DFX Intelligence
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O• I••••••••• P•••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Bloomfield Hills, MIo•••••••••.com
Buyout firm, based in Bloomfield Hills, MI.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.8B
- PE fund assets
- $1.1B
- PE funds
- 13
- Investments held
- 11 of 14
- Deals, last 12 months
- 1
Form ADV
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
- EBITDA up to $15.0MGeography MidwestControl majority
- Last 12 months 1Most recent 5 months agoPlatform deals 2
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 20, 2019 to Apr 29, 2026
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum 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 $1.1B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 15
- Employees
- 22
- Headquarters
- Bloomfield Hills, MI
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Midwest
- Revenue
- not stated or not yet read
- EBITDA
- up to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 10, platform 2, standalone 1
- period
- to 2026-04-15, from 2018-10-15, undated holdings 10, dated observations 9
- window
- last 2026-04-15, first 2018-10-15
- control
- control 4, unknown 10
- companies
- 13
- geography
- count 2, share 0.154, value MN, count 1, share 0.077, value MI
- investments
- 14
- seller kinds
- transactions
- 5
- cadence by year
- 2018 platforms 1, 2023 add ons 3, 2026 other deals 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.154, value media telecom, examples MHC Software, Xobee, count 2, share 0.154, value industrial manufacturing, examples Packaging Concepts and Design, Company Vessco, count 1, share 0.077, value healthcare services, examples Evolution Physical Therapy & Fitness, count 1, share 0.077, value consumer services, examples O2 Auto Service Midco, LLC, count 1, share 0.077, value industrial services, examples Steffl Drilling & Pump, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.154, value media telecom, examples MHC Software, Xobee, count 2, share 0.154, value miscellaneous manufacturing, examples Packaging Concepts and Design, Company Vessco, count 1, share 0.077, value physical occupational therapy, examples Evolution Physical Therapy & Fitness, count 1, share 0.077, value automotive repair, examples O2 Auto Service Midco, LLC, count 1, share 0.077, value other building equipment, examples Steffl Drilling & Pump, Inc.
13 companies on the graph (5 transactions); most in media telecom (2); 2 platforms and 1 add-ons; observed 2018 to 2026
Funds
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O• I••••••••• P••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $212M as of Mar 28, 2024 | no Form D | Early deployment | |
| O• I••••••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $201M as of Mar 28, 2024 | no Form D | Unknown | |
| O• I••••••••• P••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $30.3M as of Mar 28, 2024 | no Form D | Unknown | |
| O• I••••••••• P••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $7.5M as of Mar 28, 2024 | no Form D | Unknown | |
| O• S•• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $440,000 as of Mar 28, 2024 | no Form D | Unknown | |
| O• 1• E• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $38.5M as of Mar 28, 2024 | no Form D | Unknown | |
| O• 1• V• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $27.5M as of Mar 28, 2024 | no Form D | Early deployment | |
| O• I••••••••• P••••••• O••••• F••• I• C•••••••• S••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $23.8M as of Mar 28, 2024 | no Form D | Unknown | |
| O• I••••••••• P••••••• F••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $253M as of Mar 28, 2024 | no Form D | Unknown | |
| O• I••••••••• P••••••• F••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $219M as of Mar 28, 2024 | no Form D | Mature | |
| O• I••••••••• P••••••• F••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $27.8M as of Mar 28, 2024 | no Form D | Mature | |
| O••••••• I••••••••• I•••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $10.7M as of Apr 28, 2021 | no Form D | Wound down | |
| O•••••• I••••••••• I•••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $3.8M as of Apr 28, 2021 | no Form D | Wound down | |
| O• I••••••••• P••••••• O••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $45.2M as of Mar 28, 2024 | no Form D | Harvest |
Team
16 current, 4 former
Managing partner (1)
- L••• K••••• P••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- J•••• F••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• K••••• P••••••• · General Partner And Limited Partner · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• M•••••• F••• · General Partner And Limited Partner · since Jul 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 (2)
- S•••• S••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• G•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- B•• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• L••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- G•••• L••••••• O•••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• D••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- N••• B•••• · Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- R••••• H••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- J••••• T•••••• W•••••• · Chief Compliance Officer And Chief Financial Officer · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• W•••••• · Chief Financial & Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• B•••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• M••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- J•• J•••• H••••• · Managing Partner · Feb 1, 2019 to Mar 29, 2022 Inference
- G•••• L••••••• O•••• · Member · Feb 1, 2019 to Mar 29, 2022 Inference
- R••••• H••••• O•••• · Member · Feb 1, 2019 to Mar 29, 2022 Inference
- R•••• R• F•••• · Chief Compliance Officer · Feb 1, 2019 to Oct 21, 2020 Inference
Portfolio
14 relationships, 2 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 15, 2026 | Majority investment | S••••• D••••••• • P•••• I••• | Sponsor | o•••••••••.com |
| Jul 1, 2023 | Platform acquisition | O• A••• S•••••• M••••• L•• | Co-investor, Sponsor | o•••••••••.com |
| Jul 1, 2023 | Add-on acquisition | O• A••• S•••••• M••••• L•• | Sponsor | o•••••••••.com |
| Oct 15, 2018 | Platform acquisition | C•••••• V••••• | Sponsor | mmfcapital.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- M••••• P•••• C••••••• L•• 7 shared · very strong · last Jan 1, 2023
Lenders (1)
- M•••••• M•••••••• F•••• 1 shared · one time · last Oct 15, 2018
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
12 most recent
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Apr 29, 2026••• Locked
- Jul 1, 2023••• LockedPe in independent sponsor dealFactO• A••• S•••••• M••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 20, 2019••• Locked
Across the graphs
O• I••••••••• P•••••••• 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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