DFX Intelligence
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H•• • C••••••
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $45.0M
- PE funds
- 1
- Investments held
- 1 of 6
- Deals, last 12 months
- 0
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $5.0M to $30.0MRevenue from $10.0MSectors distribution,healthcare,consumer,education
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn P•••••• Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Apr 2, 2012 to Jun 14, 2019
- 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
- $45.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $45.0Mevery 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
- 100%
- Fund type mix
- filed 2019-06-14, latest gav Private Equity Fund $45.0M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- distribution, healthcare, consumer, education
- Geography
- not stated or not yet read
- Revenue
- from $10.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $5.0M to $30.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 5, platform 1
- period
- to 2012-02-23, from 2012-02-23, undated holdings 5, dated observations 2
- window
- last 2012-02-23, first 2012-02-23
- control
- control 1, unknown 5
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 1
- cadence by year
- 2012 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.333, value education, examples Career, Career Training Academy, Inc., count 1, share 0.167, value healthcare services, examples Trust Point Hospital
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.333, value education, examples Career, Career Training Academy, Inc., count 1, share 0.167, value physical occupational therapy, examples Trust Point Hospital
6 companies on the graph (1 transactions); most in education (2); 1 platforms and 0 add-ons; observed 2012 to 2012
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••••• P•••••• E••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2008 Form D first sale | $45.0M as of Jun 14, 2019 | no Form D | Unknown | |
| H••••••• P•••••• E•••••• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $27.3M as of Apr 2, 2012 | no Form D | Wound down |
Team
4 current, 0 former
Managing partner (1)
- V••••• M••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- C••••• L••• S••••••• · Manager · since Dec 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• L••• M••••• · Manager · since Dec 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- J•• B•••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Portfolio
6 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| C••••• T••••••• A••••••• I••• | Platform | active | Feb 23, 2012 transaction announcement | 14.6 years | J•• B•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| E••• M••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| M••• C•••••• o• T••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| N•• C•••••••• | Role unknown | exited exited Jun 18, 2014 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•••• P•••• H••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 18, 2014 | Exit to a strategic buyer | N•• C•••••••• | Seller (confirmed) | prnewswire.com |
| Feb 23, 2012 | Platform acquisition | C••••• T••••••• A••••••• I••• | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Sep 1, 2026••• Locked
- Jun 18, 2014
- Jun 18, 2014••• Locked
- Jun 4, 2014••• Locked
- Apr 2, 2012••• Locked
- Feb 23, 2012••• Locked
- Feb 23, 2012••• Locked