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 / L••••• M•••••• P••••••• L••
L••••• M•••••• P••••••• L••
Focused on the high-growth opportunity in financial services, business services, and related technology.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 28 of 28 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $4.13bn Private Equity Fund GAV on the Form ADV filed 2024-05-06
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 28 of 28 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 6, 2024
- RAUM
- $4.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 26
- PE fund GAV, latest filing
- $4.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-06, latest gav Private Equity Fund $4.1B, latest counts Private Equity Fund 26, lifetime distinct Private Equity Fund 28
- Employees
- 32
- Headquarters
- Radnor, PA
- Office address
- 555 E. LANCASTER AVENUE, SUITE 510, Radnor, PA, 19087-5163
- Business phone
- 610-995-9660
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
- $5.0M to $30.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- We seek to partner with exceptional management teams to drive the next chapter of growth, focusing on businesses with strong market positioning, proven operating models, and clear, measurable performance metrics that underpin sustainable value creation
Observed from deals on record
- roles
- add on 4, unknown 59, platform 4
- period
- to 2026-05-27, from 2019-01-28, undated holdings 60, dated observations 14
- window
- last 2026-05-27, first 2019-01-28
- control
- control 6, unknown 61
- companies
- 67
- geography
- investments
- 67
- seller kinds
- unknown 1
- transactions
- 8
- cadence by year
- 2019 platforms 1, 2024 add ons 1, 2025 platforms 1, other deals 1, 2026 add ons 2, other deals 1
- platform add on
- add ons 4, platforms 4, add ons per platform 1
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.075, value software, examples Baleen Solutions, Inside Real Estate, Mortgage Credit Link, Valor PayTech, count 2, share 0.03, value business services, examples Beacon Global Strategies, Warner Pacific Insurance Services, count 1, share 0.015, value financial services, examples Seaside National Bank & Trust
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.045, value software, examples Inside Real Estate, Valor PayTech, Merchant Industry, count 2, share 0.03, value vertical software, examples Baleen Solutions, Mortgage Credit Link, count 1, share 0.015, value management consulting, examples Beacon Global Strategies, count 1, share 0.015, value financial services, examples Seaside National Bank & Trust, count 1, share 0.015, value insurance agencies brokerage, examples Warner Pacific Insurance Services
67 companies on the graph (8 transactions); most in software (5); 4 platforms and 4 add-ons; observed 2019 to 2026
Funds
28 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L• I••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $232M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $131M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• a• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $82.4M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• a• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $45.0M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $44.0M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• C••••••• C•••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $17.1M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• N•• C•••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $16.3M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• C••••••• C••••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $13.1M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• N•• C••••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $2.5M as of May 6, 2024 | no Form D | Unknown | |
| L• W••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $175M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• V• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $99.7M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• V••• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $77.5M as of May 6, 2024 | no Form D | Unknown | |
| L• W••• I••••••••• C• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $70.8M as of May 6, 2024 | no Form D | Unknown | |
| L• F•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $438M as of May 6, 2024 | no Form D | Active deployment | |
| L••••• M•••••• E••••• P••••••• V• L• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $876M as of May 6, 2024 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• V•• L• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $646M as of May 6, 2024 | no Form D | Unknown | |
