DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / A••••• C•••••• P•••••••• L•••
A••••• C•••••• P•••••••• L•••
A••••• is an integrated team of investors and operators that has worked together for years. With over 100 years of cumulative experience in the middle market, the members of the A••••• team have participated in control equity investments and held C-level positions through every phase of the business cycle.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.46bn Private Equity Fund GAV on the Form ADV filed 2024-10-14
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 11 of 11 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 26, 2022 to Oct 14, 2024
- RAUM
- $464Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $464Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $464Mevery private fund type, latest filing
- 2024 PE fund GAV
- $756Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-14, latest gav Private Equity Fund $464M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 11
- Employees
- 17
- Headquarters
- New York, NY
- Office address
- 550 FIFTH AVENUE, 10TH FLOOR, New York, NY, 10036
- Business phone
- 917-331-7013
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- industrial services, industrials, manufacturing, distribution, food beverage, aerospace defense, packaging, government contracting, infrastructure
- 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
- control
- Thesis
- A••••• invests in middle market companies where its financial, operational, and strategic resources combine to build sustainable value and deliver exceptional returns to investors.
Observed from deals on record
- roles
- add on 3, unknown 2, platform 3
- period
- to 2026-08-14, from 2021-04-15, undated holdings 2, dated observations 12
- window
- last 2026-08-14, first 2021-04-15
- control
- control 4, unknown 4
- companies
- 8
- geography
- count 2, share 0.25, value FL
- investments
- 8
- seller kinds
- transactions
- 6
- cadence by year
- 2021 add ons 1, 2022 other deals 1, 2024 other deals 1, 2025 add ons 2, 2026 platforms 1
- platform add on
- add ons 3, platforms 3, add ons per platform 1
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.25, value industrial services, examples Dynatec Systems, Del-Air Heating and Air Conditioning, count 1, share 0.125, value industrial manufacturing, examples ACP Lumber Holdings, LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.125, value wood products, examples ACP Lumber Holdings, LLC, count 1, share 0.125, value waste treatment, examples Dynatec Systems, count 1, share 0.125, value hvac plumbing mechanical, examples Del-Air Heating and Air Conditioning
8 companies on the graph (6 transactions); most in industrial services (2); 3 platforms and 3 add-ons; observed 2021 to 2026
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• C•••••• P••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $226M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• B•• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $205M as of Mar 28, 2024 | no Form D | Unknown | |
| A••••• C•••••• P••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2023 first reported on Form ADV | $79.4M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• P•••••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $64.6M as of Mar 28, 2024 | no Form D | Unknown | |
| A•• L••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $22.7M as of Mar 28, 2024 | no Form D | Unknown | |
| A•• B•• S•• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $77.0M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• P•••••••• S•• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $33.8M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• B•• S•• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $16.6M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• P•••••••• S•• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $11.9M as of Oct 14, 2024 | no Form D | Early deployment | |
| A•• L••••• S•• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $9.5M as of Oct 14, 2024 | no Form D | Unknown | |
| A•• L••••• S•• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $9.4M as of Oct 14, 2024 | no Form D | Unknown | |
| A••••• C•••••• F••• I• L••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
10 current, 0 former
Managing partner (2)
- M•••••• C••••••••• R••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• R••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (3)
