DFX Intelligence
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M••••• C•••••• M••••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Washington, DCm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.5B
- PE fund assets
- $1.1B
- PE funds
- 15
- Investments held
- 2 of 35
- Deals, last 12 months
- 1
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
- Sectors healthcare
- Last 12 months 1Most recent 2 months ago
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.10bn Private Equity Fund GAV on the Form ADV filed 2024-12-09
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 20, 2018 to Jul 13, 2026
- RAUM
- $2.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-09, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 14, lifetime distinct Private Equity Fund 18
- Employees
- 25
- Headquarters
- Washington, DC
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- healthcare
- 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 31, platform 3
- period
- to 2026-06-30, from 2021-11-01, undated holdings 33, dated observations 4
- window
- last 2026-06-30, first 2021-11-01
- control
- control 3, unknown 32
- companies
- 35
- geography
- investments
- 35
- seller kinds
- transactions
- 3
- cadence by year
- 2021 other deals 1, 2026 other deals 1
- platform add on
- add ons 1, platforms 3, add ons per platform 0.33
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.171, value healthcare services, examples Care Hospice, Centria Healthcare, CPF Senior Living, Brad Hunter - Care Hospice, count 2, share 0.057, value business services, examples Deerfield Group, Triple Threat Communications, count 1, share 0.029, value life sciences, examples Deerfield Pharma Services Holdings, LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 5, share 0.143, value home health, examples Care Hospice, Centria Healthcare, Brad Hunter - Care Hospice, Hospice Care, count 2, share 0.057, value advertising marketing, examples Deerfield Group, Triple Threat Communications, count 1, share 0.029, value assisted living senior, examples CPF Senior Living, count 1, share 0.029, value life sciences, examples Deerfield Pharma Services Holdings, LLC
35 companies on the graph (3 transactions); most in healthcare services (6); 3 platforms and 1 add-ons; observed 2021 to 2026
Funds
18 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• P••••••• I• A•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $45.5M as of Dec 9, 2024 | no Form D | Early deployment | |
| M••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $110M as of Dec 9, 2024 | no Form D | Early deployment | |
| M••••• P••••••• I•• S•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $37.4M as of Dec 9, 2024 | no Form D | Early deployment | |
| M••••• P••••••• I• P•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $22.5M as of Dec 9, 2024 | no Form D | Early deployment | |
| M••••• P••••••• I•• C••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $25.6M as of Dec 9, 2024 | no Form D | Active deployment | |
| M••••• P••••••• I•• O•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $17.4M as of Dec 9, 2024 | no Form D | Active deployment | |
| M••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $463M as of Dec 9, 2024 | no Form D | Active deployment | |
| C••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $121M as of Jun 19, 2019 | no Form D | Wound down | |
| M••••• P••••••• I•• P•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $116M as of Dec 9, 2024 | no Form D | Active deployment | |
| C•••••••• H••••••••• • S•••••• O••••••••• I•• a• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $5.3M as of Dec 9, 2024 | no Form D | Mature | |
| C••• T••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $4.5M as of Dec 9, 2024 | no Form D | Harvest | |
| C••• S••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $3.0M as of Dec 9, 2024 | no Form D | Harvest | |
| C•••••••• H••••••••• • S•••••• O••••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $195M as of Dec 9, 2024 | no Form D | Mature | |
| C•••••••• H••••••••• a•• S•••••• O••••••••• L• •••••• F•••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $51.1M as of Dec 9, 2024 | no Form D | Harvest | |
| C••• C••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.6M as of Dec 9, 2024 | no Form D | Harvest | |
| C•••••••• H••••••••• S• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 28, 2022 | no Form D | Wound down | |
| C•••••••• H••••••••• S• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 28, 2022 | no Form D | Wound down | |
| C••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Sep 25, 2023 | no Form D | Wound down |
Team
33 current, 3 former
Managing partner (6)
- B•••• J•• U••••• · Founding & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• E•••••• M••••• · managing partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••• E•••••• M••••• · managing partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••• E•••••• M••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• E•••••• M••••• · managing partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- O••• J••• D•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- B•••• J•• U••••• · Limited Partner · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• B•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• E•••••• M••••• · Limited Partner · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- O••• J••• D•••• · Limited Partner · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- A•••• N•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• Z•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• C••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- C•••••• F••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• M•••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•• Z•••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- A••• R••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• N•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- S•• K••• · S••••• Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (5)
- A•••••• K••••• · Vice President, Automation & AI – Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• B•••••• · Adviser - Talent, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• D••••••• · Adviser - Technology, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••• · Vice President, Operations – Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••• · Vice President, Finance – Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- V••••••• A•••••• · Managing Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- A•••••• T••• · CCO & Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• Z•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• N••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M•••••• M•••• · Chief Compliance Officer And Chief Financial Officer · since Dec 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- A••••• R••••• · S••••• Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- S••••• O••• V••••• · Manager · Jul 1, 2015 to Oct 26, 2021 Inference
- A••••• L••• P••••• · Chief Compliance Officer, Chief Financial Officer · Feb 1, 2018 to Aug 20, 2021 Inference
- M••• E••••• L••••••• · Chief Compliance Officer And Chief Financial Officer · Aug 1, 2021 to Dec 9, 2024 Inference
Portfolio
35 relationships, 3 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 30, 2026 | Majority investment | D•••••••• G•••• | Sponsor (confirmed) | prnewswire.com |
| Jun 21, 2023 | Minority investment | M••••• C•••••• M••••••••• L•• | Target (confirmed) | kuduinvestment.com |
| Nov 1, 2021 | Majority recapitalization | L••••••••• L•• S••••••• | Sponsor (confirmed) | prnewswire.com |
| date unknown | Add-on acquisition | T••••• T••••• C••••••••• | Sponsor (derived) | deerfieldgroup.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (2)
- M••••• P•••• C••••••• L•• 5 shared · very strong · last Jan 1, 2023
- C• B••••••••• I•• 1 shared · one time · last Jan 1, 2018
Lenders (1)
- F•••• E•••• I••••••••• M••••••••• 1 shared · one time · last Nov 1, 2021
Financial advisers (1)
- L•••••• I••••••••• L•• 1 shared · one time · last Nov 1, 2021
Legal advisers (2)
- P••• H•••••••• L•• 1 shared · one time · last Nov 1, 2021
- M•••••••• W••• • E•••• L•• 1 shared · one time · last Nov 1, 2021
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
- Aug 3, 2026••• Locked
- Jul 13, 2026••• Locked
- Jun 30, 2026••• Locked
- Jun 21, 2023••• Locked
- Nov 1, 2021••• Locked
- Jun 20, 2018••• Locked
Across the graphs
M••••• C•••••• M••••••••• 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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