DFX Intelligence
Private Equity Intelligence
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Firms / A•••••• E••••• P•••••••• L••
A•••••• E••••• P•••••••• L••
Listen to our Co-Founder Tim Meyer on the Private Equity Fast Pitch® podcast about what makes our firm different, why we invest in talent, and our methodical approach to building better businesses through operational transformation.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.09bn Private Equity Fund GAV on the Form ADV filed 2024-06-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 21, 2015 to Jun 25, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- 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 2024-06-25, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
- Employees
- 26
- Headquarters
- Los A••••••, CA
- Office address
- 11150 SANTA MONICA BOULEVARD, SUITE 500, Los A••••••, CA, 90025
- Business phone
- (310) 844-9200
Stated criteria beside observed behaviour
34 observed deals
Stated by the firm
- Sectors
- industrials, distribution, building products
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $40.0M
- Enterprise value
- up to $375M
- Equity check
- up to $150M
- Control
- not stated or not yet read
- Thesis
- Listen to our Co-Founder Tim Meyer on the Private Equity Fast Pitch® podcast about what makes our firm different, why we invest in talent, and our methodical approach to building better businesses through operational transformation.
Observed from deals on record
- roles
- add on 1, unknown 27, platform 5, standalone 2
- period
- to 2026-05-05, from 2016-01-01, undated holdings 14, dated observations 29
- window
- last 2026-05-05, first 2019-05-15
- control
- control 7, unknown 28
- companies
- 34
- geography
- count 1, share 0.029, value OK, count 1, share 0.029, value MI, count 1, share 0.029, value CO, count 1, share 0.029, value PA, count 1, share 0.029, value NC, count 1, share 0.029, value CA
- investments
- 35
- seller kinds
- transactions
- 8
- cadence by year
- 2019 platforms 1, 2021 platforms 2, 2022 other deals 1, 2025 platforms 2, other deals 1, 2026 add ons 1
- platform add on
- add ons 1, platforms 5, add ons per platform 0.2
- sector known for
- 13
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.147, value industrial manufacturing, examples Technique, Inc., APCT, Primus Metals Inc, VisTech Manufacturing Solutions, count 2, share 0.059, value aerospace defense, examples Aerospace & Defense, Primus Aerospace, count 2, share 0.059, value industrial services, examples Solid Surface Care Holdings, Inc., Industrial Services, count 2, share 0.059, value software, examples ERP Power, Erp, count 1, share 0.029, value transportation logistics, examples Freymiller Inc., count 1, share 0.029, value business services, examples Xanitos, Inc.
- holding period years
- n 4, median 3.5
- repeat counterparties
- role lender, shared 2, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9
- subsector distribution
- count 2, share 0.059, value aerospace defense, examples Aerospace & Defense, Primus Aerospace, count 2, share 0.059, value electronics manufacturing, examples APCT, Advanced Printed Circuit Technology, count 2, share 0.059, value software, examples ERP Power, Erp, count 1, share 0.029, value fabricated metal products, examples Technique, Inc., count 1, share 0.029, value machinery manufacturing, examples Primus Metals Inc, count 1, share 0.029, value miscellaneous manufacturing, examples VisTech Manufacturing Solutions, count 1, share 0.029, value janitorial, examples Xanitos, Inc., count 1, share 0.029, value industrial machinery repair, examples Industrial Services
34 companies on the graph (8 transactions); most in industrial manufacturing (5); 5 platforms and 1 add-ons; median observed hold 3.5 years (n=4); observed 2016 to 2026
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• G•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $42.8M as of Jun 25, 2024 | no Form D | Unknown | |
| A•• G•••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $41.6M as of Jun 25, 2024 | no Form D | Unknown | |
| A•••••• E••••• P••••••• I••••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $26.1M as of Jun 25, 2024 | no Form D | Early deployment | |
| A•••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $344M as of Jun 25, 2024 | no Form D | Early deployment | |
| A•••••• E••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $264M as of Jun 25, 2024 | no Form D | Early deployment | |
| A•••••• E••••• P••••••• •••••••• B••••••• I• L••• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $127M as of Jun 25, 2024 | no Form D | Mature | |
| A•• N•• C••••••••• ••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $731,525 as of Jun 25, 2024 | no Form D | Unknown | |
| A•• N•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $501,582 as of Jun 25, 2024 | no Form D | Unknown | |
| A•••••• E••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $233M as of Jun 25, 2024 | no Form D | Mature | |
| A•••••• E••••• P••••••• ••••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $5.6M as of Jun 25, 2024 | no Form D | Mature |
Team
40 current, 0 former
Managing partner (5)
- J••••• K••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• W•••• K••• · Co-Founder, Managing Member And Co-Trustee Of J••••• & D••• K••• Family Trust Of 2006 · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• W•••• K••• · Co-Founder & · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• P••• M•••• · Co-Founder, Managing Member And Co-Trustee Of S + T M•••• Family Trust · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• P••• M•••• · Co-Founder & · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- F•••• S•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•• H••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- C•••• H•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• F•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• S•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• B••••• · Principal, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (13)
