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 / M•••• W••••• I•••
M•••• W••••• I•••
Midwest, Family and Founder Focused Private Equity
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $2.14bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“M•••• W•••• is a Milwaukee-based private equity firm that has raised $2.4 billion in aggregate across five independent buyout funds.”xn--m-1hnaaaaaaaa.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 8, 2014 to Mar 25, 2024
- RAUM
- $2.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $2.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $810Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $2.1B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 22
- Headquarters
- Milwaukee, WI
- Office address
- 411 E. WISCONSIN AVENUE, SUITE 1280, Milwaukee, WI, 53202
- Business phone
- 414-727-6400
Stated criteria beside observed behaviour
53 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States, Midwest
- Revenue
- $25.0M to $300M
- 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
- As a well-funded, experienced partner with a strong track record of closing corporate carve-out transactions, M•••• W•••• adds financial credibility to managers in the eyes of corporate parents as they seek to acquire the division they run.
Observed from deals on record
- roles
- add on 6, unknown 40, platform 9
- period
- to 2024-03-04, from 2017-04-06, undated holdings 44, dated observations 22
- window
- last 2024-03-04, first 2017-04-06
- control
- control 10, unknown 45
- companies
- 53
- geography
- count 1, share 0.019, value NY, count 1, share 0.019, value GA, count 1, share 0.019, value IL
- investments
- 55
- seller kinds
- family 1, founder 1
- transactions
- 11
- cadence by year
- 2017 add ons 2, 2018 add ons 2, platforms 2, 2021 platforms 1, 2023 add ons 2, platforms 1, 2024 other deals 1
- platform add on
- add ons 6, platforms 9, add ons per platform 0.67
- sector known for
- 36
- disclosed value usd
- n 0
- sector distribution
- count 17, share 0.321, value industrial manufacturing, examples Drinkcalypso, Radius, Consumer Packaged Goods Converting, Inc., Accord Carton, count 3, share 0.057, value industrial services, examples Calvary Industries, L.B. White, Engineered Products and Services Aquion, count 3, share 0.057, value life sciences, examples Packaging Materials and Converting AWT Labels & Packaging, Packaging Materials and Converting Nelipak Healthcare Packaging, Packaging Materials and Converting Oliver Products Company, count 3, share 0.057, value transportation logistics, examples Outsourced Business Services Prime Distribution, Outsourced Business Services RJW Logistics Group, Outsourced Business Services A&R Logistics, Inc., count 3, share 0.057, value business services, examples Keystone Experts, Mvpdesign, Outsourced Business Services NGI Holdings Corp., count 2, share 0.038, value media telecom, examples Engineered Products and Services HyperEdge Corp., Outsourced Business Services InterBay Technologies St., count 2, share 0.038, value software, examples Engineered Products and Services Dedicated Computing, LLC, Outsourced Business Services General American Corporation, count 1, share 0.019, value healthcare services, examples Citation Clinical Labeling Systems
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id 302736a8-2f40-4aff-a905-1d38a1f60fe7
- subsector distribution
- count 6, share 0.113, value miscellaneous manufacturing, examples Consumer Packaged Goods Pacon Corporation, Packaging Materials and Converting Charter Nex Films, Inc., Buffalo Games, Engineered Products and Services Whitehall Specialties, Inc., count 4, share 0.075, value plastics rubber products, examples Radius, Engineered Products and Services Premix, Inc. North, Packaging Materials and Converting Creative Forming, Inc., Mgsmfg, count 3, share 0.057, value medical devices, examples Packaging Materials and Converting AWT Labels & Packaging, Packaging Materials and Converting Nelipak Healthcare Packaging, Packaging Materials and Converting Oliver Products Company, count 3, share 0.057, value