DFX Intelligence
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Hybrid managerClassification probableunsized· US
Hybrid manager, based in US.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not applicable
- PE fund assets
- Not applicable
- PE funds
- Not applicable
- Investments held
- 4 of 5
- Deals, last 12 months
- 5
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Last 12 months 5Most recent 9 months agoPlatform deals 4
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- unknown
- Form ADV filings
- unknown
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- unknown
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 3, platform 2
- period
- to 2025-12-08, from 2023-06-14, undated holdings 1, dated observations 11
- window
- last 2025-12-08, first 2023-06-14
- control
- control 2, unknown 3
- companies
- 8
- geography
- investments
- 5
- seller kinds
- transactions
- 7
- cadence by year
- 2023 platforms 1, 2024 other deals 1, 2025 platforms 3, other deals 2
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.25, value media telecom, examples Bluepeak, Extreme Reach, count 1, share 0.125, value financial services, examples EP Wealth Advisors, LLC, count 1, share 0.125, value industrial services, examples Convergint Technologies, count 1, share 0.125, value tech enabled services, examples MGT
- holding period years
- n 0
- repeat counterparties
- role co investor, shared 3, entity id b0af99bd-fcdd-4939-a63d-6497302ad27d, role financial adviser, shared 3, entity id 99c5eb6c-b16a-42ed-a2fd-54e361f250b9, role financial adviser, shared 3, entity id 2984044b-4f74-4dec-ad99-525d1289e3ed, role legal adviser, shared 3, entity id 64736d0a-de35-4ecb-ba83-9b351cf96fb0
- subsector distribution
- count 2, share 0.25, value media telecom, examples Bluepeak, Extreme Reach, count 1, share 0.125, value financial services, examples EP Wealth Advisors, LLC, count 1, share 0.125, value security fire life safety systems, examples Convergint Technologies, count 1, share 0.125, value it services, examples MGT
8 companies on the graph (7 transactions); most in media telecom (2); 2 platforms and 0 add-ons; observed 2023 to 2025
Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
0 current, 0 former
No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page.
Portfolio
5 relationships, 2 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| M•• | Role unknown | active | Dec 8, 2025 transaction announcement | 10 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| E• W••••• A•••••••• L•• | Platform | active | Sep 30, 2025 transaction announcement | 12 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| B••••••• | Role unknown | active | Feb 29, 2024 transaction announcement | 2.6 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| E•••••• R•••• | Platform | active | Jun 14, 2023 transaction announcement | 3.3 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C••••••••• T••••••••• | Role unknown | exited exited Dec 16, 2021 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
8 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 8, 2025 | Growth investment | M•• | Sponsor (confirmed) | prnewswire.com |
| Oct 8, 2025 | Platform acquisition | I•••• p•••••••• o• i••••••••• t••••• e••••• | Co-investor (confirmed) | marigrp.com |
| Oct 8, 2025 | Platform acquisition | F••••• | Co-investor (confirmed) | marigrp.com |
| Oct 8, 2025 | Majority investment | B••••••••• | Co-investor (confirmed) | marigrp.com |
| Sep 30, 2025 | Platform acquisition | E• W••••• A•••••••• L•• | Sponsor (confirmed) | berkshirepartners.com |
| Feb 29, 2024 | Growth investment | B••••••• | Sponsor (confirmed) | gipartners.com |
| Jun 14, 2023 | Platform acquisition | E•••••• R•••• | Sponsor (confirmed) | gamutcapital.com |
| Dec 16, 2021 | Sponsor to sponsor | C••••••••• T••••••••• | Seller (confirmed) | leonardgreen.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Financial advisers (5)
- T• S••••••••• 1 shared · one time · last Feb 29, 2024
- W•••••• B•••• 1 shared · one time · last Sep 30, 2025
- J•••••••• L•• 1 shared · one time · last Sep 30, 2025
- B••• S••••• G•••• L•• 1 shared · one time · last Feb 29, 2024
- M••••• • C•••••• L•• 1 shared · one time · last Sep 30, 2025
Legal advisers (1)
- K••••••• • E•••• L•• 1 shared · one time · last Feb 29, 2024
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
5 most recent
- Dec 8, 2025••• Locked
- Sep 30, 2025••• Locked
- Feb 29, 2024••• Locked
- Jun 14, 2023••• Locked
- Dec 16, 2021