DFX Intelligence
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L•••••••• M••••••••• C•••••• L••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Metairie, LA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.0B
- PE fund assets
- $1.0B
- PE funds
- 4
- Investments held
- 39 of 95
- Deals, last 12 months
- 1
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
- Revenue from $100MSectors franchising,transportation_logistics,energy,industrials,food_beverage,chemicals_materialsControl control
- Last 12 months 1Most recent this monthPlatform deals 2
- 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
- Middle marketdefined by: proxy: $1.01bn Private Equity Fund GAV on the Form ADV filed 2026-04-13
Classification history (3)
- Sep 23, 2026
- Sep 15, 2026
- Sep 13, 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
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 26, 2024 to Apr 13, 2026
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum 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, $1.0B reported gross assets, 5 ever reported
- Employees
- unknown
- Headquarters
- Metairie, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
94 observed deals
Stated by the firm
- Sectors
- Franchising, transportation logistics, energy, industrials, food beverage, chemicals materials
- Geography
- not stated or not yet read
- Revenue
- from $100M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- Control
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 94 companies, 95 holdings, 4 transactions
- Period
- 2008 to 2026 (31 dated observations, 68 holdings undated)
- Most deals
- Healthcare services (6 of 94, e.g. Platinum Senior Living Partners and Quality Senior Living Partners), industrial manufacturing (6 of 94), energy (2 of 94) and 3 more
- Subsectors
- Miscellaneous manufacturing (5 of 94), assisted living senior (3 of 94), energy (2 of 94), outpatient specialty clinics (2 of 94) and 4 more
- Deal roles
- 4 platforms, 2 add-ons, 89 with role not stated
- Add-ons per platform
- 0.50 add-ons per platform
- Control
- 4 control, 91 not stated
- Where
- Ny (2 of 94)
- By year
- 2008: 1 add-on; 2021: 1 platform; 2024: 1 add-on; 2026: 1 platform
94 companies on the graph (4 transactions); most in healthcare services (6); 4 platforms and 2 add-ons; observed 2008 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••••••• C•••••• P••••••• S•••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 Form D first sale | $140M as of Apr 13, 2026 | $94.0M | Early deployment | |
| I••••• C•••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $3.5M as of May 21, 2024 | $750,000 | Unknown | |
| L•••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $419M as of Apr 13, 2026 | no Form D | Early deployment | |
| L•••••••• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $337M as of Apr 13, 2026 | no Form D | Early deployment | |
| L•••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $109M as of Apr 13, 2026 | no Form D | Early deployment |
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). A person named by two sources under two spellings is shown once, with both sources.
22 current, 0 former
Managing partner (5)
- J••• C•••••• M••••••• · Ceo/Co-Founder · since Sep 1, 2011 Form ADV Firm website Firm website Press release
- R•• J••••••• · Managing Partner · start date unknown Firm website
- R•••••• J••••• J••••••• · Managing Partner · since Jan 1, 2023 Form ADV
- R••• S•••••• R••• · Chairman/Co-Founder · since Sep 1, 2011 Form ADV Firm website Press release Press release Firm website
- R••• K•••••• N•••• · Managing Partner · since Jan 1, 2023 Form ADV Firm website Firm website Press release Press release
Partner (2)
- A••••• R••• · Partner · start date unknown Firm website
- M•• Z•••••• V•••••• · Partner · since Jan 1, 2023 Form ADV Firm website
Principal (2)
- E••• J•••• G••••• · Principal · since Jan 1, 2023 Form ADV
- J••• A••••• C••••••••• R••• · Principal · since Jan 1, 2023 Form ADV
Vice president (7)
- B•••• S••••• · Vice President · start date unknown Firm website
- B•••••• B•••••• · CFA Vice President · start date unknown Firm website
- E••• S••• · Vice President · start date unknown Firm website
- G••• L•••••• · S••••• Associate · start date unknown Firm website
- H••••• J••••••• · S••••• Associate · start date unknown Firm website
- N••• D•••• · Vice President · start date unknown Firm website
- R••••• H•••• · S••••• Associate · start date unknown Firm website
Associate (2)
- A••• W••••••••• · Associate · start date unknown Firm website
- B•••••• L••••••• · Associate · start date unknown Firm website
Analyst (1)
- K•••••• Y•••••••• · Analyst · start date unknown Firm website
Business development (1)
- C•••••• C•• · Partner & Head Of Business D••••••••• · since Jan 1, 2023 Form ADV Firm website
Platform (2)
- R•••••• L••••• T•••• · Cfo/Cco · since Sep 1, 2011 Form ADV
- S•••• M•••• · Chief Financial Officer & Chief C••••••••• Officer · start date unknown Firm website
