DFX Intelligence
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G•••••• C•••• C•••••• P•••••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Chicago, IL
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $564M
- PE funds
- 4
- Investments held
- 27 of 51
- Deals, last 12 months
- 4
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 23 Apr 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- 3 deals180 days
3 deals since 9 Apr 2026: bought C•••••••• (22 Sep), U•••• E•• (add-on, 13 Aug) and S••••••••• (add-on, 9 Apr).
What it is buying now is the best guide to what it will buy next.
- +2funds on Form ADV
Private equity funds on its Form ADV went from 2 to 4 (+2).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.56bn Private Equity Fund GAV on the Form ADV filed 2026-04-23
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)4 PE funds · filed Apr 23, 2026ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Jun 1, 2022 to Apr 23, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $564Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $564Mevery private fund type, latest filing
- 2024 PE fund GAV
- $564Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 4 funds, $564M reported gross assets, 5 ever reported
- Employees
- unknown
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 48 observed dealsShowHide
Stated by the firm
- Sectors
- Business services, manufacturing, healthcare, agriculture, government contracting
- Geography
- not stated or not yet read
- Revenue
- $25.0M to $100M
- EBITDA
- $3.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $10.0M to $30.0M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- On record
- 48 companies, 51 holdings, 25 transactions
- Period
- 2021 to 2026 (50 dated observations, 26 holdings undated)
- Most deals
- Industrial manufacturing (5 of 48, e.g. Graphics and Diamond Animal Health), healthcare services (3 of 48), business services (2 of 48) and 4 more
- Subsectors
- Miscellaneous manufacturing (3 of 48), agriculture (2 of 48), warehousing (2 of 48), aerospace defense (2 of 48) and 4 more
- Deal roles
- 11 platforms, 6 add-ons, 34 with role not stated
- Add-ons per platform
- 0.55 add-ons per platform
- Control
- 13 control, 38 not stated
- Where
- Mo (1 of 48), la (1 of 48)
- Bought from
- 1 corporate parent
- By year
- 2021: 1 other deal; 2022: 2 other deals; 2023: 3 platforms, 1 add-on, 3 other deals; 2024: 2 platforms, 2 add-ons, 5 other deals; 2025: 2 platforms, 1 add-on; 2026: 2 add-ons, 1 other deal
48 companies on the graph (25 transactions); most in industrial manufacturing (5); 11 platforms and 6 add-ons; observed 2021 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
5 families, 6 vehicles on record
G•••••• C•••• R••• A••••••••• L••• · 1 vehicle · vintage 2025$85.7M
- G•••••• C•••• R••• A••••••••• L••• buyout or unlabelled · 2025$85.7M
G•••••• C•••• A••••••••• I• L• · 2 vehicles · vintage 2025$35.3M
- G•••••• C•••• A••••••••• I• L• buyout or unlabelled$35.3M
- G•••••• C•••• A••••••••• I• L• buyout or unlabelled · 2025
G•••••• C•••• F•••••• I••• L••• · 1 vehicle · vintage 2023$236M
- G•••••• C•••• F•••••• I••• L••• buyout or unlabelled · 2023$236M
G•••••• C•••• F•••••• I•• L••• · 1 vehicle · vintage 2017$208M
- G•••••• C•••• F•••••• I•• L••• buyout or unlabelled · 2017$208M
G•••••• C•••• F•••••• I• L••• · 1 vehicle$28.5M
- G•••••• C•••• F•••••• I• L••• buyout or unlabelled$28.5M
View all 6 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G•••••• C•••• R••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $85.7M as of Apr 23, 2026 | $51.8M | Unknown | |
| G•••••• C•••• A••••••••• I• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $29.4M | Fundraising |
| G•••••• C•••• F•••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $236M as of Apr 23, 2026 | $103M | Active deployment | |
| G•••••• C•••• F•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $208M as of Apr 23, 2026 | no Form D | Mature | |
| G•••••• C•••• A••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $35.3M as of Apr 23, 2026 | no Form D | Unknown | |
| G•••••• C•••• F•••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28.5M as of Mar 22, 2023 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
33 current, 0 former
- M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023
- M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023
- M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023
- M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023
- Partner
Full team · 33 peoplegrouped by role, with sources
Managing partner (4)
- B•••• B•••• B•••••••• · M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023 Form ADV Firm website Press release Press release
