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.
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Firms / M••••• E••••• P•••••••• L••
M••••• E••••• P•••••••• L••
Classification
- 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 2024-06-14
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are a private equity investment firm that provides equity capital and expertise to support management teams in acquisitions and recapitalizations of lower middle market companies typically valued between $25 and $250 million.”m•••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Jun 14, 2024
- RAUM
- $1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.4Bevery 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 2024-06-14, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 5
- Employees
- 20
- Headquarters
- Atlanta, GA
- Office address
- TWO BUCKHEAD PLAZA, 3050 PEACHTREE ROAD NW, SUITE 550, Atlanta, GA, 30305
- Business phone
- 404-816-3255
Stated criteria beside observed behaviour
60 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $30.0M
- Enterprise value
- $25.0M to $250M
- Equity check
- $25.0M to $100M
- Control
- control
- Thesis
- We seek to partner with experienced management teams to acquire or build companies that have the potential to outpace industry growth.
Observed from deals on record
- roles
- add on 2, unknown 42, platform 42
- period
- to 2023-09-01, from 2009-07-09, undated holdings 24, dated observations 104
- window
- last 2023-09-01, first 2009-07-09
- control
- control 43, unknown 43
- companies
- 60
- geography
- count 3, share 0.05, value FL, count 3, share 0.05, value GA, count 1, share 0.017, value TN, count 1, share 0.017, value NC
- investments
- 86
- seller kinds
- family 1, founder 1
- transactions
- 42
- cadence by year
- 2009 platforms 2, 2010 platforms 1, 2011 platforms 2, 2012 platforms 4, 2013 platforms 1, 2014 platforms 2, 2015 platforms 5, 2016 platforms 3, 2017 platforms 4, other deals 1, 2018 platforms 2, 2019 add ons 2, platforms 3, 2020 platforms 2, 2021 platforms 4, 2022 platforms 2, 2023 platforms 2
- platform add on
- add ons 2, platforms 42, add ons per platform 0.05
- sector known for
- 20
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.083, value business services, examples Fern Exposition Services, Trace Staffing Solutions, Nth Degree, EmployBridge, count 4, share 0.067, value industrial services, examples Crom, LLC, TRP Infrastructure Services, Southern HVAC, Thompson Industrial Services, LLC., count 3, share 0.05, value healthcare services, examples C&TDG Holdings, LLC, d/b/a Children & Teen Dental Group, Children & Teen Dental Group, Summit Spine & Joint Centers, count 2, share 0.033, value education, examples Education Networks of America, Diversified, count 2, share 0.033, value media telecom, examples Source Broadband Services, LLC d/b/a Tachyon, Source Broadband Services, LLC, count 2, share 0.033, value industrial manufacturing, examples Vectorply Corporation, Engineered Products, LLC, count 1, share 0.017, value software, examples Catalyst, count 1, share 0.017, value financial services, examples Community & Southern Bank
- holding period years
- n 5, median 6.2
- repeat counterparties
- subsector distribution
- count 3, share 0.05, value staffing, examples Trace Staffing Solutions, EmployBridge, Medix Staffing Solutions, LLC, count 2, share 0.033, value dental, examples C&TDG Holdings, LLC, d/b/a Children & Teen Dental Group, Children & Teen Dental Group, count 2, share 0.033, value education, examples Education Networks of America, Diversified, count 2, share 0.033, value media telecom, examples Source Broadband Services, LLC d/b/a Tachyon, Source Broadband Services, LLC, count 2, share 0.033, value miscellaneous manufacturing, examples Vectorply Corporation, Engineered Products, LLC, count 1, share 0.017, value waste treatment, examples Crom, LLC, count 1, share 0.017, value specialty trade other, examples TRP Infrastructure Services, count 1, share 0.017, value live events and sports management, examples Fern Exposition Services
60 companies on the graph (42 transactions); most in business services (5); 42 platforms and 2 add-ons; median observed hold 6.2 years (n=5); observed 2009 to 2023
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• E••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $1.3B as of Jun 14, 2024 | no Form D | Active deployment | |
| M••••• E••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $151M as of Jun 14, 2024 | no Form D | Unknown | |
| M••••• E••••• P••••••• I• ••••• L• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $1.5M as of Mar 31, 2021 | no Form D | Wound down | |
