DFX Intelligence
Private Equity Intelligence
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Firms / B•••••••• C••••••
B•••••••• C••••••
Accelerate growth, build wealth and establish your legacy with a team of leading private equity professionals.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-03-22
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 1, 2018 to Mar 22, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $110Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $110Mevery private fund type, latest filing
- 2024 PE fund GAV
- $110Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-22, latest gav Private Equity Fund $110M, latest counts Private Equity Fund 13, lifetime distinct Private Equity Fund 22
- Employees
- unknown
- Headquarters
- Grand Rapids, MI
- Office address
- 190 MONROE AVE, NW, SUITE 600, Grand Rapids, MI, 49503
- Business phone
- 616-233-3161
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- manufacturing, distribution
- Geography
- not stated or not yet read
- 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
- control
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 1, unknown 12
- period
- to 2026-09-01, from 2014-01-01, undated holdings 2, dated observations 14
- window
- last 2026-09-01, first 2025-11-14
- control
- control 1, unknown 12
- companies
- 13
- geography
- count 1, share 0.077, value NY
- investments
- 13
- seller kinds
- family 1, founder 1
- transactions
- 3
- cadence by year
- 2025 other deals 1, 2026 add ons 1, other deals 1
- platform add on
- add ons 1, platforms 0, add ons per platform unknown
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.308, value industrial services, examples Burgaflex, Security Fire Systems, Habco Partnership Inc., Industrial Electronic Systems, Inc., count 2, share 0.154, value industrial manufacturing, examples Industrial Molding Company, Texas Injection Molding, count 1, share 0.077, value life sciences, examples PACIV
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.154, value plastics rubber products, examples Industrial Molding Company, Texas Injection Molding, count 1, share 0.077, value hvac plumbing mechanical, examples Burgaflex, count 1, share 0.077, value life sciences, examples PACIV, count 1, share 0.077, value security fire life safety systems, examples Security Fire Systems, count 1, share 0.077, value electrical contracting, examples Habco Partnership Inc., count 1, share 0.077, value fire and life safety services, examples Industrial Electronic Systems, Inc.
13 companies on the graph (3 transactions); most in industrial services (4); 0 platforms and 1 add-ons; observed 2014 to 2026
Funds
22 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $5.7M as of Mar 22, 2024 | no Form D | Unknown | |
| B••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $2.6M as of Mar 22, 2024 | no Form D | Early deployment | |
| B•••••••• C•••••• T••••••• O••••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $10.9M as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••••• C•••••• T••••••• O••••••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $1.4M as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $141,446 as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $55.0M as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $26.4M as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.0M as of Mar 22, 2024 | no Form D | Harvest | |
| B••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.4M as of Apr 13, 2022 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.1M as of Mar 22, 2024 | no Form D | Unknown | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Mar 20, 2023 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $772,708 as of Mar 25, 2021 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $652,137 as of Mar 25, 2021 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $548,474 as of Mar 22, 2024 | no Form D | Harvest | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $435,293 as of Mar 22, 2024 | no Form D | Harvest | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $262,165 as of Mar 22, 2024 | no Form D | Harvest | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $177,481 as of Mar 25, 2021 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $78,814 as of Dec 17, 2020 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $43,525 as of Mar 20, 2023 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2,761 as of Dec 17, 2020 | no Form D | Wound down | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $24 as of Mar 22, 2024 | no Form D | Harvest | |
| B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 13, 2022 | no Form D | Wound down |
Team
12 current, 0 former
Managing partner (5)
- M••••• S•••• · founder and managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••••• S•••• · Founder and Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••••• S•••• · Founder and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S•••• · Founder, Managing Director · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• D•••• · Managing Partner · 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)
Partner (2)
- C••••• E•••• · Managing Director · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• W•••••• J•••••• · Managing Director · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- R•••••• M••••••••• C•• · Vice President of Deals · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- R•• L•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- E•••• H•••• · Vice President of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- K•••••• E• W••••• · Chief Financial Officer · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• L••• · Director of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
13 relationships, 0 platforms, 1 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 1, 2026 | Type not stated | N•• 2•• C•••••• | Sponsor (confirmed) | b•••••••••.com |
| Aug 19, 2026 | Add-on acquisition | I••••••••• E••••••••• S••••••• I••• | Sponsor (confirmed) | prnewswire.com |
| Nov 14, 2025 | Type not stated | T•••• I•••••••• M•••••• | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- M••• C•••••• A•••••••• L•• 3 shared · strong · last Jan 1, 2022
Legal advisers (1)
- R•••• • G••• L•• 1 shared · one time · last Sep 1, 2026
Accounting advisers (1)
- G•••• T••••••• L•• 1 shared · one time · last Sep 1, 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
5 most recent
- Sep 15, 2026B•••••••• C•••••• Announces P••••••••• with N•• 2•• C•••••• to Support Select Portfolio Companies
- Sep 1, 2026B•••••••• C•••••• Announces P••••••••• with N•• 2•• C•••••• to Support Select Portfolio Companies
- Aug 19, 2026B•••••••• C•••••• Acquires I••••••••• E••••••••• S••••••• I•••, Marking the Second Add-on Acquisition for its Safety and F••• Solutions Platform
- Nov 14, 2025B•••••••• C•••••• Invests in Houston-based T•••• I•••••••• M••••••
- Nov 1, 2018B•••••••• C•••••• first filed Form ADV in the extract (IA)
Across the graphs
B•••••••• C•••••• 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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