- J•••• F•••••• C•••• · M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023 Form ADV Firm website
- M••• A••• R••••• · M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023 Form ADV Firm website Press release
- P•••• G•••••• L••••• · M••••••• M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023 Form ADV Firm website Press release
Partner (6)
- J•• C•••• · Partner · start date unknown Press release
- M•••••• G••••• B•••• · M••••• • I••••••••• M•••••• O• B•••• H•••••••• L•• · since Jul 1, 2000 Form ADV Firm website
- P••• P•••••• · Managing Director · start date unknown Press release Firm website
- E••• A••••• L••• · M••••• O• G•••••• C•••• G• F•••••• I••• L••••• · since Jan 1, 2023 Form ADV
- M••• A•••• B•••• · M••••• O• B•••• H•••••••• L•• · since Jul 1, 2000 Form ADV
- S•••• A•• B•••• · M••••• O• B•••• H•••••••• L•• · since Jul 1, 2000 Form ADV
Principal (3)
- A••••• K•••••• · Principal · start date unknown Firm website
- J••••• L••• · Principal · start date unknown Press release
- K•• K••••• · Director · start date unknown Press release
Vice president (3)
- D•••• D••••• · Senior Associate · start date unknown Firm website
- E•••• R••••••• · Senior Associate · start date unknown Firm website
- N••• B••• · Senior Associate · start date unknown Firm website
Associate (3)
- D•••••• S•••••• · Associate · start date unknown Firm website
- M•••••• M• · Associate · start date unknown Firm website
- R•• Y• · Associate · start date unknown Firm website
Operating partner (3)
- J•• Z••••• · Operating Partner · start date unknown Firm website
- M•••••• R•• · Operating Partner · start date unknown Firm website
- R•• W••• · Operating Partner · start date unknown Firm website
Business development (1)
- M••• M••••• · Director of Business Development · start date unknown Firm website
Platform (5)
- A••• S••••• · Senior M•••eting Manager · start date unknown Firm website
- A•••• K••• · Chief Financial Officer · start date unknown Firm website
- A••••• R••• K••• · Chief Financial Officer · since Jul 1, 2017 Form ADV
- R•••••• B••••• · Accounting Manager · start date unknown Firm website
- T••••• N••••••• · Executive A•••••ant · start date unknown Firm website
Other (5)
- D•••• J•••• · Senior Advisor · start date unknown Firm website
- J•• H•••••• · Strategic Advisor · start date unknown Firm website
- J•••••• K••••• · Strategic Advisor · start date unknown Firm website
- M••••• B••• · Senior Portfolio Accountant · start date unknown Firm website
- S•••• F•••• · Strategic Advisor · start date unknown Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 51 portfolio relationships and 23 transactions are on this record.
52 on record, newest first · 11 platforms · 6 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | C•••••••• | Type not stated | Sponsor (confirmed) | active held under a month | P••• P•••••• (confirmed) | globenewswire.com |
| Aug 13, 2026 | U•••• E•• add-on to T•• D••••••• C••••••••• G•••• | Add-on acquisition | Sponsor (confirmed) | active held 1 month | P•••• L••••• (confirmed) | g•••••••••.com |
| Apr 9, 2026 | S••••••••• add-on to S•••• O•• | Add-on acquisition | Sponsor (confirmed) | active held 6 months | unknown | g•••••••••.com |
| Oct 29, 2025 | S••••••• C••••••• I••• add-on to P••• T•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 11 months | unknown | g•••••••••.com |
| Jan 16, 2025 transaction announcement | R•••••• I••••••••• I••• | Portfolio relationship | Platform | active held 1.7 years | J•• C•••• (confirmed) | Fact Press release |
All 52 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | C•••••••• | Type not stated | Sponsor (confirmed) | active held under a month | P••• P•••••• (confirmed) | globenewswire.com |
| Aug 13, 2026 | U•••• E•• add-on to T•• D••••••• C••••••••• G•••• | Add-on acquisition | Sponsor (confirmed) | active held 1 month | P•••• L••••• (confirmed) | g•••••••••.com |
| Apr 9, 2026 | S••••••••• add-on to S•••• O•• | Add-on acquisition | Sponsor (confirmed) | active held 6 months | unknown | g•••••••••.com |
| Oct 29, 2025 | S••••••• C••••••• I••• add-on to P••• T•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 11 months | unknown | g•••••••••.com |
| Jan 16, 2025 transaction announcement | R•••••• I••••••••• I••• | Portfolio relationship | Platform | active held 1.7 years | J•• C•••• (confirmed) | Fact Press release |
| Jan 16, 2025 | R•••••• I••••••••• I••• | Platform acquisition | Sponsor (confirmed), Sponsor (confirmed) | active held 1.7 years | J•• C•••• (confirmed) | g•••••••••.com |
| Dec 11, 2024 | S•••••• S••••••• | Type not stated | Sponsor (confirmed) | active held 1.8 years | unknown | g•••••••••.com |
| Nov 21, 2024 | G••••• A••••• P••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.8 years | unknown | g•••••••••.com |
