This sponsor
- Observed deals
- 7
- Principals
- 2
- Latest deal
- Feb 2023
The sponsor's name, 1 additional capital, identity or service provider link, 10 additional deals and portfolio companies, 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.
ranked by who matters most in a conversation with this firm
- Managing Partner
Managing Partner, the firm's investment decision-maker
- Confirmed professional email available
- Direct professional line available
- Partner
Partner, a senior member of the deal team
- Confirmed professional email available
- Direct professional line available
2 confirmed professional emails and 2 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.
- for: 7 announced transactions as buyer
- 2 platform or control deals, Apr 8, 2021 to Apr 8, 2021
- 4 add-ons bought by its portfolio companies
- 0 recapitalizations, 1 minority stakes
- Platform targets by state: TX 1, CO 1
- EBITDA: $2M and up
- Revenue: $8M and up
- Geography (unaudited quote): United States, Canada
- Control (unaudited quote): yes
- Minority stakes (unaudited quote): yes
- Sectors transacted
- Tech enabled services (7)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.
- a capital provider financed this sponsor on its deal for SCApath LLC (2021). Roles: co sponsor. prnewswire.com
- Enterprise Bank & Trust financed this sponsor on its deal for Config Consultants Corporation (2015). Roles: capital provider, lender. prnewswire.com
- a capital provider financed this sponsor on its deal for Config Consultants Corporation (2015). Roles: co sponsor. prnewswire.com
| Date | Company | Financed by | Role | Amount | Source |
|---|---|---|---|---|---|
| Apr 8, 2021 | SCApath LLC Tech-enabled services, CO | a capital provider | co sponsor | Not disclosed | prnewswire.com |
| Apr 8, 2021 | Spinnaker SCS, LLC Tech-enabled services, TX | a capital provider | co sponsor | Not disclosed | prnewswire.com |
| Dec 31, 2015 | Config Consultants Corporation Tech-enabled services, CA | Enterprise Bank & Trust | capital provider | Not disclosed | prnewswire.com |
1 more fact or signal is on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.
- SDR Ventures2 observed engagementsSell-side advisor. Most recent deal, Apr 8, 2021 SDR Ventures, LLC
- Guggenheim Securities, LLCMedium confidence1 observed engagementSell-side advisor. Most recent deal, Mar 17, 2022 natlawreview.com
- SDR1 observed engagementSell-side advisor. Most recent deal, Apr 8, 2021 prnewswire.com
Read from the sectors this firm has actually bought in: tech-enabled services (7).
- Apr 8, 2021Platform acquisitionconfidence 85%a capital provider · Co sponsorSDR Ventures · Sellside advisorDeal team: 2 firms · DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Feb 2023Add onconfidence 80%Deal page · DFX analyst research (General-assisted, every claim URL-cited) thescxchange.com · blacklakecap.com blacklakecap.com
- Mar 17, 2022Add onconfidence 80%Deal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) salestechstar.com · natlawreview.com natlawreview.com
- Apr 8, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Apr 8, 2021Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Dec 31, 2015Acquisition announcedDFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
No vehicle filed in the last 12 months.
- a named professionalPartner
- a named professionalManaging Partner
- John MarlerAdvisory Board Member
- Dick GroveAdvisory Board Member
- LD JohnsonAdvisory Board Member
- a named professionalManaging Partner · Revealable: 1 business phone (the firm's own page), 1 work email (the firm's own page)
- a named professionalPartner · Revealable: 1 business phone (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
| 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 |
| HQ location | Evergreen, CO | Fact | Independent sponsor firm websites (the firm's own contact and team pages) no URL |
| Mandate | EBITDA from $2M; revenue from $8M | Inference | DFX model output (scores, estimates, matches) no URL |
| Mandate | EBITDA from $2M; revenue from $8M | Inference | DFX model output (scores, estimates, matches) no URL |
| Sponsor classification | Independent sponsor firm | Fact | SBIA Independent Sponsor Forum roster sbia.org |
1 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 Equity.
DFX found 2 relationships across 1 dataset
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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