- B•••••• G••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• L•••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• S•••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• R••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• T••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• H•••••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J•••••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• L•• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• Y••• · Vice President, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• K••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- T••••••• J•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (5)
- A••• L••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• F••••••• · Operating Partner, · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• C••• · Chief Operating & · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• H••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• K•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- M•••••• K•••• · Managing Director, Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T•••••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (2)
- D••• P•••• K••• · Co-Trustee Of J••••• & D••• K••• Family Trust Of 2006 · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• M•••• · Co-Trustee Of S + T M•••• Family Trust · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A•••• C••• · Chief Operating Officer & Chief Compliance Officer · since Nov 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• D••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• H••• · Head of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• G•••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- C••••• B••••••• · Head of · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• P••••• · Head of · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
35 relationships, 5 platforms, 1 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 5, 2026 | Add-on acquisition | D••• C•••• A••• | Sponsor (confirmed) | a•••••••••.com |
| Dec 9, 2025 | Exit to a strategic buyer | X••••••• I••• | Seller (confirmed) | a•••••••••.com |
| Nov 18, 2025 | Majority investment | T••••••••• I••• | Sponsor | a•••••••••.com |
| Jun 10, 2025 | Platform acquisition | S•••• S•••••• C••• H•••••••• I••• | Sponsor (confirmed) | stelluscapital.com |
| Jun 10, 2025 | Platform acquisition | S•••• S•••••• C••• H•••••••• I••• | Sponsor | stelluscapital.com |
| Jun 22, 2022 | Majority investment | F••••••••• I••• | Sponsor | freightwaves.com |
| Jul 27, 2021 | Platform acquisition | X••••••• I••• | Sponsor | stelluscapital.com |
| Jun 29, 2021 | Platform acquisition | P••••• M••••• I•• | Sponsor | stelluscapital.com |
| May 15, 2019 | Platform acquisition | A••••••• P•••••• C•••••• T••••••••• | Sponsor | greyrockcapitalgroup.com |
Placement agents, lenders, advisers and co-investors
14 relationships
Placement agents (3)
- R••• P••••••• ••••••••• L•• 3 shared · strong · last Jan 1, 2023
- M••••• • C•••••• L•• 3 shared · strong · last Jan 1, 2016
- G•• S•••••• A•••••••• L•• 3 shared · strong · last Jan 1, 2016
Lenders (2)
- S•••••• C•••••• M••••••••• L•• 2 shared · recurring · last Jun 10, 2025
- G••••••• C•••••• G•••• 1 shared · one time · last May 15, 2019
Financial advisers (3)
- R•••••• J•••• L••• 1 shared · one time · last Jun 10, 2025
- S••••• 1 shared · one time · last Nov 18, 2025
- F••••••••• P••••••• 1 shared · one time · last Jun 10, 2025
Legal advisers (5)
- W••• P••••••••• L•• 1 shared · one time · last May 5, 2026
- H••••••• L•• 1 shared · one time · last Nov 18, 2025
- W••••• B••• D•••••••• L•• 1 shared · one time · last Jun 10, 2025
- C•••••• L•• 1 shared · one time · last Jun 10, 2025
- A••••• S••••• • E••••••••• L•• G•••• 1 shared · one time · last Nov 18, 2025
Co-investors (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jun 10, 2025
LP commitments
1 disclosed
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in A•••••• E••••• P••••••• I• L••• $10.0M lacers.org
Events
17 most recent
- Sep 15, 2026A•••••• E••••• P••••••• Acquires Majority Interest in T••••••••
- Sep 15, 2026A•••••• E••••• P••••••• Adds T•••• K••••••• to Investment Team
- Sep 15, 2026O’Hara’s Son R•••••• Names Jake Hyatt Chief Executive Officer
- Sep 15, 2026A•••••• E••••• P••••••• Adds D•••• R••• to Investment Team
- Sep 15, 2026A•••••• E••••• P••••••• Promotes Stephen Pridmore to CEO of C•••••
- Sep 15, 2026A•••••• E••••• P••••••• Appoints Corwin Carson as CEO of A•••••
- Sep 9, 2026Home Team Portfolio News Responsible Investment Contact
- Sep 9, 2026P•••••• Expands Global D••• Center Services Platform into Europe with Acquisitions of Formula and Critical Area C••••ing
- May 5, 2026A•••••• E••••• P••••••• Portfolio Company P•••••• Acquires D••• C•••• A•••
- Feb 6, 2026A•••••• E••••• P••••••• Adds C•••• H•••••• to Investment Team
- Dec 9, 2025A•••••• E••••• P••••••• Completes Sale of X•••••• to Bessemer Investors
- Nov 18, 2025A•••••• E••••• P••••••• Acquires Majority Interest in T••••••••
- Oct 6, 2025A•••••• E••••• P••••••• Acquires S•••• S•••••• C•••
- Sep 12, 2025A•••••• E••••• P••••••• Completes Sale of X•••••• to Bessemer Investors
- Jun 10, 2025A•••••• E••••• P••••••• Acquires S•••• S•••••• C•••
- Jun 10, 2025S•••••• C•••••• M••••••••• L•• Provides Unitranche Financing in Support of A•••••• E••••• P•••••••' Investment in S•••• S•••••• C••• H•••••••• I•••
- Oct 21, 2015A•••••• E••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
A•••••• E••••• P•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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.
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