DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / I•••••• E••••• M••••••••• C•••••• L••
I•••••• E••••• M••••••••• C•••••• L••
I•••••• Equity | Partnering with management teams to drive transformational improvements in the business.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.74bn Private Equity Fund GAV on the Form ADV filed 2024-05-17
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are an operationally focused, middle market private equity firm investing in strategically viable companies with potential for transformational value growth.”i•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 17, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-17, latest gav Private Equity Fund $1.7B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 19
- Employees
- 24
- Headquarters
- Southlake, TX
- Office address
- 1400 CIVIC PLACE, SUITE 250, Southlake, TX, 76092
- Business phone
- 817-488-7775
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- manufacturing, distribution
- Geography
- North America
- Revenue
- $50.0M to $1.0B
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $25.0M to $100M
- Control
- control
- Thesis
- We make control investments in strategically viable, middle market companies across a wide range of industries.
Observed from deals on record
- roles
- add on 2, unknown 31, platform 2
- period
- to 2023-03-06, from 2017-07-05, undated holdings 31, dated observations 8
- window
- last 2023-03-06, first 2017-07-05
- control
- control 2, unknown 33
- companies
- 32
- geography
- count 1, share 0.031, value FL
- investments
- 35
- seller kinds
- sponsor 2
- transactions
- 4
- cadence by year
- 2017 add ons 2, 2023 other deals 2
- platform add on
- add ons 2, platforms 2, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
32 companies on the graph (4 transactions); 2 platforms and 2 add-ons; observed 2017 to 2023
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• C•••• I••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $85.0M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• ••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $28.0M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• A• ••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $22.9M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• I•• ••• X• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $106M as of May 17, 2024 | no Form D | Mature | |
| I•••••• E••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $899M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• I•• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $273M as of May 17, 2024 | no Form D | Mature | |
| I•••••• E••••• I•• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $106M as of May 17, 2024 | no Form D | Mature | |
| I•••••• E••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $133M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• ••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28.4M as of May 17, 2024 | no Form D | Harvest | |
| I•••••• E••••• M•••••••• I• L• ADV: Private Equity Fund | Credit fund | unknown | $19.5M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• ••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.0M as of May 17, 2024 | no Form D | Harvest | |
| I•••••• E••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.4M as of May 17, 2024 | no Form D | Unknown | |
| I•••••• E••••• M•••••••• ••• I• L• ADV: Private Equity Fund | Credit fund | unknown | $5.2M as of May 17, 2024 | no Form D | Mature | |
| I•••••• E••••• ••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.8M as of May 17, 2024 | no Form D | Harvest | |
| I•••••• E••••• M•••••••• ••• I• L• ADV: Private Equity Fund | Credit fund | unknown | $1.9M as of May 17, 2024 | no Form D | Mature | |
| I•••••• E••••• ••••••• I• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.2M as of May 17, 2024 | no Form D | Harvest | |
| I•••••• E••••• ••••••••• C••••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $1.0M as of May 17, 2024 | no Form D | Harvest | |
| I•••••• E••••• V••••• P••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 30, 2022 | no Form D | Wound down | |
| N•• I•••••• E••••• A••••••••• P••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 31, 2015 | no Form D | Wound down |
Team
28 current, 3 former
Managing partner (3)
- T•• B•••••• · CEO & Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•• W• B•••••• · Chief Executive Officer & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• B•••••• T•• · Ceo/Managing Partner · since May 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- J••• P••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M•••••• J•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M•••••• J•••• · Partner · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• B• B••••• · Partner · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (6)
