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 / T•• C•••••••• G••••• L••
T•• C•••••••• G••••• L••
Since our inception in 1990, we’ve developed a time-tested and repeatable approach to help drive transformative change in our portfolio companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 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: $0.99bn Private Equity Fund GAV on the Form ADV filed 2024-05-21
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn P•••••• 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
- Feb 13, 2012 to May 21, 2024
- RAUM
- $989Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $989Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $989Mevery private fund type, latest filing
- 2024 PE fund GAV
- $989Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-21, latest gav Private Equity Fund $989M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 6
- Employees
- 27
- Headquarters
- Houston, TX
- Office address
- 1001 LOUISIANA, SUITE 3200, Houston, TX, 77002-5089
- Business phone
- 713-332-2700
Stated criteria beside observed behaviour
40 observed deals
Stated by the firm
- Sectors
- business services, industrial services, industrials, software, infrastructure, technology, automotive, financial services, transportation logistics, distribution, building products, food beverage, hospitality leisure, manufacturing
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $3.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- We’re a private equity firm that invests in business services companies as a true partner to founders and owners seeking to accelerate their growth.
Observed from deals on record
- roles
- add on 1, unknown 34, platform 4, standalone 1
- period
- to 2026-03-02, from 2021-03-24, undated holdings 35, dated observations 10
- window
- last 2026-03-02, first 2021-03-24
- control
- control 5, unknown 35
- companies
- 40
- geography
- count 1, share 0.025, value MI, count 1, share 0.025, value TX, count 1, share 0.025, value NC, count 1, share 0.025, value CA
- investments
- 40
- seller kinds
- founder 2
- transactions
- 5
- cadence by year
- 2021 platforms 1, other deals 1, 2024 platforms 1, 2025 add ons 1, 2026 platforms 1
- platform add on
- add ons 1, platforms 4, add ons per platform 0.25
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.05, value tech enabled services, examples Tradepending, LLC, Credit Bureau Connection, Inc., count 1, share 0.025, value media telecom, examples Advantage Media Company, count 1, share 0.025, value software, examples PCS Software, count 1, share 0.025, value business services, examples Ontellus
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.025, value media telecom, examples Advantage Media Company, count 1, share 0.025, value it services msp, examples Tradepending, LLC, count 1, share 0.025, value software, examples PCS Software, count 1, share 0.025, value legal services, examples Ontellus
40 companies on the graph (5 transactions); most in tech enabled services (2); 4 platforms and 1 add-ons; observed 2021 to 2026
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $633M as of May 21, 2024 | no Form D | Active deployment | |
| C•••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $314M as of May 21, 2024 | no Form D | Mature | |
| C•••••••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $41.6M as of May 21, 2024 | no Form D | Harvest | |
| C•••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $11.0M as of May 15, 2014 | no Form D | Wound down | |
| C•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $2.0M as of May 15, 2014 | no Form D | Wound down | |
| C•••••••• C••••••••• I•••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $123,000 as of May 15, 2014 | no Form D | Wound down |
Team
29 current, 1 former
Managing partner (3)
- G••••• B•••••• K•••• · Co-Founder / Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• N••• K•••••••• · Managing Partner · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• K•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- A••••• G••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• G••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- G••••• B•••••• K•••• · Member · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• J•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• D• L••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- C••• R•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- A••• P•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• W••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- C•••••••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• Z••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (8)
- A••• T•••••••• · SVP, Integration & Program Management, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B•••••• · Operating Advisor* - Finance & Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• F•••••• · Chief Revenue Officer, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• T••••• · Operating Advisor* - Corporate Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• H•••••• · Chief Talent Officer, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• P•••••• · Chief Executive Officer, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• K•••• · Chief Operating Officer, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• W••••••• · Chief Technology Officer, Operating Executive Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- A•••• C••••• · Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• H••••• · Principal, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- R•••••• C••••• · Principal, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- B••••• M••••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• R•••••• · Supervisor, Firm Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••• C••• · Chief Financial Officer, Chief Compliance Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• A••• C••• · Chief Financial Officer / Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- K•••••••• L••• K•••••••• · Chief Operating Officer, Managing Partner · Oct 1, 2018 to Mar 27, 2021 Inference
Portfolio
40 relationships, 4 platforms, 1 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 2, 2026 | Platform acquisition | T••• F•••• S•••••••• L•• | Sponsor (confirmed) | c••••••••.com |
| Aug 20, 2025 | Add-on acquisition | R• S••••• | Sponsor (derived) | c••••••••.com |
| May 2, 2024 | Platform acquisition | P••••••••• W••• H••••••••• P•••••• E••••• D••• o• t•• Y••• | Sponsor (confirmed) | c••••••••.com |
| Nov 23, 2021 | Majority recapitalization | C••••• B••••• C••••••••• I••• | Sponsor | stelluscapital.com |
| Mar 24, 2021 | Platform acquisition | T••••••••• L•• | Sponsor | stelluscapital.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- K••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2012
- D••••••••• L••••• • J••••••• 1 shared · one time · last Jan 1, 2012
LP commitments
1 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in C•••••••• V• L••• $25.0M osc.ny.gov
Events
11 most recent
- Sep 9, 2026September 9, 2026 C•••••••• Sells The C••• G••••, a Provider of On-Line Leak Repair, Line Intervention, and Specialty Mechanical Solutions Learn more
- Apr 21, 2026T•• C•••••••• G••••• L••: P•••••• Equity Funds on Form ADV 3 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 2, 2026C•••••••• Acquires T••• F•••• Services, a Nationwide Provider of Turbine M••••••••• and Outage Services
- Mar 2, 2026March 2, 2026 C•••••••• Acquires T••• F•••• Services, a Nationwide Provider of Turbine M••••••••• and Outage Services Learn more
- Oct 10, 2025October 10, 2025 C•••••••• Sells S••••••• N•••• and O••••••• Learn more
- Aug 20, 2025August 20, 2025 C••••••••-backed A•••••••• Services Corp. Names David Rosenwasser as CEO and Marissa Berger as CFO Learn more
- Aug 20, 2025August 20, 2025 C••••••••-backed P••••••••• Names Kaleb Boudreaux as SVP of Finance Learn more
- Aug 20, 2025August 20, 2025 The C••• G•••• Acquires R• S••••• Learn more
- May 2, 2024C••••••••’s Acquisition of P••••••••• W••• H••••••••• P•••••• E••••• D••• o• t•• Y••• from ACG Houston
- May 2, 2024May 2, 2024 C••••••••’s Acquisition of P••••••••• W••• H••••••••• P•••••• E••••• D••• o• t•• Y••• from ACG Houston Learn more
- Feb 13, 2012T•• C•••••••• G••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T•• C•••••••• G••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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…