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Private equityFirmbuyout · probablelower middle market

Scaleco

Private Equity

Cleveland, OH

ScaleCo Capital is a control private equity firm, specialized in sub $5 million EBITDA platforms in the Great Lakes Region.

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Search this name across graphsid dfx:pe:bd835d74-2d9e-4b7b-acab-4fad54a6e8f6

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 13
On other graphs: 1
Observed: Sep 13, 2026 to Sep 18, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Scaleco Capital

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
PE GAV, 2024 filing: $33.6Mgross asset value on Form ADV; never dry powder
Investments: 24
Active investments: 9
Size band: LOWER MIDDLE MARKETderivedproxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: technology,distribution,transportation_logistics,education,safety_security
Latest ADV filing: Mar 28, 2024
Website: scaleco.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Scaleco Investments IV, LLC	n/a	Early deployment	Private Equity Fund	n/a	$33.6M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
Community Energy Advisors	Oh	Add on	control	Jan 29, 2026	n/a	active
Detroit, MI	n/a	unknown	unknown	n/a	n/a	exited
Sugar Grove, IL	n/a	unknown	unknown	n/a	n/a	exited
Mentor, Ohio	n/a	unknown	unknown	n/a	n/a	exited
Cleveland, OH	n/a	unknown	unknown	n/a	n/a	exited
Cicero, IL	n/a	unknown	unknown	n/a	n/a	exited
Lorain, OH	n/a	unknown	unknown	n/a	n/a	exited
Addison, IL	n/a	unknown	unknown	n/a	n/a	exited
Dallas, TX	n/a	unknown	unknown	n/a	n/a	exited
Seattle, WA	n/a	unknown	unknown	n/a	n/a	exited
Las Vegas, NV	n/a	unknown	unknown	n/a	n/a	exited
Longmont, CO	n/a	unknown	unknown	n/a	n/a	exited
Indianapolis, IN	n/a	unknown	unknown	n/a	n/a	exited
San Jan	n/a	unknown	unknown	n/a	n/a	exited
Columbus, OH	n/a	unknown	unknown	n/a	n/a	exited
Pearl, MS	n/a	unknown	unknown	n/a	n/a	exited
Pittsburgh, PA	n/a	unknown	unknown	n/a	n/a	active
Garfield Heights, OH	n/a	unknown	unknown	n/a	n/a	active
Middleburg Heights, OH	n/a	unknown	unknown	n/a	n/a	active
$50 million	n/a	unknown	unknown	n/a	n/a	active
$5 million	n/a	unknown	unknown	n/a	n/a	active
$25 million	n/a	unknown	unknown	n/a	n/a	active
Great Lakes	n/a	unknown	unknown	n/a	n/a	active
TPI Efficiency	n/a	platform	unknown	n/a	n/a	active

Relationships

Invested in (24)

→ TPI EfficiencyCompanyplatform
factNews and newswire
→ Community Energy AdvisorsCompanyAdd on
Jan 29, 2026 to presentfactNews and newswire
→ Dallas, TXCompanyunknown
factThe subject's own site
→ Seattle, WACompanyunknown
factThe subject's own site
→ Las Vegas, NVCompanyunknown
factThe subject's own site
→ Longmont, COCompanyunknown
factThe subject's own site
→ Indianapolis, INCompanyunknown
factThe subject's own site
→ San JanCompanyunknown
factThe subject's own site
→ Columbus, OHCompanyunknown
factThe subject's own site
→ Pearl, MSCompanyunknown
factThe subject's own site
→ Pittsburgh, PACompanyunknown
factThe subject's own site
→ Garfield Heights, OHCompanyunknown
factThe subject's own site
→ $50 millionCompanyunknown
factThe subject's own site
→ Middleburg Heights, OHCompanyunknown
factThe subject's own site
→ $5 millionCompanyunknown
factThe subject's own site
→ $25 millionCompanyunknown
factThe subject's own site
→ Great LakesCompanyunknown
factThe subject's own site
→ Detroit, MICompanyunknown
factThe subject's own site
→ Sugar Grove, ILCompanyunknown
factThe subject's own site
→ Mentor, OhioCompanyunknown
factThe subject's own site
→ Cleveland, OHCompanyunknown
factThe subject's own site
→ Cicero, ILCompanyunknown
factThe subject's own site
→ Lorain, OHCompanyunknown
factThe subject's own site
→ Addison, ILCompanyunknown
factThe subject's own site

Employs (11)

