DFX Intelligence
Private Equity Intelligence
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Firms / N•••••• C•••••• A•••••••• L••
N•••••• C•••••• A•••••••• L••
••• Locked
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.47bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 30, 2013 to Mar 28, 2024
- RAUM
- $475Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $475Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $475Mevery private fund type, latest filing
- 2024 PE fund GAV
- $475Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $475M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 11
- Headquarters
- Rosslyn, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
41 observed deals
Stated by the firm
- Sectors
- healthcare, distribution, technology
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $100M
- EBITDA
- up to $10.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $5.0M to $30.0M
- Control
- minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 37, platform 2
- period
- to 2023-02-06, from 2019-06-19, undated holdings 39, dated observations 4
- window
- last 2023-02-06, first 2019-06-19
- control
- control 2, unknown 39
- companies
- 41
- geography
- investments
- 41
- seller kinds
- transactions
- 2
- cadence by year
- 2019 add ons 1, 2023 add ons 1
- platform add on
- add ons 2, platforms 2, add ons per platform unknown
- sector known for
- 18
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.146, value healthcare services, examples Primetherapypartners, Brentcarebh, Neuliferehab, Centerpointehospital, count 4, share 0.098, value business services, examples Lighthouselabservices, Lucenthealth, Metrixgroup, Tiltstory, count 2, share 0.049, value life sciences, examples Clarimed, Zimmer, count 2, share 0.049, value software, examples Goinfusive, Thecmgroup, count 2, share 0.049, value healthcare it, examples Opnhc, Argos Health, count 1, share 0.024, value financial services, examples EnableComp, count 1, share 0.024, value transportation logistics, examples Rosslyn
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.049, value outpatient mental health substance, examples Brentcarebh, Centerpointehospital, count 2, share 0.049, value medical devices, examples Clarimed, Zimmer, count 2, share 0.049, value skilled nursing, examples Neuliferehab, Vitoriarx, count 2, share 0.049, value healthcare it, examples Opnhc, Argos Health, count 1, share 0.024, value physical occupational therapy, examples Primetherapypartners, count 1, share 0.024, value vertical software, examples Goinfusive, count 1, share 0.024, value financial services, examples EnableComp, count 1, share 0.024, value software, examples Thecmgroup
41 companies on the graph (2 transactions); most in healthcare services (6); 2 platforms and 2 add-ons; observed 2019 to 2023
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $331M as of Mar 28, 2024 | no Form D | Mature | |
| N•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $139M as of Mar 28, 2024 | no Form D | Unknown | |
| N•••••• P••••••• E•••••••• F•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $5.5M as of Mar 28, 2024 | no Form D | Unknown | |
| N•••••• F••• I•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
6 current, 1 former
Managing partner (3)
- B•••• S••••••••• · Managing Member, Managing Director, And Member Of The Investment Committee · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• T••• C••••• · Managing Member, Managing Director, And Member Of The Investment Committee · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• M•••• S•••••• · Managing Member, Managing Director, And Member Of The Investment Committee · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- R••• S•••• R••• · Managing Director And Member Of The Investment Committee · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- K•• S•••• L•• · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- T••••• S•••••• · EXECUTIVE PARTNERS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- R••• J•••••• M•••••• · Chief Financial Officer And Chief Compliance Officer · Mar 1, 2020 to Mar 31, 2023 Inference
Portfolio
41 relationships, 2 platforms, 2 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 6, 2023 | Add-on acquisition | H••••• M•••••• C••••••• I••• A••••••• H••••• M•••••• | Sponsor (derived) | clarimed.com |
| Jun 19, 2019 | Add-on acquisition | C••• S•••••••• o• G••••••• | Sponsor (confirmed) | prweb.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- T••••• C•••••• G••••• I••• 2 shared · recurring · last Jan 1, 2015
- M••••• • C•••••• L•• 1 shared · one time · last Jan 1, 2020
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
21 most recent
- Sep 16, 2026NaviMed Capital Appoints Holly Atallah as Chief Financial Officer, Promotes Bennett Mears to Principal, and Grows Team with New Hires
- Sep 16, 2026NaviMed Capital Expands Operations and Investment Teams
- Sep 16, 2026NaviMed Capital Closes Fund III at $450 Million Hard Cap
- Sep 16, 2026NaviMed Capital Announces Key Promotions and Expansion of Investment Team
- Sep 16, 2026NaviMed Portfolio Company Lucent H••••• Acquired
- Sep 16, 2026NaviMed Capital Promotes R••• R••• to Managing Director
- Sep 16, 2026NaviMed Capital Adds CFO and Other New Hires to Growing Team
- Sep 16, 2026NaviMed Portfolio Company The CM Group to be Acquired by OPEN H•••••
- Sep 16, 2026NaviMed Portfolio Company CenterPointe Behavioral H••••• System Acquired by Acadia H•••••care
- Sep 16, 2026NaviMed’s Lighthouse Lab Services Announces a Majority Growth Recapitalization
- Sep 16, 2026NaviMed Portfolio Company A•••• H••••• Acquired
- Sep 16, 2026NaviMed Capital Closes Fund II at $290 Million
- Sep 16, 2026NaviMed Portfolio Company Velocity Clinical Research Acquired
- Sep 16, 2026NaviMed Capital Announces Expansion of Investment and Operations Teams
- Sep 16, 2026Global H•••••care Exchange Announces Acquisition of Lumere
- Sep 16, 2026A•••• H••••• Announces the Acquisition of C••• S••••••••
- Sep 16, 2026J•••••• & J•••••• Announces Agreement to Acquire Auris H•••••
- Apr 27, 2026N•••••• C•••••• A•••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 4 (roster 2026-09-01)
- Jun 16, 2020Velocity Clinical A••••••• Additional Clinical Trial Sites and Adds a Vaccine-study Strategic Partnership
- Sep 24, 2018CenterPointe Hospital St. Louis, a division of CenterPointe Behavioral H••••• System, names new CEO
- Oct 30, 2013N•••••• C•••••• A•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
N•••••• C•••••• A•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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