DFX Intelligence
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S••••••••• P•••••••• C••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Columbus, OHs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $46.1M
- PE funds
- 2
- Investments held
- 3 of 4
- 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 from $2.0MSectors business_services,manufacturing,distribution,healthcareControl control
- Graphs 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 4 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: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-11-11
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 11, 2024 to Nov 11, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $46.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $594Mevery private fund type, latest filing
- 2024 PE fund GAV
- $46.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-11-11, latest gav Other Private Fund $547M, Private Equity Fund $46.1M, latest counts Other Private Fund 2, Private Equity Fund 2, lifetime distinct Other Private Fund 2, Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Columbus, OH
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- business services, manufacturing, distribution, healthcare
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $2.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 2, platform 2
- period
- to 2024-12-03, from 2022-10-04, undated holdings 1, dated observations 6
- window
- last 2024-12-03, first 2022-10-04
- control
- control 2, unknown 2
- companies
- 4
- geography
- count 1, share 0.25, value OR
- investments
- 4
- seller kinds
- transactions
- 3
- cadence by year
- 2022 other deals 1, 2023 platforms 1, 2024 platforms 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value industrial manufacturing, examples PPM Technologies
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value food manufacturing, examples PPM Technologies
4 companies on the graph (3 transactions); most in industrial manufacturing (1); 2 platforms and 0 add-ons; observed 2022 to 2024
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••••• O••••••••• F••• V• L• ADV: Other Private Fund | SPV | unknown | $281M as of Nov 11, 2024 | no Form D | Unknown | |
| S••••••••• O••••••••• F••• I•• L• ADV: Other Private Fund | SPV | unknown | $266M as of Nov 11, 2024 | no Form D | Unknown | |
| S••••••••• O••••••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $39.6M as of Nov 11, 2024 | no Form D | Unknown | |
| S••••••••• O••••••••• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $6.5M as of Nov 11, 2024 | no Form D | Unknown |
Team
6 current, 0 former
Managing partner (1)
- A••••• B••••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (4)
- A••••• F•• B••••••••• · Direct Owner · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• G••••••• D••••• · Direct Owner · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• M•••••• E••••••• · Direct Owner · since May 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• R•••••• U••••• · Direct Owner · since Apr 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- E••• N••••• K••••• B••••• · Chief Financial Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
4 relationships, 2 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| M••••• • F••• C•••••• P••••••• | Platform | active | Dec 3, 2024 transaction announcement | 1.8 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C•••••• E••••• | Platform | active | Aug 9, 2023 transaction announcement | 3.1 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•• S••••• F••••••••• C•••••••• | Role unknown | active | Oct 4, 2022 transaction announcement | 4.0 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| P•• T••••••••• | Role unknown | exited exited Jul 26, 2023 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 3, 2024 | Platform acquisition | M••••• • F••• C•••••• P••••••• | Sponsor (confirmed) | s•••••••••.com |
| Aug 9, 2023 | Platform acquisition | C•••••• E••••• | Sponsor (confirmed) | s•••••••••.com |
| Jul 26, 2023 | Exit to a strategic buyer | P•• T••••••••• | Seller (confirmed) | s•••••••••.com |
| Oct 4, 2022 | Type not stated | T•• S••••• F••••••••• C•••••••• | Sponsor (confirmed) | s•••••••••.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Sep 17, 2026S••••••••• Invests in M••••• • F••• C•••••• P•••••••
- Sep 17, 2026S••••••••• P••••••• Supports MRE Partners in its Investment in C•••••• E•••••
- Sep 17, 2026Duravant Acquires P•• T••••••••• from S••••••••• P•••••••
- Sep 17, 2026True North Asphalt Recently Acquired Huyser Asphalt Paving and Sealcoating and Continues to Pursue Add-On Acquisition Opportunities in Paving Maintenance and Parking Lot Services
- Sep 17, 2026S••••••••• P••••••• Announces Partnership with T•• S••••• F••••••••• C••••••••
- Dec 3, 2024S••••••••• Invests in M••••• • F••• C•••••• P•••••••
- Nov 11, 2024S••••••••• P•••••••• C•••• first filed Form ADV in the extract (ERA)
- Aug 9, 2023S••••••••• P••••••• Supports MRE Partners in its Investment in C•••••• E•••••
- Jul 26, 2023Duravant Acquires P•• T••••••••• from S••••••••• P•••••••
- Oct 4, 2022S••••••••• P••••••• Announces Partnership with T•• S••••• F••••••••• C••••••••
Across the graphs
S••••••••• P•••••••• C•••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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