DFX Intelligence
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L•••••••• C••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· West Palm Beach, FLl•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $180M
- PE fund assets
- $180M
- PE funds
- 2
- Investments held
- 30 of 37
- Deals, last 12 months
- 7
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 $2.0M to $15.0MSectors business_services,technology,industrial_services,industrialsGeography United States
- Last 12 months 7Most recent last month
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn P•••••• Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 11, 2019 to Mar 21, 2024
- RAUM
- $180Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $180Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $180Mevery private fund type, latest filing
- 2024 PE fund GAV
- $180Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-21, latest gav Private Equity Fund $180M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 9
- Headquarters
- West Palm Beach, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
37 observed deals
Stated by the firm
- Sectors
- business services, technology, industrial services, industrials
- Geography
- United States
- Revenue
- not stated or not yet read
- EBITDA
- $2.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 16, unknown 11, platform 9, standalone 1
- period
- to 2026-08-10, from 2015-09-24, undated holdings 9, dated observations 60
- window
- last 2026-08-10, first 2015-09-24
- control
- control 20, unknown 17
- companies
- 37
- geography
- count 2, share 0.054, value TX, count 1, share 0.027, value MI, count 1, share 0.027, value WA, count 1, share 0.027, value CO
- investments
- 37
- seller kinds
- founder 3, sponsor 1, corporate parent 1
- transactions
- 32
- cadence by year
- 2015 other deals 2, 2016 add ons 2, 2017 add ons 1, other deals 1, 2018 other deals 1, 2019 other deals 1, 2020 other deals 1, 2021 add ons 2, other deals 2, 2022 add ons 4, other deals 2, 2024 add ons 5, 2025 add ons 1, other deals 3, 2026 add ons 3, other deals 1
- platform add on
- add ons 16, platforms 9, add ons per platform 1.78
- sector known for
- 22
- disclosed value usd
- n 1, max $2.0B, min $2.0B
- sector distribution
- count 8, share 0.216, value tech enabled services, examples Cybersheath, BUCHANAN TECHNOLOGIES, InStore Technology, Heartland IT Consulting, count 8, share 0.216, value business services, examples Delta Project Management, Inc., Lift, Hawkins Point, Clarke Group, count 3, share 0.081, value industrial services, examples FSS Technologies, Inc., Fsstechnologies, The Fire Group, Inc., count 2, share 0.054, value life sciences, examples Verista, Integral Solutions, count 1, share 0.027, value education, examples Educational Measures LLC
- holding period years
- n 1, median 2.4
- repeat counterparties
- subsector distribution
- count 3, share 0.081, value it managed services, examples Cybersheath, BUCHANAN TECHNOLOGIES, Cybernoor, count 3, share 0.081, value security fire life safety systems, examples FSS Technologies, Inc., Fsstechnologies, The Fire Group, Inc., count 3, share 0.081, value advertising marketing, examples Lift, Milemarkeragency, The Social Element, count 2, share 0.054, value it services, examples Heartland IT, Metova, count 2, share 0.054, value life sciences, examples Verista, Integral Solutions, count 1, share 0.027, value management consulting, examples Delta Project Management, Inc., count 1, share 0.027, value other professional services, examples Hawkins Point, count 1, share 0.027, value engineering services, examples Clarke Group
37 companies on the graph (32 transactions); most in tech enabled services (8); 9 platforms and 16 add-ons; median observed hold 2.4 years (n=1); observed 2015 to 2026
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••••••• C• S••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $19.7M as of Mar 21, 2024 | no Form D | Early deployment | |
| L•••••••• C•••••• A••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $160M as of Mar 21, 2024 | no Form D | Mature |
