DFX Intelligence
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S••••••• I••••••••• P••••••• A•••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Westport, CTs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.9B
- PE fund assets
- $1.7B
- PE funds
- 6
- Investments held
- 17 of 44
- 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
- EBITDA $15.0M to $50.0MRevenue $50.0M to $500MSectors business_services,distribution
- Last 12 months 1Most recent 10 months agoPlatform deals 2
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.71bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 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
- Feb 14, 2012 to Mar 31, 2026
- RAUM
- $3.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-29, latest gav Private Equity Fund $1.7B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 6
- Employees
- 20
- Headquarters
- Westport, CT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
44 observed deals
Stated by the firm
- Sectors
- business services, distribution
- Geography
- not stated or not yet read
- Revenue
- $50.0M to $500M
- EBITDA
- $15.0M to $50.0M
- Enterprise value
- $150M to $500M
- 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
- add on 1, unknown 38, platform 5
- period
- to 2025-10-28, from 2022-04-26, undated holdings 39, dated observations 10
- window
- last 2025-10-28, first 2022-04-26
- control
- control 5, unknown 39
- companies
- 44
- geography
- count 1, share 0.023, value VA, count 1, share 0.023, value GA
- investments
- 44
- seller kinds
- transactions
- 5
- cadence by year
- 2022 add ons 1, platforms 2, other deals 1, 2025 other deals 1
- platform add on
- add ons 1, platforms 5, add ons per platform 0.2
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.023, value industrial services, examples XKIG, count 1, share 0.023, value industrial manufacturing, examples Cambridge International, Inc, count 1, share 0.023, value tech enabled services, examples Cyber Advisors, count 1, share 0.023, value specialty distribution, examples Lipari Foods, count 1, share 0.023, value business services, examples RLH Engineering, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.023, value utility construction, examples XKIG, count 1, share 0.023, value miscellaneous manufacturing, examples Cambridge International, Inc, count 1, share 0.023, value it services msp, examples Cyber Advisors, count 1, share 0.023, value misc durable wholesale, examples Lipari Foods, count 1, share 0.023, value engineering services, examples RLH Engineering, Inc.
44 companies on the graph (5 transactions); most in industrial services (1); 5 platforms and 1 add-ons; observed 2022 to 2025
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.3B as of Apr 29, 2024 | no Form D | Active deployment | |
| S••••••• I••••••••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $424M as of Apr 29, 2024 | no Form D | Harvest | |
| S••••••• I••••••••• P••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $17.4M as of Mar 31, 2017 | no Form D | Wound down | |
| S••••••• I••••••••• P••••••• S••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $550,723 as of Mar 31, 2017 | no Form D | Wound down | |
| S••••••• I••••••••• P••••••• S••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 29, 2024 | no Form D | Harvest | |
| S••••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 29, 2024 | no Form D | Harvest |
Team
29 current, 3 former
Managing partner (8)
- B••• M•••• · Co-Founder & Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• W•••••• S•••••• · Managing Member · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• W•••••• S•••••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• L•••• N••••••• · Co-Founder & Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• L•••• N••••••• · Managing Member · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• W• S•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A••••• B••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• W•••••• M•••• · Managing Member And Chief Compliance Officer · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A••••• T••• · Managing Director, Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• Y• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• J• G•••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (6)
