DFX Intelligence
Private Equity Intelligence
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Firms / P•••••• E••••• L••
P•••••• E••••• L••
P•••••• E••••• ("P••••••") is a growth capital investor with over 20 years of experience in healthcare. Founded in 2014 as the successor firm to Ferrer Freeman & Company, P•••••• specializes in partnering with healthcare companies that have the right leadership, market potential, and business model to drive growth.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.44bn Private Equity Fund GAV on the Form ADV filed 2024-05-17
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 9, 2019 to May 17, 2024
- RAUM
- $437Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $437Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $437Mevery private fund type, latest filing
- 2024 PE fund GAV
- $437Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-17, latest gav Private Equity Fund $437M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 12
- Employees
- 7
- Headquarters
- Greenwich, CT
- Office address
- 66 FIELD POINT ROAD, SECOND FLOOR, Greenwich, CT, 06830
- Business phone
- 203-532-8011
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- healthcare, life sciences
- Geography
- United States
- Revenue
- $10.0M to $200M
- 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
- We partner with companies that have established several of the following:
Observed from deals on record
- roles
- add on 1, unknown 4, platform 1
- period
- to 2025-11-18, from 2022-03-21, undated holdings 3, dated observations 6
- window
- last 2025-11-18, first 2022-03-21
- control
- control 2, unknown 4
- companies
- 6
- geography
- count 1, share 0.167, value VA
- investments
- 6
- seller kinds
- transactions
- 3
- cadence by year
- 2022 other deals 1, 2024 other deals 1, 2025 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value tech enabled services, examples OnPoint Healthcare Partners, Inc., count 1, share 0.167, value industrial manufacturing, examples Grenova, Inc., count 1, share 0.167, value software, examples REALIZED Strategic / SPAC
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50
- subsector distribution
- count 1, share 0.167, value it services msp, examples OnPoint Healthcare Partners, Inc., count 1, share 0.167, value miscellaneous manufacturing, examples Grenova, Inc., count 1, share 0.167, value software, examples REALIZED Strategic / SPAC
6 companies on the graph (3 transactions); most in tech enabled services (1); 1 platforms and 1 add-ons; observed 2022 to 2025
Funds
13 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• G••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $12.4M as of May 17, 2024 | no Form D | Early deployment | |
| P•••••• J•••••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $22.6M as of May 17, 2024 | no Form D | Unknown | |
| P•••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.5M as of Oct 23, 2023 | no Form D | Wound down | |
| P•••••• C•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $44.2M as of May 17, 2024 | no Form D | Active deployment | |
| P•••••• A•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $29.9M as of May 17, 2024 | no Form D | Mature | |
| P•••••• E••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $164M as of May 17, 2024 | no Form D | Mature | |
| P•••••• E••••• A••••••• S•• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $129M as of Oct 23, 2023 | no Form D | Wound down | |
| P•••••• E••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $74.1M as of May 17, 2024 | no Form D | Harvest | |
| P•••••• A••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $47.4M as of May 17, 2024 | no Form D | Active deployment | |
| P•••••• H••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $39.5M as of May 17, 2024 | no Form D | Active deployment | |
| P•••••• E••••• A••••••• S•• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.3M as of Oct 23, 2023 | no Form D | Wound down | |
| P•••••• I• E••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.3M as of May 17, 2024 | no Form D | Harvest | |
| P•••••• E••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
8 current, 0 former
Managing partner (3)
- C••••• A•••••• F••••• · Managing Member · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• L••••••• · partner and co-founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••••••• B••••••• L••••••• · Managing Member · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- J••••• Y••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• O••••••• · partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Operating partner (1)
- S••• C•••••• · Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- M•••• A•••••• T••••• · Chief Compliance Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• L•••••• S•••••• · Chief Financial Officer · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
6 relationships, 1 platforms, 1 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 18, 2025 | Add-on acquisition | P•• | Sponsor (derived) | p•••••••••.com |
| Jan 25, 2024 | Growth investment | O•••••• H••••••••• P•••••••• I••• | Sponsor (confirmed) | p•••••••••.com |
| Mar 21, 2022 | Majority recapitalization | G••••••• I••• | Sponsor (confirmed) | p•••••••••.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (2)
- I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2021
- P•• S••••••••• L•• 1 shared · one time · last Jan 1, 2019
Financial advisers (2)
- H••• P••• C•••••• A•••••••• L•• 1 shared · one time · last Jan 25, 2024
- C•••••••• 1 shared · one time · last Mar 21, 2022
Legal advisers (1)
- G•••••• P•••••• 2 shared · recurring · last Jan 25, 2024
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
15 most recent
- Sep 17, 2026A•••••• acquires CareJ•••••• to enable high-performing networks and value-based care success
- Sep 17, 2026P•••••• E••••• Leads Growth Investment in O•••••• H••••••••• P•••••••
- Sep 17, 2026IDX, A P•••••• Portfolio Company, Announces Closing Of Its Previously Announced Business Combination With L&F Acquisition Corp. and ZeroFox, Inc.
- Sep 17, 2026P•••••• Announces Growth Recapitalization of G••••••
- Sep 17, 2026IDX, A P•••••• Portfolio Company, Announces Plan to be Acquired by ZeroFox and Become Publicly Traded Company via Merger with L&F Acquisition Corp.
- Sep 17, 2026HPOne Announces Addition of Key C-suite Executives, Builds on S•••••••• Objectives Following 2020 Growth Recapitalization
- May 14, 2026P•••••• E••••• L••: Private Equity Funds on Form ADV 9 (2024 extract) -> 7 (roster 2026-09-01)
- Nov 18, 2025G•••••• Acquires PRI to Expand Engineering and Automation Capabilities
- Jul 21, 2025P•••••• E••••• Announces Sale of A•••••• Solutions
- Jan 25, 2024P•••••• E••••• Leads Growth Investment in O•••••• H••••••••• P•••••••
- Mar 21, 2022P•••••• Announces Growth Recapitalization of G••••••
- Feb 11, 2021P•••••• E••••• Closes Fund II at $152.25 Million
- Feb 2, 2021AeroCare Announces Completion of Acquisition by AdaptH•••••
- Dec 1, 2020AdaptH••••• Corp. Announces Acquisition of National HME Provider AeroCare Holdings Inc. and Updates Financial Guidance For 2021
- Jul 9, 2019P•••••• E••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
P•••••• E••••• 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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