DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / N•• P•••••• E••••• L••
N•• P•••••• E••••• L••
Buyout firm · probableLower middle marketNewcastle Upon Tyne, Tyne & Wearn••.c•.ukSEC exempt reporting adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.15bn P•••••• Equity Fund GAV on the Form ADV filed 2024-06-28
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are an independent private equity investor focused on lower-mid market businesses across the UK regions.”n••.c•.uk
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn P•••••• Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Apr 11, 2019 to Jun 28, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $150Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $150Mevery private fund type, latest filing
- 2024 PE fund GAV
- $150Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-28, latest gav Private Equity Fund $150M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Newcastle Upon Tyne, Tyne & Wear, United Kingdom
- Office address
- SUITE 3, SIXTH FLOOR WEST, HADRIAN HOUSE, HIGHAM PLACE, Newcastle Upon Tyne, Tyne & Wear, NE1 8AF
- Business phone
- +44 191 244 6000
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United Kingdom
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- Our teams are based in the communities in which they invest which helps to build solid networks and really add value to the teams we back.
Observed from deals on record
- roles
- unknown 12
- period
- to unknown, from unknown, undated holdings 12, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 12
- companies
- 12
- geography
- investments
- 12
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.083, value software, examples Smart Payment Technologies
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.083, value software, examples Smart Payment Technologies
12 companies on the graph (0 transactions); most in software (1); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•• P•••••• E••••• V•••••• I•• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $150M as of Jun 28, 2024 | no Form D | Harvest |
Team
20 current, 4 former
Managing partner (3)
- M••••• I•• G•••• · Chief Executive Officer · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• I•• G•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• R••••• L••••• · Chairman · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- A••••• W•••••• L•••• · Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• L•••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• W••••••••• P•••••• · Partner · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• P•••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M•••••• R•••• · Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M•••••• R•••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• V•••••• A••••••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• V•••••• A••••••••• · Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• J••• · Financial Director & Partner · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- A••• W••••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• W••••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- L•••• M••••• · Financial Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- K••• H••••••• · Marketing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• A••••• B••••••• · Investment Partner & COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• A••••• B••••••• · Chief Operating Officer · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• J••• · CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- T•• L••••• · Non-Executive · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- C•••••• S•••••• W•••••• · Partner · Mar 1, 2018 to Jun 30, 2020 Inference
- P•••• S••••• H••••• · Partner · Jan 1, 2015 to Aug 3, 2023 Inference
- V•••••• J•••• A••••••••• · Partner · Jan 1, 2015 to Jun 28, 2024 Inference
- J•••• K••• B•••• · Head Of Legal & Compliance · Mar 1, 2018 to Jun 28, 2024 Inference
Portfolio
12 relationships, 0 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 16, 2024 | Exit to a strategic buyer | M•• P••• S•••••••• G•••• L•••••• | Strategic acquirer (confirmed) | cairngormcapital.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
9 most recent
- Sep 17, 2026I•••••• strengthens North West growth story with Housemark investment.
- Sep 17, 2026Latest NVM exit delivers 3.3x
- Sep 17, 2026NVM exits CurrentBody for 7.6x return
- Sep 17, 2026Specialist plant-based ingredients supplier boosted with £15 million investment
- Sep 17, 2026Latest NVM exit delivers 4.3x return
- Sep 17, 2026NVM exits Lineup delivering 8.1x
- Sep 17, 2026NVM completes sale of Mobius Networks
- Sep 17, 2026NVM announces promotion of O••••• W•••••
- Apr 11, 2019N•• P•••••• E••••• L•• first filed Form ADV in the extract (ERA)