DFX Intelligence
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V•••• C••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Philadelphia, PAv••••.com
Buyout firm, based in Philadelphia, PA.
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
- $267M
- PE fund assets
- $267M
- PE funds
- 7
- Investments held
- 12 of 40
- Deals, last 12 months
- 0
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
- Revenue $100M to $1.0BGeography North America
- Graphs 4
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.27bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (2)
- Sep 18, 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, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 27, 2022 to Mar 29, 2024
- RAUM
- $267Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $267Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $267Mevery private fund type, latest filing
- 2024 PE fund GAV
- $267Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $267M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 9
- Employees
- 4
- Headquarters
- Philadelphia, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
37 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- North America
- Revenue
- $100M to $1.0B
- 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 28, platform 12
- period
- to 2015-10-15, from 2011-05-20, undated holdings 28, dated observations 24
- window
- last 2015-10-15, first 2011-05-20
- control
- control 12, unknown 28
- companies
- 37
- geography
- count 1, share 0.027, value MA
- investments
- 40
- seller kinds
- transactions
- 12
- cadence by year
- 2011 platforms 1, 2012 platforms 3, 2013 platforms 1, 2014 platforms 1, other deals 3, 2015 platforms 1, other deals 2
- platform add on
- add ons 0, platforms 12, add ons per platform 0
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.081, value media telecom, examples Ohio Community Media, Allen Vanguard Wireless, Impressions Media, count 3, share 0.081, value software, examples BCC Software, BCC Software (Copy), Bell
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.081, value media telecom, examples Ohio Community Media, Allen Vanguard Wireless, Impressions Media, count 3, share 0.081, value software, examples BCC Software, BCC Software (Copy), Bell
37 companies on the graph (12 transactions); most in media telecom (3); 12 platforms and 0 add-ons; observed 2011 to 2015
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V•••• C•••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $87.2M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• C•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $63.4M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• A•• I••••••••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $42.2M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• C•••••• F••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $33.9M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• C•••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $26.4M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• C•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $15.2M as of May 27, 2022 | no Form D | Wound down | |
| V•••• C•••••• F••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $7.0M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• A•• A•••••••• I••••••••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $6.9M as of Mar 29, 2024 | no Form D | Unknown | |
| V•••• C•••••• F••• I• P•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $5.6M as of May 27, 2022 | no Form D | Wound down |
Team
4 current, 0 former
Managing partner (1)
- G••• S••••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (1)
- G•••••• L• S••••• · Limited Partner · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- P••• H•••••• · Chief Investment Officer, Managing Director And Senior Counsel · since Sep 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• R• S•••••• · Chief Financial Officer And Chief Compliance Officer · 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)
Portfolio
40 relationships, 12 platforms, 0 add-ons
Transactions
11 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 11, 2019 | Exit to a strategic buyer | P•••••••• L•• | Seller (confirmed) | v••••.com |
| Oct 12, 2017 | Exit to a strategic buyer | B•• S••••••• | Seller (confirmed) | v••••.com |
| Oct 15, 2015 | Majority recapitalization | B••• a•• H••••• | Sponsor (confirmed), Sponsor (confirmed) | v••••.com |