- D••••••• T• W••••• · Limited Partner · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• C••••••••• R••••• · Member · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•• G•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (1)
- G••••• L•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- M•••••• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- C••• B••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• P•••• P•••••••• · Associate, Portfolio Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- A•••• •••• Z•••• · Cco/Cfo/Coo · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
8 relationships, 3 platforms, 3 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 14, 2026 | Platform acquisition | D•••••• S•••••• | Sponsor (confirmed) | prnewswire.com |
| May 20, 2025 | Add-on acquisition | P•• R••••••••• | Sponsor (confirmed) | prnewswire.com |
| Mar 26, 2025 | Add-on acquisition | K••••••• E••••• • P•••• C••••••••• | Sponsor (confirmed) | prnewswire.com |
| Feb 26, 2024 | Type not stated | A••• B••••••• S•••••••• | Sponsor (confirmed) | prnewswire.com |
| Nov 8, 2022 | Type not stated | D•••••• H•••••• a•• A•• C••••••••• | Sponsor (confirmed) | prnewswire.com |
| Apr 15, 2021 | Add-on acquisition | A•• L••••• H•••••••• L•• | Sponsor | a•••••••••.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (2)
- M•• P•••••• F••• A••••••• L•• 10 shared · very strong · last Jan 1, 2023
- M•• P•••••• F••• A•••••• L•• 3 shared · strong · last Jan 1, 2024
Lenders (2)
- O••••••• U•• 1 shared · one time · last Feb 26, 2024
- B••• U••••• 1 shared · one time · last Feb 26, 2024
Financial advisers (1)
- S••••••• 1 shared · one time · last Nov 8, 2022
Legal advisers (3)
- P•• 1 shared · one time · last Aug 14, 2026
- R••••••• B••••••• 1 shared · one time · last May 20, 2025
- R••••••• B••••••• H••••• 1 shared · one time · last Feb 26, 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
26 most recent
- Aug 14, 2026A••••• Capital Partners Acquires D•••••• S••••••, a Leading Provider of Industrial Wastewater Treatment S••••••••
- Aug 14, 2026A••••• Capital Partners Acquires D•••••• S••••••, a Leading Provider of Industrial Wastewater Treatment S••••••••
- May 4, 2026A••••• C•••••• P•••••••• L•••: P•••••• Equity Funds on Form ADV 8 (2024 extract) -> 16 (roster 2026-09-01)
- Apr 6, 2026A••• B••••••• S•••••••• announced today that Brian Kittle has joined the company as its Chief Executive Officer
- Mar 11, 2026A••••• Capital Partners Investment Supports Garlock Flexibles Merger with C-P Flexible P••••••••
- May 20, 2025U•••••• S•••••• P••••••• Expands into the Midwest with Acquisition of P•• R•••••••••
- May 5, 2025U•••••• S•••••• P••••••• Expands Florida Presence with Investments in Trademark Roofing and Titan Roofing
- Mar 26, 2025D•••••• Expands RNC Division with Acquisition of K••••••• E••••• • P•••• C•••••••••
- Jan 6, 2025A••••• Capital Partners Announces Promotions
- Nov 20, 2024D•••••• Expands Throughout Florida’s Fun Coast with Colman H•••••• & Air Acquisition
- Sep 13, 2024D•••••• Now Servicing Southeast Florida Homes With ARS® Vero Beach Acquisition
- Apr 28, 2024D•••••• Expands S•••••• Geography with East Coast Air & Heat Partnership
- Feb 26, 2024A••••• Capital Partners Completes Investment in A••• B••••••• S••••••••, LLC
- Feb 26, 2024A••••• Capital Partners Completes Investment in A••• B••••••• S••••••••, LLC
- Dec 1, 2023D•••••• Enhances S••••••s for Tampa Residents with Simpson Air Partnership
- Sep 7, 2023A••••• Capital Partners Closes Inaugural Fund at $312 Million
- Jan 18, 2023A••••• Capital Partners Completes Investment in Wyandot Snacks
- Nov 8, 2022A••••• Capital Partners Completes Investment in D•••••• H•••••• a•• A•• C•••••••••
- Nov 8, 2022A••••• Capital Partners Completes Investment in D•••••• H•••••• a•• A•• C•••••••••
- Jan 26, 2022A••••• C•••••• P•••••••• L••• first filed Form ADV in the extract (ERA)
- Dec 7, 2021Lindsey Tannenbaum Promoted to Partner
- Nov 4, 2021A••••• Capital Partners Completes Investment in BDV S••••••••
- May 17, 2021Lindsey Tannenbaum Joins A••••• Capital Partners
- Apr 15, 2021A••••• Capital Partners Completes Investment in Cross City L•••••, LLC
- Mar 4, 2021A••••• Capital Partners Expands Team with Two Key Hires
- Jan 28, 2021A••••• Capital Partners Completes Investment in Garlock Printing & Converting
Across the graphs
A••••• C•••••• P•••••••• 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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