DFX Intelligence
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B••••• C•••••• M••••••••• L••
Buyout firmClassification probableunsized· Lehi, UT
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $619M
- PE fund assets
- Not established
- PE funds
- 6
- Investments held
- 5 of 9
- Deals, last 12 months
- 0
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 $4.0M to $15.0MGeography Mountain West
- Graphs 2
- Lenders 4
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- 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
Regulatory footprint (Form ADV)
- Adviser type
- unknown
- Form ADV filings
- ? to May 8, 2026
- RAUM
- $619Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $527Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Mountain West
- Revenue
- not stated or not yet read
- EBITDA
- $4.0M to $15.0M
- 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 1, unknown 6, platform 2
- period
- to 2025-04-30, from 2021-12-28, undated holdings 5, dated observations 8
- window
- last 2025-04-30, first 2021-12-28
- control
- control 2, unknown 7
- companies
- 9
- geography
- investments
- 9
- seller kinds
- founder 4
- transactions
- 4
- cadence by year
- 2021 other deals 1, 2022 other deals 1, 2025 add ons 1, platforms 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.111, value life sciences, examples Averrapackaging, count 1, share 0.111, value industrial manufacturing, examples Premier Plastics & Founder Jim Holbrook
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.111, value medical devices, examples Averrapackaging, count 1, share 0.111, value plastics rubber products, examples Premier Plastics & Founder Jim Holbrook
9 companies on the graph (4 transactions); most in life sciences (1); 2 platforms and 1 add-ons; observed 2021 to 2025
Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
9 current, 0 former
Managing partner (3)
- T••••• A•••• · F•••••• & Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• A•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••••• A•••• · F•••••• & CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- T•••• P•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•••• P•••• · Managing Director & CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- M•••••• M••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• P•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (1)
- C••••• A•••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (1)
- B••••• B•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
9 relationships, 2 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 30, 2025 | Platform acquisition | R••••••••• P••••• a•• A•••••• M••••••••• L•• | Sponsor (confirmed) | b••••••••.com |
| Jan 2, 2025 | Add-on acquisition | Q•••• o• W•••• | Sponsor (confirmed) | b••••••••.com |
| Aug 15, 2022 | Type not stated | Z•••••• F••••••••• S••••••• I••• | Sponsor (confirmed) | b••••••••.com |
| Dec 28, 2021 | Type not stated | P•••••• P••••••• • F•••••• J•• H••••••• | Sponsor (confirmed) | b••••••••.com |
Placement agents, lenders, advisers and co-investors
7 relationships
Lenders (4)
- K•• B••• 1 shared · one time · last Dec 28, 2021
- K•••••• 1 shared · one time · last Aug 15, 2022
- M••••••••• L•• 1 shared · one time · last Aug 15, 2022
- M•••••• W•••• L•• 1 shared · one time · last Dec 28, 2021
Financial advisers (3)
- F••••• M•• 1 shared · one time · last Dec 28, 2021
- K••••• M••••••• 1 shared · one time · last Aug 15, 2022
- V•• L•• G•••• 1 shared · one time · last Dec 28, 2021
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
13 most recent
- Jun 9, 2025••• Locked
- Jun 9, 2025••• Locked
- Jun 9, 2025••• Locked
- Apr 30, 2025••• Locked
- Apr 24, 2025••• Locked
- Jul 19, 2024••• Locked
- Jul 1, 2024••• Locked
- Aug 15, 2022••• Locked
- Aug 5, 2022••• Locked
- Aug 5, 2022••• Locked
- Dec 28, 2021••• Locked
- Sep 10, 2021••• Locked
- Sep 10, 2021••• Locked
Across the graphs
B••••• C•••••• 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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