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.
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Firms / B•••••••••
B•••••••••
Hybrid manager · probableunsizedUS
Classification
- 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 14, 2026Hybrid manager (probable, 65%, cls-pe-2)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
- unknown 1, platform 2
- period
- to 2024-09-24, from 2022-07-28, undated holdings 0, dated observations 6
- window
- last 2024-09-24, first 2022-07-28
- control
- control 2, unknown 1
- companies
- 3
- geography
- investments
- 3
- seller kinds
- transactions
- 3
- cadence by year
- 2022 other deals 1, 2023 platforms 1, 2024 platforms 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 1, max $4.6B, min $4.6B
- sector distribution
- count 2, share 0.667, value software, examples Cvent Holding Corp., Smartsheet, count 1, share 0.333, value specialty distribution, examples Esdec Solar Group
- holding period years
- n 0
- repeat counterparties
- role sell side adviser, shared 2, entity id 1d70f5f3-f36f-4f65-9171-3177a24f537e
- subsector distribution
- count 1, share 0.333, value vertical software, examples Cvent Holding Corp., count 1, share 0.333, value misc durable wholesale, examples Esdec Solar Group, count 1, share 0.333, value software, examples Smartsheet
3 companies on the graph (3 transactions); most in software (2); 2 platforms and 0 add-ons; observed 2022 to 2024
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
3 current, 0 former
Partner (2)
- D•••• S••••••• · a Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••••• B•••••• · a Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Other (1)
- M••••• B•••• · Head of North America Private Equity and Global Co-Head of Technology Investing · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Portfolio
3 relationships, 2 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| S••••••••• | Platform | active | Sep 24, 2024 transaction announcement | 2.0 years | S••••• B•••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C•••• H•••••• C•••• | Platform | active | Mar 14, 2023 transaction announcement | 3.5 years | D•••• S••••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| E•••• S•••• G•••• | Role unknown | active | Jul 28, 2022 transaction announcement | 4.2 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 24, 2024 | Platform acquisition | S••••••••• | Sponsor (confirmed) | vistaequitypartners.com |
| Mar 14, 2023 | Platform acquisition | C•••• H•••••• C•••• | Sponsor (confirmed) | vistaequitypartners.com |
| Jul 28, 2022 | Growth investment | E•••• S•••• G•••• | Sponsor (confirmed) | riveancapital.com |
| Jun 14, 2021 | Exit to a strategic buyer | E•••••••• I••• | Strategic acquirer (confirmed) | vistaequitypartners.com |
| Oct 2, 2019 | Add-on acquisition | 6•• C••••••••• I••••••• | Platform (confirmed) | blackstone.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Financial advisers (4)
- Q••••••• P••••••• 2 shared · recurring · last Sep 24, 2024
- U•• 1 shared · one time · last Mar 14, 2023
- M••••• S•••••• • C•• L•• 1 shared · one time · last Mar 14, 2023
- J••• M••••• S••••••••• L•• 1 shared · one time · last Mar 14, 2023
Legal advisers (4)
- F•••••• • W••• L•• 1 shared · one time · last Sep 24, 2024
- K••••••• • E•••• L•• 1 shared · one time · last Mar 14, 2023
- G•••••• P•••••• 1 shared · one time · last Mar 14, 2023
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Mar 14, 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
4 most recent
- Sep 24, 2024S••••••••• To Be Acquired by B••••••••• and Vista Equity Partners for $8.4 Billion
- Mar 14, 2023C•••• To Be Acquired by B••••••••• in $4.6 Billion Transaction
- Jul 28, 2022E•••• S•••• G•••• Announces Strategic Investment from B•••••••••
- Oct 2, 2019B••••••••• to Acquire 6•• C••••••••• I••••••• in Great Wolf Resorts and Form New $2.9 Billion Joint Venture With C••••••••• Partners