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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C••••• R••• C•••••• P•••••••• L•
C••••• R••• C•••••• P•••••••• L•
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.68bn 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: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 19, 2017 to Mar 28, 2024
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum 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 $1.7B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 19
- Headquarters
- Chicago, IL
- Office address
- 8725 WEST HIGGINS ROAD, SUITE 650, Chicago, IL, 60631
- Business phone
- (312) 635-8075
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- industrials, franchising
- Geography
- North America, United States, Global
- 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,minority
- Thesis
- We only invest in what we know because we value your time, and ours.
Observed from deals on record
- roles
- add on 12, unknown 9, platform 15
- period
- to 2025-03-26, from 2018-09-17, undated holdings 10, dated observations 51
- window
- last 2025-03-26, first 2018-09-17
- control
- control 24, unknown 12
- companies
- 32
- geography
- count 1, share 0.031, value SC, count 1, share 0.031, value NJ
- investments
- 36
- seller kinds
- family 2, sponsor 1
- transactions
- 25
- cadence by year
- 2018 add ons 1, platforms 1, other deals 1, 2019 platforms 2, 2020 add ons 4, platforms 2, 2021 add ons 3, platforms 3, 2022 exits 1, add ons 3, platforms 1, 2023 other deals 1, 2025 add ons 1, platforms 1
- platform add on
- add ons 12, platforms 15, add ons per platform 0.8
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.25, value specialty distribution, examples Packaging Systems Design, Inc., BlackHawk Industrial Distribution, Inc.'s Dealer Services Business, The Merit Distribution Group, Corus Fastening, count 2, share 0.062, value industrial manufacturing, examples Diamond C, TAG Manufacturing
- holding period years
- n 2, median 4.8
- repeat counterparties
- subsector distribution
- count 8, share 0.25, value misc durable wholesale, examples Packaging Systems Design, Inc., BlackHawk Industrial Distribution, Inc.'s Dealer Services Business, The Merit Distribution Group, Corus Fastening, count 2, share 0.062, value miscellaneous manufacturing, examples Diamond C, TAG Manufacturing
32 companies on the graph (25 transactions); most in specialty distribution (8); 15 platforms and 12 add-ons; median observed hold 4.8 years (n=2); observed 2018 to 2025
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••• C•••••••• ••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $10.5M as of Mar 28, 2024 | no Form D | Unknown | |
| C••••• R••• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $333M as of Mar 28, 2024 | no Form D | Early deployment | |
| C••••• R••• C•••••• P••••••• F••• I•••• L• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $309M as of Mar 28, 2024 | no Form D | Early deployment | |
| C••••• R••• C•••••• P••••••• E•••••••• F••• I• L• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $23.4M as of Mar 28, 2024 | no Form D | Mature | |
| C••••• R••• C•••••• P••••••• F••• I• L• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $613M as of Mar 28, 2024 | no Form D | Mature | |
| C••••• R••• C•••••• P••••••• F••• I••• L• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $391M as of Mar 28, 2024 | no Form D | Mature | |
| C••••• R••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
20 current, 0 former
Partner (7)
- A••• L••••••• · Partner, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• L••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- I•• K••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- I•• M•••••• K••••• · Shareholder · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•• M•••••• K••••• · Partner, Chicago · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• M• T••••••• · Shareholder · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• T••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Principal (6)
- B•••• W•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• W•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• W•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• C••••• · Director, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• C••••• · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• C••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Vice president (3)
