Private equity firms in Charlotte

• A firm is listed when DFX classes it as private equity (buyout, growth equity, hybrid managers, funds of funds, secondaries, infrastructure, special situations, real estate private equity and venture firms with PE activity; multi-strategy managers that also lend are kept, firms whose only strategy is private credit are on the private credit city pages) and its headquarters city on record is Charlotte, NC. Suburbs are not folded in.
• A firm also needs evidence on record: a Form ADV filing, a private equity fund, a Form D or a deal. Fund general partner, sidecar, feeder and special purpose vehicles are left out, so one sponsor is not counted once per fund.
• Deals counts the transactions in the last 36 months in which DFX records the firm as the sponsor (the buyer or backer), each tied to a named public source (an announcement, a press release or a filing).
• Latest investment is the date of the most recent investment DFX has on record for the firm. Add-on acquisitions by its portfolio companies count as investments, so that date can be an add-on rather than a new platform deal.
• PE fund assets is the gross asset value of the firm's private equity funds as reported on its 2024 Form ADV; it is a reported figure, not fund size or dry powder. PE funds counts the private equity funds on record from Form ADV and Form D.
• Ranked by deals in the last 36 months, then reported PE fund assets, then PE funds on record.
• Each page lists at least 15 firms, at least 5 of them with a deal in the last 36 months; DFX adds places in waves.

Included

• Private equity firms headquartered in Charlotte, NC, with evidence on record.

Left out

• Candidate firms DFX has not yet classed as private equity, and organizations it classed as not private equity.
• Firms whose only strategy is private credit, and family offices' direct investing arms.
• Records with no filing, fund, Form D or deal on record.
• Fund general partner, sidecar, feeder and special purpose vehicles.

• 10 of the 27 firms (37%) were the sponsor of at least one deal DFX has on record in the last 36 months, 45 deals in all.
• Among the 10 firms with a deal sector on record, the sectors most often bought into: consumer services (7 firms), software (7 firms), industrial services (6 firms).
• 16 firms report $27.4B of gross assets in private equity funds on 2024 Form ADV filings.
• 6 firms in Charlotte filed a Form D for a fund offering in the last 12 months.
• By strategy, of the 27 firms: buyout firms (18), hybrid managers (8), funds of funds (1).
• Charlotte is home to 27 of the 53 private equity firms DFX tracks with headquarters in North Carolina (51%).

• Private equity firms in North Carolina
• Private equity firms in New York
• Private equity firms in Denver
• Private equity firms in Chicago
• Private equity firms in Dallas
• Private equity firms in Boston
• Private equity firms in San Francisco
• Private equity firms in Houston
• Private equity firms in Los Angeles
• Private equity firms in Greenwich
• Private equity firms in Austin
• Private equity firms in Miami
• Private equity firms in Atlanta
• Private equity firms in Stamford
• Private equity firms in Washington, DC
• Private equity firms in Nashville
• Private equity firms in Milwaukee

• SEC Form ADV registrations (Schedule D private fund reporting)
• SEC Form D notices of exempt fund offerings
• Deal announcements and press releases, each linked from the transaction record

Every source DFX reads is listed with its rights determination on the sources page.

• Every PE firm in North Carolina, filterable
• Every private equity firm
• Recent private equity transactions
• Private equity buyers by niche
• What DFX covers in private equity