DFX Intelligence
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C• I••••••••• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Cleveland, OHc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $284M
- PE fund assets
- $212M
- PE funds
- 4
- Investments held
- 9 of 28
- 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
- EBITDA up to $9.0MRevenue $15.0M to $75.0MSectors industrials,manufacturingGeography North America
- Graphs 2
- Placement agents 1
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
- Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Mar 31, 2026
- RAUM
- $284Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $212Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $284Mevery private fund type, latest filing
- 2024 PE fund GAV
- $212Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $212M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 7
- Employees
- 10
- Headquarters
- Cleveland, OH
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
28 observed deals
Stated by the firm
- Sectors
- industrials, manufacturing
- Geography
- North America
- Revenue
- $15.0M to $75.0M
- EBITDA
- up to $9.0M
- Enterprise value
- $15.0M to $100M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 25, platform 3
- period
- to 2025-03-11, from 2023-07-11, undated holdings 25, dated observations 6
- window
- last 2025-03-11, first 2023-07-11
- control
- control 3, unknown 25
- companies
- 28
- geography
- investments
- 28
- seller kinds
- transactions
- 3
- cadence by year
- 2023 platforms 2, 2025 platforms 1
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 15
- disclosed value usd
- n 0
- sector distribution
- count 10, share 0.357, value industrial manufacturing, examples KKSP Precision Machining, Bluffton Motor Works, Engine Control Systems, ERL, count 3, share 0.107, value aerospace defense, examples Libra Industries, Testek Solutions, Avtron Aerospace, count 1, share 0.036, value industrial services, examples Chemtron Corporation, count 1, share 0.036, value specialty distribution, examples Capewell Aerial Systems
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 9, share 0.321, value miscellaneous manufacturing, examples KKSP Precision Machining, Bluffton Motor Works, Engine Control Systems, ERL, count 3, share 0.107, value aerospace defense, examples Libra Industries, Testek Solutions, Avtron Aerospace, count 1, share 0.036, value waste collection, examples Chemtron Corporation, count 1, share 0.036, value misc durable wholesale, examples Capewell Aerial Systems, count 1, share 0.036, value plastics rubber products, examples Premium Plastic Solutions
28 companies on the graph (3 transactions); most in industrial manufacturing (10); 3 platforms and 0 add-ons; observed 2023 to 2025
Funds
7 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $168M as of Mar 29, 2024 | no Form D | Unknown | |
| S•••• V•••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $43.8M as of Mar 29, 2024 | no Form D | Mature | |
| S•••• V•••••• P••••••• I•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $3,632 as of Mar 26, 2013 | no Form D | Wound down | |
| C••••••••• S•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.4M as of Mar 26, 2013 | no Form D | Wound down | |
| S•••• V•••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $622,239 as of Mar 29, 2019 | no Form D | Wound down | |
| C••••••••• P•• I• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $261,376 as of Mar 26, 2013 | no Form D | Wound down | |
| C••••••••• A•• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2018 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| C•• F••• V• L••• | Private Equity Fund | 2026 to 2026 | $29.9M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| M•••••••• C••••••• L•• | Private Equity Fund | 2026 to 2026 | $3.1M filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
Team
8 current, 2 former
Managing partner (5)
- B•••• I•• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S••••••••• · Retired Co-Chairman/President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• R•••• H••••••••• · Chairman · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W• N••••••• · Retired CEO/Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• T••• M••••• · Chief Executiive Officer And President · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- J••• S•••••••• J•• · Senior Partner * · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- J••• T••••• · Emeritus Advisory Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- M•••• B•••• H•••••• · Chief Financial Officer, Chief Compliance Officer · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- J••• M•••• M•••••• · Chief Executive Officer · Jan 1, 2010 to Mar 26, 2013 Inference
- R••••• G•••••••• M••••••• · Chairman · Jan 1, 2010 to Mar 31, 2017 Inference
Portfolio
28 relationships, 3 platforms, 0 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 11, 2025 | Platform acquisition | R••• S•••• | Sponsor (confirmed) | c•••••••••.com |
| Aug 23, 2023 | Platform acquisition | A••• S••••••• | Sponsor (confirmed) | c•••••••••.com |
| Jul 11, 2023 | Platform acquisition | M•••••• L••••• | Sponsor (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- S•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2017
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
11 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Mar 31, 2026••• Locked
- Mar 11, 2025••• Locked
- Aug 23, 2023••• Locked
- Jul 11, 2023••• Locked
- Mar 28, 2012••• Locked
Across the graphs
C• I••••••••• 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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