Finance | Managing Director

    Finance | Managing Director, a senior member of the deal team

14 more on the team, named with the product. See plans

1 confirmed professional email 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: search fund language (deal-by-deal acquirer)
  • for: 31 announced transactions as buyer
What they claim, and what they have done
Observed
  • 28 platform or control deals, Nov 1, 2021 to Jul 1, 2026
  • 2 add-ons bought by its portfolio companies
  • 1 recapitalizations, 0 minority stakes
  • Platform targets by state: CA 2, TX 2, NY 1, PA 1, MO 1, NV 1, ID 1
Claimed on its own website
  • Enterprise value: $500M and up
  • Founder or family owned (unaudited quote): yes
What the filings and deals add up to
Sectors transacted
Industrial manufacturing (12); Specialty distribution (8); Industrial services (3); Transportation logistics (3); Tech enabled services (1); Business services (1); Healthcare 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
Jul 1, 2026Alumistar
Manufacturing, CA
Capital providercapital provider, lenderNot disclosedno URL
Jun 2, 2026Savaria Ipartechnika Kft.
Manufacturing
Capital providerequity providerNot disclosedno URL
Service provider relationships

26 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Legal (3)
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 · 29 of this firm's own deals read in them · most recent of theirs observed Sep 9, 2026.

  • Greyrock Capital GroupManufacturing19 deals in manufacturing, latest Mar 15, 2026
    seen as equity coinvest, equity provider, lender, mezzanine
  • Tecum CapitalManufacturing13 deals in manufacturing, latest Sep 9, 2026
    seen as capital provider, co sponsor, equity coinvest, equity provider
  • Merit Capital PartnersManufacturing11 deals in manufacturing, latest Mar 4, 2025
    seen as capital provider, co sponsor, equity coinvest, equity provider

Read from the sectors this firm has actually bought in: manufacturing (12), specialty distribution (8), industrial services (3), transportation and logistics (3).

What have they done
Platform and control deals (2)
  1. Jul 2026Platform acquisitionconfidence 85%
    this sponsor acquired Jillson & Roberts
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) no URL
  2. Jul 1, 2026Platform acquisitionconfidence 92%
    this sponsor acquired Alumistar (Ontario, CA)
    Harney Partners · AdvisorUHY LLP · AdvisorAvid Bank · Capital providerSmith Hulsey & Busey · Counsel
    Deal team: 3 firms · DFX analyst research (General-assisted, every claim URL-cited) no URL · novastone-ca.com novastone-ca.com · novastone-ca.com novastone-ca.com
Add-ons (1)
  1. Jul 8, 2026Add onconfidence 55%
    this sponsor acquired Doeleman Logistiek (Waddinxveen)
    Deal page · DFX analyst research (General-assisted, every claim URL-cited) no URL
No vehicles linked.
  1. Jul 1, 2026Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) no URL
  2. Jun 2, 2026Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) no URL
  3. Oct 7, 2025Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) searchfundsnews.com
  4. Jul 10, 2025Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.com
  5. Jun 3, 2025Acquisition announced
    DFX analyst research (General-assisted, every claim URL-cited) novastonepartners.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 professionalManaging Partner
  • a named professionalCEO
  • a named professionalInvestment Team | Executive Director
Team, as the firm lists it
  • Adrian BurkhalterInvestment Team | Associate
  • Greta AntonacciAssessment Center | Senior Associate
  • Maxim EvenkoSuccess Management | Senior Associate
Advisors and operating network
  • Olivier UtzSingle Family Office CEO
  • Philip OertleInvestor Relations | Director
  • Robin A. GoldhagenInvestor Relations | Director
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: 1 website (sponsor website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): a named professional (Managing Partner), a named professional (CEO), a named professional (Investment Team | Executive Director), Adrian Burkhalter (Investment Team | Associate), Greta Antonacci (Assessment Center | Senior Associate), Maxim Evenko (Success Management | Senior Associate).

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 (31)
Evidence
FactValueClassSource
Entity kindIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org
Entity kindIndependent sponsor firmInferenceDFX model output (scores, estimates, matches) no URL
Entity kindIndependent sponsor firmInferenceDFX model output (scores, estimates, matches) no URL
Entity kindUnknown investment entityInferenceDFX model output (scores, estimates, matches) no URL
Mandateenterprise value from $500MInferenceDFX model output (scores, estimates, matches) no URL
Mandateenterprise value from $500MInferenceDFX model output (scores, estimates, matches) no URL
Sponsor classificationIndependent sponsor firmFactSBIA Independent Sponsor Forum roster sbia.org

3 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.

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.
Ask DFX