DFX Intelligence
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M•• R•••• C••••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Chicago, IL
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $1.1B
- PE funds
- 6
- Investments held
- 5 of 7
- 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 $90.0MEBITDA $4.0M to $15.0MRevenue up to $100MSectors industrials
- Last 12 months 1Most recent 5 months agoPlatform deals 2
- Graphs 3
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 18 of 18 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.06bn Private Equity Fund GAV on the Form ADV filed 2024-04-18
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)18 of 18 distinct vehicles are sworn P•••••• Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.1B · 6 PE funds · filed Mar 25, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Dec 18, 2012 to Mar 25, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 6 funds, $1.1B reported gross assets, 18 ever reported
- Employees
- 15
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · 7 observed dealsShowHide
Stated by the firm
- Sectors
- Industrials
- Geography
- not stated or not yet read
- Revenue
- up to $100M
- EBITDA
- $4.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $30.0M to $90.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 7 companies, 7 holdings, 4 transactions
- Period
- 2023 to 2026 (8 dated observations, 3 holdings undated)
- Most deals
- Industrial manufacturing (3 of 7, e.g. Boston Centerless, LLC and RLE Technologies)
- Subsectors
- Fabricated metal products (2 of 7)
- Deal roles
- 2 platforms, 1 add-on, 1 standalone holding, 3 with role not stated
- Control
- 4 control, 3 not stated
- Where
- Ma (1 of 7), co (1 of 7), ks (1 of 7)
- By year
- 2023: 1 platform, 1 other deal; 2024: 1 platform; 2026: 1 add-on
7 companies on the graph (4 transactions); most in industrial manufacturing (3); 2 platforms and 1 add-on; observed 2023 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
17 families, 19 vehicles on record
M•• R•••• C•••••• F••• I••• L• · 3 vehicles · vintage 2024$556M
- M•• R•••• C•••••• F••• I••• L• buyout or unlabelled · 2024$329M
- M•• R•••• C•••••• F••• I••••• L• Feeder or parallel · 2024$227M
- M•• R•••• C•••••• F••• I••• L• buyout or unlabelled
M•• K•••••• E••••• L• · 1 vehicle · vintage 2021$62.3M
- M•• K•••••• E••••• L• buyout or unlabelled · 2021$62.3M
M•• K••••• E••••• L• · 1 vehicle · vintage 2021$54.0M
- M•• K••••• E••••• L• buyout or unlabelled · 2021$54.0M
M•• L••••• E••••• L• · 1 vehicle · vintage 2021$33.7M
- M•• L••••• E••••• L• buyout or unlabelled · 2021$33.7M
M•• R•••• C•••••• F••• I•• L• · 1 vehicle · vintage 2019$285M
- M•• R•••• C•••••• F••• I•• L• buyout or unlabelled · 2019$285M
12 smaller families are in the full list of vehicles.
View all 19 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• R•••• C•••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $329M as of Mar 25, 2026 | $0 | Early deployment | |
| M•• R•••• C•••••• F••• I••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $227M as of Mar 25, 2026 | $0 | Early deployment | |
| M•• R•••• E•••••••• F••• I••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $10.9M as of Mar 25, 2026 | no Form D | Early deployment | |
| M•• K••••••• E••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $26.0M as of May 10, 2022 | no Form D | Wound down | |
| M•• K•••••• E••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $62.3M as of May 10, 2022 | no Form D | Wound down | |
| M•• K••••• E••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $54.0M as of May 10, 2022 | no Form D | Wound down | |
| M•• L••••• E••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $33.7M as of May 10, 2022 | no Form D | Wound down | |
| M•• R•••• E•••••••• F••• I•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 Form D first sale | $4.9M as of Mar 25, 2026 | no Form D | Successor fundraising | |
| M•• R•••• C•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 Form D first sale | $285M as of Mar 25, 2026 | no Form D | Successor fundraising | |
| I••••••••• V•••• A••••••••• C•••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $158M as of May 6, 2021 | no Form D | Wound down | |
| M•• D•••••• E••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $98.3M as of May 10, 2022 | no Form D | Wound down | |
| I••••••••• F••• S•••••••• E••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $95.8M as of May 10, 2022 | no Form D | Wound down | |
| M•• M••••• E••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $30.8M as of May 10, 2022 | no Form D | Wound down | |
| M•• R•••• C•••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $230M as of Mar 25, 2026 | no Form D | Mature | |
| P••• C•••••••• A••••••••• C••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $394,180 as of Apr 18, 2024 | no Form D | Harvest | |
| I••••••••• V•••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $511,757 as of Apr 18, 2024 | no Form D | Unknown | |
| P•••• E••••••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $1.7M as of Apr 29, 2020 | no Form D | Wound down | |
| H•••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $240,238 as of May 10, 2022 | no Form D | Wound down | |
| M•• R•••• C•••••• F••• I••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
5 current, 0 former
- Shareholder · since Sep 1, 2021
- Shareholder · since Sep 1, 2021
- Shareholder · since Sep 1, 2021
- M•••• earned a B.S.E. in Operations Research and Financial E••••••••• from Princeton University with high honors.