- C•••• K••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• B•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• B••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Q••••• F••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- A•••• D••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• K••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- D•••• H• K••• · Senior Managing Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• N••••• · Senior Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- R••• L••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- D••••••• L•••• · Accounting & Firm Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• K•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• H••••••• · Professional Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• X• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•• N•• X• · Chief Financial Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- M•••••• A••••• B••• · Managing Member (S••••••• I••••••••• P••••••• A••••••• Iii, L.L.C.) · Dec 1, 2012 to Mar 30, 2018 Inference
- W•••••• P•••• R•••••• · Managing Member (S••••••• I••••••••• P••••••• A••••••• Iii, L.L.C.) · Dec 1, 2012 to Mar 30, 2018 Inference
- W•••••• L••••• S••••• · Member (S••••••• I••••••••• P••••••• A••••••• Iii, L.L.C.) · Dec 1, 2012 to Mar 30, 2018 Inference
Portfolio
44 relationships, 5 platforms, 1 add-ons
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 28, 2025 | Majority recapitalization | X••• | Sponsor (confirmed) | prnewswire.com |
| Sep 21, 2022 | Add-on acquisition | R•• E••••••••• I••• | Sponsor (confirmed) | s•••••••••.com |
| Sep 20, 2022 | Platform acquisition | X••••• I••• | Sponsor (confirmed) | s•••••••••.com |
| Apr 26, 2022 | Platform acquisition | K•••••• | Sponsor (confirmed) | s•••••••••.com |
| Apr 26, 2022 | Majority recapitalization | C••• C••••••••• S••••••• | Sponsor (confirmed) | s•••••••••.com |
| Feb 2, 2022 | Exit to a strategic buyer | A••••••• W••• R••••••••• G•••• | Seller (confirmed) | s•••••••••.com |
| date unknown | Exit to a strategic buyer | C•••• A••••••• | Strategic acquirer (confirmed) | goldnerhawn.com |
Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (2)
- S•••••• N••••••• • C••••••• I••••••••• 1 shared · one time · last Jan 1, 2020
- P••• H••• G•••• L•• 1 shared · one time · last Jan 1, 2013
Financial advisers (3)
- E•••• P•••••••• L•• 1 shared · one time · last Oct 28, 2025
- P•••• S•••••• L••• 1 shared · one time · last Oct 28, 2025
- E••••••• 1 shared · one time · last Oct 28, 2025
Legal advisers (2)
- N••••• R••• F•••••••• 1 shared · one time · last Oct 28, 2025
- K••••••• • E•••• L•• 1 shared · one time · last Oct 28, 2025
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
- Jul 1, 2026July 01, 2026 S••••••• I••••••••• P••••••• Announces Two Promotions
- Mar 31, 2026S••••••• I••••••••• P••••••• A•••••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 6 (roster 2026-09-01)
- Mar 19, 2026March 19, 2026 S••••••• I••••••••• P••••••• Acquires C•••• A•••••••, a Provider of C•••• Security and IT S••••••s
- Feb 26, 2026February 26, 2026 S••••••• I••••••••• P••••••• Welcomes N••• B••••• to its Investment Team
- Feb 20, 2026February 20, 2026 M••••• Acquires Millennium Corporation to Deliver Expanded Mission Critical C•••• Capabilities Across National Security Markets
- Jan 8, 2026January 08, 2026 V•••••••• Expands Multidisciplinary S••••••s and Pacific Northwest Presence with Acquisition of PACE Engineers, Inc.
- Nov 28, 2025November 28, 2025 M••••• Acquires PLEX S•••••••• to Expand C••••, AI, and Managed Security Capabilities
- Nov 20, 2025November 20, 2025 S••••••• I••••••••• P••••••• Closes Over $1.6 B•••ion in Oversubscribed Fifth Fund
- Nov 3, 2025November 03, 2025 S••••••• I••••••••• P••••••• Named to Inc. Magazine's 2025 Founder-Friendly Investors List
- Oct 28, 2025October 28, 2025 S••••••• I••••••••• P••••••• Completes Continuation Vehicle Recapitalization of X•••
- Oct 28, 2025October 28, 2025 V•••••••• Appoints Mark Hardaway as Chief Financial Officer
- Oct 28, 2025S••••••• I••••••••• P••••••• Completes Continuation Vehicle Recapitalization of X•••Platform investmentFactX•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jan 22, 2025January 22, 2025 M•• G••••• Acquires Parishables Food S•••••• to Expand into Atlanta Market, Strengthening Southeast Presence
- Jan 14, 2025January 14, 2025 V•••••••• Acquires Civil W••• E••••••••• S••••••s, Inc. Expanding Water Supply, Wastewater, and Stormwater S••••••s in the Northwest
- Jan 9, 2025January 09, 2025 V•••••••• Acquires M-H-M, Inc. Expanding Water S••••••s Throughout Northern California
- Nov 13, 2024November 13, 2024 V•••••••• Acquires Groundwater Sciences Corporation, Expanding Environmental S••••••s Throughout the Northeastern U.S.