- D•••• B•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• D•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• P••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• P••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T• S•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• F•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- B•••••• J•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- L•••• W••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• M• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• A•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- N••• T•••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- C•••• W•••• · Managing D•••••or, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- A••••• G••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••••• S••••• · Cfo &Cco · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M•••••• S••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• C••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• W••• · D•••••or, Marketing & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• B• B••••• · Partner & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- B•••• P•••••• · Private Equity Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- V••••• L•••• V•••••• · Coo/Managing Partner · Jan 1, 2003 to Mar 28, 2023 Inference
- E•••• E•••• K••••• · Partner · Feb 1, 2012 to Mar 28, 2023 Inference
- J••• W••••••••• · Partner · Jan 1, 2015 to Mar 30, 2020 Inference
Portfolio
35 relationships, 2 platforms, 2 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 6, 2023 | Type not stated | B••• S••• C•••••• | Sponsor (confirmed) | i•••••••••.com |
| Mar 6, 2023 | Type not stated | B••• S••• C•••••• | Sponsor (confirmed) | i•••••••••.com |
| Jul 5, 2017 | Add-on acquisition | T••••••••• S••••••• | Sponsor (confirmed) | i•••••••••.com |
| Jul 5, 2017 | Add-on acquisition | T••••••••• S••••••• | Sponsor (confirmed) | i•••••••••.com |
| Jun 5, 2014 | Exit to a strategic buyer | G••••• O• a•• A••••••••• B•••• S••• | Seller (confirmed) | i•••••••••.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
1 disclosed
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in I•••••• E••••• I• L• $10.0M content.copera.org
Events
60 most recent
- Jul 9, 202601 Press Release I•••••• Equity Announces Promotions of D•••• B•••••• and T• S•••• July 09, 2026 Read More
- Apr 29, 202602 Press Release I•••••• Equity Completes the Sale of CSAT Solutions A•••• 29, 2026 Read More
- Feb 25, 202603 Press Release I•••••• Equity Acquires IKI Manufacturing, Co. F••••••• 25, 2026 Read More
- Sep 29, 202504 Press Release Easy Way Products Co. Acquires Casual Cushion Corporation S•••••••• 29, 2025 Read More
- Jul 2, 202505 Press Release I•••••• Equity Announces Promotion of Z••• F•••• July 02, 2025 Read More
- Nov 6, 202406 Press Release I•••••• Equity Announces Promotions of B•••••• J••••, Andrew Huang, P•••••• Pastore, An Pham, and N••• T•••• N••••••• 06, 2024 Read More
- Jul 15, 202407 Press Release I•••••• Equity Announces Promotion of D•••• B•••••• July 15, 2024 Read More
- Jul 12, 202408 Press Release I•••••• Equity Announces Promotion of J•••••• P••••• July 12, 2024 Read More
- Mar 25, 202409 Press Release I•••••• Equity Announces A••••••••• of A•••• T••••••••• M•••• 25, 2024 Read More
- Feb 20, 202410 Press Release I•••••• Equity Announces Promotion of Paul Pesek F••••••• 20, 2024 Read More
- Aug 1, 202313 Press Release I•••••• Equity Announces Dividend Recapitalization of CSAT Solutions August 01, 2023 Read More
- Mar 6, 202314 Press Release I•••••• Equity Announces A••••••••• of C•••••• C•••• Holdings, LLC
- Mar 6, 202314 Press Release I•••••• Equity Announces A••••••••• of C•••••• C•••• Holdings, LLC
- Mar 6, 202314 Press Release I•••••• Equity Announces A••••••••• of C•••••• C•••• Holdings, LLC M•••• 06, 2023 Read More
- Feb 1, 202315 Press Release I•••••• Equity Announces Promotion of T• S•••• F••••••• 01, 2023 Read More
- Aug 2, 202216 Press Release I•••••• Equity Announces Promotion of J•••••• P••••• August 02, 2022 Read More
- Jan 25, 202217 Press Release I•••••• Equity Announces Promotion of Kayin Barclay and Z••• F•••• J•••••• 25, 2022 Read More
- Dec 17, 202118 Press Release I•••••• Equity Announces Dividend Recapitalization of Easy Way Leisure Corporation D••••••• 17, 2021 Read More
- Nov 11, 202119 Press Release I•••••• Equity Affiliate Acquires USOC BioMedical N••••••• 11, 2021 Read More
