DFX Intelligence
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B•••••••• I••••••••• M••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Mclean, VAb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $308M
- PE fund assets
- $308M
- PE funds
- 3
- Investments held
- 20 of 36
- Deals, last 12 months
- 0
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 $2.0M to $10.0MRevenue $15.0M to $150MSectors technology,aerospace_defense
- Graphs 2
- Placement agents 1
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: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-06-27
Classification history (3)
- Sep 18, 2026
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)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: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2019 to Jun 27, 2024
- RAUM
- $308Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $308Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $308Mevery private fund type, latest filing
- 2024 PE fund GAV
- $308Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-27, latest gav Private Equity Fund $308M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 6
- Employees
- 11
- Headquarters
- Mclean, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- technology, aerospace defense
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $150M
- EBITDA
- $2.0M to $10.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 5, unknown 28, platform 3
- period
- to 2024-02-16, from 2022-03-30, undated holdings 30, dated observations 11
- window
- last 2024-02-16, first 2022-03-30
- control
- control 5, unknown 31
- companies
- 32
- geography
- count 1, share 0.031, value FL
- investments
- 36
- seller kinds
- transactions
- 5
- cadence by year
- 2022 add ons 1, 2023 add ons 2, 2024 add ons 2
- platform add on
- add ons 5, platforms 3, add ons per platform 1.67
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.031, value software, examples Alta Via Consulting cBEYONData has completed the acquisition of Alta Via Consulting, count 1, share 0.031, value aerospace defense, examples Excet, count 1, share 0.031, value education, examples Jardon & Howard Technologies, Inc., count 1, share 0.031, value government defense, examples Delphinus Engineering
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.031, value software, examples Alta Via Consulting cBEYONData has completed the acquisition of Alta Via Consulting, count 1, share 0.031, value aerospace defense, examples Excet, count 1, share 0.031, value education, examples Jardon & Howard Technologies, Inc., count 1, share 0.031, value defense analytics and engineering, examples Delphinus Engineering
32 companies on the graph (5 transactions); most in software (1); 3 platforms and 5 add-ons; observed 2022 to 2024
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• I••••••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $169M as of Jun 27, 2024 | no Form D | Unknown | |
| B•••••••• I••••••••• P••••••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $25.2M as of Jun 27, 2024 | no Form D | Unknown | |
| I••••••• E••••••• I••••••••• V••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $259,606 as of Mar 20, 2023 | no Form D | Unknown | |
| B•••••••• I••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $114M as of Jun 27, 2024 | no Form D | Active deployment | |
| B•••••••• I••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $332,113 as of Mar 20, 2023 | no Form D | Unknown | |
| Q••••• E••••••• I••••••••• V••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $24,041 as of Mar 20, 2023 | no Form D | Unknown |
Team
18 current, 0 former
Managing partner (5)
- B••• S••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• C•••••• A•••• · Managing Partner · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• C•••••• A•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• S•••••• S••••• · Managing Partner · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- E••• W•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• I••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- B•• D•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• D•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- J•• C•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- A•••• G••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• S••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- B••• M••••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• M••••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- C••••••• L••••• W••••• · Director of Fund Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• L••••• W••••• · Chief Compliance Officer · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
36 relationships, 3 platforms, 5 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 16, 2024 | Add-on acquisition | J••••• • H••••• T••••••••• I••• | Sponsor (confirmed), Sponsor (confirmed) | b•••••••••.com |
| Nov 10, 2023 | Add-on acquisition | E•••• | Sponsor (confirmed), Sponsor (confirmed) | b•••••••••.com |
| Mar 30, 2022 | Add-on acquisition | A••• V•• C••••••••• c••••••••• h•• c•••••••• t•• a••••••••• o• A••• V•• C••••••••• | Sponsor (derived) | b•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- A••••• A••••••• I••• 2 shared · recurring · last Jan 1, 2023
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
10 most recent
- Mar 19, 2024March 19, 2024 P•••••• S•••••• Announces Acquisition of JHT P•••••• S•••••• has acquired J••••• • H••••• T••••••••• (JHT), a leading provider of advanced training and simulation solutions for clients across the Department of Defense. Read More →
- Nov 21, 2023November 21, 2023 P•••••• S•••••• Announces Acquisition of E••••, Inc. P•••••• S•••••• has acquired E••••, Inc., a Springfield, Virginia-based provider of scientific research and engineering services to the Department of Defense. Read More →
- Oct 19, 2023October 19, 2023 ManTech Chairman K•••• P••••••• Joins B•••••••• as Executive Partner K•••• M. P•••••••, former President and CEO of ManTech and current Chairman of the Board, has joined B•••••••• I••••••••• P••••••• as an Executive Partner. Read More →
- Jun 15, 2023June 15, 2023 Longtime CACI CFO, T•• M•••••, Joins B•••••••• Thomas M•••••, most recently Chief Financial Officer for CACI International, has joined B•••••••• I••••••••• P••••••• as an Executive Partner. Read More →
- May 9, 2023May 9, 2023 B•••••••• Completes Investment in P•••••• S•••••• P•••••• S•••••• has received a strategic investment by B•••••••• I••••••••• P••••••• to accelerate the growth of its mission readiness and software development services business. Read More →
- Apr 20, 2023April 20, 2023 CTI Announces Acquisition of R•••• I•••••• T••••••••• Chesapeake Technology International (CTI) has acquired R•••• I•••••• T••••••••• LLC, strengthening its offerings in situational awareness and video analytics technologies. Read More →
- Mar 24, 2023March 24, 2023 B•••••••• Closes Third Investment Fund B•••••••• I••••••••• P••••••• has raised $196 million for its third buyout fund and intends to expand investments in the lower-middle government services industry. Read More →
- Mar 30, 2022March 30, 2022 c••••••••• Announces Acquisition of A••• V•• C••••••••• c••••••••• h•• c•••••••• t•• a••••••••• o• A••• V•• C•••••••••, a premier provider of ERP consulting services centered around SAP solutions. Read More →
- Mar 28, 2019B•••••••• I••••••••• M••••••• L•• first filed Form ADV in the extract (ERA)
- Nov 20, 2011November 20, 2011 B•••••••• Closes Private Equity Fund McLean-based investment bank B•••••••• Capital Partners has closed a private equity fund focused on defense and government services companies, targeting lower middle-market businesses. Read More →
Across the graphs
B•••••••• I••••••••• M••••••• 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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