DFX Intelligence
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B•••• T••• P• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Wilmslow, Cheshireb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $277M
- PE funds
- 3
- Investments held
- 3 of 20
- Deals, last 12 months
- 2
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
- Sectors software
- Last 12 months 2Most recent 6 months ago
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.28bn Private Equity Fund GAV on the Form ADV filed 2024-11-11
Classification history (2)
- Sep 18, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: P•••••• Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn P•••••• Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 7, 2020 to Nov 11, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $277Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $277Mevery private fund type, latest filing
- 2024 PE fund GAV
- $277Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-11, latest gav Private Equity Fund $277M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Wilmslow, Cheshire, United Kingdom
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- software
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 18, platform 1
- period
- to 2026-03-16, from 2025-11-27, undated holdings 17, dated observations 6
- window
- last 2026-03-16, first 2025-11-27
- control
- control 1, unknown 19
- companies
- 19
- geography
- investments
- 20
- seller kinds
- unknown 1
- transactions
- 3
- cadence by year
- 2025 other deals 2, 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.105, value education, examples Remit Training, Inspiro Learning, count 1, share 0.053, value industrial services, examples Obsequio Group, count 1, share 0.053, value tech enabled services, examples Simpson Associates
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.105, value education, examples Remit Training, Inspiro Learning, count 1, share 0.053, value security fire life safety systems, examples Obsequio Group, count 1, share 0.053, value it services msp, examples Simpson Associates
19 companies on the graph (3 transactions); most in education (2); 1 platforms and 1 add-ons; observed 2025 to 2026
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••• T••• P•••••• E••••• P••••••• I• L•• ADV: P•••••• Equity Fund | Buyout fund | 2024 first reported on Form ADV | $59.5M as of Nov 11, 2024 | no Form D | Unknown | |
| B•••• T••• P•••••• E••••• I• L•• ADV: P•••••• Equity Fund | Buyout fund | 2024 first reported on Form ADV | $52.9M as of Nov 11, 2024 | no Form D | Unknown | |
| B•••• T••• P•••••• E••••• P••••••• I••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $165M as of Nov 11, 2024 | no Form D | Successor fundraising |
Team
12 current, 0 former
Managing partner (3)
- A••• J•••• R••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• J••••••• F••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- A••• J•••• R••• · Designated Member · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• N••• M•••• · Designated Member · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• H•••••• · Investment Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• J••••••• F••••• · Designated Member · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- B•• C••••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• R••••••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• T••••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• B•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- A••••• P••••• · Finance Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
20 relationships, 1 platforms, 1 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 16, 2026 | Add-on acquisition | R•••• T••••••• | Sponsor (confirmed) | b•••••••••.com |
| Nov 27, 2025 | Type not stated | S•••••• A••••••••• | Sponsor (confirmed), Sponsor (confirmed) | b•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- R••• P••••••• L•• 1 shared · one time · last Jan 1, 2020
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
6 most recent
- Mar 16, 2026B•••• T••• P•••••• Equity announces the promotion of L•••• T••••• to Investment Director
- Nov 27, 2025B•••• T••• P•••••• Equity invests in S•••••• A•••••••••
- Nov 27, 2025I•••••• L••••••• acquires R•••• T•••••••
- Nov 27, 2025B•••• T••• P•••••• Equity invests in S•••••• A•••••••••
- Nov 27, 2025B•••• T••• P•••••• Equity Exits Its Investment in O••••••• G••••
- Dec 7, 2020B•••• T••• P• L•• first filed Form ADV in the extract (ERA)