DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / T•••• A••• C••••••
T•••• A••• C••••••
We are a Salt Lake City-based middle market private equity firm focused on making control investments alongside strong management teams.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are a Salt L••• City-based middle market private equity firm focused on making control investments alongside strong management teams.”t••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 8, 2013 to Mar 21, 2024
- RAUM
- $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-21, latest gav Private Equity Fund $1.9B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
- Employees
- 21
- Headquarters
- Draper, UT
- Office address
- 14034 S. 145 E., SUITE 300, Draper, UT, 84020
- Business phone
- 801-997-5808
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $8.0M to $30.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $30.0M to $75.0M
- Control
- control
- Thesis
- We partner with business owners to create value for investors and management teams
Observed from deals on record
- roles
- add on 8, unknown 2, platform 13, standalone 1
- period
- to 2026-08-05, from 2019-10-10, undated holdings 3, dated observations 42
- window
- last 2026-08-05, first 2019-10-10
- control
- control 20, unknown 4
- companies
- 24
- geography
- count 2, share 0.083, value VA, count 1, share 0.042, value TX, count 1, share 0.042, value MN, count 1, share 0.042, value MI, count 1, share 0.042, value ND, count 1, share 0.042, value UT, count 1, share 0.042, value AZ, count 1, share 0.042, value FL
- investments
- 24
- seller kinds
- family 9, founder 2
- transactions
- 21
- cadence by year
- 2019 platforms 1, other deals 2, 2020 platforms 1, other deals 1, 2022 add ons 1, platforms 1, 2023 add ons 1, other deals 3, 2024 add ons 3, other deals 2, 2025 add ons 2, other deals 1, 2026 add ons 1, other deals 1
- platform add on
- add ons 8, platforms 13, add ons per platform 0.62
- sector known for
- 11
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.167, value tech enabled services, examples Afineol IT Consulting, Intelligent Technical Solutions, Black Breach, LLC, Velocity IT, count 3, share 0.125, value industrial manufacturing, examples ACS Manufacturing, Van Boom, Miller, count 1, share 0.042, value industrial services, examples N&s Construction Inc, count 1, share 0.042, value media telecom, examples TD&I Cable Maintenance, LLC, count 1, share 0.042, value energy, examples Creedence Energy Services, LLC, count 1, share 0.042, value aerospace defense, examples PAC Seating Systems, LLC
- holding period years
- n 0
- repeat counterparties
- role buy side adviser, shared 8, entity id 42cd026e-371d-436e-b5a8-057610dca83a, role buy side adviser, shared 8, entity id bd2a5dfb-7e26-4b3f-928e-fdb1e6bd995c, role buy side adviser, shared 7, entity id 67dd01dd-8dbf-404a-9311-3ce949324174, role lender, shared 6, entity id 801b2002-1c2c-4df7-968e-3dc0dc931f56, role financial adviser, shared 5, entity id 67dd01dd-8dbf-404a-9311-3ce949324174, role financial adviser, shared 5, entity id 36a384f5-cab1-4d9e-ac86-5ebf29ffee40, role lender, shared 4, entity id 3bb4d095-ef56-4ae7-93c1-dd79f4d3ce9c, role lender, shared 3, entity id d4ecfe5d-c147-4d31-9da8-4c945fb63922, role lender, shared 3, entity id dff06f84-8671-4fc7-abc1-7cf1866997c3, role buy side adviser, shared 2, entity id 25b37812-51ad-4825-9592-c25e9071b4f6, role buy side adviser, shared 2, entity id d53bb05f-5d30-4017-a2fa-08d200ab2ae0, role lender, shared 2, entity id 4a6b4ac9-4c23-46b9-bbc3-b2fca4813153
- subsector distribution
- count 3, share 0.125, value it managed services, examples Afineol IT Consulting, Black Breach, LLC, Velocity IT, count 3, share 0.125, value miscellaneous manufacturing, examples ACS Manufacturing, Van Boom, Miller, count 1, share 0.042, value specialty trade other, examples N&s Construction Inc, count 1, share 0.042, value media telecom, examples TD&I Cable Maintenance, LLC, count 1, share 0.042, value it services msp, examples Intelligent Technical Solutions, count 1, share 0.042, value energy, examples Creedence Energy Services, LLC, count 1, share 0.042, value aerospace defense, examples PAC Seating Systems, LLC
24 companies on the graph (21 transactions); most in tech enabled services (4); 13 platforms and 8 add-ons; observed 2019 to 2026
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• A••• P••••••• I•• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $726M as of Mar 21, 2024 | no Form D | Unknown | |
| T•••• A••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $82.5M as of Mar 21, 2024 | no Form D | Unknown | |
| T•••• A••• I•••••••• M••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $89.5M as of Mar 21, 2024 | no Form D | Early deployment | |
