DFX Intelligence
Private Equity Intelligence
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Firms / S••••••
S••••••
ScaleCo Capital is a control private equity firm, specialized in sub $5 million EBITDA platforms in the Great Lakes Region.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 18, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 14, 2022 to Mar 28, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $33.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $33.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $33.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $33.6M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Cleveland, OH
- Office address
- 6700 EUCLID AVE, SUITE 100, Cleveland, OH, 44103
- Business phone
- 2162885647
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- technology, distribution, transportation logistics, education, safety security
- Geography
- Great Lakes
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- 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 partner with entrepreneurs and owners who’ve built strong, resilient businesses—and are ready to capitalize on what’s next!
Observed from deals on record
- roles
- add on 2, unknown 22, platform 2
- period
- to 2026-01-29, from 2026-01-29, undated holdings 24, dated observations 4
- window
- last 2026-01-29, first 2026-01-29
- control
- control 2, unknown 24
- companies
- 24
- geography
- count 1, share 0.042, value OH
- investments
- 26
- seller kinds
- transactions
- 2
- cadence by year
- 2026 add ons 2
- platform add on
- add ons 2, platforms 2, add ons per platform unknown
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.25, value specialty distribution, examples Garfield Heights, OH, Mentor, Ohio, Pearl, MS, Cicero, IL, count 4, share 0.167, value education, examples Indianapolis, IN, Middleburg Heights, OH, Dallas, TX, Las Vegas, NV
- holding period years
- n 0
- repeat counterparties
- role buy side adviser, shared 2, entity id 4b200ede-e656-4c23-83f6-0e58fcd8c1f7, role buy side adviser, shared 2, entity id 32ffe1fb-8013-48a4-ab4b-971260ca3214, role financial adviser, shared 2, entity id 07fdfa6b-573d-4ab4-81c6-c344a344c4fd, role financial adviser, shared 2, entity id 54afdf82-f930-4a4c-b6a5-febd3d614401, role financial adviser, shared 2, entity id 47d791d2-e0b6-493c-ac61-2998dc1f63fd, role mezzanine lender, shared 2, entity id d5c1e7fe-0f73-4096-9d8e-9a0f9f12100a
- subsector distribution
- count 6, share 0.25, value misc durable wholesale, examples Garfield Heights, OH, Mentor, Ohio, Pearl, MS, Cicero, IL, count 4, share 0.167, value education, examples Indianapolis, IN, Middleburg Heights, OH, Dallas, TX, Las Vegas, NV
24 companies on the graph (2 transactions); most in specialty distribution (6); 2 platforms and 2 add-ons; observed 2026 to 2026
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••• I••••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $33.6M as of Mar 28, 2024 | no Form D | Early deployment |
Team
15 current, 2 former
Managing partner (8)
- B•••••• A••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••••• A••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••••• A••••••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• A••••••• · Managing Member · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• J•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• J•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• J•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• H••• J•••• · Managing Partner · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- C•••••• D•••• H••••• · Principal · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• A••••• · Director of Scale Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T••••• D•••••• · Principal · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- M••• S•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- C•••••• D•••• H••••• · Partner, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- D•• P•••• · Director of Finance* · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• S•••• · Director of Fund Marketing & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- A••••• O•••••• S•••• · Principal · Mar 1, 2022 to Mar 28, 2024 Inference
- D••••• L•• B••••• · Principal · Jan 1, 2023 to Mar 28, 2024 Inference
Portfolio
26 relationships, 2 platforms, 2 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 29, 2026 | Add-on acquisition | C•••••••• E••••• A••••••• | Sponsor (confirmed), Sponsor (confirmed) | s••••••.com |
Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (1)
- M••• M••• J••••• P••••••• L• 1 shared · one time · last Jan 1, 2022
Lenders (1)
- T•••• 1 shared · one time · last Jan 29, 2026
Financial advisers (5)
- C••••• 1 shared · one time · last Jan 29, 2026
- H••••• • G••••••• L•• 1 shared · one time · last Jan 29, 2026
- J••••••• 1 shared · one time · last Jan 29, 2026
- M•• S••••••••• G•••• I••• 1 shared · one time · last Jan 29, 2026
- C••••••••• C••••••••• 1 shared · one time · last Jan 29, 2026
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
7 most recent
- Jan 29, 2026January 29, 2026 • News ScaleCo Capital’s T•• E••••••••• Acquires C•••••••• E••••• A••••••• and Viridi Read more
- Jan 23, 2026January 23, 2026 • Articles / Resources Succession and Legacy: Building Your Next Chapter After the Sale Read more
- Dec 5, 2025December 5, 2025 • Articles / Resources How to Prepare Your Business for Sale: A Complete Guide for Owners Read more
- Dec 3, 2025December 3, 2025 • Articles / Resources Agility Equity Partners Invests in T•• E••••••••• to Energize the Next Phase of Growth Read more
- Nov 20, 2025November 20, 2025 • Articles / Resources Business Owner Exit Options: Finding the Right Buyer Read more
- Sep 25, 2025September 25, 2025 • Articles / Resources ScaleCreation Series, Part 5: Corporate Development & Add-On Acquisitions Read more
- Dec 14, 2022S•••••• first filed Form ADV in the extract (ERA)
Across the graphs
S•••••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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