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R••••••••• M•••••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Cleveland, OHr•••••••••.com

••• Locked

Regulatory AUM
$546M
Form ADV
PE fund assets
$563M
Form ADV
PE funds
15
Form ADV
Investments held
32 of 43
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (42)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.56bn Private Equity Fund GAV on the Form ADV filed 2024-08-30
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 10, 2012 to Mar 30, 2026
RAUM
$546Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
15
PE fund GAV, latest filing
$563Mreported gross assets (Form ADV), not fund size
All private fund GAV
$546Mevery private fund type, latest filing
2024 PE fund GAV
$563Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-08-30, latest gav Private Equity Fund $563M, latest counts Private Equity Fund 15, lifetime distinct Private Equity Fund 18
Employees
11
Headquarters
Cleveland, OH
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
40 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
$25.0M to $250M
EBITDA
up to $20.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
add on 9, unknown 14, platform 20
period
to 2023-06-28, from 2012-09-11, undated holdings 17, dated observations 52
window
last 2023-06-28, first 2012-09-11
control
control 26, unknown 17
companies
40
geography
count 2, share 0.05, value NC, count 1, share 0.025, value NY, count 1, share 0.025, value MI, count 1, share 0.025, value IL, count 1, share 0.025, value GA
investments
43
seller kinds
family 1, corporate parent 1
transactions
26
cadence by year
2012 add ons 1, platforms 1, 2013 other deals 1, 2014 add ons 1, platforms 5, other deals 1, 2015 add ons 1, platforms 1, 2016 platforms 6, 2019 platforms 2, 2020 add ons 3, 2022 add ons 2, 2023 add ons 1
platform add on
add ons 9, platforms 20, add ons per platform 0.45
sector known for
10
disclosed value usd
n 0
sector distribution
count 4, share 0.1, value industrial manufacturing, examples R&D Enterprises, Thermal Solutions Manufacturing, Dragontech Manufacturing Company, Riverside Manufacturing Company, count 3, share 0.075, value aerospace defense, examples Aerospace Products International, LKD Aerospace, Redline Chambers, count 1, share 0.025, value agriculture, examples Arlington Valley Farms, count 1, share 0.025, value business services, examples Jobbers Automotive, count 1, share 0.025, value specialty distribution, examples Firequip
holding period years
n 0
repeat counterparties
subsector distribution
count 4, share 0.1, value miscellaneous manufacturing, examples R&D Enterprises, Thermal Solutions Manufacturing, Dragontech Manufacturing Company, Riverside Manufacturing Company, count 3, share 0.075, value aerospace defense, examples Aerospace Products International, LKD Aerospace, Redline Chambers, count 1, share 0.025, value agriculture, examples Arlington Valley Farms, count 1, share 0.025, value facilities support, examples Jobbers Automotive, count 1, share 0.025, value misc durable wholesale, examples Firequip

40 companies on the graph (26 transactions); most in industrial manufacturing (4); 20 platforms and 9 add-ons; observed 2012 to 2023

