DFX Intelligence
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R•••• A••••••••• I••••••••• L•••
Hybrid managerClassification probableunsized· Chattanooga, TN
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not applicable
- PE fund assets
- Not applicable
- PE funds
- Not applicable
- Investments held
- 9 of 18
- Deals, last 12 months
- 4
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $3.0M to $12.0MRevenue $15.0M to $100M
- Last 12 months 4Most recent last monthPlatform deals 9
- Graphs 2
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- unknown
- Form ADV filings
- unknown
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- unknown
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour
18 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $100M
- EBITDA
- $3.0M to $12.0M
- 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 2, unknown 7, platform 9
- period
- to 2026-08-31, from 2012-02-09, undated holdings 7, dated observations 22
- window
- last 2026-08-31, first 2012-02-09
- control
- control 10, unknown 8
- companies
- 18
- geography
- count 2, share 0.111, value PA, count 1, share 0.056, value TN, count 1, share 0.056, value OK, count 1, share 0.056, value AZ, count 1, share 0.056, value MO, count 1, share 0.056, value OH
- investments
- 18
- seller kinds
- transactions
- 11
- cadence by year
- 2012 platforms 2, 2014 platforms 1, 2016 platforms 1, 2021 platforms 1, 2022 add ons 1, 2023 platforms 1, 2026 add ons 1, platforms 3
- platform add on
- add ons 2, platforms 9, add ons per platform 0.22
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.278, value industrial manufacturing, examples Pelco, LEM Products, Inc., Horsepower Automotive Group, Rose City Printing and Packaging, count 2, share 0.111, value specialty distribution, examples Roscoe Medical, Caster Connection, LLC
- holding period years
- n 2, median 3.8
- repeat counterparties
- role lender, shared 2, entity id 361598bb-3b61-46c2-8ca6-cf6fc28ffe3c, role buy side adviser, shared 2, entity id 518b747b-9ab8-44db-9ac4-9fbc3cddd863
- subsector distribution
- count 1, share 0.056, value misc durable wholesale, examples Roscoe Medical, count 1, share 0.056, value miscellaneous manufacturing, examples LEM Products, Inc., count 1, share 0.056, value transportation equipment, examples Horsepower Automotive Group, count 1, share 0.056, value printing, examples Rose City Printing and Packaging, count 1, share 0.056, value plastics rubber products, examples Lucent Polymers, count 1, share 0.056, value motor vehicle parts wholesale, examples Caster Connection, LLC
18 companies on the graph (11 transactions); most in industrial manufacturing (5); 9 platforms and 2 add-ons; median observed hold 3.8 years (n=2); observed 2012 to 2026
Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
5 current, 0 former
Managing partner (1)
- J•• B•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- M••• B••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••••• P•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (2)
- B•••• L•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•• T•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Portfolio
18 relationships, 9 platforms, 2 add-ons
Transactions
18 on record
Placement agents, lenders, advisers and co-investors
8 relationships
Lenders (2)
- A••••• F•••••• G•••• 2 shared · recurring · last Aug 31, 2026
- G•• C•••••• P••••••• 1 shared · one time · last Jul 8, 2026
Financial advisers (4)
- H•••••• • K••••• 2 shared · recurring · last Aug 18, 2026
- P•••••••• P••••••• 1 shared · one time · last Jul 8, 2026
- H••••••• M••••• S••••••• 1 shared · one time · last Jul 8, 2026
- C••• L•• 1 shared · one time · last Jul 8, 2026
Co-investors (2)
- A••••• F•••••• G•••• 1 shared · one time · last Aug 31, 2026
- N•••••••• C••••••• L•• 1 shared · one time · last Feb 15, 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
60 most recent
- Sep 21, 2026Investment Strategy
- Sep 3, 2026September 3, 2026 R•••• Associates Completes Sale of T•••••• to Align Capital Partners Read News
- Aug 18, 2026R•••• Associates Acquires D•••••• W••••
- Aug 17, 2026August 17, 2026 R•••• Associates Acquires D•••••• W•••• Read News
- Jul 30, 2026July 30, 2026 R•••• Associates Completes Sale of P•••• to Dominus Capital Read News
- Jul 8, 2026R•••• Associates Announces Acquisition of H••••••••• A••••••••• G••••
- Jul 7, 2026July 7, 2026 R•••• Associates Acquires H••••••••• A••••••••• G•••• Read News
- Mar 24, 2026March 24, 2026 The Rubber Group Acquires Diversified Plastics, Inc. Read News