| Apr 16, 2015 | Platform acquisition | T•• W•• S••• R••••• O••••••••• | Sponsor (confirmed) | v••••.com |
| Oct 31, 2014 | Majority recapitalization | A••••• S••••• | Sponsor (confirmed) | v••••.com |
| Jun 23, 2014 | Majority recapitalization | B••• | Sponsor (confirmed), Sponsor (confirmed) | v••••.com |
| Mar 4, 2014 | Platform acquisition | B••••••••• G••••• H••••••••• | Sponsor (confirmed) | v••••.com |
| Aug 6, 2013 | Platform acquisition | H••••••••• | Sponsor (confirmed) | v••••.com |
| Apr 16, 2012 | Platform acquisition | U••••• R••••• G•••• | Sponsor (confirmed), Sponsor (confirmed) | v••••.com |
| Mar 6, 2012 | Platform acquisition | I••••••••• M•••• | Sponsor (confirmed) | v••••.com |
| May 20, 2011 | Platform acquisition | O••• C•••••••• M•••• | Sponsor (confirmed) | v••••.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- A••••••• B••••• B••• 3 shared · strong · last Jan 1, 2016
- S••••••• P••••••• L•• 3 shared · strong · last Jan 1, 2016
LP commitments
4 disclosed
- P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in V•••• C•••••• F••• I•• L••• $150M pa.gov
- P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in V•••• C•••••• F••• I••• L••• $150M pa.gov
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in V•••• C•••••• F••• I• L••• $15.0M content.copera.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in V•••• C•••••• F••• I•• L••• $35.0M content.copera.org
Events
33 most recent
- May 27, 2022V•••• C•••••• first filed Form ADV in the extract (IA)
- Jun 17, 2021White River Marine Acquires H••••••• Yachts from Affiliates of V•••• C••••••
- Jun 11, 2019Milliken & Company to Acquire P••••••• from V•••• C•••••• Management
- Jun 11, 2019Milliken & Company to Acquire P••••••• from V•••• C•••••• Management
- Jun 11, 2019WWD Covers V•••• C•••••• Affiliates' A••• Apparel Group Acquisition
- Dec 4, 2018V•••• C•••••• Announces the Successful Closing of the Sale of B••• a•• H•••••, LLC
- Oct 12, 2017V•••• C•••••• Completes Two Successful Divestitures From Its Investment in B••• a•• H•••••
- Oct 12, 2017V•••• C•••••• Completes Two Successful Divestitures From Its Investment in B••• a•• H•••••
- Oct 12, 2017B••• a•• H••••• Sells Sorting Business to Fluence Automation
- Oct 12, 2017V••••'s Civitas M•••• Sells Publishing Assets
- Oct 15, 2015V•••• C•••••• Affiliate Recapitalizes B••• & H•••••
- Oct 15, 2015V•••• C•••••• Affiliate Recapitalizes B••• & H•••••
- Oct 15, 2015V•••• Finalizes Acquisition of T•• W•• S••• R••••• O•••••••••
- Oct 15, 2015Civitas M•••• Names Ralph James Martin CEO
- Apr 16, 2015V•••• Finalizes Acquisition of T•• W•• S••• R••••• O•••••••••
- Dec 29, 2014V•••• Completes Recapitalization of A••••• S•••••
- Dec 29, 2014V•••• Completes Recapitalization of B••• a•• H••••• and Spins Off B•• S••••••• Division
- Dec 29, 2014V•••• C•••••• Affiliate Acquires B••••••••• G••••• H•••••••••
- Oct 31, 2014V•••• Completes Recapitalization of A••••• S•••••
- Jun 23, 2014V•••• Completes Recapitalization of B••• a•• H••••• and Spins Off B•• S••••••• DivisionPlatform investmentFactB•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mar 4, 2014V•••• C•••••• Affiliate Acquires B••••••••• G••••• H•••••••••
- Nov 19, 2013B••• a•• H••••• appoints former Pitney Bowes executive Ramesh Ratan as new CEO
- Nov 19, 2013V••••'s A••••••••• Divests Two Business Units
- Nov 19, 2013V•••• C•••••• Affiliate Acquires H•••••••••, Builders of Luxury Yachts and Sportfishing Convertibles
- Aug 6, 2013V•••• C•••••• Affiliate Acquires H•••••••••, Builders of Luxury Yachts and Sportfishing Convertibles
- Nov 26, 2012V•••• C•••••• Management announces it has acquired E•••••• M••••••• S••••• (EMS).
- Apr 16, 2012V•••• C•••••• Affiliate Finalizes Acquisition of U••••• R••••• G••••, Inc. Assets
- Apr 16, 2012V•••• C•••••• Affiliate Finalizes Acquisition of U••••• R••••• G••••, Inc. Assets
- Mar 6, 2012V•••• C•••••• Management acquires I••••••••• M••••
- Mar 6, 2012V•••• C•••••• Management acquires I••••••••• M••••
- Jun 27, 2011BÖWE BELL + HOWELL finalizes sale to V•••• C••••••
- Jun 27, 2011V•••• acquires O••• C•••••••• M••••
- May 20, 2011V•••• acquires O••• C•••••••• M••••
Across the graphs
V•••• C•••••• is the same institution as 4 records in RIA and Wealth, Independent Sponsors and Allocators.
RIA and Wealth2Independent Sponsors1Allocators1
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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