| Jul 16, 2024 | M•••••• | Growth investment | Sponsor (confirmed) | active held 2.2 years | B•••• B•••••••• (confirmed) | g•••••••••.com |
| May 8, 2024 | D•••••• A••••• H••••• M•• 2••• • | Platform acquisition | Sponsor (confirmed) | active held 2.4 years | unknown | g•••••••••.com |
| Apr 24, 2024 | T•• D••••••• C••••••••• G•••• | Type not stated | Sponsor (confirmed) | active held 2.4 years | J••••• L••• (confirmed) | g•••••••••.com |
| Mar 25, 2024 transaction announcement | S••••• D•••••• | Portfolio relationship | Role unknown | active held 2.5 years | A••••• K•••••• (confirmed) | Fact Press release |
| Mar 25, 2024 | S••••• D•••••• | Type not stated | Sponsor (confirmed), Sponsor (confirmed) | active held 2.5 years | A••••• K•••••• (confirmed) | g•••••••••.com |
| Feb 1, 2024 | G••••••• add-on to S•••• O•• | Add-on acquisition | Sponsor (confirmed) | active held 2.6 years | unknown | g•••••••••.com |
| Jan 18, 2024 | D•••••• A••••• H••••• add-on to V••••••••• P••••••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 2.7 years | unknown | g•••••••••.com |
| Dec 13, 2023 transaction announcement | P••• T•••••••• | Portfolio relationship | Platform | active held 2.8 years | K•• K••••• (confirmed) | Fact Firm website |
| Dec 13, 2023 | P••• T•••••••• | Platform acquisition | Sponsor (confirmed), Sponsor (confirmed) | active held 2.8 years | K•• K••••• (confirmed) | g•••••••••.com |
| Nov 14, 2023 | N•• C•••• | Platform acquisition | Sponsor (confirmed) | active held 2.9 years | A••••• K•••••• (confirmed) | g•••••••••.com |
| Aug 14, 2023 | S•••• O•• | Type not stated | Sponsor (confirmed) | active held 3.1 years | unknown | g•••••••••.com |
| May 31, 2023 | P••••••••• I••• | Type not stated | Sponsor (confirmed) | active held 3.3 years | B•••• B•••••••• (confirmed) | g•••••••••.com |
| Apr 1, 2023 | R••• S•••••• 1• add-on to A••• R••••• S•••••••• | Add-on acquisition | Sponsor (derived) | active held 3.5 years | unknown | g•••••••••.com |
| Feb 17, 2023 | C• D••••• H•••••••• L•••• | Type not stated | Sponsor (confirmed) | active held 3.6 years | J••••• L••• (confirmed) | g•••••••••.com |
| Sep 13, 2022 | O•••••• A••••••• U••• O•••••• | Type not stated | Sponsor (confirmed) | active held 4.0 years | M••• R••••• (confirmed) | g•••••••••.com |
| May 10, 2022 | B••••• | Type not stated | Sponsor (confirmed) | active held 4.4 years | unknown | g•••••••••.com |
| May 3, 2022 | G•••••• C•••• C•••••• P••••••• | Platform acquisition | Target (confirmed) | not in the portfolio read | unknown | g•••••••••.com |
| Jan 26, 2021 | L••• S•••• | Type not stated | Sponsor (confirmed) | active held 5.7 years | unknown | g•••••••••.com |
| date unknown | W••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••• F•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•• E••• B••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | V••••••••• P••••••••• S•••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | G•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D•••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D•••••• B•••• W•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C•••••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• I••• H•••• H•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•• A••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••• D•••••••• S•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• E••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | N••••••• D••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••••• D••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••• P•••••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•• J•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••• R••••• S•••••••• | Portfolio relationship | Platform | active | unknown | Fact Firm website |
| date unknown | T•• C••• C• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R•• E••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••••••• H••••• I•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••• D•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (2)
- P•••••• S••••••••• L•• 1 shared · one time · last May 15, 2025
- G•• A••••••• • C•• 1 shared · one time
Co-investors (1)
- G•••••• C•••• 1 shared · one time · last Aug 13, 2026
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
44 not already shown above, of 60 most recent
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Full timeline · 60 eventsnewest first, including the LP commitments and deals above
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- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
Across the graphs
G•••••• C•••• C•••••• P••••••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…
Not yet on record: regulatory AUM.