printing, examples Consumer Packaged Goods Converting, Inc., Armis, Selective Label & Printing, Inc., count 2, share 0.038, value waste treatment, examples Calvary Industries, Engineered Products and Services Aquion, count 2, share 0.038, value beverage manufacturing, examples Drinkcalypso, Accord Carton, count 2, share 0.038, value media telecom, examples Engineered Products and Services HyperEdge Corp., Outsourced Business Services InterBay Technologies St., count 2, share 0.038, value software, examples Engineered Products and Services Dedicated Computing, LLC, Outsourced Business Services General American Corporation
53 companies on the graph (11 transactions); most in industrial manufacturing (17); 9 platforms and 6 add-ons; observed 2017 to 2024
Funds
6 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•••• W•••• B••••• F••• V• L• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $686M as of Mar 25, 2024 | no Form D | Mature | |
| M• B••••• E•••••••• F••• V• L•• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $35.5M as of Mar 25, 2024 | no Form D | Mature | |
| M•••• W•••• B••••• F••• I••• L•••••• P••••••••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $24.4M as of Mar 25, 2024 | no Form D | Harvest | |
| M• B••••• E•••••••• F••• I•• L•• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $62.7M as of Mar 25, 2024 | no Form D | Unknown | |
| M•••• W•••• B••••• E•••••••• F••• I••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $1.7M as of Mar 25, 2024 | no Form D | Harvest | |
| M•••• W•••• B••••• E•••••••• F••• I•• L•• ADV: Private Equity Fund | Buyout fund | unknown | $486,782 as of Mar 24, 2020 | no Form D | Harvest |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| M•••• W•••• B••••• F••• I•• L• | Private Equity Fund | 2021 to 2024 | $1.3B filed Mar 25, 2024 | adviserinfo.sec.gov |
Team
35 current, 4 former
Managing partner (2)
- T••••• G••••• S•••• · Chairman, President, And Chief E•••••••• Officer · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• S•••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (11)
- B•• H••••••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• H••••••• · Managing Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- C•••• M••••••• · Managing Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- C•••• M••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• P•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• T•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• M•••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• J• R••••• · E•••••••• Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• R••••• · E•••••••• Managing Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J••• D••••••• · Managing Director of Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P• K••••••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (6)
- C•••• P•••••• · a Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- C•••• P•••••• · Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• T•••• · Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•• S••••••• · Director · start date unknown P•••• release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•• S••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (6)
- B••••••• L•••••• H••••••• · Vice President · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• J• R••••• · Vice President · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• P• K••••••• · Vice President · 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)
- S•• H••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• R••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- A••• W••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• K•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- B•••• W•••• · Director of B••••••• D••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- D••••• F••••••• · Office Manager & Fund Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• F••••••• · Corporate Secretary · since Dec 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• S• D••••• · Vice President, Chief Financial Officer, Chief Compliance Officer And Assistant Secretary · 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)