- A••••• H••• · Senior Associate, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• C••••• · Senior Associate, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• Z•••• · Vice President of Project Management, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- C•••••••• T••••••• · Senior Associate - B••••••• Development, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- J••• G••••• N••••• · Chief Compliance Officer, Chief Financial Officer And Principal · since Dec 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• M••••••• · Director of Finance, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- C••••• N••••• · Chief of Staff, Detroit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
36 relationships, 15 platforms, 12 add-ons
Transactions
26 on record
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- P•• P••••••• L• 2 shared · recurring · last Jan 1, 2022
- M••••• • C•••••• L•• 2 shared · recurring · last Jan 1, 2018
Financial advisers (2)
- D••••••• C•••••••• F•••••• I••• 1 shared · one time · last Mar 26, 2025
- M•••••• F••••••••• I••• 1 shared · one time · last Jul 23, 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
44 most recent
- Sep 16, 2026Investment Approach
- Sep 16, 2026Investment Criteria
- Sep 16, 2026C••••• R••• Capital Partners Invests in T•• M•••••••••
- Sep 16, 2026L••• S••••••, a Portfolio Company of C••••• R••• Capital Partners, Acquires B••••••••’s D••••• S••••••s B•••••••
- Sep 16, 2026L••• S••••••, a portfolio company of C••••• R••• Capital Partners, Expands Footprint with the Acquisition of R••• E•••• C••••••
- Sep 16, 2026C••••• R••• Capital Partners Invests in S•••••••• S•••••• Group
- Sep 16, 2026C••••• R••• Capital Partners Acquires T•• M•••• D••••••••• G••••
- Sep 16, 2026PSD has been Acquired by L••• S••••••, a Portfolio Company of C••••• R••• Capital Partners
- Sep 16, 2026C••••• R••• Capital Partners Invests in L••• S••••••
- Sep 16, 2026C••••• R••• Capital Partners Acquires A••••••• P••••• P•••••••
- Mar 31, 2026C••••• R••• C•••••• P•••••••• L•: Private Equity Funds on Form ADV 6 (2024 extract) -> 8 (roster 2026-09-01)
- Mar 26, 2025C••••• R••• Invests in D•••••• C•
- Mar 26, 2025C••••• R••• Invests in D•••••• C•
- Jan 17, 2025C••••• R•••’s L••• S•••••• Acquires C•••• F••••••••
- Feb 12, 2024C••••• R••• Sells S•••••••• S••••••
- Feb 12, 2024C••••• R••• Sells S•••••••• S••••••
- Jun 8, 2023C••••• R••• F••• I• Acquires M••• A•••, Inc.
- Jun 8, 2023C••••• R••• F••• I• Acquires M••• A•••, Inc.
- Nov 8, 2022C••••• R••• Acquires J••• L••••• T•••••••
- Nov 8, 2022C••••• R••• Acquires J••• L••••• T•••••••
- Jul 11, 2022C••••• R••• Capital Partners Invests in P•••• S••••••• G••••
- Jul 11, 2022C••••• R••• Capital Partners Invests in P•••• S••••••• G••••
- Jan 19, 2022T•• M•••• D••••••••• G•••• Completes Multiple Acquisitions
- Jan 12, 2022E•••••• W•••••••• F•••• Acquires S•••• C••••• I••• W••••
- Oct 19, 2021E•••••• W•••••••• F•••• Expands with the Acquisition of S•••••••• V•••• Systems
- Jun 30, 2021C••••• R••• Capital Partners Acquires P•••• P•••• S•••••••• I•••
- Jun 30, 2021C••••• R••• Capital Partners Acquires P•••• P•••• S•••••••• I•••
- Jun 30, 2021C••••• R••• Capital Partners Acquires P•••• P•••• S•••••••• I•••
- Apr 26, 2021C••••• R•••’s S•••••••• S•••••• Expands Offering with the Acquisition of Matrax
- Apr 21, 2021E•••••• W•••••••• F•••• Acquires H••••• F•••• S•••••
- Mar 3, 2021C••••• R••• Acquires F••••••• E••••••• M•••• S••••••, Inc.
- Mar 3, 2021C••••• R••• Acquires F••••••• E••••••• M•••• S••••••, Inc.
- Feb 26, 2021L••• S•••••• Acquires F•••••••• Q••• C••••• O•••••••••
- Nov 3, 2020C••••• R••• Capital Partners and Leelanau Private Capital Acquire E•••••• W•••••••• F••••
- Oct 15, 2020E••• W•••• Enters into Strategic Partnership with T•• D•••••••••
- Oct 6, 2020E••• W••••, the Flooring Division of M•••• D•••••••••, Expands with the Acquisition of the Midwest O••••••••• of Gilford-J•••sonPlatform investmentFactI••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- Oct 6, 2020E••• W••••, the Flooring Division of M•••• D•••••••••, Expands with the Acquisition of the Midwest O••••••••• of Gilford-J•••sonPlatform investmentFactI••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- Oct 6, 2020E••• W••••, the Flooring Division of M•••• D•••••••••, Expands with the Acquisition of the Midwest O••••••••• of Gilford-J•••son
- Jul 23, 2020C••••• R•••’s L••• S•••••• Expands Footprint with the Acquisition of A••••• S•••• C••••••
- May 7, 2019C••••• R••• Capital Partners Invests in S•••••••• S•••••• Group
- Apr 4, 2019C••••• R••• Capital Partners Acquires T•• M•••• D••••••••• G••••
- Sep 18, 2018C••••• R••• Capital Partners Invests in L••• S••••••
- Sep 17, 2018C••••• R••• Capital Partners Acquires A••••••• P••••• P•••••••
- Dec 19, 2017C••••• R••• C•••••• P•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
C••••• R••• 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.
Checking your plan…