Team
19 current, 0 former
Managing partner (7)
- C•••• T•••••• M•••••• · Co-Managing Member Of L•••••••• C••••••• L•• · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• T•••••• M•••••• · Co-Founder and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• E••••••• · Co-Founder, Managing Director and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• E••••••• · Co-founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• E••••••• · Cco & Co-Managing Member Of L•••••••• C••••••• L•• · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• E••••••• · Co-founder and Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• E••••••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (4)
- C•••• M•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••• M•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• E••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• E••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (2)
- S••• B••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••• B••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- B•• C•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• R••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• B••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Associate (1)
- L••• B••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- D••• C•••• · Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• S•••••• · Business Development Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
37 relationships, 9 platforms, 16 add-ons
Transactions
35 on record
Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (2)
- G•• S•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2019
- M•• P•••••• F••• A••••••• L•• 1 shared · one time · last Jan 1, 2022
Financial advisers (4)
- C••• M•••• S••••••••• L•• 1 shared · one time · last Feb 2, 2021
- I• E••••••••• 1 shared · one time · last Jun 4, 2024
- P••••••• A••••••• 1 shared · one time · last Jul 15, 2025
- S••• • L•••• 1 shared · one time · last Sep 25, 2024
Legal advisers (1)
- G•••••• P•••••• 1 shared · one time · last Feb 2, 2021
Co-investors (3)
- A••••• C•••••• 1 shared · one time · last Oct 28, 2022
- H•••••• C••••• S•••••••• 1 shared · one time · last Oct 28, 2022
- R••••••• C•••••• P••••••• 1 shared · one time · last Oct 28, 2022
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
- Aug 10, 2026L•••••••• C•••••• Announces Strategic Investment in I•••••• T••••••••• Aug 10, 2026
- Aug 10, 2026L•••••••• C•••••• Completes Strategic Investment in I•••••• T•••••••••
- Jun 9, 2026M••• M••••• Acquires L•••, a Performance Content and Creative Agency Jun 9, 2026
- May 4, 2026L•••••••• C••••••• L••: P•••••• Equity Funds on Form ADV 2 (2024 extract) -> 5 (roster 2026-09-01)
- Apr 30, 2026MarketFully Appoints Mathieu Champigny as Chief Executive Officer Apr 30, 2026
- Mar 30, 2026F•• T••••••••• Acquires T•• F••• G••••• I••• a F••• Sprinkler Installation and Service Company Mar 30, 2026
- Jan 15, 2026V•••••• Appoints Michael Laferrera as Chief Executive Officer Jan 15, 2026
- Dec 26, 2025V•••••• Expands Automation and Validation Capabilities with A••••••••• of I••••••• S•••••••• Dec 26, 2025
- Dec 2, 2025MarketFully Acquires T•• S••••• E••••••, Strengthens AI-Powered Multilingual S••••• Marketing Dec 2, 2025
- Oct 29, 2025L•••••••• C•••••• Named to Inc.’s 2025 Founder-Friendly Investors List Oct 29, 2025
- Oct 28, 2025L•••••••• C••••••• L•• was capital provider on Glass Lake Holdings (GLH)'s majority investment of F•• T••••••••• I•••Pe in independent sponsor dealFactF•• T••••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Oct 28, 2025L•••••••• C•••••• Announces Strategic Investment in F•• T•••••••••
- Oct 28, 2025L•••••••• C•••••• Announces Strategic Investment in F•• T••••••••• Oct 28, 2025
- Sep 15, 2025B••••••• T••••••••• Appoints Mike Werblun as CEO Sep 15, 2025
- Jul 15, 2025L•••••••• C•••••• Launches Vermana, a Leading Commercial Pool Services PlatformPlatform investmentFactV••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 15, 2025L•••••••• C•••••• Launches Vermana, a Leading Commercial Pool Services Platform Jul 15, 2025