| T•••• A••• P••••••• I• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $765M as of Mar 21, 2024 | no Form D | Active deployment | |
| T•••• A••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $130M as of Mar 21, 2024 | no Form D | Active deployment | |
| T•••• A••• P••••••• I• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $64.3M as of Mar 21, 2024 | no Form D | Harvest | |
| T•••• A••• P••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $37.7M as of Mar 21, 2024 | no Form D | Harvest |
Team
17 current, 0 former
Managing partner (4)
- D•••• E••••• T••••• · Managing Member · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• S• P••••• · Managing Member · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• P••• N••••••••• · Managing Member · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• J••••••• S••••••• · Managing Member · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (11)
- A••••• B•••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• P••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• P••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• C••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• E••••• T••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• E••••• T••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• E••••• T••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• P••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••• N••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• S••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• S••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- C•••••••• W••••••• L••••• · Chief Compliance Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C•••• F•••••••• · Chief Financial Officer · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
24 relationships, 13 platforms, 8 add-ons
Transactions
22 on record
Placement agents, lenders, advisers and co-investors
55 relationships
Placement agents (1)
- S•••••• A••••••• L•• 6 shared · very strong · last Jan 1, 2024
Lenders (16)
- D••••••• C•••••• 6 shared · very strong · last Aug 5, 2026
- Z•••• B••• 4 shared · strong · last Sep 4, 2024
- T••••• B••• 3 shared · strong · last Jan 22, 2025
- U•• B••• 3 shared · strong · last Sep 10, 2025
- K•••••• 2 shared · recurring · last Sep 10, 2025
- B••• o• A•••••• 2 shared · recurring · last Sep 12, 2024
- F•••• C••••••• 1 shared · one time · last Sep 12, 2024
- A••• B••• 1 shared · one time · last Dec 3, 2019
- Z•••• B••••••••• 1 shared · one time · last Jan 12, 2022
- F•••• F•••••••• B••• 1 shared · one time · last Jul 28, 2026
- H•••••••• B••• 1 shared · one time · last Aug 30, 2023
- H••••••••• B••• 1 shared · one time · last Sep 12, 2024
- B•• P•••••• 1 shared · one time · last Dec 3, 2019
- E••• W••• B••• 1 shared · one time · last Jan 12, 2022
- C••••• B••• • T•••• 1 shared · one time · last Dec 5, 2023
- S••••••• B••• 1 shared · one time · last Dec 3, 2019
Financial advisers (38)
- B•• U••• L•• 12 shared · very strong · last Aug 5, 2026
- G••••• 8 shared · very strong · last Jul 28, 2026
- D••• • C••••••• L•• 8 shared · very strong · last Jul 28, 2026
- H•••••• • H••• L•• 5 shared · very strong · last May 22, 2025
- R•• U• L•• 3 shared · strong · last Jan 8, 2020
- L•••••• 2 shared · recurring · last Jul 28, 2026
- D••••• • W•••••• L•• 2 shared · recurring · last Jan 8, 2020
- G•••• T••••••• L•• 2 shared · recurring · last Jul 28, 2026
- H••••••• P••••••• 1 shared · one time · last Aug 30, 2023
- T••••••• C••••• L•• 1 shared · one time · last Dec 3, 2019
- M••••• 1 shared · one time · last Sep 10, 2025
- S•••• K•••• L•• 1 shared · one time · last Jan 8, 2020
- C••••• • C•••••• 1 shared · one time · last Jul 28, 2026
- H••••• • G••••••• L•• 1 shared · one time · last Aug 5, 2026
- P••• 1 shared · one time · last Dec 10, 2019
- H••••••• L•• 1 shared · one time · last Sep 12, 2024
- F•••• I••••••••• B•••••••• M•• T••• 1 shared · one time · last Jul 19, 2022
- U•• 1 shared · one time · last Sep 12, 2024
- K••••••• • E•••• L•• 1 shared · one time · last Dec 3, 2019
- C•••• L•• 1 shared · one time · last Sep 12, 2024
- M••••• 1 shared · one time · last Sep 10, 2025
- P••• S••••••••• 1 shared · one time · last Dec 10, 2019
- C•••• L••• C•••••• 1 shared · one time · last Sep 4, 2024
- A•••••• 1 shared · one time · last Sep 10, 2025
- L•••• • B••••••• 1 shared · one time · last Sep 10, 2025
- W••••• 1 shared · one time · last Aug 30, 2023
- J•••••• W••••• 1 shared · one time · last Sep 4, 2024
- C•••••• F•••• 1 shared · one time · last Dec 10, 2019
- W••• M••••• 1 shared · one time · last Jul 28, 2026
- F•••••••• 1 shared · one time · last Aug 30, 2023