Portfolio
95 relationships, 4 platforms, 2 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| D••••••• I••••••••• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Firm website |
| L••• P•••• C••••••• I•• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Press release |
| T•••• M••••••••• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Firm website |
| Z••••••• M•••••• P••••••• | Role unknown | exited | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Firm website |
| Z••••••• M•••••• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• N•••• (confirmed) | Fact Press release |
| C••••••••• | Role unknown | active | Jan 1, 2026 year stated on the firm's page | 9 months | unknown | Fact Firm website |
| A••• D••••• L••••••••• G•••• | Role unknown | active | Jan 1, 2025 year stated on the firm's page | 1.7 years | unknown | Fact Firm website |
| D••••••••• | Role unknown | active | Jan 1, 2025 year stated on the firm's page | 1.7 years | unknown | Fact Firm website |
| D••••••••• | Role unknown | active | Jan 1, 2025 year stated on the firm's page | 1.7 years | unknown | Fact Firm website |
| D••••••• A••••••••• add-on to L••• P•••• C••••••• I•• | Add-on | active | Apr 2, 2024 transaction announcement | 2.5 years | unknown | Fact Press release |
| K••••••••• | Role unknown | active | Jan 1, 2024 year stated on the firm's page | 2.7 years | unknown | Fact Firm website |
| G••••••••• | Role unknown | active | Jan 1, 2023 year stated on the firm's page | 3.7 years | unknown | Fact Firm website |
| I••••••• i• M•• | Role unknown | active | Jan 1, 2023 year stated on the firm's page | 3.7 years | unknown | Fact Firm website |
| R••••••••• | Role unknown | active | Jan 1, 2023 year stated on the firm's page | 3.7 years | unknown | Fact Firm website |
| P••••••••• | Role unknown | active | Jan 1, 2022 year stated on the firm's page | 4.7 years | unknown | Fact Firm website |
| S••••••••• | Role unknown | active | Jan 1, 2022 year stated on the firm's page | 4.7 years | unknown | Fact Firm website |
| K•• L••• | Platform | active | Jan 12, 2021 transaction announcement | 5.7 years | R••• R••• (confirmed) | Fact Press release |
| A••••••••• | Role unknown | active | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| F•••••••• | Role unknown | active | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| T••••••••• | Role unknown | active | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| W••••••••• | Role unknown | active | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| I••••••••• | Role unknown | active | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Firm website |
| K•••••• | Role unknown | active | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Firm website |
| P•••••• | Role unknown | active | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| E••••••••• | Role unknown | active | Jan 1, 2016 year stated on the firm's page | 10.7 years | unknown | Fact Firm website |
| J•••••• O••••••• H•••••••• L•• | Role unknown | exited | Oct 23, 2012 form d related person first sale | 13.9 years | unknown | Fact Firm website |
| A••••• add-on to L••• P•••• C•••••• P•••••••• C•••••• | Add-on | active | Feb 6, 2008 transaction announcement | 18.6 years | unknown | Fact Press release |
| A••••••••• c••• s•••• t• o••••••••• s••••••• a•• r••••• c•••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••••• M••••••• H••••••• a•• T•••••••• F•••• S••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••••••• M••••• D••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••• | Role unknown | exited exited Jan 1, 2008 | unknown | unknown | unknown | Fact Firm website |
| A••••• S•••••••• L•• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••• L••••••••• L•• | Role unknown | exited exited Jan 1, 2006 | unknown | unknown | unknown | Fact Firm website |
| A••••• A••••••• S••••••• C••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A•••••••• | Role unknown | exited exited Jan 1, 2023 | unknown | unknown | unknown | Fact Firm website |
| A••••••• • P•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••••••• M•••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| A••••••••• • C•••••• P••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A•••••• T••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| A••••••••• | Role unknown | exited exited Jan 1, 2020 | unknown | unknown | unknown | Fact Firm website |
| B••• D•• E••••• S•••••••• L•• | Role unknown | exited exited Sep 3, 2026 | unknown | unknown | unknown | Fact Firm website |
| C•••••••• R••••••••• B••••••••• • Q•••••• C••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••••••••• L•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••••••••• E••••• S••••••• P••••••• R••••••• i• A••••• | Role unknown | exited exited Jan 1, 2013 | unknown | unknown | unknown | Fact Firm website |
