DFX Intelligence
Private Equity Intelligence
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Firms / K••• C•••••• P•••••••• L••
K••• C•••••• P•••••••• L••
K••• C•••••• P••••••• (“K•••”) provides growth capital to established lower middle-market companies. Our investments generally take the form of subordinated debt and/or preferred or common equity.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.59bn Private Equity Fund GAV on the Form ADV filed 2024-10-08
- Strategies
- GROWTH EQUITY, PRIVATE CREDIT
Classification history (3)
- Sep 18, 2026Buyout firm (confirmed, 85%, cls-pe-2)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 2 of 4 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 25, 2024 to Oct 8, 2024
- RAUM
- $595Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $595Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $595Mevery private fund type, latest filing
- 2024 PE fund GAV
- $595Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-08, latest gav Private Equity Fund $595M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 17
- Headquarters
- Charlotte, NC
- Office address
- 4201 CONGRESS STREET, SUITE 440, Charlotte, NC, 28209
- Business phone
- 704-943-2500
Stated criteria beside observed behaviour
65 observed deals
Stated by the firm
- Sectors
- distribution
- 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
- With a focus on lower-middle-market opportunities, we think in terms of what is right for each situation and can offer equity and mezzanine debt in structures that offer innovative solutions to each company with which we partner.
Observed from deals on record
- roles
- add on 8, unknown 40, platform 28
- period
- to 2025-12-10, from 2017-05-04, undated holdings 43, dated observations 70
- window
- last 2025-12-10, first 2017-05-04
- control
- control 30, unknown 46
- companies
- 65
- geography
- count 2, share 0.031, value TX, count 2, share 0.031, value IN, count 2, share 0.031, value CA, count 1, share 0.015, value AZ, count 1, share 0.015, value NJ, count 1, share 0.015, value MD, count 1, share 0.015, value NY, count 1, share 0.015, value KS
- investments
- 76
- seller kinds
- family 1, founder 4
- transactions
- 37
- cadence by year
- 2017 platforms 2, 2018 add ons 1, 2019 add ons 3, 2020 add ons 2, 2021 add ons 3, other deals 1, 2022 platforms 7, 2023 platforms 3, 2024 add ons 1, platforms 5, 2025 platforms 8, other deals 1
- platform add on
- add ons 8, platforms 28, add ons per platform 0.29
- sector known for
- 22
- disclosed value usd
- n 0
- sector distribution
- count 7, share 0.108, value consumer services, examples Diamond Landscaping, Orangetheory Fitness, Arizona Outdoor Designs, Techstyles Sportswear, count 4, share 0.062, value industrial services, examples Perimeter Holdings USA, Westcoast Gate, Automated Gate Services, Inc., Team Air Distributing, count 4, share 0.062, value specialty distribution, examples Petro Supply, Charles Products Inc., Best Choice Supply, Smith Fastener, count 3, share 0.046, value tech enabled services, examples Accelerate, Golden Tech, The Purple Guys, count 2, share 0.031, value healthcare services, examples Riverside Oral Surgery, LLC, American In-Home Care, count 1, share 0.015, value consumer products, examples Eden Brothers, count 1, share 0.015, value industrial manufacturing, examples Forging partnerships to ignite growth & build enduring value
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 9, entity id 3122e4eb-4b3c-4a0a-8556-10028e658717, role co investor, shared 2, entity id 026913f6-a539-41d1-b935-7000a44d250d, role co investor, shared 2, entity id 565a4203-9307-49a9-8002-b33996bab655, role co investor, shared 2, entity id 827ea128-2119-4aa9-a1ff-8d2c39614eaf, role co investor, shared 2, entity id 4039dea7-d931-4f70-891a-9d1693174deb
- subsector distribution
- count 3, share 0.046, value misc durable wholesale, examples Petro Supply, Charles Products Inc., Smith Fastener, count 2, share 0.031, value security fire life safety systems, examples Perimeter Holdings USA, Westcoast Gate, count 2, share 0.031, value landscaping, examples Diamond Landscaping, Arizona Outdoor Designs, count 2, share 0.031, value it services msp, examples Accelerate, Golden Tech, count 1, share 0.015, value fitness recreation, examples Orangetheory Fitness, count 1, share 0.015, value consumer products, examples Eden Brothers, count 1, share 0.015, value home health, examples American In-Home Care, count 1, share 0.015, value other building services, examples Automated Gate Services, Inc.