- S•• V••••••• 1 shared · one time · last Jul 28, 2026
- T••••• C•••••• P••••••• L•• 1 shared · one time · last Dec 3, 2019
- C••••• 1 shared · one time · last Aug 5, 2026
- R••••••• A••••••• P••••••• 1 shared · one time · last Sep 10, 2025
- T••• L•• 1 shared · one time · last Jul 28, 2026
- F••••••••• P••••••• 1 shared · one time · last Jan 8, 2020
- H••• • T•••••• 1 shared · one time · last Aug 30, 2023
- G•••••••• C•••••• G•••• 1 shared · one time · last Sep 12, 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
44 most recent
- Sep 17, 2026t•••• a••• c•••••• named to incs 2025 list of founder friendly investors for the seventh consecutive year
- Sep 17, 2026t•••• a••• c•••••• named to incs 2024 list of founder friendly investors for the sixth consecutive year
- Sep 17, 2026hardrock infrastructure services and t•••• a••• c•••••• complete the acquisition of hdw construction amp drilling
- Sep 17, 2026t•••• a••• c•••••• announces partnership with miller industries
- Sep 17, 2026t•••• a••• c•••••• completes recapitalization of a•• m•••••••••
- Sep 17, 2026tdampi cable maintenance and t•••• a••• c•••••• complete the acquisition of underground systems
- Sep 17, 2026a••• s•••••••• invests in c•••••••• t••••••••• s••••••••
- Sep 17, 2026i••••••••• t•••••••• s•••••••• partners with d•••••• s••••••
- Sep 17, 2026tdampi cable maintenance and t•••• a••• c•••••• complete the acquisition of midwest utility services
- Sep 17, 2026i••••••••• t•••••••• s•••••••• acquires o••••••• s•••••••• g••••
- Sep 17, 2026t•••• a••• c•••••• forms sampn infrastructure services and completes recapitalization of sampn communications
- Sep 17, 2026tower arch named to incs 2023 list of founder friendly investors for the fifth consecutive year
- Sep 17, 2026T•••• A••• C•••••• Completes Recapitalization of T••• C•••• M•••••••••
- Sep 17, 2026t•••• a••• c•••••• completes its successful investment in ctsi
- Sep 17, 2026t•••• a••• c•••••• partners with c•• n•••••• s•••••••
- Sep 17, 2026t•••• a••• c•••••• completes recapitalization of c•••••••• e••••• s•••••••
- Sep 17, 2026t•••• a••• c•••••• partners with o•• w•••••••• to fuel next phase of growth
- Sep 17, 2026oncap partners with enertech t•••• a••• c•••••• completes successful investment
- Sep 17, 2026t•••• a••• c•••••• completes recapitalization of s•••• u••
- Aug 5, 2026I••••••••• T•••••••• S•••••••• Partners with V••••••• I•
- Aug 4, 2026T•••• A••• C•••••• Announces Partnership with Boxzooka eFulfillment
- Jul 28, 2026T•••• A••• C•••••• Announces Partnership with Boxzooka eFulfillment
- Sep 10, 2025T•••• A••• C•••••• Announces Partnership with Documotion Research, Inc., Manufacturer of StickyPOSPlatform investmentFactV•• B•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 10, 2025T•••• A••• C•••••• Announces Partnership with Documotion Research, Inc., Manufacturer of StickyPOS
- May 22, 2025I••••••••• T•••••••• S•••••••• Partners with B•••• B•••••
- Jan 22, 2025L••••••• and T•••• A••• C•••••• Expand Leadership in Aerospace Interiors Through PAC S•••••• Acquisition
- Nov 5, 2024I••••••••• T•••••••• S•••••••• Partners with A•••••• I• C•••••••••
- Sep 12, 2024T•••• A••• C•••••• Announces Partnership with M••••• IndustriesPlatform investmentFactM•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 4, 2024T•••• A••• C•••••• Completes Recapitalization of A•• M•••••••••
- Dec 5, 2023T•••• A••• C•••••• Forms S&N Infrastructure Services and Completes Recapitalization of S•• C•••••••••
- Aug 30, 2023T•••• A••• C•••••• Completes Recapitalization of T••• C•••• M•••••••••
- Jul 19, 2022T•••• A••• C•••••• Partners With I••••••••• T•••••••• S••••••••
- Jun 23, 2020T•••• A••• C•••••• Completes Its Successful Investment in CTSI
- Jan 8, 2020T•••• A••• C•••••• partners with C•• N•••••• S•••••••
- Dec 10, 2019T•••• A••• C•••••• Completes Recapitalization of C•••••••• E••••• S•••••••
- Dec 3, 2019T•••• A••• C•••••• Partners with O•• W•••••••• to Fuel Next Phase of Growth
- Nov 14, 2019O•••• Partners with Enertech; T•••• A••• C•••••• Completes Successful Investment
- Oct 10, 2019T•••• A••• C•••••• Completes Recapitalization of S•••• U••
- Mar 11, 2019T•••• A••• C•••••• Named To Inc.'s 2022 List Of Founder-Friendly Investors For The Fourth Consecutive Year
- Mar 11, 2019T•••• A••• C•••••• Partners With I••••••••• T•••••••• S••••••••
- Mar 11, 2019S•••• U••, A Portfolio Company of T•••• A••• C••••••, Acquires S•••• Company
- Mar 11, 2019T•••• A••• C•••••• Successfully Exits Its Investment In KNS International
- Mar 11, 2019D•••• C••••• rejoins T•••• A••• C•••••• as a Principal
- Nov 8, 2013T•••• A••• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
T•••• A••• C•••••• 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.
Checking your plan…