| L• S•• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $444M as of May 6, 2024 | no Form D | Active deployment | |
| L• T••••••• I••••••••• H••••••• I• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $11.6M as of May 6, 2024 | no Form D | Harvest | |
| L• T••••••• H••••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $8.1M as of May 6, 2024 | no Form D | Harvest | |
| L• L•• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $62.2M as of May 6, 2024 | no Form D | Harvest | |
| L••••• M•••••• E••••• P••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $424M as of May 6, 2024 | no Form D | Harvest | |
| L••••• M•••••• E••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $149M as of May 6, 2024 | no Form D | Harvest | |
| L• M••••••• H••••••• I•• L•• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $26.8M as of May 6, 2024 | no Form D | Harvest | |
| L• M••••••• H••••••• I•••• L•• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $11.9M as of May 6, 2024 | no Form D | Harvest | |
| L••••• M•••••• E••••• P••••••• I• L• ADV: Private Equity Fund | Buyout fund | unknown | $56.1M as of Mar 27, 2020 | no Form D | Wound down | |
| L••••• M•••••• E••••• P••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $28.9M as of Jun 29, 2012 | no Form D | Unknown | |
| L••••• M•••••• E••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $18.8M as of May 6, 2024 | no Form D | Harvest | |
| L••••• M•••••• E••••• P••••••• I•••• L• ADV: Private Equity Fund | Buyout fund | unknown | $9.2M as of May 6, 2024 | no Form D | Harvest |
Team
47 current, 7 former
Managing partner (3)
- R••••• M•••• B•••• · Managing Partner · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• M•••• B•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••••• P•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (9)
- B••• A•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• S•••• B••• · Manager · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• S•••• B••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• D••• L••••• · Manager · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• P••••• H•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••••• P•••••• · Manager · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C••••• R••• · Manager · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C••••• R••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (8)
- A••• L••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A•••••••• L••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• W•••• · Director of Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••••• H•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• H••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- B••• L•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• B••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• G•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• R•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- M••• F••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• H•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- J••• M••••• · Vice President of Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- R•••• Z•••••• · Principal, Head of Capital M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (3)
- I•••• H••• E•••••• · Partner, Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• F•••••• · Investor Relations Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T••• · Investor Relations & ESG Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (13)
- C••• C•••••• I•••••• · Chief Compliance Officer & Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• C•••••• I•••••• · Chief Compliance Officer, Counsel · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• M•••••• · Vice President of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• P•••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A••••• S•••••••• · Chief Financial Officer · 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)
- S•••• A••••• S•••••••• · Partner, Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• P•••••••• · Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• D•••• R•••• · Partner, General Counsel · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• D•••• R•••• · Partner, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• T•••••••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- M••• A•••••• · Head of Strategic Initiatives & AI · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
7 former (kept with end dates)
- J•••• E••••• M•••••• · Manager · Jun 1, 2022 to Mar 29, 2024 Inference
- J•••• S•••• B••• · Partner · Jan 1, 2018 to Jan 9, 2023 Inference