- J•• D••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G••••••• · Director of IT & Accounting Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••••••• · Administrative Assistant/Receptionist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- L••• B••••••• · E•••••••• Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- J••• T••••• B••••• · Chairman · Jan 1, 2016 to Mar 25, 2019 Inference
- J• A••• V••••• · Corporate Secretary · Dec 1, 2001 to Mar 27, 2018 Inference
- W•••••• D••••• G••• · Director · Jun 1, 1998 to Mar 21, 2016 Inference
- G•••••• J•• M•••• · Vice President · Sep 1, 2000 to Aug 25, 2020 Inference
Portfolio
55 relationships, 9 platforms, 6 add-ons
Transactions
12 on record
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
- F•••• C•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2020
Lenders (1)
- P•• B••• 1 shared · one time · last Sep 4, 2018
Legal advisers (2)
- Q•••••• • B•••• L•• 2 shared · recurring · last Sep 18, 2018
- G•••••• • K••• L•• 1 shared · one time · last Sep 4, 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
60 most recent
- Jul 27, 2026Jul 27 2026 P•••• R•••••• C•••••• I••••••••• Names Brad Davis Vice President of Sales & Marketing
- Jun 17, 2026Jun 17 2026 P•••• R•••••• A•••• Durable L••••• Names Frank Patton Chief Financial Officer
- Apr 20, 2026Apr 20 2026 P•••• R•••••• C•••••• I••••••••• Names Brent Westermeyer Chief Financial Officer
- Mar 30, 2026M•••• W••••• I•••: Private Equity Funds on Form ADV 6 (2024 extract) -> 4 (roster 2026-09-01)
- Feb 23, 2026Feb 23 2026 P•••• R•••••• MGS Acquires European-Based Medical Injection Molder Knudsen Plast A/S
- Jan 15, 2026Jan 15 2026 P•••• R•••••• K••••••• E•••••• + Engineers Announces Strategic P••••••••• with Semke Forensic and Pyr-Tech
- Aug 29, 2025Aug 29 2025 P•••• R•••••• M•••• W•••• Acquires C•••••• I•••••••••
- Aug 5, 2025P•••• R•••••• M•••• W•••• Announces Sale of S••••••••• C•••••••
- Aug 5, 2025Aug 5 2025 P•••• R•••••• M•••• W•••• Announces Sale of S••••••••• C•••••••
- May 31, 2025May 31 2025 P•••• R•••••• M•••• W•••• Announces Sale of L••• W••••
- Jan 30, 2025Jan 30 2025 P•••• R•••••• Industrial L••••• Holdings Corp. Acquires Trebnick Systems
- Dec 3, 2024Dec 3 2024 P•••• R•••••• RJW L•••••••• Group Receives Strategic Investment From Berkshire Partners
- Apr 15, 2024Apr 15 2024 P•••• R•••••• A••••• C••••• Names Tommy Conner as New CEO
- Mar 4, 2024P•••• R•••••• M•••• W•••• Announces Strategic Growth Investment in K••••••• E•••••• + Engineers to Support Long-Term Growth Strategies
- Mar 4, 2024Mar 4 2024 P•••• R•••••• M•••• W•••• Announces Strategic Growth Investment in K••••••• E•••••• + Engineers to Support Long-Term Growth Strategies
- Dec 7, 2023Dec 7 2023 P•••• R•••••• Industrial L••••• Holdings Corp. Names Brian Kady Vice President of Global Sales
- Oct 2, 2023Oct 2 2023 P•••• R•••••• MGS Mfg. Group, Inc. Acquires Winther Mould Technology
- Sep 18, 2023P•••• R•••••• M•••• W•••• Acquires A••••• C•••••
- Sep 18, 2023Sep 18 2023 P•••• R•••••• M•••• W•••• Acquires A••••• C•••••
- Jul 22, 2023Jul 22 2023 P•••• R•••••• K•• L•••• Hires New CFO
- Jul 12, 2023Jul 12 2023 P•••• R•••••• K•• L•••• Acquires S•••••••• L•••• • P•••••••• I•••
- May 31, 2023May 31 2023 P•••• R•••••• MGS Mfg. Group, Inc. Acquires Technolution
- Apr 18, 2023Apr 18 2023 P•••• R•••••• K•• L•••• Names Keith Walz President and CEO
- Apr 17, 2023Apr 17 2023 P•••• R•••••• Industrial L••••• Holdings Corp. Names Brad Zechman President and CEO
- Oct 28, 2021P•••• R•••••• M•••• W•••• Acquires O••• B•••••
- Oct 28, 2021Oct 28 2021 P•••• R•••••• M•••• W•••• Acquires O••• B•••••
- Sep 24, 2021Sep 24 2021 P•••• R•••••• M•••• W•••• Acquires Identco International – Combines with Reliance L•••• Solutions to Create Industrial L••••• Platform
- Jun 11, 2021Jun 11 2021 P•••• R•••••• M•••• W•••• Acquires K•• L••••, LLC
- Dec 18, 2020Dec 18 2020 P•••• R•••••• M•••• W•••• Announces the Sale of AWT L••••• & P••••••••
- May 7, 2020May 7 2020 P•••• R•••••• M•••• W•••• Acquires Schoeneck Containers, Inc.
