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 / M•••• C•••••• P••••••• I•• L•••••
M•••• C•••••• P••••••• I•• L•••••
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.10bn Private Equity Fund GAV on the Form ADV filed 2024-09-18
- Strategies
- PRIVATE CREDIT
Classification history (3)
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“M•••• C•••••• P••••••• is a private equity firm uniquely positioned to provide flexible capital solutions.”meritcapital.com
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“M•••• C•••••• P••••••• is a private equity firm uniquely positioned to provide flexible capital solutions.”meritcapital.com
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 7 of 8 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Sep 18, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-18, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 8
- Employees
- 18
- Headquarters
- Chicago, IL
- Office address
- 191 NORTH WACKER DRIVE, SUITE 1100, Chicago, IL, 60606
- Business phone
- 312-592-6111
Stated criteria beside observed behaviour
21 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States
- Revenue
- from $20.0M
- EBITDA
- from $4.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- majority,minority
- Thesis
- We focus on high-quality, established businesses with carefully conceived operating strategies.
Observed from deals on record
- roles
- add on 1, unknown 8, platform 14
- period
- to 2026-01-01, from 1994-01-01, undated holdings 2, dated observations 35
- window
- last 2024-03-07, first 2019-10-03
- control
- control 14, unknown 9
- companies
- 21
- geography
- count 1, share 0.048, value VT, count 1, share 0.048, value IL, count 1, share 0.048, value MS, count 1, share 0.048, value IN, count 1, share 0.048, value NJ, count 1, share 0.048, value TX
- investments
- 23
- seller kinds
- transactions
- 14
- cadence by year
- 2019 platforms 2, 2020 platforms 2, 2021 add ons 1, platforms 1, 2022 platforms 1, other deals 1, 2023 platforms 2, other deals 1, 2024 platforms 3
- platform add on
- add ons 1, platforms 14, add ons per platform 0.07
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.095, value industrial manufacturing, examples Reliant, Elgen Manufacturing Company, count 1, share 0.048, value business services, examples Liberty, count 1, share 0.048, value specialty distribution, examples Storage Solutions, Inc.
- holding period years
- n 5, median 7
- repeat counterparties
- subsector distribution
- count 1, share 0.048, value staffing, examples Liberty, count 1, share 0.048, value plastics rubber products, examples Reliant, count 1, share 0.048, value misc durable wholesale, examples Storage Solutions, Inc.
21 companies on the graph (14 transactions); most in industrial manufacturing (2); 14 platforms and 1 add-ons; median observed hold 7.0 years (n=5); observed 1994 to 2026
n 14, kind control, period to 2026-01-01, from 1994-01-01, undated holdings 2, dated observations 35, stated majority,minority, observed control 14, minority 0
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•••• C•••••• F••• V••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $607M as of Sep 18, 2024 | no Form D | Unknown | |
| M•••• M•••••••• F••• V•• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $331M as of Sep 18, 2024 | no Form D | Harvest | |
| M•••• M•••••••• F••• V• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $99.4M as of Sep 18, 2024 | no Form D | Unknown | |
| M•••• M•••••••• P••••••• F••• V• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $53.3M as of Sep 18, 2024 | no Form D | Unknown | |
| M•••• M•••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $32.5M as of Nov 13, 2023 | no Form D | Wound down | |
| W•••••• B•••• M•••••••• C•••••• F••• I••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $16.6M as of Mar 27, 2017 | no Form D | Wound down | |
| M•••• M•••••••• P••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $4.8M as of Sep 18, 2024 | no Form D | Mature | |
| W•••••• B•••• M•••••••• C•••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $0 as of Mar 28, 2016 | no Form D | Wound down | |
| M•••• C•••••• P••••••• C•••••••• T•• F••• V•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
36 current, 1 former
Partner (24)
- B•• Y•••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•• Y•••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•• Y•••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B••••••• W• Y•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• P•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• P•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••••• E• P•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M•••••• J•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M•••••• J•••• · Member · since Dec 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• G•••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- E••• G•••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- E••• R• G•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• P••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• P••••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• J• D••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• A• P••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• J•• W•••••• · Member · since Dec 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• J•• W•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••••• M•••••• S•••• · Member · since Dec 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••••• M•••••• S•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F•••••• C•••••• · Member · since Dec 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• F•••••• C•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• J••• M•••••••• · Member · since Dec 