DFX Intelligence
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N••••••• C•••••• P•••••••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Boston, MAn•••••••••.com
Buyout firm, based in Boston, MA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.8B
- PE fund assets
- $1.4B
- PE funds
- 12
- Investments held
- 8 of 8
- Deals, last 12 months
- 0
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 from $575MEBITDA $10.0M to $40.0MSectors manufacturing,technologyControl control
- Graphs 2
- RAUM $1.8B
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
- Middle marketdefined by: proxy: $1.41bn Private Equity Fund GAV on the Form ADV filed 2024-05-28
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 10 of 10 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
- Apr 3, 2018 to Mar 27, 2026
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-28, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
- Employees
- 25
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- manufacturing, technology
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $10.0M to $40.0M
- Enterprise value
- $50.0M to $500M
- Equity check
- from $575M
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 3, platform 3
- period
- to 2022-09-19, from 2019-01-08, undated holdings 3, dated observations 10
- window
- last 2022-09-19, first 2019-01-08
- control
- control 5, unknown 3
- companies
- 8
- geography
- count 1, share 0.125, value VA, count 1, share 0.125, value TX
- investments
- 8
- seller kinds
- founder 3
- transactions
- 5
- cadence by year
- 2019 platforms 1, 2021 add ons 1, platforms 1, 2022 add ons 1, platforms 1
- platform add on
- add ons 2, platforms 3, add ons per platform 0.67
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.25, value transportation logistics, examples DDI Transportation, RoadOne IntermodaLogistics, count 1, share 0.125, value industrial services, examples LJP Waste Solutions, count 1, share 0.125, value business services, examples Helix Traffic Solutions
- holding period years
- n 0
- repeat counterparties
- role buy side adviser, shared 2, entity id ab121dee-dd8a-455b-acc6-204a6b05de3f
- subsector distribution
- count 1, share 0.125, value general freight trucking, examples DDI Transportation, count 1, share 0.125, value freight forwarding brokerage, examples RoadOne IntermodaLogistics, count 1, share 0.125, value waste collection, examples LJP Waste Solutions, count 1, share 0.125, value equipment rental, examples Helix Traffic Solutions
8 companies on the graph (5 transactions); most in transportation logistics (2); 3 platforms and 2 add-ons; observed 2019 to 2022
Funds
11 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•• L•• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $20.1M as of May 28, 2024 | no Form D | Unknown | |
| N•• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $499M as of May 28, 2024 | no Form D | Unknown | |
| N•• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $215M as of May 28, 2024 | no Form D | Unknown | |
| N•• H•••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $159M as of May 28, 2024 | no Form D | Early deployment | |
| N•• C• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $25.3M as of May 28, 2024 | no Form D | Early deployment | |
| N•• R• A••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.6M as of May 28, 2024 | no Form D | Unknown | |
| N•• R•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $19.8M as of May 28, 2024 | no Form D | Harvest | |
| N•• R•••••• C•••••••• B• L• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $6.6M as of May 28, 2024 | no Form D | Harvest | |
| N•• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $336M as of May 28, 2024 | no Form D | Harvest | |
| N•• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $113M as of May 28, 2024 | no Form D | Harvest | |
| N••••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
17 current, 1 former
Managing partner (3)
- J•• B••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• M•••••• B••••• · Managing Partner and Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• M•••••• B••••• · Managing Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- A•••••••• M•••••• W•••• · Managing Director And Limited Partner · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• N• M••••• N••• G••••••• · Managing Director And Limited Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- J•••• D••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- J••••• B•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (4)
- B••••• M••••• K••••••• · Executive Partner And Limited Partner · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• P•••• D•••• · Executive Partner And Limited Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• P•••• D•••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• M•••••• D•••• · Executive Partner And Limited Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- B•• M••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G••••• A••••••••• · Chief Financial Officer and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G••••• A••••••••• · Chief Financial Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• S•••• F••••• · Managing Director, Coo, Chief Compliance Officer And Limited Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• F••••• · Managing Director and Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- N••••••• G••••• N•••••• · Managing Director · Feb 1, 2018 to Mar 30, 2022 Inference
Portfolio
8 relationships, 3 platforms, 2 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 19, 2022 | Platform acquisition | L•• W•••• S•••••••• | Sponsor (confirmed) | n•••••••••.com |
| Aug 31, 2022 | Add-on acquisition | W••••• E••••••••• | Sponsor (confirmed) | n•••••••••.com |
| Aug 17, 2021 | Platform acquisition | H•••• T•••••• S•••••••• | Sponsor (confirmed) | n•••••••••.com |
| Jan 21, 2021 | Add-on acquisition | D•• T••••••••• | Sponsor (confirmed) | n•••••••••.com |
| Jan 8, 2019 | Platform acquisition | R•••••• I••••••••• | Sponsor (confirmed) | n•••••••••.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Financial advisers (3)
- G•••••• 2 shared · recurring · last Sep 19, 2022
- R• B•••• 1 shared · one time · last Aug 17, 2021
- S••••• 1 shared · one time · last Sep 19, 2022
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
16 most recent
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Mar 27, 2026••• Locked
- Jan 5, 2023••• Locked
- Sep 19, 2022••• Locked
- Jan 31, 2022••• Locked
- Aug 17, 2021••• Locked
- Aug 17, 2021••• Locked
- Jan 8, 2019••• Locked
- Jan 8, 2019••• Locked
- Jan 2, 2019••• Locked
- May 25, 2018••• Locked
- Apr 24, 2018••• Locked
- Apr 3, 2018••• Locked
Across the graphs
N••••••• C•••••• P••••••• 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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