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 / C••••• E••••• P•••••••• L••

C••••• E••••• P•••••••• L••

Buyout firmLower middle marketAtlanta, GAc•••••••••.comSEC registered investment adviser

C••••• Equity is a growth-oriented private equity firm investing in founder-led small businesses nationwide across business and professional services.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 19, 2022 to Mar 29, 2024
RAUM
$309Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$309Mreported gross assets (Form ADV), not fund size
All private fund GAV
$309Mevery private fund type, latest filing
2024 PE fund GAV
$171Msum 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 $309M, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 11
Employees
10
Headquarters
Atlanta, GA
Office address
ONE PACES WEST, 2727 PACES FERRY ROAD SE,, SUITE 1-1650, Atlanta, GA, 30339
Business phone
404-995-8300
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
safety security
Geography
United States
Revenue
$10.0M to $100M
EBITDA
$2.0M to $12.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority
Thesis
Our values are grounded in collaboration, trust, alignment, and deep respect for the people that built the businesses we invest in.
Observed from deals on record
roles
unknown 3, platform 2
period
to 2025-05-15, from 2021-01-01, undated holdings 3, dated observations 4
window
last 2025-05-15, first 2021-01-01
control
control 2, unknown 3
companies
5
geography
count 1, share 0.2, value MD, count 1, share 0.2, value CO
investments
5
seller kinds
transactions
2
cadence by year
2021 platforms 1, 2025 platforms 1
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 1, share 0.2, value industrial services, examples Valley Lighting, L.L.C., count 1, share 0.2, value business services, examples Barricade Holdings, LLC
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.2, value water sewer construction, examples Valley Lighting, L.L.C., count 1, share 0.2, value equipment rental, examples Barricade Holdings, LLC

5 companies on the graph (2 transactions); most in industrial services (1); 2 platforms and 0 add-ons; observed 2021 to 2025

Funds
10 on record, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• R•••••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$49.0M
as of Mar 29, 2024
no Form DUnknown
T••••••• C•••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$40.4M
as of Mar 29, 2024
no Form DUnknown
C•• I••••••••• G••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$30.4M
as of Mar 29, 2024
no Form DUnknown
P••••• A••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$18.7M
as of Mar 29, 2024
no Form DUnknown
C••••• T••••••• I••••••••• P••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$14.1M
as of Mar 29, 2024
no Form DEarly deployment
G• I••••••••• P•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$7.4M
as of Mar 29, 2024
no Form DEarly deployment
B•••••••• I••••••••• P•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$6.8M
as of Mar 29, 2024
no Form DUnknown
P••••• G•••• I••••••••• P•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.7M
as of Mar 29, 2024
no Form DUnknown
P••••• I••••••••• P••••••• L••
ADV: Private Equity Fund
SPVunknown$1.4M
as of Mar 29, 2024
no Form DEarly deployment
C••••• E•••• I••••••••• P••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.4M
as of Aug 19, 2022
no Form DWound down
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
C••••• E••••• P••••••• F••• I•• L•••Private Equity Fund2024 to 2024
$138M
filed Mar 29, 2024
adviserinfo.sec.gov
Team
9 current, 0 former
Other (6)
Portfolio
5 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
V••••• L•••••••• L•••••PlatformunknownMay 15, 2025
transaction announcement
1.4 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••••••• H•••••••• L••PlatformunknownJan 1, 2021
transaction announcement
5.7 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
p•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
p•••••• e••••• i••••••••• p•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
May 15, 2025Platform acquisitionV••••• L•••••••• L•••••Sponsorpeprofessional.com
Jan 1, 2021Platform acquisitionB•••••••• H•••••••• L••Sponsorconcreteproducts.com
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
  • C••••• S••••••••• L•• 5 shared · very strong · last Jan 1, 2024
Lenders (2)
  • M•••••• M•••••••• F•••• 1 shared · one time · last May 15, 2025
  • L•••••••• O••••••••• 1 shared · one time · last May 15, 2025
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
2 most recent
  1. Mar 20, 2026
    C••••• E••••• P•••••••• L••: Private Equity Funds on Form ADV 10 (2024 extract) -> 12 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Aug 19, 2022
    C••••• E••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

C••••• E••••• P•••••••• 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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