- J••••••• J•• N••••• · Partner · Dec 1, 2003 to Jan 9, 2023 Inference
- J••• D•••••••• C•••••• · Partner · Jan 1, 2011 to Jan 9, 2023 Inference
- S•••••• P••••• H•••••• · Partner · Jan 1, 2009 to Jan 9, 2023 Inference
- T••••• C••••• R••• · Partner · Jan 1, 2018 to Jan 9, 2023 Inference
- W•••••• B••••••• A•••••••• · Partner · Jan 1, 2018 to Jan 9, 2023 Inference
Portfolio
67 relationships, 4 platforms, 4 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 27, 2026 | Add-on acquisition | M••••••• C••••• L••• | Sponsor (confirmed) | l•••••••••.com |
| Apr 24, 2026 | Growth investment | B••••• G••••• S••••••••• | Sponsor (confirmed) | l•••••••••.com |
| Feb 2, 2026 | Add-on acquisition | B••••• S•••••••• | Sponsor (derived) | l•••••••••.com |
| Oct 1, 2025 | Growth investment | V•••• P•••••• | Sponsor (confirmed) | l•••••••••.com |
| Sep 29, 2025 | Platform acquisition | M••••••• I••••••• | Sponsor (confirmed) | l•••••••••.com |
| Mar 5, 2024 | Add-on acquisition | C••••••••• | Sponsor (confirmed) | comvest.com |
| Aug 23, 2019 | Exit to a strategic buyer | I••••••• H•••••••• L•• | Strategic acquirer (confirmed) | nexphase.com |
| Jan 28, 2019 | Platform acquisition | A•••• D••• S•••••••• | Sponsor (confirmed) | renovocapital.com |
| date unknown | Add-on acquisition | M••••••••• | Sponsor (derived) | l•••••••••.com |
Placement agents, lenders, advisers and co-investors
19 relationships
Placement agents (7)
- F•••• F•••• C••••••••• F•• 2 shared · recurring · last Jan 1, 2023
- E••••••• G•••• L••••• 2 shared · recurring · last Jan 1, 2019
- 5• N•••• C•••••• G••• 2 shared · recurring · last Jan 1, 2024
- O••••••• L•• 2 shared · recurring · last Jan 1, 2023
- A•• C•••••• M••••••••• G••• 2 shared · recurring · last Jan 1, 2024
- I•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2023
- C••••••• L•••••• • C•• I••• 2 shared · recurring · last Jan 1, 2023
Lenders (2)
- J• M••••• 1 shared · one time · last May 27, 2026
- C•••••• A••••••• L•• 1 shared · one time · last Mar 5, 2024
Financial advisers (4)
- W•••••• B•••• 1 shared · one time · last Apr 24, 2026
- C••••••••• A•••••••• I••• 1 shared · one time · last Apr 24, 2026
- R••••• W• B•••• 1 shared · one time · last Apr 24, 2026
- M••• A••••••• 1 shared · one time · last Sep 29, 2025
Legal advisers (6)
- A••• 1 shared · one time · last Apr 24, 2026
- G•••••• P•••••• 1 shared · one time · last Apr 24, 2026
- M••••••• H•••••• L•• 1 shared · one time · last May 27, 2026
- K••••••• • E•••• L•• 1 shared · one time · last May 27, 2026
- D•••••• L•• 1 shared · one time · last Sep 29, 2025
- V••••• P•••• 1 shared · one time · last Sep 29, 2025
LP commitments
1 disclosed
- M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amount not disclosed mapension.com
Events
16 most recent
- May 27, 2026May 27, 2026 L••••• M•••••• Portfolio Company X••••• Acquires M••••••• C••••• L••• Read More
- May 6, 2026L••••• M••••••: Private Equity Funds on Form ADV 26 (2024 extract) -> 38 (roster 2026-09-01)
- Apr 27, 2026Apr 27, 2026 N•••••• S•••••••• P••••••• Announces Growth Investment in Complex Coverage, Inc. Read More
- Apr 24, 2026L••••• M•••••• Makes Strategic Investment in B••••• G••••• S•••••••••
- Apr 24, 2026Apr 24, 2026 L••••• M•••••• Makes Strategic Investment in B••••• G••••• S••••••••• Read More
- Feb 2, 2026Feb 2, 2026 X••••• Acquires B••••• S••••••••, Expanding Intelligent Verification Capabilities for Self-Employed Income Analysis Read More
- Jan 21, 2026Jan 21, 2026 L••••• M•••••• Announces Successful Close of Single Asset Continuation Vehicle for S•• A•••••• Read More
- Jan 15, 2026Jan 15, 2026 L••••• M•••••• Announces January 2026 Promotions Read More
- Oct 1, 2025V•••• P•••••• Announces Strategic Investment from L••••• M•••••• Partners to Accelerate Growth
- Oct 1, 2025Oct 1, 2025 V•••• P•••••• Announces Strategic Investment from L••••• M•••••• Partners to Accelerate Growth Read More
- Sep 29, 2025L••••• M•••••• Partners Announces Acquisition of Fintech Firm M••••••• I•••••••; Appoints Vaden Landers as CEO
- Sep 29, 2025Sep 29, 2025 L••••• M•••••• Partners Announces Acquisition of Fintech Firm M••••••• I•••••••; Appoints Vaden Landers as CEO Read More
- Sep 3, 2025Sep 3, 2025 LMP Appoints P••••• Vasan to Advisory Council Read More
- Jun 30, 2025M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• reports L••••• M•••••• Partners: an undisclosed amount committedLp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jan 28, 2019A•••• D••• S•••••••• Sold to L••••• M•••••• Partners
- Feb 14, 2012L••••• M•••••• P••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
L••••• M•••••• P••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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