- Feb 24, 2026February 24, 2026 R•••• Associates Completes Sale of SFG to Victor Capital Read News
- Feb 3, 2026February 3, 2026 Hoskin Group Acquires Westech Industrial Read News
- Jan 20, 2026January 20, 2026 Hoskin Group Acquires Davis Controls Read News
- Oct 22, 2025October 22, 2025 Seeking Add-on Acquisitions: JBC Technologies Read News
- Aug 12, 2025R•••• A••••••••• I••••••••• L••• reports 2 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
- Feb 7, 2025February 7, 2025 P•••• P••••••• Acquires PedSafety, Expanding Traffic Safety Innovation Portfolio Read News
- Nov 15, 2024November 15, 2024 ID Label is R•••• Associates’ Third Platform Investment of 2024 Read News
- Oct 3, 2024October 3, 2024 P•••• Acquires Component P•••••••, Inc. to Expand Traffic Safety Leadership Position Read News
- Sep 19, 2024September 19, 2024 Hoskin Acquires Measur Read News
- Aug 2, 2024August 2, 2024 R•••• Associates Acquires Minerva Read News
- Jul 15, 2024July 15, 2024 New Principal Joins R•••• Associates Read News
- Apr 19, 2024April 19, 2024 R•••• Associates Acquires Dollamur Sport Surfaces Read News
- Mar 1, 2024March 1, 2024 The Rubber Group Acquires SRRP and Team P••••••• Read News
- Dec 15, 2023December 15, 2023 The Rubber Group Acquires Cooper P••••••• Read News
- Sep 29, 2023September 29, 2023 Hoskin Scientific Acquires Durham Instruments Read News
- Apr 3, 2023April 3, 2023 Yale Cordage Acquires I&I Sling / Slingmax Read News
- Feb 20, 2023February 20, 2023 R•••• Welcomes New Investment Team Associate Read News
- Dec 19, 2022December 19, 2022 R•••• Associates Acquires C••••• C••••••••• Read News
- Nov 30, 2022November 30, 2022 P•••• Acquires TraffiCalm to Create Traffic Safety Leader Read News
- Jul 15, 2022July 15, 2022 R•••• Associates Acquires The Rubber Group Read News
- Jun 21, 2022June 21, 2022 Double E is Sold to Industrial Growth Partners Read News
- Jun 17, 2022June 17, 2022 P•••• P••••••• Inc. Acquires Novax Industries Corporation Read News
- Jun 2, 2022June 2, 2022 Double E Acquires Daven Read News
- May 3, 2022May 3, 2022 Mark Jones Highlighted in Middle Market Growth Magazine’s 2022 Business Development Report Read News
- Mar 31, 2022March 31, 2022 JBC Acquires HST Materials Read News
- Mar 22, 2022March 22, 2022 TopDown is Sold to Valesco Industries Read News
- Dec 30, 2021December 30, 2021 R•••• Associates Acquires Hoskin Scientific Read News
- Dec 17, 2021December 17, 2021 T•••••• Acquires L•• P••••••• Read News
- Dec 7, 2021December 7, 2021 JBC Acquires Die Cut Technologies Read News
- Oct 5, 2021October 5, 2021 R•••• Associates Named to Inc.’s 2021 List of Founder-Friendly Investors Read News
- May 12, 2021May 12, 2021 Quikserv Acquires U.S. Bullet Proofing Read News
- Apr 30, 2021April 30, 2021 Wheat Montana is Sold to Tilia Holdings Read News
- Mar 29, 2021March 29, 2021 Presco P••••••• Acquires Rhino Markers Read News
- Mar 16, 2021March 16, 2021 Weaver Leather is Sold to Blue Point Capital Read News
- Feb 17, 2021February 17, 2021 P•••• P••••••• Joins R•••• Associates’ Portfolio Read News
- Jan 19, 2021January 19, 2021 Presco P••••••• Acquires William Frick & Company Read News
- Jul 31, 2020July 31, 2020 R•••• Associates Acquires Yale Cordage Read News
- Dec 20, 2019December 20, 2019 Presco P••••••• Acquires Pro-Line Safety P••••••• Read News
- Oct 10, 2019October 10, 2019 R•••• Welcomes New Investment Team Associate Read News
- Sep 20, 2019September 20, 2019 Double E Acquires Schlumpf Read News
- Feb 1, 2019February 1, 2019 R•••• Associates Acquires Presco P••••••• Read News
- Oct 26, 2018October 26, 2018 Quikserv Corp. Acquires Easi-Serv P••••••• Read News
- Jul 16, 2018July 16, 2018 R•••• Adds New Associate to Investment Team Read News
- May 14, 2018May 14, 2018 R•••• Associates Acquires GAHH A••••••••• Read News
- Mar 23, 2018March 23, 2018 R•••• Associates Acquires Quikserv Read News
- Mar 14, 2018March 14, 2018 Double E Acquires Convertech Read News
- Feb 26, 2018February 26, 2018 Action Fabricators is Sold to Boyd Corporation Read News
- Sep 5, 2017September 5, 2017 Weaver Leather Acquires Troxel Cycling & Fitness Read News
- Jun 30, 2017June 30, 2017 R•••• Associates Acquires Premier Parking Read News
- Jun 30, 2017June 30, 2017 Action Fabricators Acquires George M•••••• Read News
- Jun 1, 2017June 1, 2017 Investment Team Expands with New Associate Read News
- May 31, 2017May 31, 2017 R•••• Associates Acquires Double E Holding Corp. Read News
Across the graphs
R•••• A••••••••• I••••••••• L••• 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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