| M••••• E••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $65.8M as of Mar 27, 2020 | no Form D | Wound down | |
| M••••• E••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Jun 14, 2024 | no Form D | Harvest |
Team
27 current, 3 former
Partner (19)
- B•••• B••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••• B••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••• L•• B••••••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• L•• B••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• J•••• S••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• J•••• S••••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•• C••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• E• C••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• E••••• C••••••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• F• B•••• J• · Jr. Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F• B•••• J• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• F•••••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• F•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• L••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• L••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• P••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P•••• P••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P•••• S• P••••• · Manager · since May 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• S• P••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- A•••••• M• H••••• · Principal · since Jun 1, 2019 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• N••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (3)
- E••• C• M••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• M••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (3)
- D••• V••••••••• C••••••• · Chief Compliance Officer · since Mar 1, 2024 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••• R• M••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• R• M••••• · Chief Financial Officer · since Jul 1, 2008 SEC F••• ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- G••••••• M• K•••••• · Terminated Member · Oct 1, 2010 to Mar 30, 2016 Inference
- A•• M•••• S•••••• · Chief Compliance Officer · Dec 1, 2023 to Mar 28, 2024 Inference
- B••• a• M••••• · Manager/Member/Principal · Apr 1, 2008 to Mar 27, 2020 Inference
Portfolio
86 relationships, 42 platforms, 2 add-ons
Transactions
50 on record
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- U•• S••••••••• L•• 3 shared · strong · last Jan 1, 2019
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
60 most recent
- Sep 17, 2026investor
- Sep 17, 202612.16.2011 M••••• Closes the Acquisition of E•••••••• N••••••• o• A••••••
- Sep 17, 202609.02.2011 M••••• Completed a Recapitalization with P••••••••• L••.
- Sep 17, 202608.23.2011 M••••• Closes the Acquisition of U••••• T•••••••• C••••••
- Sep 17, 202605.23.2011 M••••• Announces the Successful Exit of E••••••••• Holding Company
- Sep 17, 202605.02.2011 M••••• Completed a Recapitalization with F••••••••• L••.
- Sep 17, 202612.15.2010 M••••• Completed a Recapitalization with T••••••• I••••••••• Services
- Sep 17, 202608.04.2010 M••••• Announces the Successful Exit of a CGW Portfolio Company
- Sep 17, 202604.16.2010 M••••• Closes the Acquisition of V•••••••• C•••••••••
- Sep 17, 202609.14.2009 M••••• Closes the Acquisition of E••••••••• Holding Company
- Sep 17, 202607.29.2009 M••••• Announces the Acquistion of C•••••• S•••••• Holding, Inc.
- Sep 17, 202607.09.2009 M••••• Closes the Acquisition of B• T••••••••• I•••
- Sep 17, 202603.13.2009 M••••• Announces the Successful Sale of the Tekkote Division of Jen-Coat, Inc.
- Sep 17, 202603.03.2009 M••••• Completed a Recapitalization with LMS Intellibound, Inc.
- Sep 17, 202601.02.2009 M••••• Announces the Successful Exit for CGW Portfolio Company
- Mar 31, 2026M••••• E••••• P•••••••• L••: Private Equity Funds on F••• ADV 3 (2024 extract) -> 2 (roster 2026-09-01)
- Sep 1, 2023M••••• Announces the Acquisition of E••••••••• P•••••••• L••
- Sep 1, 202309.01.2023 M••••• Announces the Acquisition of E••••••••• P•••••••• L••
- Jun 28, 202306.28.2023 M••••• Partners With Automated Equipment Holding Company, LLC
- Jun 27, 2023M••••• Announces Acquisition of F••• E••••••••• S•••••••
- Jun 27, 202306.27.2023 M••••• Announces Acquisition of F••• E••••••••• S•••••••
- Sep 16, 2022M••••• Partners With M•••• S••••••• S••••••••• L••
- Sep 16, 202209.16.2022 M••••• Partners With M•••• S••••••• S••••••••• L••
- Aug 15, 2022M••••• Announces the Acquisition of S•••••• M••••••, Inc.
