DFX Intelligence
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A•••••• C•••••• M••••••••• L•
Hybrid managerClassification probableunsized· Chicago, IL
••• Locked
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
- 3 of 19
- Deals, last 12 months
- 0
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $10.0M to $50.0MSectors educationControl majority
- Graphs 2
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 14, 2026Hybrid manager (probable, 65%, cls-pe-2)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
19 observed deals
Stated by the firm
- Sectors
- education
- 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
- $10.0M to $50.0M
- Control
- majority
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 1, unknown 16, platform 2
- period
- to 2026-01-01, from 2016-01-01, undated holdings 1, dated observations 20
- window
- last 2025-04-28, first 2025-02-06
- control
- control 2, unknown 17
- companies
- 19
- geography
- investments
- 19
- seller kinds
- founder 1, unknown 1
- transactions
- 2
- cadence by year
- 2025 add ons 1, platforms 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 12
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.421, value education, examples Summit Education, Edvance, Academic Programs International, Panopto, count 3, share 0.158, value consumer services, examples Magical Beginnings, Ybrecdc, Big Blue Marble Academy, count 1, share 0.053, value tech enabled services, examples Oculusit
- holding period years
- n 1, median 6
- repeat counterparties
- subsector distribution
- count 8, share 0.421, value education, examples Summit Education, Edvance, Academic Programs International, Panopto, count 3, share 0.158, value child care, examples Magical Beginnings, Ybrecdc, Big Blue Marble Academy, count 1, share 0.053, value it services msp, examples Oculusit
19 companies on the graph (2 transactions); most in education (8); 2 platforms and 1 add-ons; median observed hold 6.0 years (n=1); observed 2016 to 2026
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
5 current, 0 former
Managing partner (2)
- J•••• R•••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••••••• V•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (1)
- B•••• S••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (2)
- N•••••• B••••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••• D•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Portfolio
19 relationships, 2 platforms, 1 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 28, 2025 | Platform acquisition | O••••••• | Sponsor (confirmed) | a•••••••••.com |
| Feb 6, 2025 | Add-on acquisition | Y••••• B•••• R••• E•••• C•••••••• D••••••••• C••••• | Sponsor (confirmed) | a•••••••••.com |
| Jan 3, 2024 | Sponsor to sponsor | B•• B••• M••••• A•••••• | Seller (confirmed) | a•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Financial advisers (1)
- T•••• P••••••• 1 shared · one time · last Apr 28, 2025
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
9 most recent
- Aug 31, 2026A•••••• C•••••• Welcomes M• H•• L••••••• to its Portfolio as 17th Platform Investment
- Apr 28, 2025A•••••• C•••••• Acquires OculusIT, a Leading Provider of Mission-Critical IT Services to Higher E••••••••, from ElevenX CapitalPlatform investmentFactO•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 28, 2025A•••••• C•••••• Acquires OculusIT, a Leading Provider of Mission-Critical IT Services to Higher E••••••••, from ElevenX Capital
- Feb 6, 2025A•••••• C•••••• Acquires Y••••• B•••• R•••, Strengthening Commitment to E•••• C•••••••• E••••••••
- Sep 26, 2024A•••••• C•••••• M••••••••• L• reports 11 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
- May 15, 2024A•••••• C•••••• Acquires S••••• Professional E••••••••
- Jan 31, 2024A•••••• C•••••• Acquires M•••••• B••••••••• to Expand Access to High-Quality E•••• C•••••••• E••••••••
- Jan 3, 2024A•••••• C•••••• Sells B•• B••• M••••• A•••••• to Leeds Equity Partners
- Jan 3, 2024A•••••• C•••••• Sells B•• B••• M••••• A•••••• to Leeds Equity Partners
Across the graphs
A•••••• 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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