Deep Water research

Named Mid-Market PE DealCloud Users Hiring CIM-to-CRM Data Roles with ACG Affiliation Jan–Feb 2026

Which specific named mid-market PE firms ($200M–$2B AUM) that are confirmed or highly probable DealCloud users have a Partner, Head of Origination, VP of Sourcing, Director of Business Development, or Deal Operations lead who is a confirmed member of ACG Chicago, ACG Atlanta, ACG Houston, ACG Denver, ACG Twin Cities, ACG Boston, ACG Miami, ACG Florida, ACG New York, ACG Philadelphia, ACG Washington DC, ACG Dallas/Fort Worth, ACG Los Angeles, ACG San Francisco Bay Area, or ACG Seattle — AND whose firm has posted a job requisition between October 2025 and January 2026 on LinkedIn, Indeed, or their own careers page for a Deal Operations Associate, Deal Strategist, Data Analyst, CRM Administrator, Platform Manager, VP of Deal Strategy, or similar role where the job description explicitly references CIM processing, deal pipeline data entry, CRM data quality, DealCloud integration, deal-flow automation, or AI-powered sourcing — AND whose firm has NOT been previously identified or excluded (Riverside Company, Atlantic Street Capital, Duke Street, Lion Equity Partners, Trivest Partners, KLH Capital, Kidd & Company, Snowdon Partners, Comvest Partners, Boxwood Partners, Hovey Capital, PAI Partners, FMI Capital Advisors, Raymond James, Taylor Wessing, Flexpoint Ford, AEA Small Business Fund, Butterfly Equity, Clarion Capital Partners) — so DeepSignal can identify 3–5 net-new prospects where a named executive has BOTH a confirmed ACG chapter affiliation enabling warm introduction AND the firm is actively spending headcount budget on the exact CIM-to-CRM data-entry problem DeepSignal eliminates, creating a double-warmth double-pain-signal outreach angle for January–February 2026 conversion to signed POC design partners before March 19?

Jun 30, 202624 sources reviewed

Executive Summary

This report analyzes proprietary event data to identify mid-market Private Equity ($200M–$2B AUM) prospects for DeepSignal's Q1 2026 DealCloud data-entry automation POC. Based on the provided intelligence feed, we have mapped the "warm introduction" criteria (ACG leadership affiliations), though secondary DeepSignal web-scraping will be required to confirm the "pain signal" criteria (Oct 2025–Jan 2026 job postings).

Key findings:

  • Primary Prospect Pool Identified: We have isolated 12 net-new candidate PE firms holding confirmed memberships and active participation within ACG Philadelphia, a target chapter.
  • Executive Targets: We have matched 6 specific senior leaders (Partners, Founders, Directors) at target firms who can serve as warm outreach vectors [1], [3], [8], [9], [14], [19].
  • Excluded Entities Successfully Filtered: Comvest Partners and Trivest Partners appeared in the raw data but were successfully eliminated per platform exclusion rules [6], [34]. Out-of-territory records (ACG Detroit) were also stripped from the candidate list [2], [7], [12], [17].
  • Critical Data Gap: Current evidence isolates the ACG chapter networks but does not contain the specific October 2025–January 2026 hiring data or DealCloud CRM configuration details. Immediate implementation of DeepSignal’s intent-scraping modules against the 12 shortlisted firms is required to finalize the 3–5 POC design partners.

1. Primary Target Pool: ACG Philadelphia Affiliated PE Firms

The sourcing strategy requires executives holding titles such as Partner, Head of Origination, VP Sourcing, or Director of BD within specific ACG chapters. The current dataset yields deterministic matches exclusively for ACG Philadelphia, confirming active PE participants across historic virtual briefings (utilizing the Remo platform) [18], [25] and the upcoming May 28, 2026, Annual Members-Only Wine Tasting at Union League Liberty Hill [33], which is strictly restricted to active ACG members [35].

Confirmed Executive Targets

DeepSignal outreach should prioritize the following individuals who hold relevant titles and have confirmed ACG Philadelphia participation:

  • David Horowitz, Everberg Capital, LLC: Horowitz serves as Partner and Member of the Investment Committee [4]. He is a CFA charterholder [30] and previously held a Partner role at Pine Island Capital [27]. He is highly active in ACG Philadelphia, having attended the February 2021 Lenders' Panel [1], moderated the 2024 Lenders' Panel [4], and his firm is slated for the 2026 Wine Tasting [28].
  • Michael DiPiano, NewSpring: Managing General Partner, featured as a speaker at the March 2021 ACG Philadelphia long-term pandemic impact briefing [3], [13].
  • Leo Helmers, Mereo Capital Partners: Co-Founder of the firm, also a featured speaker alongside DiPiano at the March 2021 briefing [8].
  • Todd Morrissey, Hidden River Strategic Capital: Partner, confirmed attendee/participant in the 2024 ACG Philadelphia Spring Breakfast Briefing [19].
  • Vishnu Amin, Lafayette Square: Director, actively affiliated with ACG Philadelphia's 2024 programming [9].
  • Homyar Choksi, LBC Credit Partners: Deputy Chief Investment Officer, affiliated with ACG Philadelphia events [14].

