Form D · Business Services
Custom Truck One Source, Inc.
Kansas City, MO · CIK 0001709682
Offering snapshot reported Apr 15, 2021 · SEC filing
- Reported sold
- $883M Offering amount: $883M
- Investors reported
- 44 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 1, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 15, 2021 | Initial | $883,000,000 | No comparison | 44 | SEC filing |
Offering details
- Securities
- Equity, Option to acquire
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $4.9M
- Finders' fees
- $0
- Form D file number
- 021-396062
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Citigroup Global Markets Inc. | 7059 | |
| CJS Securities, Inc. | 44823 | |
| Colliers Securities, LLC | 7477 | |
| Deutsche Bank Securities Inc. | 2525 | |
| Morgan Stanley & Co. LLC | 8209 | |
| Oppenheimer & Co. Inc. | 249 | |
| Sidoti & Company, LLC | 102860 | |
| Stifel, Nicolaus & Company, Incorporated | 793 |
Source: Form D, filed Apr 15, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Bradley Meader | Executive |
Issuer details
Industry: Business Services (See others in industry)
Address:
7701 Independence Avenue
Kansas City, MO, 64125
Kansas City, MO, 64125