- Nov 10, 202120 Press Release I•••••• Equity Completes the Sale of Plasman N••••••• 10, 2021 Read More
- Oct 12, 202121 Press Release I•••••• Equity Affiliate Acquires Minghua USA O•••••• 12, 2021 Read More
- Aug 10, 202122 Press Release I•••••• Equity Affiliate Acquires W•••ern Pneumatics, Inc. August 10, 2021 Read More
- Jul 21, 202123 Press Release I•••••• Equity Announces Promotion of F••••• D•••••• July 21, 2021 Read More
- Mar 30, 202124 Press Release I•••••• Equity Affiliate Acquires Altron, Inc. M•••• 30, 2021 Read More
- Jan 29, 202125 Press Release I•••••• Equity Acquires Easy Way Leisure Corporation J•••••• 29, 2021 Read More
- Apr 9, 202026 Press Release I•••••• Equity Announces Promotion of E•••• K••••• A•••• 09, 2020 Read More
- Apr 3, 202027 Press Release I•••••• Equity Announces Promotion of Luke Bateman A•••• 03, 2020 Read More
- Feb 14, 202028 Press Release I•••••• Equity Completes the Sale of Micross Components F••••••• 14, 2020 Read More
- Dec 18, 201929 Press Release I•••••• Equity Affiliate Acquires Precision Technology, Inc. D••••••• 18, 2019 Read More
- Nov 6, 201930 Press Release I•••••• Equity Affiliate Acquires Carolina Pride Foods, LLC N••••••• 06, 2019 Read More
- Oct 10, 201931 Press Release I•••••• Equity Announces A••••••••• of CSAT Solutions Holdings, LLC O•••••• 10, 2019 Read More
- Sep 3, 201932 Press Release I•••••• Equity Completes the Sale of V•••••••• P••••••••• G•••• S•••••••• 03, 2019 Read More
- Aug 8, 201933 Press Release I•••••• Equity Announces A••••••••• of Strauss Brands LLC August 08, 2019 Read More
- Feb 26, 201934 Press Release I•••••• Equity Affiliate Acquires Circuit Technology LLC F••••••• 26, 2019 Read More
- Feb 11, 201935 Press Release I•••••• Equity Affiliate Acquires Eddy Packing Company F••••••• 11, 2019 Read More
- Sep 28, 201836 Press Release I•••••• Equity Completes the Sale of American Civil Constructors and Saiia S•••••••• 28, 2018 Read More
- Sep 24, 201837 Press Release I•••••• Equity Affiliate Acquires PPI-Time Zero S•••••••• 24, 2018 Read More
- Feb 8, 201839 Press Release I•••••• Equity Completes the Sale of Hirschfeld Industries F••••••• 08, 2018 Read More
- Oct 13, 201740 Press Release I•••••• Equity Acquires VirTex Enterprises O•••••• 13, 2017 Read More
- Jul 5, 201741 Press Release Emerald T••••••••• Acquires T••••••••• Division from C•••• Harbors July 05, 2017 Read More
- May 24, 201742 Press Release I•••••• Equity Announces A••••••••• of Soup and Infant Feeding Business May 24, 2017 Read More
- Apr 20, 201743 Press Release Emerge Energy Services LP Acquires Local Sand Operation for $20M A•••• 20, 2017 Read More
- Mar 27, 201744 Press Release I•••••• Equity Announces an Internal Promotion M•••• 27, 2017 Read More
- Jan 4, 201745 Press Release I•••••• Equity Completes the Sale of Material Sciences Corporation J•••••• 04, 2017 Read More
- Jun 10, 201646 Press Release I•••••• Equity Acquires Panolam Surface Solutions J••• 10, 2016 Read More
- May 26, 201647 Press Release I•••••• Equity Affiliate Acquires Plastal Industri May 26, 2016 Read More
- May 17, 201648 Press Release I•••••• Equity Announces the Sale of Flanders Corporation May 17, 2016 Read More
- Mar 15, 201649 Press Release Dustex Holdings Partners with Lundberg M•••• 15, 2016 Read More
- Jan 5, 201650 Press Release Material Sciences Acquires Metal Koting J•••••• 05, 2016 Read More
- Dec 3, 201551 Press Release Precision Holdings Acquires McSwain Manufacturing D••••••• 03, 2015 Read More
- Mar 17, 201553 Press Release Pronamic Industries Joins Flanders Corporation M•••• 17, 2015 Read More
- Feb 2, 201554 Press Release I•••••• Equity Announces Seven Internal Promotions F••••••• 02, 2015 Read More
- Nov 10, 201456 Press Release Silicon Turnkey Solutions Joins Micross Components N••••••• 10, 2014 Read More
- Nov 10, 201455 Press Release I•••••• Equity Partners with Dustex and Sparstane T••••••••• N••••••• 10, 2014 Read More
- Oct 31, 201457 Press Release Midstate Berkshire Acquires CalRAM Inc. O•••••• 31, 2014 Read More
- Sep 30, 201458 Press Release I•••••• Equity Announces the Sale of V•••••-Ease Lens S•••••••• 30, 2014 Read More
- Aug 13, 201460 Press Release I•••••• Equity Announces Five New Team Members and Two Internal Promotions August 13, 2014 Read More
- Jul 7, 201461 Press Release V•••••••• P••••••••• G•••• Acquires Three New Subsidiaries July 07, 2014 Read More
- Jun 5, 201462 Press Release New Star Metals Sells B•••• Division
- Jun 5, 201462 Press Release New Star Metals Sells B•••• Division J••• 05, 2014 Read More
Across the graphs
I•••••• E••••• M••••••••• C•••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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.
Checking your plan…