DFX Intelligence
Private Equity Intelligence
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Firms / A••••••• P•••••• C••••••• L•
A••••••• P•••••• C••••••• L•
When it’s time to talk about the future, start with someone who shares your values. A••••••• P•••••• Equity.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn P•••••• Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.84bn P•••••• Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn P•••••• Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 3, 2016 to Mar 29, 2024
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $3.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $3.8B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
- Employees
- 20
- Headquarters
- Tulsa, OK
- Office address
- 7030 S YALE AVE, #810, Tulsa, OK, 74136
- Business phone
- 918-392-9611
Stated criteria beside observed behaviour
20 observed deals
Stated by the firm
- Sectors
- industrials
- Geography
- not stated or not yet read
- Revenue
- $20.0M to $300M
- EBITDA
- $5.0M to $50.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $15.0M to $100M
- Control
- majority
- Thesis
- Partnerships with senior management teams to acquire businesses from existing ownership
Observed from deals on record
- roles
- add on 2, unknown 15, platform 4
- period
- to 2024-07-31, from 2017-04-08, undated holdings 15, dated observations 11
- window
- last 2024-07-31, first 2017-04-08
- control
- control 4, unknown 17
- companies
- 20
- geography
- count 1, share 0.05, value OK
- investments
- 21
- seller kinds
- family 1, sponsor 1
- transactions
- 5
- cadence by year
- 2017 platforms 1, 2020 add ons 1, 2022 add ons 1, 2023 platforms 1, 2024 other deals 1
- platform add on
- add ons 2, platforms 4, add ons per platform 0.5
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.15, value industrial manufacturing, examples Center Rock Inc., VoidForm Products, Tulsa, count 2, share 0.1, value energy, examples Chemoil Energy Services, Otis Eastern Service, count 1, share 0.05, value aerospace defense, examples Pryer Aerospace
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.15, value miscellaneous manufacturing, examples Center Rock Inc., VoidForm Products, Tulsa, count 2, share 0.1, value energy, examples Chemoil Energy Services, Otis Eastern Service, count 1, share 0.05, value aerospace defense, examples Pryer Aerospace
20 companies on the graph (5 transactions); most in industrial manufacturing (3); 4 platforms and 2 add-ons; observed 2017 to 2024
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• P•••••• E••••• F••• V• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $550M as of Mar 29, 2024 | no Form D | Early deployment | |
| A••••••• P•••••• E••••• F••• V••• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $66.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| A••••••• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $667M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| A••••••• P•••••• E••••• F••• I•••• L• ADV: P•••••• Equity Fund | Buyout fund | 2019 first reported on Form ADV | $124M as of Mar 29, 2024 | no Form D | Mature | |
| A••••••• P•••••• E••••• F••• I•• A••• L• ADV: P•••••• Equity Fund | Buyout fund | 2017 first reported on Form ADV | $216M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••••• P•••••• E•••••• L•• ADV: P•••••• Equity Fund | Buyout fund | 2016 first reported on Form ADV | $1.0B as of Mar 29, 2024 | no Form D | Unknown | |
| A••••••• P•••••• E••••• F••• I••• L• ADV: P•••••• Equity Fund | Buyout fund | 2016 first reported on Form ADV | $650M as of Mar 29, 2024 | no Form D | Mature | |
| A••••••• P•••••• E••••• I•• L•• ADV: P•••••• Equity Fund | Buyout fund | 2016 first reported on Form ADV | $519M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••••• P•••••• F•••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
34 current, 0 former
Managing partner (5)
- K•••• H•••• · President & Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••••• · president and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••• M••••••• · CEO & Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••••• · CEO and Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••••• R••• M••••••• · Chief Executive Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- K•••• H•••• · Member · 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)
- P••••• D••• V•••••••• · Limited Partner · 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)
Principal (3)
- C•••• W••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• W••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• Y•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- S•••••• H••••••••• · Vice President of Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- B••••• H•••••• · Senior Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• R••••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• S•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (15)
- B•••••• L•••••• · Vice President of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• G•••• · Vice President of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• Y••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• H•••••• · Talent Acquisition Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• T•••• · Vice President of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• M••••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• C••••• · Senior Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• S••••••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••••••• · Vice President of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••••• S••••••• · Chief Compliance Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• J••••• S••••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• V•••••••• · CFO & General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T• K••••••••• · Executive Assistant to Mr. M••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• L••••••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (4)
- J•• C••••••• · Capital Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• T••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• A•••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• P••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
21 relationships, 4 platforms, 2 add-ons
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 8, 2026 | Exit to a strategic buyer | V••••••• P••••••• | Seller (confirmed) | a•••••••••.com |
| Jul 31, 2024 | Type not stated | L•••• E••••••• I••••••••• | Sponsor (confirmed) | a•••••••••.com |
| Apr 13, 2023 | Platform acquisition | C••••• R••• I••• | Sponsor (confirmed) | a•••••••••.com |
| Feb 7, 2022 | Add-on acquisition | V•••••••• R•••• F••••••• 7•• | Sponsor (confirmed) | a•••••••••.com |
| Oct 5, 2020 | Add-on acquisition | O••• E•••••• S•••••• | Seller (confirmed), Sponsor (confirmed) | a•••••••••.com |
| Mar 1, 2018 | Exit to a strategic buyer | F••••• F••••••• S•••••••• L•• | Seller (confirmed) | a•••••••••.com |
| Apr 8, 2017 | Platform acquisition | T•••• | Sponsor (confirmed) | a•••••••••.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- S•••••• A••••••• L•• 4 shared · strong · last Jan 1, 2023
Legal advisers (1)
- D••• • C••••••• L•• 1 shared · one time · last Oct 5, 2020
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
22 most recent
- Jan 8, 2026P••••• 01/08/2026 A••••••• P•••••• E••••• Sells V••••••• P••••••• to White Cap TULSA, Okla. — A••••••• P•••••• E••••• announced it has completed the sale of V••••••• P••••••• to White Cap, the leading dis...
