DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / F••••••••
F••••••••
We've been investing in leaders and middle market companies for over 50 years. Learn more about our executive-led, process-driven approach.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.45bn Private Equity Fund GAV on the Form ADV filed 2024-06-14
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 14 of 14 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Jun 14, 2024
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-14, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 14
- Employees
- 23
- Headquarters
- Chicago, IL
- Office address
- ONE SOUTH WACKER DRIVE, SUITE 2980, Chicago, IL, 60606
- Business phone
- 312-759-7345
Stated criteria beside observed behaviour
67 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
- Thesis
- We partner with high-caliber executives and promising companies to pursue unparalleled growth by capitalizing on new ideas, tapping into tested playbooks, and leveraging deep industry experience.
Observed from deals on record
- roles
- unknown 64, platform 4
- period
- to 2026-04-16, from 2020-11-02, undated holdings 64, dated observations 7
- window
- last 2026-04-16, first 2020-11-02
- control
- control 4, unknown 64
- companies
- 67
- geography
- investments
- 68
- seller kinds
- transactions
- 3
- cadence by year
- 2020 platforms 1, 2026 platforms 1, other deals 1
- platform add on
- add ons 0, platforms 4, add ons per platform 0
- sector known for
- 11
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.03, value industrial services, examples Sms, CROM is a national water infrastructure solutions provider., count 2, share 0.03, value industrial manufacturing, examples Newterra, CCI Prime is a branded Asian food manufacturing business., count 1, share 0.015, value transportation logistics, examples Honk Technologies, count 1, share 0.015, value healthcare services, examples Behavioral Health Group, count 1, share 0.015, value specialty distribution, examples Motion Solutions, count 1, share 0.015, value media telecom, examples Aspire Media, count 1, share 0.015, value consumer services, examples Automotive Services With Dealer Services Network, count 1, share 0.015, value software, examples 3E Company
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.015, value remediation environmental, examples Sms, count 1, share 0.015, value road transport support towing, examples Honk Technologies, count 1, share 0.015, value outpatient mental health substance, examples Behavioral Health Group, count 1, share 0.015, value misc durable wholesale, examples Motion Solutions, count 1, share 0.015, value media telecom, examples Aspire Media, count 1, share 0.015, value miscellaneous manufacturing, examples Newterra, count 1, share 0.015, value automotive repair, examples Automotive Services With Dealer Services Network, count 1, share 0.015, value waste treatment, examples CROM is a national water infrastructure solutions provider.
67 companies on the graph (3 transactions); most in industrial services (2); 4 platforms and 0 add-ons; observed 2020 to 2026
Funds
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••••• X• P•••••• C•••••• •• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $332M as of Jun 14, 2024 | no Form D | Unknown | |
| F•••••••• X• P•••••• C•••••• ••••••••• •• L•••••• P••••••••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $205M as of Jun 14, 2024 | no Form D | Unknown | |
| F•••••••• X•• P•••••• C•••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $293M as of Jun 14, 2024 | no Form D | Early deployment | |
| F•••••••• X•• P•••••• C•••••• ••••••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $230M as of Jun 14, 2024 | no Form D | Early deployment | |
| F•••••••• X• P•••••• C•••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $294M as of Jun 14, 2024 | no Form D | Harvest | |
| F•••••••• X• P•••••• C•••••• ••••••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $65.3M as of Jun 14, 2024 | no Form D | Harvest | |
| F•••••••• X• P•••••• C•••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $22.8M as of Jun 14, 2024 | no Form D | Harvest | |
| F•••••••• X• P•••••• C•••••• ••••••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $4.6M as of Jun 14, 2024 | no Form D | Harvest | |
| F•••••••• V•• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.7M as of Feb 13, 2012 | no Form D | Wound down | |
| F•••••••• I• P•••••• C•••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $954,344 as of Mar 26, 2022 | no Form D | Wound down | |
| F•••••••• I• P•••••• C•••••• ••••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $83,410 as of Mar 26, 2022 | no Form D | Wound down | |
| F•••••••• I• P•••••• C•••••• a• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $25,970 as of Mar 26, 2022 | no Form D | Wound down | |
| F•••••••• V••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 19, 2016 | no Form D | Wound down | |
| F•••••••• M•••••• V••• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 19, 2016 | no Form D | Wound down |
Team
44 current, 3 former
Managing partner (6)
- M•••••• S•••••• L•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••• L•••••• · Managing Partner; Member · since Aug 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• W•••••• K•••• · Managing Partner; Member · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• W•••••• K•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• C•••••• F••••••• · Managing Partner; Member · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• C•••••• F••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- E•••••••• W••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S••••• · Managing Director, Head of Portfolio Resources Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• D•••• C•••••• · Senior Partner; Member · since Jun 1, 1993 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•• K•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (8)
- B•••• B•• · Director, C•••••••• Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S••••• · Director, Financial Performance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• B•••••• · Director of Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• K••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••••••• · Principal, Financial Performance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• M•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F••••• · Director, Financial Performance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• T••••• · Senior Director, Strategic Growth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (6)
- G••• R•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• P•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• P•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• G•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• G•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (7)
- A• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••••• S••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• X••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••• M•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- R•• F•••••••• · Senior Director, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C••••••• · Partner, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (8)
- B••••• T•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••••• · Senior Finance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A••• B••••• · Chief Compliance Officer · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B••••• · CFO, CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• L•••• · Director, Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• D••••• · Finance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• C•••••• · Senior Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- L•••••• P••••• · Office Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• D•••• C•••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- R••••• L•••• G•••••••• · Managing Member · Aug 1, 1983 to Mar 29, 2016 Inference
- J•••• E•••• C•••• · Senior Advisor · Dec 1, 2014 to Mar 29, 2016 Inference
- J••••• H•••••• S•••••••• · Senior Advisor · Jul 1, 1996 to Mar 29, 2016 Inference
Portfolio
68 relationships, 4 platforms, 0 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 16, 2026 | Majority recapitalization | H••• T••••••••• | Sponsor (confirmed) | monroecap.com |
| Mar 23, 2026 | Platform acquisition | B••• G•••••• O••••••••• | Sponsor (confirmed) | orgroup.com |
| Nov 2, 2020 | Platform acquisition | N••••••• | Sponsor (confirmed) | newterra.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- M•• P•••••• F••• A••••••• L•• 6 shared · very strong · last Jan 1, 2022
- E••••••• G•••• L••••• 2 shared · recurring · last Jan 1, 2024
Lenders (1)
- M••••• C•••••• M••••••••• A••••••• L•• 1 shared · one time · last Apr 16, 2026
Financial advisers (1)
- B•••• 1 shared · one time · last Mar 23, 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
6 most recent
- Aug 18, 2026Press Aug 18, 2026 M••••• & Control Enterprises Acquires MJ Systems, LLC MCE's fourth acquisition this year expands its presence across the Gulf Coast
- Apr 16, 2026M••••• Capital Supports F••••••••'s Recapitalization of H••• T•••••••••
- Mar 23, 2026Owner Resource Group Completes Sale of B••• G•••••• O••••••••• to F••••••••
- Mar 16, 2026F••••••••: P•••••• Equity Funds on Form ADV 8 (2024 extract) -> 10 (roster 2026-09-01)
- Nov 2, 2020F•••••••• Enters the Global Modular Water Treatment M•••et with the Acquisition of N••••••• GroupPlatform investmentFactN•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Feb 13, 2012F•••••••• first filed Form ADV in the extract (IA)
Across the graphs
F•••••••• 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.
Checking your plan…