- Aug 5, 2019Aug 5 2019 P•••• R•••••• E•••••••• S••••• LTD., LLC Acquires Wild S•••••
- Jul 2, 2019Jul 2 2019 P•••• R•••••• M•••• W•••• Announces the Sale of N•••••• H••••••••• P••••••••
- May 7, 2019May 7 2019 P•••• R•••••• M•••• W•••• Announces the Sale of A&R L••••••••, Inc.
- Mar 7, 2019Mar 7 2019 P•••• R•••••• M•••• W•••• Acquires RJW L•••••••• Group, Inc.
- Feb 14, 2019Feb 14 2019 P•••• R•••••• M•••• W•••• Announces the Sale of A•••••, Inc.
- Feb 11, 2019Feb 11 2019 P•••• R•••••• M•••• W•••• Announces the Sale of E••• P••••••
- Feb 7, 2019Feb 7 2019 P•••• R•••••• W•••••••• S•••••••••, Inc. Appoints New Chief E•••••••• Office
- Oct 3, 2018Oct 3 2018 P•••• R•••••• M•••• W•••• Acquires S••••••••• C••••••• Corporation
- Sep 18, 2018P•••• R•••••• M•••• W•••• Acquires B•••••• G••••, LLC
- Sep 18, 2018Sep 18 2018 P•••• R•••••• M•••• W•••• Acquires B•••••• G••••, LLC
- Sep 4, 2018P•••• R•••••• M•••• W•••• Acquires E•••••••• S••••• LTD., LLC
- Sep 4, 2018Sep 4 2018 P•••• R•••••• M•••• W•••• Acquires E•••••••• S••••• LTD., LLC
- Aug 17, 2018Aug 17 2018 P•••• R•••••• A•• L••••• • P•••••••• Acquires C••••••• C••••••• L••••••• S••••••
- Jul 7, 2018Jul 7 2018 P•••• R•••••• M•••• W•••• Announces the Sale of P•••• C•••••••••
- Apr 4, 2018Apr 4 2018 P•••• R•••••• M•••• W•••• Announces the Sale of the O•••••• Company
- Jan 16, 2018Jan 16 2018 P•••• R•••••• P•••• C••••••••• Acquires P•••••••• A••••• B•••• C•• ™
- Dec 19, 2017Dec 19 2017 P•••• R•••••• L••• W•••• Company, LLC Announces the Acquisition of R••••• S•••••• I•••
- Oct 30, 2017Oct 30 2017 P•••• R•••••• P•••• C••••••••• Acquires CPP International’s Art & Craft Division
- Sep 12, 2017Sep 12 2017 P•••• R•••••• M•••• W•••• Acquires L••• W•••• Company
- Apr 6, 2017Apr 6 2017 P•••• R•••••• C• P•••• Acquires U•••••••• P••• E••••• Services
- Apr 3, 2017Apr 3 2017 P•••• R•••••• N•••••• Corporation Acquires Medical Thermoformer
- Feb 1, 2017Feb 1 2017 P•••• R•••••• C• P•••• Names Chief E•••••••• Officer
- Jul 27, 2016Jul 27 2016 P•••• R•••••• N•••••• Corporation Acquires Medical Thermoformer
- Jul 18, 2016Jul 18 2016 P•••• R•••••• M•••• W•••• Announces the Sale of M••••••• P•••••••, Inc.
- Jun 7, 2016Jun 7 2016 P•••• R•••••• C• P•••• Completes Add-On of 3C E•••••••al Company, Inc.
- Jun 2, 2016Jun 2 2016 P•••• R•••••• M•••• W•••• Acquires MGS MFG. Group, Inc.
- Jan 6, 2016Jan 6 2016 P•••• R•••••• M•••• W•••• Announces Sale of Coating Excellence International
- Oct 9, 2015Oct 9 2015 P•••• R•••••• C• P•••• Acquires P•••• and Generation Testing, Inc.
- Jun 5, 2015Jun 5 2015 P•••• R•••••• M•••• W•••• Acquires Advanced Web Techonologies
- May 4, 2015May 4 2015 P•••• R•••••• M•••• W•••• Acquires C• P•••• Solutions
Across the graphs
M•••• W••••• I••• 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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