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• J••• M•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- B••• F•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• P••••••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••• H• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••• C• H••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R• H••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• D• G•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• M• S•• C•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- A•••• L• K•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• E•••••••• B••••• · CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• E•••••••• B••••• · Chief Compliance Officer/Chief Financial Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• A• W••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- K•••• A• M•••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- V•• T•• L•• · Chief Compliance Officer/Chief Financial Officer · Jan 1, 2012 to Sep 18, 2024 Inference
Portfolio
23 relationships, 14 platforms, 1 add-ons
Transactions
15 on record
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (3)
- A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2021
- V•• A••••••• L•• 1 shared · one time · last Jan 1, 2017
- M•• P•••••• F••• A••••••• L•• 1 shared · one time · last Jan 1, 2017
Financial advisers (2)
- C•••••• A••••••• 1 shared · one time · last Jul 16, 2021
- C•••••• A••••••• 1 shared · one time · last Jul 16, 2021
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
42 most recent
- Jul 31, 2026M•••• C•••••• P••••••• Management, L.L.C.: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 2 (roster 2026-09-01)
- Dec 17, 2025December 17th, 2025 M•••• C•••••• P••••••• Invests in Kish Company, Inc. and Robust Acquisitions for Existing Portfolio Companies
- Dec 17, 2025December 17th, 2025 M•••• Announces Two Successful Exits
- Jan 7, 2025January 7th, 2025 M•••• C•••••• P••••••• Announces Two Promotions
- Oct 22, 2024October 22nd, 2024 M•••• C•••••• P••••••• Announces Changes To Its Growing Investment Team
- Mar 7, 2024M•••• C•••••• P••••••• and Fulton Capital Acquire A••• I•••
- Mar 7, 2024M•••h 7th, 2024 M•••• C•••••• P••••••• and Fulton Capital Acquire A••• I•••
- Feb 22, 2024M•••• C•••••• P••••••• and P2G Capital Acquire C•••••• C•••• H•••••••• I•••
- Feb 22, 2024M•••• C•••••• P••••••• and P2G Capital Acquire C•••••• C•••• H•••••••• I•••
- Feb 22, 2024February 22nd, 2024 M•••• C•••••• P••••••• and P2G Capital Acquire C•••••• C•••• H•••••••• I•••
- Oct 18, 2023M•••• C•••••• P••••••• C•••••••• T•• F••• V•• Investments: American Producers Supply and PFI InStore
- Oct 18, 2023October 18th, 2023 M•••• C•••••• P••••••• C•••••••• T•• F••• V•• Investments: American Producers Supply and PFI InStore
- Oct 4, 2023October 4th, 2023 M•••• C•••••• P••••••• C•••••••• T•• F••• V•• Investments: Acacia H•••••, LLC and Displayit, LLC
- Mar 7, 2023M•••• C•••••• P••••••• And Bluearc Capital Acquire C•••• I••••••••• I•••
- Mar 7, 2023M•••• C•••••• P••••••• And Bluearc Capital Acquire C•••• I••••••••• I•••
- Mar 7, 2023M•••h 7th, 2023 M•••• C•••••• P••••••• And Bluearc Capital Acquire C•••• I••••••••• I•••
- Jan 12, 2023January 12th, 2023 M•••• C•••••• P••••••• Exits Three F••• V• Investments
- Dec 7, 2022M•••• C•••••• P••••••• and S•• P•••••• P••••••• Acquire and Merge Red Square Agency with Foundry to Form Good Giant
- Dec 7, 2022December 7th, 2022 M•••• C•••••• P••••••• and S•• P•••••• P••••••• Acquire and Merge Red Square Agency with Foundry to Form Good Giant
- Oct 19, 2022October 19th, 2022 M•••• C•••••• P••••••• Exits Monarch I••••••••• Limited
- Jul 12, 2022July 12th, 2022 M•••• C•••••• P••••••• Exits T•• L•••••• G••••
- Jun 23, 2022Halifax Invests in T•• L•••••• G••••
- Feb 1, 2022M•••• C•••••• P••••••• Supports Aiglon Capital Management’s Acquisition of P••••• F•••••••• I•••
- Feb 1, 2022February 1st, 2022 M•••• C•••••• P••••••• Supports Aiglon Capital Management’s Acquisition of P••••• F•••••••• I•••
- Jan 11, 2022January 11th, 2022 M•••• Capital Announces the Successful Closing of F••• V•• & Three Promotions
- Jul 16, 2021M•••• C•••••• P••••••• and Six Pillar Partners Acquire T•• L•••••• G••••
- Jul 16, 2021July 16th, 2021 M•••• C•••••• P••••••• and Six Pillar Partners Acquire T•• L•••••• G••••
- Jan 12, 2021January 12th, 2021 M•••• Supports R•••••• at Home, Inc.’s Add-On Acquisition of B•••••••• H••••• S•••••••
- Dec 3, 2020M•••• and MFG Partners Acquire S•••••• S••••••••• I•••
- Dec 3, 2020December 3rd, 2020 M•••• and MFG Partners Acquire S•••••• S••••••••• I•••
- Nov 19, 2020M•••• Supports the Dorman Group of Companies’ Acquisition of J••• R•••••• C••••••••• I•••
- Nov 19, 2020November 19th, 2020 M•••• Supports the Dorman Group of Companies’ Acquisition of J••• R•••••• C••••••••• I•••
- Jun 4, 2020June 4th, 2020 M•••• C•••••• P••••••• Exits Steele S••••••••, Inc.
- Mar 12, 2020M•••h 12th, 2020 M•••• C•••••• P••••••• Exits Digney York Associates, LLC
- Mar 10, 2020M•••h 10th, 2020 M•••• C•••••• P••••••• Exits RSA Engineered Products
- Oct 28, 2019M•••• Supports MFG Partners’ Acquisition of E•••• M••••••••• C••••••
- Oct 28, 2019October 28th, 2019 M•••• Supports MFG Partners’ Acquisition of E•••• M••••••••• C••••••
- Oct 3, 2019M•••• Supports ASGARD Partners’ Acquisition of R••••••• M••••••• L•••
- Oct 3, 2019October 3rd, 2019 M•••• Supports ASGARD Partners’ Acquisition of R••••••• M••••••• L•••
- Sep 12, 2019September 12th, 2019 M•••• C•••••• P••••••• Exits Icon Identity S••••••••
- Apr 11, 2019April 11th, 2019 M•••• C•••••• P••••••• Makes Two New F••• V• Platform Investments
- Feb 13, 2012M•••• C•••••• P••••••• I•• L••••• first filed Form ADV in the extract (IA)
Across the graphs
M•••• C•••••• P••••••• I•• L••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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