Funds
18 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R••••••••• T•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.3M
as of Aug 30, 2024
no Form DUnknown
L•• R••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$16.7M
as of Aug 30, 2024
no Form DMature
R••••••••• S••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$9.4M
as of Aug 30, 2024
no Form DActive deployment
R••••••••• S••••••••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$5.9M
as of Aug 30, 2024
no Form DMature
R••••••••• S••••••••• I•••••••• a• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$388,000
as of Aug 30, 2024
no Form DMature
T•• R••••••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$158M
as of Aug 30, 2024
no Form DMature
T•• R••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$53.9M
as of Aug 30, 2024
no Form DMature
R••••••••• O•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$65.6M
as of Aug 30, 2024
no Form DUnknown
R••••••••• O••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$11.2M
as of Aug 30, 2024
no Form DUnknown
T•• R••••••••• F••• I• A••••• L•
ADV: Private Equity Fund
Continuation vehicleunknown$150M
as of Aug 30, 2024
no Form DUnknown
T•• R••••••••• F••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$44.1M
as of Aug 30, 2024
no Form DHarvest
R••••••••• F••••• O••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$30.0M
as of Aug 30, 2024
no Form DUnknown
R••••••••• N•••••• A•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$7.9M
as of Aug 30, 2024
no Form DMature
T•• R••••••••• F••• I•• •••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$6.9M
as of Aug 30, 2024
no Form DHarvest
T•• R••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$2.3M
as of Aug 30, 2024
no Form DUnknown
B•••• R••••••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 30, 2020
no Form DWound down
N•••• C•••• R••••••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Nov 2, 2021
no Form DWound down
N•••• C•••• M•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Nov 2, 2021
no Form DWound down
Team
42 current, 3 former
Managing partner (15)
Other (23)
3 former (kept with end dates)
Portfolio
43 relationships, 20 platforms, 9 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
J•••••• A•••••••••
add-on to D•••••••••
Add-onactiveJun 28, 2023
transaction announcement
3.2 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R•••••• C•••••••
add-on to T•••••• P•••••• S••••••••
Add-onactiveJul 15, 2022
transaction announcement
4.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••• T•••
add-on to D•••••••••
Add-onactiveFeb 16, 2022
transaction announcement
4.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••• E•••••• C••••••••• I•••
add-on to D••••••••• G••••• G••••••• G••••
Add-onactiveMar 4, 2020
transaction announcement
6.6 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••• T••••••••• C••••• M••••••• o• D••••• T•••••••••
add-on to T•••••• C•••••••••
Add-onactiveJan 14, 2020
transaction announcement
6.7 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••• T••••••••• C••••• M••••••• o• D••••• T•••••••••
add-on to T•••••• C•••••••••
Add-onactiveJan 14, 2020
transaction announcement
6.7 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••PlatformactiveMar 26, 2019
transaction announcement
7.5 yearsS••••• H• R•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•• T•••••••••PlatformactiveJan 3, 2019
transaction announcement
7.7 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
L••••••••PlatformexitedOct 19, 2016
transaction announcement
9.9 yearsS•••• R•••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••PlatformactiveAug 26, 2016
transaction announcement
10.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F•••••••PlatformactiveAug 26, 2016
transaction announcement
10.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F•••••••PlatformactiveAug 26, 2016
transaction announcement
10.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••••• C•••••••••PlatformexitedMar 25, 2016
transaction announcement
10.5 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••• H•••PlatformexitedMar 15, 2016
transaction announcement
10.5 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• G••••PlatformactiveSep 1, 2015
transaction announcement
11.1 yearsK• M•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D••••••••• M••••••••• C••••••
add-on to A••••••• A••••••
Add-onactiveApr 29, 2015
transaction announcement
11.4 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R•••••••• M••••••••• C••••••PlatformactiveSep 30, 2014
transaction announcement
12.0 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
H•••• I•••••••••PlatformactiveAug 21, 2014
transaction announcement
12.1 yearsK• M•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••••• T•••••••••PlatformactiveAug 18, 2014
transaction announcement
12.1 yearsS••••• R•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••• I••••••••• S•••••••PlatformactiveJul 10, 2014
transaction announcement
12.2 yearsS••••• R•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••••• P•••••• S••••••••PlatformactiveMar 3, 2014
transaction announcement
12.6 yearsR•• C••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• C••• T••Add-onactiveJan 15, 2014
transaction announcement