- Apr 3, 2025MotionP•••• Acquires GetGloby, Expands Into AI-Powered Multilingual Marketing Apr 3, 2025
- Jan 9, 2025MotionP•••• Acquires Key Content Jan 9, 2025
- Oct 29, 2024L•••••••• Named to Inc.’s 2024 List of Founder-Friendly Investors Oct 29, 2024
- Sep 25, 2024L•••••••• C••••••• L•• was capital provider on B••••••• T•••••••••'s add on of H•••••••• I• C•••••••••Pe in independent sponsor dealFactH•••••••• I• C•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 25, 2024B••••••• T••••••••• Strengthens O••••• Expertise with H•••••••• I• C••••••••• A••••••••• Sep 25, 2024
- Aug 9, 2024L•••••••• C•••••• Announces Sale of Array to WCG
- Aug 9, 2024L•••••••• C•••••• Announces Sale of Array to WCG Aug 9, 2024
- Jun 4, 2024L•••••••• C••••••• L•• was capital provider on B••••••• T•••••••••'s add on of T••••••••• S•• LLCPe in independent sponsor dealFactT••••••••• S••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 4, 2024B••••••• T••••••••• Strengthens Cloud Capabilities with Strategic A••••••••• of T••••••••• S•• Jun 4, 2024
- May 31, 2024V•••••• Acquires I•• E•••••••••, Enhancing Pharmacovigilance and Compliance Capabilities May 31, 2024
- May 22, 2024L•••••••• C•••••• Announces Sale of CyberSheath
- May 22, 2024L•••••••• C•••••• Announces Sale of CyberSheath May 22, 2024
- Nov 3, 2023L•••••••• C•••••• Named to Inc.’s 2023 List of Founder-Friendly Investors Nov 3, 2023
- Dec 7, 2022B••••••• T••••••••• Announces the Strategic Merger of I••••••••• with its Application Services Business Dec 7, 2022
- Oct 28, 2022P•••••••• Receives Strategic Investment from L•••••••• C••••••
- Oct 28, 2022P•••••••• Receives Strategic Investment from L•••••••• C•••••• Oct 28, 2022
- Sep 22, 2022MotionP•••• Hires Digital Transformation Executive, Evan Kramer, as CEO Sep 22, 2022
- Mar 30, 2022V•••••• Invests in D•••• P• Mar 30, 2022
- Dec 14, 2021CyberSheath Receives Investment From L•••••••• C•••••• to Secure the Defense Supply Chain
- Dec 14, 2021CyberSheath Receives Investment From L•••••••• C•••••• to Secure the Defense Supply Chain Dec 14, 2021
- Sep 21, 2021L•••••••• Backed B••••••• T••••••••• Invests in C•••••••• Sep 21, 2021
- Apr 1, 2021L•••••••• Invests in MotionP••••
- Apr 1, 2021L•••••••• Invests in MotionP•••• Apr 1, 2021
- Feb 2, 2021L•••••••• Backed V•••••• Invests in H•••••• P•••• Feb 2, 2021
- Oct 21, 2020L•••••••• C•••••• Sponsors the Combination of T•• C••••• C•••••••• and Covex LLC Oct 21, 2020
- Oct 21, 2020L•••••••• Invests in B••••••• T•••••••••
- Oct 21, 2020L•••••••• Invests in B••••••• T••••••••• Oct 21, 2020
- Oct 11, 2019L•••••••• C••••••• L•• first filed Form ADV in the extract (ERA)
- Jan 17, 2019L•••••••• Invests in E••••••••• M•••••••
- Jan 17, 2019L•••••••• Invests in E••••••••• M••••••• Jan 17, 2019
- Sep 24, 2018L•••••••• C•••••• Exits Acuant
- Sep 24, 2018L•••••••• C•••••• Recapitalizes M••••• Inc.Platform investmentFactM•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 24, 2018L•••••••• C•••••• Exits Acuant Sep 24, 2018
- Sep 24, 2018L•••••••• C•••••• Recapitalizes M••••• Inc. Sep 24, 2018
- Apr 17, 2018R••• E••••••• joins expert panel at event hosted by Financial Executives International Apr 17, 2018
- Dec 14, 2017L•••••••• C•••••• exits Denver-based NexusTek to ABRY PartnersPlatform investmentFactN•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Dec 14, 2017L•••••••• C•••••• exits Denver-based NexusTek to ABRY Partners Dec 14, 2017
- Jun 1, 2017NexusTek, a L•••••••• C•••••• portfolio company, acquires C••••••••• Jun 1, 2017
- Sep 20, 2016Red Oak Growth Partners is now “L•••••••• C••••••” Sep 20, 2016
- Jun 1, 2016A•••••••• Acquired by Acuant Jun 1, 2016
- Jun 1, 2016L•••••••• Portfolio Company NexusTek Acquires i••••••• Jun 1, 2016
- Sep 24, 2015L•••••••• Closes Strategic Investment in NexusTek
- Sep 24, 2015L•••••••• Announces Investment Partnership with C••••• G••••
- Sep 24, 2015L•••••••• Announces Investment Partnership with C••••• G•••• Sep 24, 2015
Across the graphs
L•••••••• C••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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