DFX Intelligence

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S•• P•••••• P•••••••

Hybrid managerClassification probableunsized· US

Hybrid manager, based in US.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-16 · identity and classification; each section below carries its own date

Regulatory AUM: Not applicable
PE fund assets: Not applicable
PE funds: Not applicable
Investments held: 0 of 3
Deals, last 12 months: 0

Funds and vehicles Team Transactions

As of 2026-09-16 · identity and classification; each section below carries its own date

Why this matters

Also held on 1 other DFX graph, so its behaviour can be read from more than one side.
Graphs 1
2 lenders and 0 placement agents appear beside this firm on the record.
Lenders 2

Classification

How this organization is classified, and on what basisHybrid manager · 1 in historyShow

Class: Hybrid managerprobable, confidence 65%
Basis: R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band: unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later

Classification history (1)

Sep 13, 2026
Hybrid manager (probable, 65%, cls-pe-1)
R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0

Regulatory footprint (Form ADV)

Adviser type: unknown
Form ADV filings: unknown
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: unknown
PE fund GAV, latest filing: unknownreported gross assets (Form ADV), not fund size
All private fund GAV: unknownevery private fund type, latest filing
2024 PE fund GAV: unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: unknown
Employees: unknown

Stated criteria beside observed behaviour

3 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: not stated or not yet read

Observed from deals on record

roles: standalone 3
period: to 2023-10-24, from 2023-09-15, undated holdings 0, dated observations 7
window: last 2023-10-24, first 2023-09-15
control: control 3
companies: 3
geography: count 3, share 1, value IN
investments: 3
seller kinds
transactions: 4
cadence by year: 2023 other deals 4
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 3
disclosed value usd: n 0
sector distribution: count 1, share 0.333, value consumer services, examples Royalty Roofing, count 1, share 0.333, value industrial services, examples Royalty Roofing and Majestic Facility Experts, count 1, share 0.333, value business services, examples Majestic Facility Experts
holding period years: n 0
repeat counterparties: role co investor, shared 4, entity id 14889be2-b2b1-4860-8c05-360a88e5b969, role co investor, shared 4, entity id 8e12cee4-6e12-4eab-839f-75e93df27212, role lender, shared 2, entity id c1de2cea-07f3-42bd-93fe-1a1015ad350f, role lender, shared 2, entity id 916bc9a7-cd9c-45a9-8502-c84817eb0bbd, role co investor, shared 2, entity id c1de2cea-07f3-42bd-93fe-1a1015ad350f, role co investor, shared 2, entity id 916bc9a7-cd9c-45a9-8502-c84817eb0bbd
subsector distribution

3 companies on the graph (4 transactions); most in consumer services (1); observed 2023 to 2023

Funds

0 on record

No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.

Team

0 current, 0 former

No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page.

Portfolio

3 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
R•••••• R•••••• a•• M••••••• F••••••• E••••••	Standalone	unknown	Oct 24, 2023 transaction announcement	2.9 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••••• F••••••• E••••••	Standalone	unknown	Sep 15, 2023 transaction announcement	3.0 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••• R••••••	Standalone	unknown	Sep 15, 2023 transaction announcement	3.0 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

Transactions

5 on record

Date	Type	Target	This firm’s role	Source
Oct 24, 2023	Majority recapitalization	R•••••• R•••••• a•• M••••••• F••••••• E••••••	Sponsor	petracapital.com
Oct 24, 2023	Type not stated	R•••••• R•••••• a•• M••••••• F••••••• E••••••	Sponsor	petracapital.com
Sep 15, 2023	Majority recapitalization	M••••••• F••••••• E••••••	Sponsor	petracapital.com
Sep 15, 2023	Majority recapitalization	R•••••• R••••••	Sponsor	petracapital.com
Dec 7, 2022	Majority recapitalization	S•• P•••••• P•••••••	Target (confirmed)	meritcapital.com

Placement agents, lenders, advisers and co-investors

6 relationships

Lenders (2)

P•••• C•••••• P••••••• 2 shared · recurring · last Oct 24, 2023
C••••••••• C•••••• P••••••• 2 shared · recurring · last Oct 24, 2023

Co-investors (4)

U•• C•••••• C••••••••• 4 shared · strong · last Oct 24, 2023
C••••••••• I••••••••• P••••••• 4 shared · strong · last Oct 24, 2023
P•••• C•••••• P••••••• 2 shared · recurring · last Sep 15, 2023
C••••••••• C•••••• P••••••• 2 shared · recurring · last Sep 15, 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

1 most recent

Dec 7, 2022
••• Locked
Transaction announcedFactM•••• C•••••• P••••••• I•• L•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9611111111111111,"evidence":"7 method: sum of component points, capped at 1.0
model score-pe-1
Exit readiness0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no executive or refinancing events tracked for this company yet
model score-pe-1
Research priority28 · MODERATE: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity7 · LOW: as of: 2026-09-23items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.06666666666666667,"evidence":"••method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no funds on the graph
model score-pe-1
Profile completeness33 · MODERATE: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.3333333333333333,"evidence":["portfolio","tmethod: sum of component points, capped at 1.0
missing: website, description, funds, team, partners, stated criteria, intermediaries, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no funds on the graph
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on cited)

Record

First observed: Sep 13, 2026
Last observed: 6 days ago
Observations: 0
Sources: 0
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

S•• P•••••• P••••••• is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

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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