- Jan 8, 2026P••••• 01/08/2026 A••••••• P•••••• E••••• Sells V••••••• P••••••• to White Cap TULSA, Okla. — A••••••• P•••••• E••••• announced it has completed the sale of V••••••• P••••••• to White Cap, the leading dis...
- Dec 19, 2025P••••• 12/19/2025 Ranger E••••• S••••••s Announces Agreement to Acquire American Well S••••••s HOUSTON, TX — (November 10, 2025) — Ranger E••••• S••••••s, Inc. (NYSE: RNGR) (“Ranger” or the “Company”) today announced it ...
- Aug 27, 2024P••••• 08/27/2024 A••••••• Announces New Partnership With St. Louis-based H••••• • S••••® TULSA, Okla.- A••••••• P•••••• E••••• has added H••••• • S•••• Global, LLC to its growing Fund V portfolio. The partnership i...
- Jul 31, 2024P••••• 07/31/2024 A••••••• P•••••• E••••• Partners with L•••• E••••••• I••••••••• TULSA, Oklahoma – A••••••• P•••••• E•••••, a private equity firm focused on investing in Middle America, has announced a par...
- Jul 31, 2024P••••• 07/31/2024 A••••••• P•••••• E••••• Partners with L•••• E••••••• I••••••••• TULSA, Oklahoma – A••••••• P•••••• E•••••, a private equity firm focused on investing in Middle America, has announced a par...
- Jun 3, 2024P••••• 06/03/2024 A••••••• P•••••• E••••• Closes F•••• Fund at $500 Million TULSA, Okla.- A••••••• P•••••• E•••••, a private equity firm focused on investing in Middle America, today announced the fina...
- Apr 13, 2023P••••• 04/13/2023 A••••••• Acquires C••••• R••• TULSA, OK,
- Apr 13, 2023P••••• 04/13/2023 A••••••• Acquires C••••• R••• TULSA, OK, April 13, 2023 --A••••••• P•••••• E•••••, a T••••, OK-based private equity fund, has announced the acquisition of ...
- May 4, 2022P••••• 05/04/2022 A••••••• Acquisition M•••s Second Investment in Fund V T••••, Okla.—A••••••• P•••••• E•••••, a T••••, Okla.-based private equity fund, announced the acquisition of B•••••• Utility ...
- Feb 8, 2022P••••• 02/08/2022 A••••••• Holds Closing, Makes First Investment in Fund V F••••••• 7, 2022, 9am CST T••••, Okla.—A••••••• P•••••• E•••••, a T••••, Okla.-based private equity fund, announced the acq...
- Feb 7, 2022P••••• 0••••••••• F••••, a Portfolio Company of A••••••• P•••••• E•••••, Completes the Acquisition of V•••••••• R•••• F••••••• 7••, 2022, 9am CST Houston, Texas -- F••••, a portfolio company of T••••, Okla.-based A••••••• P•••••• E•••••, anno...
- Sep 16, 2021P••••• 09/16/2021 New Partnership Between A••••••• P•••••• E••••• and F•••• Brings Growth Opportunity T••••, Okla.-- A••••••• P•••••• E•••••, a T••••, Okla.-based private equity fund, announced its partnership with F••••, a lea...
- Aug 2, 2021P••••• 08/02/2021 A••••••• P•••••• E••••• Partners With Crimson S•••• Supply T••••, Okla.-- A••••••• P•••••• E•••••, a T••••, Okla.-based private equity fund, announced the acquisition of Oklahoma-based...
- Mar 22, 2021P••••• 03/22/2021 A••••••• P•••••• E••••• Acquires Pioneer Well S••••••s Assets TULSA, Okla.--( BUSINESS WIRE )--A••••••• P•••••• E•••••, a T••••, Okla.-based private equity fund, announced the acquisition...
- Oct 5, 2020P••••• 10/05/2020 A••••••• sells O••• E•••••• to A••••• S••••••• TULSA, Okla.--( BUSINESS WIRE )--A••••••• P•••••• E•••••, a T••••, Okla. based private equity firm, announced it has complete...
- Aug 19, 2019P••••• 08/19/2019 A••••••• P•••••• E••••• Announces Final Close of A••••••• P•••••• E••••• F••• I• at $400 Million TULSA, Okla.--( BUSINESS WIRE )--A••••••• P•••••• E•••••, a T••••, Oklahoma-based private equity firm announced today the fin...
- Mar 1, 2018P••••• 03/01/2018 A••••••• P•••••• E••••• Sells F••••• F••••••• S••••••• TULSA, Okla.--( BUSINESS WIRE )--A••••••• P•••••• E•••••, a middle-market private equity firm, announced it has completed the...
- Mar 1, 2018P••••• 03/01/2018 A••••••• P•••••• E••••• Sells F••••• F••••••• S••••••• TULSA, Okla.--( BUSINESS WIRE )--A••••••• P•••••• E•••••, a middle-market private equity firm, announced it has completed the...
- Apr 8, 2017P••••• 04/08/2017 A••••••• P•••••• E••••• buys local manufacturer MIRATECH A local private equity firm recently acquired a T••••-based producer of emission and acoustic solutions — the components used...Platform investmentFactT••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 8, 2017P••••• 04/08/2017 A••••••• P•••••• E••••• buys local manufacturer MIRATECH A local private equity firm recently acquired a T••••-based producer of emission and acoustic solutions — the components used...
- May 3, 2016A••••••• P•••••• C••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
A••••••• P•••••• C••••••• L• 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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