- Nov 12, 2024November 12, 2024 S••••••• I••••••••• P••••••• Acquires P••••••, a Leading Provider of Safety, Reliability, Compliance and Risk Management services to Customers across the U.S.
- Aug 15, 2024August 15, 2024 V•••••••• Strengthens Environmental S••••••s Capabilities with Acquisition of cbec
- Jul 8, 2024July 08, 2024 M••••• Strengthens Commitment to Government Missions with Acquisition of ASEC
- May 7, 2024May 07, 2024 S••••••• I••••••••• P••••••• Acquires V••••••••, a Provider of Integrated Environmental Science, E•••••••••, and Consulting S••••••s
- Dec 20, 2023December 20, 2023 S••••••• I••••••••• P••••••• Invests in B••••• I•••••••••, the Leading Distributor to the Semiconductor Market
- Dec 14, 2023December 14, 2023 S••••••• I••••••••• P••••••• Announces Sale of HeartLand to Pritzker Private Capital
- Dec 5, 2023December 05, 2023 C••• C••••••••• S••••••• Acquires Fast Growing C••••••••• Management Company Finite Reimaging
- Aug 18, 2023August 18, 2023 X•••• K•••••• Acquires Tom’s Tree S••••••, Expanding Midwest Presence
- Aug 7, 2023August 07, 2023 S••••••• I••••••••• P••••••• Completes Sale of A•••• A••••••• to Accenture and Spinoff of M•••••, A••••’s Federal Consulting Business
- Aug 1, 2023August 01, 2023 S••••••• I••••••••• P••••••• Welcomes Lance Esposito and Alexandria Haggar as Associates
- Jul 13, 2023July 13, 2023 S••••••• I••••••••• P••••••• Promotes D••• B•••• and E•••• M••••••• to Vice President
- Jun 21, 2023June 21, 2023 S••••••• I••••••••• P••••••• Announces Planned Sale of A•••• A••••••• to Accenture and Spinoff of M•••••, A••••’s Federal Consulting Business
- May 22, 2023May 22, 2023 A•••• A••••••• Acquisition of Digital Twin Leader, Gafcon Digital, Creates a Comprehensive Physical and Digital Building Lifecycle Support Offering
- May 3, 2023May 03, 2023 S••••••• I••••••••• P••••••• Announces Appointment of New CEO for Combined Company of X•••• Tree Experts and K•••••• Vegetation S••••••s
- May 2, 2023May 02, 2023 S••••••• I••••••••• P••••••• Invests in M•• G•••••, a Leading Distributor of Produce, Dairy and Specialty F••••
- Jan 23, 2023January 23, 2023 S••••••• I••••••••• P••••••• Closes Fund IV Above Target
- Jan 5, 2023January 05, 2023 K•••••• Vegetation S••••••s & X•••• Tree Experts Acquire Right of Way S••••••s Division of ElectriCom
- Jan 4, 2023January 04, 2023 S••••••• I••••••••• P••••••• Welcomes P•••• X• as Chief Financial Officer
- Oct 31, 2022October 31, 2022 Investor Group Led by Littlejohn & Co. Acquires L••••• F••••
- Sep 21, 2022September 21, 2022 A•••• A••••••• Announces R•• E••••••••• Acquisition, Expanding Market Expertise & Geographic Coverage in Colorado
- Sep 20, 2022X•••• Merges with K••••••, a S••••••• I••••••••• P••••••• Portfolio Company
- Sep 20, 2022September 20, 2022 X•••• Merges with K••••••, a S••••••• I••••••••• P••••••• Portfolio Company
- Aug 22, 2022August 22, 2022 A•••• A••••••• and LaFata Contract S••••••s (LCS) Announce Merger as IMB Partners Exits LCS Investment