65 companies on the graph (37 transactions); most in consumer services (7); 28 platforms and 8 add-ons; observed 2017 to 2025
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| K••• M•••••••• P••••••• I•• L••• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $233M as of Oct 8, 2024 | no Form D | Unknown | |
| K•• E••••••• V•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $233M as of Oct 8, 2024 | no Form D | Unknown | |
| K••• G••••• P••••••• I••• L••• ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $74.9M as of Oct 8, 2024 | no Form D | Unknown | |
| K•• I•• C••••••••• F•••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $30.2M as of Oct 8, 2024 | no Form D | Unknown | |
| K••• M•••••••• P••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $22.9M as of Oct 8, 2024 | no Form D | Unknown | |
| K••• T•••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| K••• K•• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| K••• T•••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| K••• K•• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
29 current, 1 former
Managing partner (5)
- K•••• R•••••• M••••••• · Co-Founder and Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- K•••• R•••••• M••••••• · Co-Founder and Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- K•••• R•••••• M••••••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C••••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C••••• · Partner and Co-Founder · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
Partner (8)
- J••••• L•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••••••• · Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- K•••• R•••••• M••••••• · Member And Manager · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• L••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L••••••• · Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- R•••••• L•• C••••• · Member And Manager · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B•••••••• · Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
Principal (3)
- C••••••• Z•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• H••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U••••• E•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••••• H•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• C••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- A••• W•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• G•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- D•••• D••• · Partner, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- C•••••• E•••••••• · CFO | COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• K••••••••• · Vice President, Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• B•••••• · Chief C••••••••• Officer · since Aug 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (3)
- C•••••• B••••••• E•••••••• · Chief Financialofficer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• L••• · Office Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- D••••• J••••• W••••••• · Chief C••••••••• Officer · Dec 1, 2023 to Aug 30, 2024 Inference
Portfolio
76 relationships, 28 platforms, 8 add-ons
Transactions
38 on record
Placement agents, lenders, advisers and co-investors
17 relationships
Placement agents (1)
- C••••••• L•••••• • C•• I••• 1 shared · one time · last Jan 1, 2024
Financial advisers (7)
- V•• P••••••• 1 shared · one time · last Jan 9, 2025
- N••••••• G•••• 1 shared · one time · last Jul 14, 2021
- N••••••• G•••• 1 shared · one time · last Jul 14, 2021
- G••••• C••••• A••••••• 1 shared · one time · last Nov 11, 2025
- M•• P••••••• L••• 1 shared · one time · last Mar 8, 2020
- G••••• C••••• A••••••• 1 shared · one time · last Nov 11, 2025
- G••••• C••••• A••••••• 1 shared · one time · last Nov 11, 2025
