DFX Intelligence
Private Equity Intelligence
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Firms / H••••• • C••••••
H••••• • C••••••
Investment Partners for Leaders in Healthcare. Bringing Together Capital, Talent and Knowledge to Create Exceptional Companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-05-23
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 10, 2020 to May 23, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $144Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $144Mevery private fund type, latest filing
- 2024 PE fund GAV
- $144Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-23, latest gav Private Equity Fund $144M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Chicago, IL
- Office address
- 150 N. WACKER DRIVE, SUITE 2925, Chicago, IL, 60606
- Business phone
- 312-238-9600
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- healthcare, technology, software
- Geography
- Asia
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $5.0M to $50.0M
- Control
- control
- Thesis
- We invest in growth and later stage companies with demonstrated business models and sustainable margin structures
Observed from deals on record
- roles
- unknown 3
- period
- to 2023-10-02, from 2022-01-06, undated holdings 0, dated observations 6
- window
- last 2023-10-02, first 2022-01-06
- control
- unknown 3
- companies
- 3
- geography
- investments
- 3
- seller kinds
- founder 1
- transactions
- 3
- cadence by year
- 2022 other deals 1, 2023 other deals 2
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value healthcare it, examples Encoda
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value healthcare it, examples Encoda
3 companies on the graph (3 transactions); most in healthcare it (1); observed 2022 to 2023
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••• G••••• E••••• F••• I• L••• ADV: Private Equity Fund | Growth fund | unknown | $138M as of May 23, 2024 | no Form D | Mature | |
| I••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.2M as of May 23, 2024 | no Form D | Mature | |
| A••••••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $61,089 as of May 11, 2023 | no Form D | Wound down |
Team
21 current, 2 former
Managing partner (11)
- J•••• M••••••• D•••• · Managing Partner · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• D••••• J•• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• D••••• J•• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• M•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• H••••• M•••••• · Managing Partner · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• S•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• J••••• S•••• · Managing Partner · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• B•••• K•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• B•••• K•••• · Managing Partner; Limited Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• J••••••• H••••• · Managing Partner & Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- A•••••• L••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J••••••• H••••• · Member · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- E••• K•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• P•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- M••• T••••• R•••• · Trustee Of The R•••• T•••• D•••• A•••• 2• 2••• · since Apr 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- C••••••• D•••• · Vice President, Head of Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• D••• · Chief Financial Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• S••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- C••• L•••• · Head of Product & AI Transformation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- C•••••••• H••• M•••••• · Trustee Of The R•••• Trust · Apr 1, 2016 to Mar 31, 2022 Inference
- S•••••• L••• S•••• · Trustee Of S•••• Family Trust, Est. September 18, 2003 · Sep 1, 2003 to Mar 27, 2023 Inference
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| H••••• D••• I••••••••• | Role unknown | active | Oct 2, 2023 transaction announcement | 3.0 years | M••• S•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| V••••••• | Role unknown | active | Apr 17, 2023 transaction announcement | 3.4 years | J•• D••••• J•• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| E••••• | Role unknown | active | Jan 6, 2022 transaction announcement | 4.7 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 2, 2023 | Growth investment | H••••• D••• I••••••••• | Sponsor (confirmed) | prnewswire.com |
| Apr 17, 2023 | Growth investment | V••••••• | Sponsor (confirmed) | prnewswire.com |
| Jan 6, 2022 | Growth investment | E••••• | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- S•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2020
Financial advisers (1)
- B•••• 1 shared · one time · last Oct 2, 2023
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
20 most recent
- Sep 17, 2026Curvo and BroadJump Announce Merger Designed to Transform H•••••care Supply Chain
- Sep 17, 2026LifeLoop Names Rob Fisher as Chief Executive Officer
- Sep 17, 2026H••••• D••• I••••••••• Announces Strategic Investment from H••••• • C••••••
- Sep 17, 2026V••••••• Announces G••••• Investment from H••••• • C••••••
- Sep 17, 2026E••••• Announces Strategic Investment from H••••• • C••••••
- Sep 17, 2026iN2L Announces Strategic G••••• Investment from Vista Equity Partners
- Sep 17, 2026Troy Anderson joins A••••••• as Chief Product & Information Officer
- Sep 17, 2026A•••••••: Texas Medicaid H••••• Plans Joined by TMA in Taking Major Step To Make Medicaid Simpler, More Efficient for Texas Physicians
- Jun 15, 2026Azara Names Mary Lantin President and CEO
- Mar 25, 2026H••••• • C••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
- Oct 15, 2024LifeLoop wins Innovator of the Year as partnership with Grace Management, Inc. demonstrates impressive ROI in senior living
- Jul 18, 2024LifeLoop acquires Linked Senior, advancing innovation for the senior living resident experience of tomorrow
- Mar 13, 2024Valer Partners with E••••• to Improve End-to-End Revenue Cycle Management
- Oct 2, 2023H••••• D••• I••••••••• Announces Strategic Investment from H••••• • C••••••
- Apr 17, 2023V••••••• Announces G••••• Investment from H••••• • C••••••
- Apr 26, 2022iN2L Acquires LifeLoop, Creating the Senior Living Industry’s Most Comprehensive Resident Experience Platform
- Jan 6, 2022E••••• Announces Strategic Investment from H••••• • C••••••
- Dec 10, 2020H••••• • C•••••• first filed Form ADV in the extract (ERA)
- Feb 4, 2020iN2L and Christian Living Communities Announce Strategic Partnership to Improve the Social Determinants of H••••• in Older Adults
- May 28, 2019A••••••• Hires Kymberly Eide as President
Across the graphs
H••••• • 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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