12.7 yearsS••••• R•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D••••• S••• U•••••• B•••••••PlatformactiveJan 7, 2014
transaction announcement
12.7 yearsB••••• M•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••••• P••••••• I•••••••••PlatformactiveMar 20, 2013
transaction announcement
13.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••• C•••••••••PlatformactiveOct 23, 2012
transaction announcement
13.9 yearsS•••• R•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R•• E•••••••••Add-onactiveSep 11, 2012
transaction announcement
14.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••• A••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••••• V••••• F••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• A•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•• H•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••• G••••• G••••••• G••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• A••• R••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•• A••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•• G••••• L••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• A••••••• T•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• D••••• I•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• S•••••••• M•••••••••Role unknownexited
exited Mar 5, 2019
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Transactions
27 on record
DateTypeTargetThis firm’s roleSource
Jun 28, 2023Add-on acquisitionJ•••••• A•••••••••Sponsor (confirmed)r•••••••••.com
Jul 15, 2022Add-on acquisitionR•••••• C•••••••Sponsor (derived)compositesworld.com
Feb 16, 2022Add-on acquisitionT•••• T•••Sponsor (confirmed)prnewswire.com
Mar 4, 2020Add-on acquisitionR••• E•••••• C••••••••• I•••Sponsor (confirmed)r•••••••••.com
Jan 14, 2020Add-on acquisitionC••••••• T••••••••• C••••• M••••••• o• D••••• T•••••••••Sponsor (confirmed)r•••••••••.com
Jan 14, 2020Add-on acquisitionC••••••• T••••••••• C••••• M••••••• o• D••••• T•••••••••Sponsor (confirmed)r•••••••••.com
Mar 26, 2019Platform acquisitionC••••••Sponsor (confirmed)r•••••••••.com
Mar 5, 2019Sponsor to sponsorT•••••• S•••••••• M•••••••••Seller (confirmed)r•••••••••.com
Jan 3, 2019Platform acquisitionT•• T•••••••••Sponsor (confirmed)r•••••••••.com
Oct 19, 2016Platform acquisitionL••••••••Sponsor (confirmed)r•••••••••.com
Aug 26, 2016Platform acquisitionF•••••••Sponsor (confirmed)r•••••••••.com
Aug 26, 2016Platform acquisitionF•••••••Sponsor (confirmed)r•••••••••.com
Aug 26, 2016Platform acquisitionF•••••••Sponsor (confirmed)r•••••••••.com
Mar 25, 2016Platform acquisitionT•••••• C•••••••••Sponsor (confirmed)r•••••••••.com
Mar 15, 2016Platform acquisitionA••••••••• H•••Sponsor (confirmed)r•••••••••.com
Sep 1, 2015Platform acquisitionP••••••• G••••Sponsor (confirmed)r•••••••••.com
Apr 29, 2015Add-on acquisitionD••••••••• M••••••••• C••••••Sponsor (confirmed)r•••••••••.com
Sep 30, 2014Platform acquisitionR•••••••• M••••••••• C••••••Sponsor (confirmed)r•••••••••.com
Aug 21, 2014Platform acquisitionH•••• I•••••••••Sponsor (confirmed)r•••••••••.com
Aug 18, 2014Platform acquisitionF••••• T•••••••••Sponsor (confirmed)r•••••••••.com
Jul 10, 2014Platform acquisitionP•••••• I••••••••• S•••••••Sponsor (confirmed)r•••••••••.com
Mar 3, 2014Platform acquisitionT•••••• P•••••• S••••••••Sponsor (confirmed)r•••••••••.com
Jan 15, 2014Add-on acquisitionM••• C••• T••Sponsor (confirmed)r•••••••••.com
Jan 7, 2014Carve-outD••••• S••• U•••••• B•••••••Sponsor (confirmed)r•••••••••.com
Mar 20, 2013Majority investmentA•••••••• P••••••• I•••••••••Sponsor (confirmed)r•••••••••.com
Oct 23, 2012Platform acquisitionA••••••• C•••••••••Sponsor (confirmed)r•••••••••.com
Sep 11, 2012Add-on acquisitionR•• E•••••••••Sponsor (confirmed)r•••••••••.com
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
  • G•••••• F•••••••• G••••• L•• 4 shared · strong · last Jan 1, 2017
Legal advisers (2)
  • J•••• D•• 1 shared · one time · last Mar 20, 2013
  • K••••••• • E•••• L•• 1 shared · one time · last Mar 3, 2014
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
60 most recent
  1. Jul 21, 2025
  2. Jun 28, 2023
  3. Jun 15, 2023
  4. Jul 15, 2022
  5. Jul 13, 2022
  6. Feb 16, 2022
  7. Dec 15, 2021
  8. Dec 1, 2021
  9. Dec 1, 2021
  10. Feb 16, 2021
  11. Jul 7, 2020
  12. Apr 16, 2020
  13. Apr 10, 2020
  14. Mar 30, 2020
  15. Mar 20, 2020
  16. Mar 20, 2020
  17. Mar 4, 2020
  18. Jan 14, 2020
  19. Dec 23, 2019
  20. Mar 26, 2019
  21. Mar 26, 2019
  22. Mar 5, 2019
  23. Mar 5, 2019
  24. Jan 3, 2019
  25. Jan 3, 2019
  26. Dec 12, 2018
  27. Apr 13, 2018
  28. Sep 6, 2017
  29. Sep 6, 2017
  30. Sep 6, 2017
  31. Sep 6, 2017
  32. Jul 31, 2017
  33. Jul 31, 2017
  34. Apr 28, 2017
  35. Oct 19, 2016
  36. Oct 19, 2016
  37. Aug 26, 2016
  38. Aug 26, 2016
  39. Aug 26, 2016
  40. Aug 26, 2016
  41. Mar 25, 2016
  42. Mar 25, 2016
  43. Mar 15, 2016
  44. Mar 15, 2016
  45. Jan 27, 2016
  46. Sep 17, 2015
  47. Sep 1, 2015
  48. Sep 1, 2015
  49. Jun 17, 2015
  50. Apr 29, 2015
  51. Sep 30, 2014
  52. Sep 30, 2014
  53. Sep 4, 2014
  54. Aug 21, 2014
  55. Aug 21, 2014
  56. Aug 18, 2014
  57. Aug 18, 2014
  58. Jul 10, 2014
  59. Jul 10, 2014
  60. Mar 3, 2014
Across the graphs

R••••••••• M••••••••• 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.

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