Legal advisers (1)
- P•• 9 shared · very strong · last Oct 18, 2022
Co-investors (8)
- K••• C•••••• 2 shared · recurring · last Aug 21, 2024
- O•••••• S••••••• 1 shared · one time · last Jan 21, 2019
- C•••••••• C•••••• P••••••• 1 shared · one time · last May 4, 2017
- M•••••••• C••••••• L•• 1 shared · one time · last Dec 19, 2022
- O•••••• S••••••• 1 shared · one time · last Jan 21, 2019
- O•••••• S••••••• 1 shared · one time · last Jan 21, 2019
- R• I••••••••• P••••••• 1 shared · one time · last Dec 19, 2022
- R• I••••••••• P••••••• 1 shared · one time · last Mar 8, 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
60 most recent
- Jun 10, 2026K•••-Backed S••••• E••••• S•••••••• Expands Presence in Environmental Services with the Acquisitions of Discovery Tank Testing and Tank Wizards
- Mar 31, 2026K••• C•••••• P•••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 7 (roster 2026-09-01)
- Mar 3, 2026K••• Announces Promotion of U••••• E•••••• to Principal, Expanding Leadership T•••
- Feb 19, 2026K••• C••••••-Backed D•••••• L••••••••• Appoints Established PE Operator Anson Martin as Chief Executive Officer
- Dec 10, 2025K••• C•••••• P•••••••• L•• was capital provider on P•••••••• H••••••• U••'s platform acquisition of S•••• W••••••••• L••Pe in independent sponsor dealFactS•••• W••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Dec 10, 2025K••• C•••••• P•••••••• L•• was capital provider on P•••••••• H••••••• U••'s platform acquisition of R•••••••• F•••• C••••••Pe in independent sponsor dealFactR•••••••• F•••• C••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Dec 10, 2025K••• C•••••• Makes Strategic Investment in P•••••••• H••••••• U••, a Leading Provider of G•••, F•••• and Access Control Services
- Dec 10, 2025K••• C•••••• Makes Strategic Investment in P•••••••• H••••••• U••, a Leading Provider of G•••, F•••• and Access Control Services
- Nov 11, 2025K•••-Backed D•••••• L••••••••• Enters New Geography with Acquisition of A•••••• O•••••• D••••••
- Nov 11, 2025K•••-Backed D•••••• L••••••••• Enters New Geography with Acquisition of A•••••• O•••••• D••••••
- Nov 11, 2025K•••-Backed D•••••• L••••••••• Enters New Geography with Acquisition of A•••••• O•••••• D••••••
- Nov 11, 2025K•••-Backed D•••••• L••••••••• Enters New Geography with Acquisition of A•••••• O•••••• D••••••
- Sep 10, 2025K•••-Backed S••••• E••••• S•••••••• Continues National Expansion with Acquisition of E••••• F•••••• S••••••
- Sep 10, 2025K•••-Backed S••••• E••••• S•••••••• Continues National Expansion with Acquisition of E••••• F•••••• S••••••
- Sep 10, 2025K•••-Backed S••••• E••••• S•••••••• Continues National Expansion with Acquisition of E••••• F•••••• S••••••
- Jan 9, 2025K••• C•••••• Makes Platform Investment in E••• B•••••••, a Leading Home Garden E-Commerce Retailer
- Jan 9, 2025K••• C•••••• Makes Platform Investment in E••• B•••••••, a Leading Home Garden E-Commerce Retailer
- Dec 4, 2024K••• C••••••’s Forensic E••••••••• Platform S••• G••••• Expands with R••• E••••••••• Acquisition
- Dec 4, 2024K••• C••••••’s Forensic E••••••••• Platform S••• G••••• Expands with R••• E••••••••• Acquisition
- Oct 10, 2024K•••-Backed S••••• E••••• S•••••••• Deepens E•••••••al and Environmental Capabilities with Acquisitions of H•••• E••••••• and UST Services Corporation
- Oct 10, 2024K•••-Backed S••••• E••••• S•••••••• Deepens E•••••••al and Environmental Capabilities with Acquisitions of H•••• E••••••• and UST Services Corporation
- Oct 2, 2024K••• C•••••• Announces the Promotions of C••••• F•••••, T••••• B•••••• and Doyle Silvia
- Sep 5, 2024K•••-Backed T••• A•• D••••••••• Expands Platform with the Acquisition of B••• C••••• S••••• Company
- Sep 5, 2024K•••-Backed T••• A•• D••••••••• Expands Platform with the Acquisition of B••• C••••• S••••• Company