| C••••••• L•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••••••• M••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••• C••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| C••• c••••••••• i• d•••••• i••••••••• a•• t••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| E•• M•••••• I••••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| E••••••••• M••••••••• S••••• • R••••••••• C••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| F•••••••• S••••••••• N•••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| F••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| G••••• G•••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| I••••••••• r••••••• o• d••• a•• a•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| I•••••• P•••••••• S•••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| I••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| J••••• | Role unknown | exited exited Jan 1, 2024 | unknown | unknown | unknown | Fact Firm website |
| K••••••• B•••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| K•• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| L••• P•••• C•••••• P•••••••• C•••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
| L•• S••••• • S••••••• K•• T••••• • M••••• T••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| L•• S••••• • S••••••• T••••••• S••••••••• • L•• F•••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| M••• • F••••• E•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••• F••••• • R••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••• I• D•••••• V•••• • N••••••••• G••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••• C••••••• R••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| P••••••• S••••• L••••• P••••••• | Role unknown | exited exited Jan 1, 2026 | unknown | unknown | unknown | Fact Firm website |
| P•• P••• I••••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| P•••••• S•••• F••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••••• | Role unknown | exited exited Jan 1, 2015 | unknown | unknown | unknown | Fact Firm website |
| P•••• H••••• S••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••••• | Role unknown | exited exited Jan 1, 2015 | unknown | unknown | unknown | Fact Firm website |
| P•••••• D••••• • E••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| P••••••••• | Role unknown | exited exited Jan 1, 2023 | unknown | unknown | unknown | Fact Firm website |
| P•• O••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| Q••••••••• | Role unknown | exited exited Jan 1, 2022 | unknown | unknown | unknown | Fact Firm website |
| Q•••••• S••••• L••••• P••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| R•• L•••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| S••••• E•••••• • L•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| S•••••••• | Role unknown | exited exited Jan 1, 2021 | unknown | unknown | unknown | Fact Firm website |
| S••••• L••••• O••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| S•••• G••• R••••• U•••••• T••••••••• R••••••• i• J••• | Role unknown | exited exited Jan 1, 2006 | unknown | unknown | unknown | Fact Firm website |
| S••••••••• D••••••• F••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| S•• G••••• L•••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| S••••• | Role unknown | exited exited Jan 1, 2016 | unknown | unknown | unknown | Fact Firm website |
| S••••• C••••••• R•••••••• L•• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| T••••• M•••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| T•••••• | Role unknown | exited exited Jan 1, 2023 | unknown | unknown | unknown | Fact Firm website |
| T•• L•••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| V••••••••• W••••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| V••••••••• m••••• a•• d•••••• s•••• t• l••••••••• c••• s••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Firm website |
| W••••• L•••••••• | Role unknown | active | unknown | unknown | unknown | Fact Firm website |
| Z••••••• | Role unknown | exited exited Jan 1, 2021 | unknown | unknown | unknown | Fact Firm website |
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 3, 2026 | Exit to a strategic buyer | B••• D•• E••••• S•••••••• L•• | Seller (confirmed) | lvcpartners.com |
| Sep 3, 2026 | Platform acquisition | Z••••••• M•••••• P••••••• | Sponsor (confirmed) | lvcpartners.com |
| Apr 2, 2024 | Add-on acquisition | D••••••• A••••••••• | Sponsor (derived) | longpointcapital.com |
| Jan 12, 2021 | Platform acquisition | K•• L••• | Sponsor (confirmed) | lvcpartners.com |
| Feb 6, 2008 | Add-on acquisition | A••••• | Sponsor (derived) | longpointcapital.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Lenders (1)
- A••••• F•••••• G•••• 1 shared · one time · last Sep 3, 2026
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
60 most recent
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Across the graphs
L•••••••• M••••••••• C•••••• L•• 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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