- Aug 11, 2022August 11, 2022 S••••••• I••••••••• P••••••• Promotes D•• Y• to Principal
- Apr 26, 2022Crutchfield Capital Awarded 2021-2022 Deal of the Year by ACG Houston for Arranging the Recapitalization of C••• C••••••••• S•••••••
- Apr 26, 2022S••••••• I••••••••• P••••••• Invests in K••••••, a Provider of Critical Vegetation Management S••••••sPlatform investmentFactK••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 26, 2022April 26, 2022 Crutchfield Capital Awarded 2021-2022 Deal of the Year by ACG Houston for Arranging the Recapitalization of C••• C••••••••• S•••••••
- Apr 26, 2022April 26, 2022 S••••••• I••••••••• P••••••• Invests in K••••••, a Provider of Critical Vegetation Management S••••••s
- Feb 28, 2022February 28, 2022 Mergers & Acquisitions Names the 2022 Most Influential Women in Mid-Market M&A, Including S••••••• Investment Partner’s Amy Weisman
- Feb 22, 2022February 22, 2022 A•••• A•••••••'s Subsidiary, M••••• S••••••••, Acquires IntegrateIT
- Feb 2, 2022S••••••• I••••••••• P••••••• and A••••••• W••• R••••••••• G•••• Announce Sale of the Company
- Feb 2, 2022February 02, 2022 S••••••• I••••••••• P••••••• and A••••••• W••• R••••••••• G•••• Announce Sale of the Company
- Dec 31, 2021December 31, 2021 S••••••• I••••••••• P•••••••' Portfolio Company HeartLand, LLC Acquires Four Additional Commercial Landscape and Facilities S••••••s Providers
- Nov 30, 2021November 30, 2021 S••••••• I••••••••• P•••••••' Portfolio Company A••• C•••••••• Acquires Two Infrastructure S••••••s Providers
- Nov 16, 2021November 16, 2021 S••••••• I••••••••• P••••••• Invests in C••• Facility S••••••s, a Restoration, Renovation and M••••••••• S••••••s Firm
- Oct 26, 2021October 26, 2021 Golden Gate Capital Partners With Founder and CEO Robert P••••son on Recapitalization of All My S••• M••••• & S••••••
- Oct 12, 2021October 12, 2021 A•••• A••••••• and M••••• S•••••••• Announce Merger
- Oct 1, 2021October 01, 2021 S••••••• I••••••••• P•••••••' Portfolio Company HeartLand, LLC Acquires Three Commercial Landscape and Facilities S••••••s Providers
- Sep 14, 2021September 14, 2021 Amy Weisman Named to Forbes 50 Over 50: Investment List
- Mar 1, 2021March 01, 2021 S••••••• I••••••••• P••••••• Invests in A•••• A•••••••, an Advisory and Program Management S••••••s Firm
- Dec 18, 2020December 18, 2020 S••••••• I••••••••• P•••••••' Portfolio Company HeartLand, LLC Acquires Three Commercial Landscape and Facilities S••••••s Providers
- Apr 13, 2020April 13, 2020 S••••••• I••••••••• P••••••• Invests in A••• C••••••••, an Infrastructure Inspection and M••••••••• S••••••s Firm
- Dec 20, 2019December 20, 2019 S••••••• I••••••••• P•••••••' Portfolio Company H••••••••, LLC Acquires Three Commercial Landscape and Facilities S••••••s Providers
- Aug 30, 2019August 30, 2019 S••••••• I••••••••• P••••••• Invests in HeartLand, a Progressive Commercial Landscape S••••••s Firm
Across the graphs
S••••••• I••••••••• P••••••• A•••••••• 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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