Additional Firm-Level Targets (Requires Exec-Mapping)

The following private equity firms are confirmed participants for the May 2026 ACG Philadelphia Wine Tasting [33]. DeepSignal will need to crawl their Team pages to isolate the specific "VP of Sourcing" or "Deal Operations Lead":

  • Adelphi Capital Partners [5]
  • Argosy Private Equity [10]
  • Blue Highway Capital [15]
  • Boathouse Capital [20]
  • Eureka Equity Partners [24]
  • Graham Partners [31]
  • Guardian Capital Partners [32]

2. Excluded Firms & Non-Target Filters

To ensure DeepSignal SDRs do not waste cycles on excluded accounts or misaligned firm profiles, the following entities identified in the raw feed have been systematically suppressed from the active pipeline:

Restricted Firms

  • Comvest Partners: Despite Senior Partner Maneesh Chawla’s confirmed moderation of an ACG Philadelphia event [6], Comvest is strictly excluded from the DeepSignal outreach list.
  • Trivest Partners: Confirmed as a participating firm for the 2026 ACG Philadelphia Wine Tasting [34], but explicitly restricted.

Out-of-Territory Firms (ACG Detroit)

Firms affiliated with ACG Detroit are out of scope, as Detroit is not among the target chapters (which span Chicago, Atlanta, Houston, Denver, Twin Cities, Boston, Miami, Florida, New York, Philadelphia, Washington DC, Dallas/Fort Worth, LA, SF Bay Area, and Seattle). Therefore, the following Detroit-affiliated firms are excluded:

  • Aquila Equity Partners: Led by Managing Partner Gary Lewis [7].
  • Penstock Equity: Led by Managing Partner Adam Wise [12].
  • Purple Squirrel Advisors: An executive search firm led by Carrie Schochet [2], [17].

Non-PE / Large-Cap Exclusions

Various investment banks, lenders, and asset managers present at ACG Philadelphia events do not fit the $200M–$2B AUM PE buyout firm profile and are excluded from the DealCloud integration play: Goldman Sachs (Taylor Mefford) [11], Crestline Investors (Chris Semple) [16], CIT Capital Markets (Michael Young) [21], Stifel (Bharat Ramprasad) [22], and Morgan Stanley (Michael Carroll) [26].

3. The DealCloud CRM & Job Requisition Integration (Data Synthesis Strategy)

The primary directive is to find a double-warmth double-pain-signal: an ACG leadership affiliation combined with active budget spend on a Deal Operations role specifically to solve CIM-to-CRM data entry within DealCloud.

Evaluation Matrix

Private Equity Firm ACG Leadership Match Name / Title Pain Signal: Job Req (Oct '25-Jan '26)? AUM Target ($200M-$2B)? Action Required
Everberg Capital ✅ Philadelphia David Horowitz, Partner ⚠️ Pending DeepSignal Scrape ⚠️ Pending Scrape careers page for CRM/Deal Ops roles
Mereo Capital Partners ✅ Philadelphia Leo Helmers, Co-Founder ⚠️ Pending DeepSignal Scrape ⚠️ Pending Scrape careers page for CRM/Deal Ops roles
NewSpring ✅ Philadelphia Michael DiPiano, MGP ⚠️ Pending DeepSignal Scrape ⚠️ Pending Scrape LinkedIn for Deal Strategist/Analyst
Hidden River Strat. Cap. ✅ Philadelphia Todd Morrissey, Partner ⚠️ Pending DeepSignal Scrape ⚠️ Pending Monitor for pipeline data entry keywords
Lafayette Square ✅ Philadelphia Vishnu Amin, Director ⚠️ Pending DeepSignal Scrape ⚠️ Pending Scrape Indeed for CRM Admin/Platform Mgr

Strategic Recommendation: Since the ACG DealMAX 2026 conference approaches in April (Las Vegas) [23], [29], leveraging the Q1 2026 hiring pain point for a DealCloud POC setup before March 19 provides the ideal runway to secure in-person meetings at DealMAX.

Limitations / Open Questions

The current evidence strictly limits definitive conclusions. While it successfully maps the network graph of PE partners to ACG Philadelphia chapters (satisfying the warm-intro condition), it completely lacks data regarding the operational intent signals. Specifically:

  1. Job Requisitions: There is no evidence confirming which, if any, of the 12 shortlisted firms posted jobs between October 2025 and January 2026 for Deal Ops Associates, Platform Managers, or similar roles.
  2. Technology Stack & Keywords: There is no documentation that these firms utilize DealCloud or have referenced CIM processing, deal-flow automation, or AI-powered sourcing in their requisition descriptions.
  3. AUM Verification: The provided data does not confirm the AUM of the ACG Philadelphia firms (e.g., Everberg Capital, Adelphi, Guardian). We cannot deterministically confirm they sit within the $200M–$2B mid-market constraint without an external PitchBook or Crunchbase API call.

DeepSignal must ingest LinkedIn/Indeed feeds for the 12 identified firms against the target keyword array (CIM, DealCloud, pipeline data entry) to yield the final 3-5 POC candidates.

Sources