DFX Intelligence
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M••••••• C••••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Omaha, NEm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.8B
- PE fund assets
- $3.2B
- PE funds
- 9
- Investments held
- 96 of 96
- 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
- Equity cheque $30.0M to $125MRevenue from $1.0MControl majority
- Last 12 months 1Most recent 11 months ago
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 12 of 14 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.25bn Private Equity Fund GAV on the Form ADV filed 2024-05-07
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 14 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to May 26, 2026
- RAUM
- $3.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $3.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 86%
- Fund type mix
- filed 2024-05-07, latest gav Real Estate Fund $227M, Other Private Fund $1.4B, Private Equity Fund $3.2B, latest counts Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 10, lifetime distinct Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 12
- Employees
- 29
- Headquarters
- Omaha, NE
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
96 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- from $1.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $30.0M to $125M
- Control
- majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 94, platform 1
- period
- to 2025-09-29, from 2025-09-29, undated holdings 95, dated observations 2
- window
- last 2025-09-29, first 2025-09-29
- control
- control 1, unknown 95
- companies
- 96
- geography
- count 1, share 0.01, value NE
- investments
- 96
- seller kinds
- transactions
- 1
- cadence by year
- 2025 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.031, value business services, examples Medical Solutions, Triage Staffing, U.S. Medical Staffing, count 1, share 0.01, value software, examples TriMech, count 1, share 0.01, value industrial services, examples SKC Communications, count 1, share 0.01, value media telecom, examples Smartlink, count 1, share 0.01, value education, examples App Academy, count 1, share 0.01, value tech enabled services, examples Cosentry, count 1, share 0.01, value healthcare services, examples Shared Practices Group, count 1, share 0.01, value industrial manufacturing, examples Honey Smoked Fish
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.031, value staffing, examples Medical Solutions, Triage Staffing, U.S. Medical Staffing, count 1, share 0.01, value software, examples TriMech, count 1, share 0.01, value specialty trade other, examples SKC Communications, count 1, share 0.01, value media telecom, examples Smartlink, count 1, share 0.01, value education, examples App Academy, count 1, share 0.01, value it services msp, examples Cosentry, count 1, share 0.01, value dental, examples Shared Practices Group, count 1, share 0.01, value miscellaneous manufacturing, examples Honey Smoked Fish
96 companies on the graph (1 transactions); most in business services (3); 1 platforms and 1 add-ons; observed 2025 to 2025
Funds
13 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••• C•••••• F••• V•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $813M as of May 7, 2024 | no Form D | Unknown | |
| M•• O•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $56.9M as of May 7, 2024 | no Form D | Unknown | |
| M•• E••••••• G••••• I••••••••• L••• ADV: Private Equity Fund | Growth fund | 2022 first reported on Form ADV | $121M as of May 7, 2024 | no Form D | Early deployment | |
| M••••••• C•••••• F••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $538M as of May 7, 2024 | no Form D | Mature | |
| F•••••• C••• S••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $34.8M as of Jun 18, 2021 | no Form D | Wound down | |
| M••••••• G••••• L•• ADV: Other Private Fund | SPV | 2017 first reported on Form ADV | $1.4B as of May 7, 2024 | no Form D | Unknown | |
| F•••••• G••••• P••••••• I••• L•• ADV: Private Equity Fund | Growth fund | 2017 first reported on Form ADV | $12.3M as of May 7, 2024 | no Form D | Harvest | |
| F•••••• G••••• P••••••• I•• L• ADV: Private Equity Fund | Growth fund | 2017 first reported on Form ADV | $10.0M as of May 7, 2024 | no Form D | Harvest | |
| F•••••• G••••• P••••••• I•• L• ADV: Private Equity Fund | Growth fund | 2017 first reported on Form ADV | $2.7M as of May 7, 2024 | no Form D | Harvest | |
| F•••••• G••••• P•••••••• L•• ADV: Private Equity Fund | Growth fund | 2017 first reported on Form ADV | $0 as of Mar 29, 2019 | no Form D | Wound down | |
| M••••••• C•••••• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $1.1B as of May 7, 2024 | no Form D | Unknown | |
| M••••••• C•••••• M••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $579M as of May 7, 2024 | no Form D | Unknown | |
| M••••••• C•••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $55.4M as of May 7, 2024 | no Form D | Harvest |
Team
25 current, 1 former
Managing partner (1)
- P•••••• J••••• D•••• · President and Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (11)
- B• H••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• E••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• Z•••••••• · Partner, Strategic Advisory Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••••• M•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••••• M•••• · Partner · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• P••••••• · Partner, Head of R••• E••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••••• D•••• · Shareholder · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• D••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• N•••• D••••• · Partner · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• Y••••• E••••• · Partner · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- F•••• R••••• · Director, Strategic Advisory Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (7)
- A••• D•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• A••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• D•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• S•••••• · Vice President, R••• E••••• · 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)
Platform (5)
- J••••••• J•••• W••••• · General Counsel · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• J•••• W••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• L••• M••••• · Chief Compliance Officer, Chief Financial Officer · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• L••• M••••• · Chief Financial Officer / Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• C•••••• · Chief of Staff, VP of Investment Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- M•••••• R••••• M••••••• · Partner · Jun 1, 2011 to Mar 28, 2021 Inference
Portfolio
96 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 29, 2025 | Add-on acquisition | M•••• C•••••• | Sponsor (derived) | m-onecapital.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- L••••• F••••• • C•• L•• 3 shared · strong · last Jan 1, 2024
Legal advisers (1)
- M••••• M•••••• M••••• 1 shared · one time · last Sep 29, 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
7 most recent
- Aug 5, 2026••• Locked
- Jul 8, 2026••• Locked
- May 26, 2026••• Locked
- Dec 1, 2025••• Locked
- Sep 30, 2025••• Locked
- Sep 29, 2025••• Locked
- Mar 29, 2012••• Locked
Across the graphs
M••••••• C•••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real Estate Funds1
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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