- Aug 15, 202208.15.2022 M••••• Announces the Acquisition of S•••••• M••••••, Inc.
- Nov 22, 202111.22.2021 M••••• Announces Successful Exit of H••• D•••••••
- Nov 18, 2021M••••• Partners With A••••••n M••••• S••••• Holdings, LLC
- Nov 18, 202111.18.2021 M••••• Partners With A••••••n M••••• S••••• Holdings, LLC
- Oct 1, 2021M••••• Announces Successful Exit of S••••••• H•••
- Oct 1, 202110.01.2021 M••••• Announces Successful Exit of S••••••• H•••
- Sep 10, 2021M••••• Announces the Acquisition of L••• H••••• P•••••••, LLC
- Sep 10, 202109.10.2021 M••••• Announces the Acquisition of L••• H••••• P•••••••, LLC
- Jul 9, 2021M••••• Announces Successful Exit of T•• I••••••••• S•••••••
- Jul 9, 202107.09.2021 M••••• Announces Successful Exit of T•• I••••••••• S•••••••
- Jul 1, 2021M••••• Announces Successful Exit of T••••••
- Jul 1, 202107.01.2021 M••••• Announces Successful Exit of T••••••
- Jun 2, 2021M••••• Closes the Acquisition of S••••• S•••• • J•••• C••••••
- Jun 2, 2021M••••• Closes the Acquisition of S••••• S•••• • J•••• C••••••
- Jun 2, 202106.02.2021 M••••• Closes the Acquisition of S••••• S•••• • J•••• C••••••
- Mar 19, 202103.19.2021 M••••• Announces Successful Exit of C••••••• and T••• D••••• Group
- Oct 1, 2020M••••• Closes the Acquisition of i•••••••Platform investmentFacti•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 1, 2020M••••• Closes the Acquisition of i•••••••Platform investmentFacti•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 1, 202010.01.2020 M••••• Closes the Acquisition of i•••••••
- Jun 5, 2020M••••• Announces Successful Exit of C•••
- Jun 5, 202006.05.2020 M••••• Announces Successful Exit of C•••
- Feb 10, 202002.10.2020 M••••• Announces Successful Exit of 10 T••••••••• S•••••••
- Dec 3, 2019M••••• Closes the Acquisition of N•• D•••••
- Dec 3, 201912.03.2019 M••••• Closes the Acquisition of N•• D•••••
- Nov 18, 201911.18.2019 M••••• Announces the Acquisition of T•••• S••••••• S•••••••• by H••• D•••••••
- Jun 26, 2019M••••• Closes the Acquisition of B•• L••••••• S••••••••• L••
- Jun 26, 201906.26.2019 M••••• Closes the Acquisition of B•• L••••••• S••••••••• L••
- Jun 3, 201906.03.2019 M••••• Equity Partners Announces Strategic Minority Investment by Bonaccord Capital Partners
- Mar 4, 2019M••••• Closes the Acquisition of C•••••••Platform investmentFactC•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mar 4, 201903.04.2019 M••••• Closes the Acquisition of C•••••••
- Feb 1, 201902.01.2019 M••••• Announces Successful Exit of EQI
- Dec 18, 201812.18.2018 M••••• Announces Successful Exit of C•• H•••••••••
- Oct 5, 201810.05.2018 M••••• Closes New Private Equity Fund
- Sep 5, 2018M••••• Announces TRP’s Acquisition of S••••••• S••••• P••••••• M•••••••
- Sep 5, 201809.05.2018 M••••• Announces TRP’s Acquisition of S••••••• S••••• P••••••• M•••••••
- Feb 6, 2018M••••• Completes a New Investment in E••••••• I•• L••
Across the graphs
M••••• E••••• P•••••••• 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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