DFX Intelligence
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M•• C•••••• A••••••• I•• L••
Buyout firmClassification probableunsizedSEC exempt reporting adviser· Beachwood, OH
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $51.6M
- PE funds
- 1
- Investments held
- 5 of 26
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (probable, 65%)1 of 1 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)1 PE funds · filed Mar 30, 2012ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to Mar 30, 2012
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $51.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $51.6Mevery 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
- 100%
- Fund type mix
- Private equity fund: 1 fund, $51.6M reported gross assets
- Employees
- unknown
- Headquarters
- Beachwood, OH
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 26 observed dealsShowHide
Stated by the firm
- Sectors
- Technology, manufacturing, distribution, industrials, aerospace defense
- Geography
- not stated or not yet read
- Revenue
- up to $75.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- up to $50.0M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 26 companies, 26 holdings
- Period
- 2023 (1 dated observation, 25 holdings undated)
- Most deals
- Industrial manufacturing (5 of 26, e.g. Dexmet and Performance Plastics Ltd), business services (1 of 26)
- Subsectors
- Miscellaneous manufacturing (4 of 26), plastics rubber products (1 of 26), staffing (1 of 26)
- Deal roles
- 26 with role not stated
- Control
- 26 not stated
26 companies on the graph (0 transactions); most in industrial manufacturing (5); observed 2023 to 2023
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
1 family, 1 vehicles on record
M•• C•••••• P••••••• I•• L• · 1 vehicle$51.6M
- M•• C•••••• P••••••• I•• L• Buyout fund$51.6M
View all 1 vehiclenewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $51.6M as of Mar 30, 2012 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
10 current, 0 former
- Director · since Jun 1, 2004
- Director · since Jun 1, 2004
- Director · since Jun 1, 2004
- Senior Operating Partner
- Senior Operating Partner
Full team · 10 peoplegrouped by role, with sources
Principal (3)
- J•••• P••••••••• · Director · since Jun 1, 2004 Form ADV
- M••• M•••••• · Director · since Jun 1, 2004 Form ADV Firm website
- S•••• R••• · Director · since Jun 1, 2004 Form ADV
Vice president (1)
- C••••••••• A• H••• · Vice President · start date unknown Firm website
Operating partner (3)
- A••••• F• A•••• · Senior Operating Partner · start date unknown Firm website
- G•••••• P• O•• · Senior Operating Partner · start date unknown Firm website
- H•••• B• S•••• · Senior Operating Partner · start date unknown Firm website
Business development (1)
- R••••• K•••••••• · Business Development Officer · since Feb 1, 2008 Form ADV Firm website
Platform (2)
- K•••• H•••• · Cfo · since Jun 1, 2004 Form ADV Firm website
- M•••• K••• · Executive Assistant · start date unknown Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 26 portfolio relationships and 0 transactions are on this record.
26 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Dec 22, 2023 form d related person first sale | A•• P••••••••• | Portfolio relationship | Role unknown | active held 2.8 years | unknown | Fact Firm website |
| date unknown | D•••••••• m••••••••• a•• i•••••••• o• c••••• o••••••••• i•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T••• N• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C• M•••••••• L• L• C• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••• I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
All 26 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Dec 22, 2023 form d related person first sale | A•• P••••••••• | Portfolio relationship | Role unknown | active held 2.8 years | unknown | Fact Firm website |
| date unknown | D•••••••• m••••••••• a•• i•••••••• o• c••••• o••••••••• i•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T••• N• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C• M•••••••• L• L• C• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••• I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•••••••• s••••••• s••••••• p•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••••• H••• C••••••••• I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | Z••••• I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••• N•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••••• H••• C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M••••••••• o• p••••••••• i••••••••• f•••••••• e••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | O•••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• C••••••• C••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | O••• C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•• P••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M••••••••• o• h•••• d••• f•••• a•• p•••••• p••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•••••• G•••• C••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••• I••••••••• L• L• C• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••• C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E• I••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••• I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••• I••••••••• S••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | P••••••••• P••••••• L•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
2 most recent
Not yet on record: regulatory AUM, deals, last 12 months.