- Sep 5, 2024K•••-Backed T••• A•• D••••••••• Expands Platform with the Acquisition of B••• C••••• S••••• Company
- Sep 5, 2024K•••-Backed T••• A•• D••••••••• Expands Platform with the Acquisition of B••• C••••• S••••• Company
- Aug 21, 2024K•••-Backed S••••• E••••• S•••••••• Acquires B•••• E••••• E••••••••
- Jun 26, 2024K••• C•••••• Announces Strategic Investment in D•••••• L••••••••• and Continues Expansion in the Luxury Residential L••••••••• Sector
- May 2, 2024K••• C•••••• Exits T•• P••••• G••• to Ntiva to Form a Market-Leading Pure-Play MSP
- Mar 25, 2024K••• C•••••• P•••••••• L•• first filed Form ADV in the extract (IA)
- Jan 10, 2024K••• C•••••• Announces the Promotion of J••••• L•• to Partner and D•••• H••• to Principal
- Aug 24, 2023K••• C••••••-Backed T•• P••••• G••• Continues to Expand with Two Strategic Acquisitions in Texas
- Aug 17, 2023K••• C•••••• Launches P••• A••• Platform with Acquisition of Leading M•••••• Franchisee
- Aug 17, 2023K••• C•••••• Launches P••• A••• Platform with Acquisition of Leading M•••••• Franchisee
- Jun 13, 2023K••• C••••••-backed S••••• E••••• S•••••••• Continues Platform Expansion with Acquisition of M•••
- Jun 13, 2023K••• C••••••-backed S••••• E••••• S•••••••• Continues Platform Expansion with Acquisition of M•••
- May 1, 2023K••• C•••••• Closes Oversubscribed T•••• Fund at $400 Million
- Feb 9, 2023K••• C••••••-backed S••••• Acquires P•••• S••••• on the Heels of McKinney P••••leum Acquisition
- Feb 9, 2023K••• C••••••-backed S••••• Acquires P•••• S••••• on the Heels of McKinney P••••leum Acquisition
- Jan 25, 2023K••• C•••••• Announces the Promotion of C••••••• Z•••••••• to Principal and C••••• F••••• to Senior Associate
- Jan 20, 2023K••• Portfolio Exit Announcement — M•••• C••• I•••••••••
- Oct 18, 2022K•••’s T•• P••••• G••• Acquires IT Leader G••••• T••• Marking Its Sixth Acquisition
- Oct 18, 2022K•••’s T•• P••••• G••• Acquires IT Leader G••••• T••• Marking Its Sixth Acquisition
- Oct 18, 2022K•••’s T•• P••••• G••• Acquires IT Leader G••••• T••• Marking Its Sixth Acquisition
- Oct 18, 2022K•••’s T•• P••••• G••• Acquires IT Leader G••••• T••• Marking Its Sixth Acquisition
- May 10, 2022T•• P••••• G••• Strengthens Central U.S. Presence with Acquisition of A•••••••••
- May 10, 2022T•• P••••• G••• Strengthens Central U.S. Presence with Acquisition of A•••••••••
- Jan 20, 2022T•• P••••• G••• Continues Strategic Expansion with Acquisition of T••••••••• P•••••
- Jan 20, 2022T•• P••••• G••• Continues Strategic Expansion with Acquisition of T••••••••• P•••••
- Jan 20, 2022T•• P••••• G••• Continues Strategic Expansion with Acquisition of T••••••••• P•••••
- Dec 16, 2021Brian Reese Joins K••• C••••••-backed T• S•••••••• as Chief Executive Officer
- Nov 16, 2021K••• Portfolio Exit Announcement — W•••••••• G•••
- Nov 16, 2021Aurora Capital Partners Acquires A•••••••• G••• S••••••• Provider W•••••••• G••• from K••• C•••••• P•••••••
- Sep 21, 2021K••• Portfolio Exit Announcement — D••••• L••••••• G••••
- Aug 17, 2021K••• C•••••• Announces Majority Recapitalization of S••••• and Two Add-on Acquisitions
- Aug 17, 2021K••• C•••••• Announces Majority Recapitalization of S••••• and Two Add-on Acquisitions
- Jul 14, 2021The E••••••• Company Completes Add-on Acquisition of Y••• V••••
- Jun 8, 2021ECS / My IT Completes Add-On Acquisition of Network T•••nologies
- Apr 21, 2021K••• C•••••• P•••••••• L•• was capital provider on ECS / My IT's add on of T•• P••••• G•••Pe in independent sponsor dealFactT•• P••••• G•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Apr 21, 2021ECS / My IT Completes Add-On Acquisition of T•• P••••• G•••
Across the graphs
K••• C•••••• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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