- Chief Compliance Officer And Chief Financial Officer · since Mar 1, 2020
Full team · 5 peoplegrouped by role, with sources
Partner (3)
- C•••••• B•••••• G•••• · Shareholder · since Sep 1, 2021 Form ADV
- D••••• N•••• B••••• · Shareholder · since Sep 1, 2021 Form ADV
- S•••••• M••••• G•••••••• · Shareholder · since Sep 1, 2021 Form ADV
Platform (2)
- M•••• S••••••• · M•••• earned a B.S.E. in Operations Research and Financial E••••••••• from Princeton University with high honors. · start date unknown Firm website
- P•••••• T••••• W••••• · Chief Compliance Officer And Chief Financial Officer · since Mar 1, 2020 Form ADV Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 7 portfolio relationships and 4 transactions are on this record.
7 on record, newest first · 2 platforms · 1 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | 3• C••••••• add-on to C•••••• I••• | Add-on acquisition | Sponsor (confirmed) | active held 5 months | unknown | m•••••••••.com |
| Nov 13, 2024 | C•••••• I••• | Platform acquisition | Sponsor | active held 1.9 years | unknown | m•••••••••.com |
| Nov 30, 2023 | R•• T••••••••• | Platform acquisition | Sponsor | unknown held 2.8 years | unknown | m•••••••••.com |
| Nov 7, 2023 | B••••• C••••••••• L•• | Majority investment | Sponsor | unknown held 2.9 years | unknown | m•••••••••.com |
| date unknown | C•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
All 7 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | 3• C••••••• add-on to C•••••• I••• | Add-on acquisition | Sponsor (confirmed) | active held 5 months | unknown | m•••••••••.com |
| Nov 13, 2024 | C•••••• I••• | Platform acquisition | Sponsor | active held 1.9 years | unknown | m•••••••••.com |
| Nov 30, 2023 | R•• T••••••••• | Platform acquisition | Sponsor | unknown held 2.8 years | unknown | m•••••••••.com |
| Nov 7, 2023 | B••••• C••••••••• L•• | Majority investment | Sponsor | unknown held 2.9 years | unknown | m•••••••••.com |
| date unknown | C•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- M•• P•••••• F••• A••••••• L•• 5 shared · very strong · last Jan 1, 2024
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
12 most recent
- Jul 30, 2026••• Locked
- Jun 1, 2026••• Locked
- Apr 15, 2026••• Locked
- Mar 25, 2026••• Locked
- Jan 27, 2026••• Locked
Full timeline · 12 eventsnewest first, including the LP commitments and deals above
- Jul 30, 2026••• Locked
- Jun 1, 2026••• Locked
- Apr 15, 2026••• Locked
- Mar 25, 2026••• Locked
- Jan 27, 2026••• Locked
- Jan 15, 2025••• Locked
- Dec 11, 2024••• Locked
- Nov 13, 2024••• Locked
- Jun 28, 2024••• Locked
- Nov 30, 2023••• Locked
- Nov 7, 2023••• Locked
- Dec 18, 2012••• Locked
Across the graphs
M•• R•••• C•••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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