DFX Intelligence
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O•••••• C•••••• M•••••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Tampa, FLo••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $322M
- PE fund assets
- $361M
- PE funds
- 3
- Investments held
- 24 of 25
- Deals, last 12 months
- 4
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque up to $25.0MEBITDA $1.0M to $10.0MRevenue $5.0M to $75.0MControl majority
- Last 12 months 4Most recent last month
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.36bn Private Equity Fund GAV on the Form ADV filed 2024-10-11
Classification history (3)
- Sep 18, 2026
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2019 to Mar 26, 2026
- RAUM
- $322Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $361Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $322Mevery private fund type, latest filing
- 2024 PE fund GAV
- $361Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-11, latest gav Private Equity Fund $361M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 10
- Headquarters
- Tampa, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
21 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $5.0M to $75.0M
- EBITDA
- $1.0M to $10.0M
- Enterprise value
- not stated or not yet read
- Equity check
- up to $25.0M
- Control
- majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 7, unknown 14, platform 4
- period
- to 2026-08-20, from 2025-03-06, undated holdings 18, dated observations 14
- window
- last 2026-08-20, first 2025-03-06
- control
- control 7, unknown 18
- companies
- 21
- geography
- count 2, share 0.095, value MA, count 1, share 0.048, value WI, count 1, share 0.048, value CT, count 1, share 0.048, value DE
- investments
- 25
- seller kinds
- family 1
- transactions
- 7
- cadence by year
- 2025 add ons 2, 2026 add ons 5
- platform add on
- add ons 7, platforms 4, add ons per platform 1.75
- sector known for
- 11
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.19, value industrial services, examples Flotilla Partners, Trauma Services, Industry Services Co., Beach Contracting, count 2, share 0.095, value healthcare services, examples Revelation Pharma Corp, Central Medical Supply Group, count 2, share 0.095, value business services, examples Tendit Group, Fusion Sign and Services, count 2, share 0.095, value tech enabled services, examples Talent Groups, O’Cloud Ventures, count 1, share 0.048, value consumer services, examples Fortify Restoration
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.095, value facilities support, examples Tendit Group, Fusion Sign and Services, count 1, share 0.048, value veterinary, examples Revelation Pharma Corp, count 1, share 0.048, value waste treatment, examples Flotilla Partners, count 1, share 0.048, value carpet cleaning restoration, examples Fortify Restoration, count 1, share 0.048, value remediation environmental, examples Trauma Services, count 1, share 0.048, value hvac plumbing mechanical, examples Industry Services Co., count 1, share 0.048, value home health, examples Central Medical Supply Group, count 1, share 0.048, value it services msp, examples Talent Groups
21 companies on the graph (7 transactions); most in industrial services (4); 4 platforms and 7 add-ons; observed 2025 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $77.5M as of Oct 11, 2024 | no Form D | Early deployment | |
| O•••••• C•••••• H••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $240M as of Oct 11, 2024 | no Form D | Active deployment | |
| O•••••• C•••••• H••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $44.1M as of Oct 11, 2024 | no Form D | Active deployment | |
| O•••••• C•••••• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Oct 11, 2024 | no Form D | Harvest |
Team
15 current, 1 former
Managing partner (6)
- B•• M•• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•• M•• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• M•• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B••••••• A••• M•• · Direct Owner - Managing Partner · since Apr 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B••• · Direct Owner - Chairman · since Apr 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- P•••••• K•••• W•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• K•••• W•••••• · Executive Officer - Partner · since Aug 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- K••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- E•••••• L•• · A•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• P••••• · A•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- S••• J•••• · Fund Reporting & Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• N••••••••• · CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• V••••• N••••••••• · Executive Officer - Partner, Chief Financial Officer And Chief Compliance Officer · since Aug 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- J•••• E••• S••••• · Executive Officer - Vice President · May 1, 2018 to Apr 30, 2021 Inference
Portfolio
25 relationships, 4 platforms, 7 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 20, 2026 | Add-on acquisition | D••••• R••• R••••• | Sponsor (confirmed) | prnewswire.com |
| Apr 28, 2026 | Add-on acquisition | A•••••••• R•••••• | Sponsor (confirmed) | prnewswire.com |
| Apr 21, 2026 | Add-on acquisition | B•••• C••••••••• | Sponsor (confirmed), Sponsor (confirmed) | o••••••.com |
| Jan 13, 2026 | Add-on acquisition | L••••••• E•••••••• | Sponsor (confirmed) | prnewswire.com |
| Jul 8, 2025 | Add-on acquisition | K••••• E•••••••• | Sponsor (confirmed) | o••••••.com |
| Mar 6, 2025 | Add-on acquisition | R•••••• K••• | Sponsor (confirmed) | o••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- S•• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2019
- I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2020
- T••••• L••• 1 shared · one time · last Jan 1, 2023
- M••••• P•••• C••••••• L•• 1 shared · one time · last Jan 1, 2024
LP commitments
0 disclosed
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
8 most recent
- Sep 20, 2026••• Locked
- Sep 20, 2026••• Locked
- Apr 21, 2026••• Locked
- Mar 26, 2026••• Locked
- Aug 12, 2025••• Locked
- Jul 8, 2025••• Locked
- Mar 6, 2025••• Locked
- Mar 29, 2019••• Locked
Across the graphs
O•••••• C•••••• M••••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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.
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