→ Dave JacobPersonManaging Partner
factNews and newswire, The subject's own site
→ Brendan AndersonPersonManaging Member
Mar 1, 2022 to presentfactForm ADV, News and newswire, The subject's own site
→ Matt SweetPersonVice President
factThe subject's own site
→ Dan PiochPersonDirector of Finance*
factThe subject's own site
→ Holli AdkinsPersonDirector of Scale Creation
factThe subject's own site
→ Charles Dyson HarrisPersonPrincipal
Mar 1, 2022 to presentfactForm ADV, The subject's own site
→ Holly SmithPersonDirector of Fund Marketing & Operations
factThe subject's own site
→ Matthew Tiffin DiamondPersonPrincipal
Mar 1, 2022 to presentfactForm ADV
→ David Hans JacobPersonManaging Partner
Aug 1, 2023 to presentfactForm ADV
→ Donald Lew BedneyPersonPrincipal
Jan 1, 2023 to Mar 28, 2024inferenceForm ADV
→ Ashley O'Keefe SmithPersonPrincipal
Mar 1, 2022 to Mar 28, 2024inferenceForm ADV

Manages (1)

→ Scaleco Investments IV, LLCFundPrivate Equity Fund
Dec 14, 2022 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 29, 2026
Firm news
January 29, 2026 • News ScaleCo Capital’s TPI Efficiency Acquires Community Energy Advisors and Viridi
The subject's own siteobserved yesterday
Occurred
Jan 29, 2026
Transaction announced
• News ScaleCo Capital’s TPI Efficiency Acquires Community Energy Advisors and Viridi
News and newswireobserved today
Occurred
Jan 23, 2026
Firm news
January 23, 2026 • Articles / Resources Succession and Legacy: Building Your Next Chapter After the Sale
The subject's own siteobserved yesterday
Occurred
Dec 5, 2025
Firm news
December 5, 2025 • Articles / Resources How to Prepare Your Business for Sale: A Complete Guide for Owners
The subject's own siteobserved yesterday
Occurred
Dec 3, 2025
Firm news
December 3, 2025 • Articles / Resources Agility Equity Partners Invests in TPI Efficiency to Energize the Next Phase of Growth
The subject's own siteobserved yesterday
Occurred
Nov 20, 2025
Firm news
November 20, 2025 • Articles / Resources Business Owner Exit Options: Finding the Right Buyer
The subject's own siteobserved yesterday
Occurred
Sep 25, 2025
Firm news
September 25, 2025 • Articles / Resources ScaleCreation Series, Part 5: Corporate Development & Add-On Acquisitions
The subject's own siteobserved yesterday
Occurred
Mar 28, 2024
Person left
Ashley O'Keefe Smith (Principal) no longer on Schedule A of Scaleco
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Person left
Donald Lew Bedney (Principal) no longer on Schedule A of Scaleco
Form ADVobserved 5 days ago
Occurred
Aug 1, 2023
Person joined
David Hans Jacob joined Schedule A of Scaleco as Managing Partner
Form ADVobserved 5 days ago
Occurred
Jan 1, 2023
Person joined
Donald Lew Bedney joined Schedule A of Scaleco as Principal
Form ADVobserved 5 days ago
Occurred
Dec 14, 2022
Adviser first adv filing
Scaleco first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 14, 2022
Scaleco Investments IV, LLC first reported on Form ADV by Scaleco (Private Equity Fund), GAV $30,325,000

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 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Dave Jacob
Managing Partner · Revealable: 2 professional profiles (firm website)
Brendan Anderson
Managing Member · Revealable: 2 professional profiles (firm website)
Matt Sweet
Vice President · Revealable: 2 professional profiles (firm website)
Dan Pioch
Director of Finance* · Revealable: 2 professional profiles (firm website)
Holli Adkins
Director of Scale Creation · Revealable: 2 professional profiles (firm website)
Charles Dyson Harris
Principal · Revealable: 2 professional profiles (firm website)
Holly Smith
Director of Fund Marketing & Operations · Revealable: 2 professional profiles (firm website)

Also named here, with no published line of their own (reach them through the firm): Matthew Tiffin Diamond (Principal), David Hans Jacob (Managing Partner).

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

Provenance

Graph: Private Equity
Canonical id: dfx:pe:bd835d74-2d9e-4b7b-acab-4fad54a6e8f6
First observed: Sep 13, 2026
Last observed: Sep 18, 2026 11 h ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.