DFX Intelligence
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Last verified Sep 22, 2026
4 sources · 29 observations
Mandate updated Sep 22, 2026
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In the firm's own words, from m•••••••••.com.
What they say they look for
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In the firm's own words, from m•••••••••.com.
Which sponsors in their sectors has DFX not observed them beside
No announcement DFX has read names M•• P••••••• as capital on an independent sponsor's deal, so there is no sector here to compare against yet.
What do they fund, equity or debt, how much, what structures
- Sectors transacted
- Industrial manufacturing (2); Industrial services (1); Specialty distribution (1)Factvertical of the acquired targets· 85%· DFX's own graph
- Provider kinds
- Pe adviserFactsources in which the provider appears· 100%· Federal regulator filings
- Capital side
- EquityFactForm ADV private fund type· 85%· Federal regulator filings
- Aum private funds
- $1.4BFactForm ADV 7B gross assets of private funds· 95%· Federal regulator filings
- Pe fund count
- $11FactForm ADV 7B· 95%· Federal regulator filings
- Adviser since
- 2017-07-28FactForm ADV SEC status effective date· 95%· Federal regulator filings
- Adviser class
- Pe manager midInferencegross private fund assets: small <$300M, mid <$2B, large· 80%· Federal regulator filings
What they say they fund
- Sectors
- Industrial manufacturing, Industrial services, Business services“••• Locked”
- Sector thesis
- Industrial manufacturing, Industrial services, Business services“••• Locked”
- EBITDA
- $8M to $40M“••• Locked”
- Geography
- North America“••• Locked”
- Control
- yes“••• Locked”
- Founder or family owned
- yes“••• Locked”
- Add-ons
- yes“••• Locked”
- Platforms
- yes“••• Locked”
In the firm's own words, quoted from its site, from m•••••••••.com.
Announced transactions naming them
- Jul 23, 2024Recapitalizationconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Mar 6, 2024Platform acquisitionconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Oct 19, 2023Majority investmentconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com - Aug 17, 2023Recapitalizationconfidence 90%
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DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
Sponsors this provider has financed
No financing of an independent sponsor by this provider has been observed in an announcement yet.
Evidence
| Predicate | Value | Class | Effective | Source |
|---|---|---|---|---|
| Adv firm type | RIA | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Adv latest filing date | 2026-03-29 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Adv status | Approved | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Adv status effective date | 2017-07-28 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Adviser class | pe_manager_mid | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Description | ••• Locked | Fact | Independent sponsor firm websites (the firm's own contact and team pages) m•••••••••.com | |
| Employee count | 26 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Entity kind | private_equity_fund_manager | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) no URL |
| Entity kind | private_equity_fund_manager | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) no URL |
| Hq location | Cleveland, OH | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Investment thesis | ••• Locked | Fact | Independent sponsor firm websites (the firm's own contact and team pages) m•••••••••.com | |
| Legal form | Limited Liability Company | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Observed buy box | 11 observed deals, 2021 to 2025 | Fact | 2026-09-12 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com |
| Pe fund count | 11 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Private fund count | 11 | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Private fund gross assets usd | $1.4B | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
| Stated buy box | ••• Locked | Fact | Independent sponsor firm websites (the firm's own contact and team pages) m•••••••••.com | |
| Website | ••• Locked | Fact | 2026-03-29 | SEC Investment Adviser Public Disclosure, Form ADV data a•••••••••.s••.gov |
17 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.