DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / B•••••••• I••••••••• P•••••••• L••
B•••••••• I••••••••• P•••••••• L••
B•••••••• I••••••••• P•••••••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-04-01
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 21, 2012 to Apr 1, 2024
- RAUM
- $310Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $310Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $310Mevery private fund type, latest filing
- 2024 PE fund GAV
- $310Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-01, latest gav Private Equity Fund $310M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 6
- Headquarters
- Fort Lauderdale, FL
- Office address
- 401 E. LAS OLAS BLVD., SUITE 1400, Fort Lauderdale, FL, 33301
- Business phone
- 954-636-3680
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $100M
- EBITDA
- $2.0M to $10.0M
- Enterprise value
- $20.0M to $100M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value business services, examples American Health Staffing Group, count 1, share 0.077, value healthcare services, examples Village Fertility Pharmacy
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value staffing, examples American Health Staffing Group, count 1, share 0.077, value outpatient specialty clinics, examples Village Fertility Pharmacy
13 companies on the graph (0 transactions); most in business services (1); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• I••••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $220M as of Apr 1, 2024 | no Form D | Harvest | |
| B•••••••• I••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $90.3M as of Apr 1, 2024 | no Form D | Mature |
Team
15 current, 2 former
Managing partner (2)
- H••••• S••••• B••• · Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• S••••• B••• · Managing Member · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- D••••• G• D••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• G• T••••• · Managing Director · since Nov 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•••• G• T••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- J••••• A••••••• · Human Resources/Compliance Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• P•••••• W•••• · Chief Financial Officer And Chief Administrative Officer And Chief Compliance Officer · since Nov 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• P•••••• W•••• · Partner and CFO/CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (7)
- A••••• L••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• S•••••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• K••••••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• N•••••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• W••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• H••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- B••• E• B•••••• · Managing Member · Mar 1, 2011 to Mar 30, 2016 Inference
- D••••• G• D••••••• · Managing Member · Nov 1, 2014 to Mar 28, 2019 Inference
Portfolio
13 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- K••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2012
- L••••••• C•••••• L•••••• 1 shared · one time · last Jan 1, 2012
- K•• A••••••• L•• 1 shared · one time · last Jan 1, 2015
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
42 most recent
- Nov 25, 2024G••••• B••products, LLC Acquires Selected Fetal Bovine Serum Product Rights and Inventory from Bio-Techne 11/25/2024
- Nov 15, 2024N••••••• Announces Sale of Bronx Practice
- Aug 8, 2024BelH••••• Exits VFP P••••••• Group
- Jan 18, 2024G•••••Bio Appoints S••••• Sandoval, Sr. to its Board of Directors
- Dec 12, 2023N••••••• P••••••• Sells New Jersey Practices to Schweiger Dermatology Group
- Dec 7, 2023N••••••• Completes sale of Pennsylvania Facility to Dr. Jordan V. Wang
- Apr 20, 2023Asahi Kasei Bioprocess America and G•••••Bio enter strategic partnership
- Mar 16, 2023G•••••Bio Appoints Industry Veteran C••• S•••••••• as Executive Chairman
- Nov 22, 2021BelH••••• to Exit A••••••• H••••• S••••••• G••••
- Sep 9, 2021BelH••••• Completes Asset Sale of G•••••• G••••••• Corp.
- Sep 7, 2021BelH••••• Completes Sale of C••• A••••••••
- Dec 17, 2019C••• A•••••••• Completes Acquisition of Team Nurse
- Aug 5, 2019N••••••• Announces Partnership with Laser & Skin Surgery C••••• of NY
- May 6, 2019C••• A•••••••• Completes Acquisition of Capital City Nurses
- Feb 19, 2019V•••••• F•••••••• P••••••• Acquires Integrity Rx Specialty P•••••••
- Nov 6, 2018Dr. K•••• P•••• Joins B•••••••• I••••••••• P••••••• as Senior Advisor
- Nov 2, 2018I•••• T••••• Promoted to Senior Managing Director
- Sep 13, 2018B•••••••• I••••••••• P••••••• Completes Acquisition of G••••• B••-Products
- Sep 6, 2018V•••••• F•••••••• P••••••• Names EMD Serono Executive Richard Burkett as Chief Executive Officer
- Jul 16, 2018B•••••••• I••••••••• P••••••• Announces Formation of N••••••• P•••••••
- Jun 27, 2018BelH••••• Completes Acquisition of B•••• H•••• C••••• f•• R•••••••
- May 3, 2018C••• A•••••••• Promotes T•• H••••• to Chief Executive Officer
- Jan 30, 2018C••• A•••••••• Completes Acquisition of Ready Hands
- Jan 23, 2018C••• A•••••••• Hires T•• H••••• as President and EVP of Sales
- Jan 10, 2018BelH••••• Announces Sale of ABD’s Specialty Division to CVS H•••••
- Oct 23, 2017C••• A•••••••• Appoints Dr. Eric Rackow and Dr. A••••• L••••• to Board of Directors
- Oct 19, 2017A••••••• H••••• S••••••• G•••• Acquires Advance Med
- Aug 18, 2017A••••••• H••••• S••••••• G•••• Acquires Expedient Medstaff
- Aug 16, 2017I••••••••• Emergency Medicine Specialists and B•••••••• I••••••••• P••••••• Announce Formation of I••••••••• C••• P••••••••• 08/16/2017
- May 3, 2017A••••••• H••••• S••••••• G•••• Acquires Thaxton Barabe
- Feb 1, 2017BelH••••• Acquires American H•••••C••• Services Association
- Jan 4, 2017B•••••••• I••••••••• P••••••• Acquires C••• A••••••••
- Oct 20, 2016AHS S••••••• Appoints S••••• Francis Executive Chairman
- Oct 14, 2016B•••••••• I••••••••• P••••••• Acquires AHS S•••••••
- Mar 15, 2016V•••••• F•••••••• P••••••• Completes Add-on Acquisition of Healy P•••••••
- Dec 22, 2015Q••••• Announces Sale to QPharma
- Aug 17, 2015B•••••••• I••••••••• P••••••• Acquires V•••••• F•••••••• P•••••••
- Jun 29, 2015B•••••••• I••••••••• P••••••• Closes on the Sale of A••••• H••••• S•••••••
- Jun 1, 2015B•••••••• I••••••••• P••••••• Completes Fund II Capital Raise
- Apr 7, 2015B•••••••• I••••••••• P••••••• Announces Recapitalization of P•••••••• Toxicology
- Apr 6, 2015BelH••••• Closes Sale of Q••••• to Veeva Systems
- Mar 21, 2012B•••••••• I••••••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
B•••••••• I••••••••• P•••••••• 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.
Checking your plan…