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U••••• C•••••• P••••••• A•

Buyout firmClassification confirmedMiddle marketSEC exempt reporting adviser· Pfaffikon Schwyzu••.ch

••• Locked

Regulatory AUM
Not established
PE fund assets
$2.0B
Form ADV
PE funds
8
Form ADV
Investments held
43 of 43
DFX transaction tape
Deals, last 12 months
Not established
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Oct 28, 2021 to Mar 29, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$2.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.0Bevery private fund type, latest filing
2024 PE fund GAV
$2.0Bsum 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 $2.0B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
Employees
unknown
Headquarters
Pfaffikon Schwyz, Switzerland
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
43 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
••• Locked
Observed from deals on record
roles
unknown 43
period
to unknown, from unknown, undated holdings 43, dated observations 0
window
last unknown, first unknown
control
unknown 43
companies
43
geography
investments
43
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
17
disclosed value usd
n 0
sector distribution
count 5, share 0.116, value industrial services, examples Romijnders Service, Roth Brandschutz, Häsler, MolenQ Industrial Services, count 3, share 0.07, value education, examples Blau Mobilfunk, Provance Education, Eco Kart, count 3, share 0.07, value tech enabled services, examples collana GmbH, Unikal, The Relevance Group, count 2, share 0.047, value healthcare services, examples Corius, Altano, count 2, share 0.047, value business services, examples Express Solicitors, enomyc GmbH, count 1, share 0.023, value consumer services, examples GarLa Gruppe, count 1, share 0.023, value software, examples Realtime Technology
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.07, value education, examples Blau Mobilfunk, Provance Education, Eco Kart, count 3, share 0.07, value it services msp, examples collana GmbH, Unikal, The Relevance Group, count 2, share 0.047, value hvac plumbing mechanical, examples Romijnders Service, Häsler, count 1, share 0.023, value landscaping, examples GarLa Gruppe, count 1, share 0.023, value software, examples Realtime Technology, count 1, share 0.023, value security fire life safety systems, examples Roth Brandschutz, count 1, share 0.023, value industrial machinery repair, examples MolenQ Industrial Services, count 1, share 0.023, value outpatient specialty clinics, examples Corius

43 companies on the graph (0 transactions); most in industrial services (5); no dated observations

Funds
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
U••••• C••••••••• 4• S••
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$451M
as of Mar 29, 2024
no Form DUnknown
U••••• C••••••••• 3• S••
ADV: Private Equity Fund
Continuation vehicle2023
first reported on Form ADV
$709M
as of Mar 29, 2024
no Form DEarly deployment
U••••• V•• G••••• A•••• L••••• S••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$93.7M
as of Mar 29, 2024
no Form DEarly deployment
U••••• V• G••••• A•••• L••••• S••
ADV: Private Equity Fund
buyout or unlabelledunknown$462M
as of Mar 29, 2024
no Form DActive deployment
U••••• V• G••••• A•••• L••••• S••
ADV: Private Equity Fund
buyout or unlabelledunknown$104M
as of Mar 29, 2024
no Form DUnknown
U••••• I• G••••• A•••• L••••• S•••••••• S•••••
ADV: Private Equity Fund
buyout or unlabelledunknown$93.7M
as of Mar 29, 2024
no Form DUnknown
U••••• R•••••••• S••
ADV: Private Equity Fund
buyout or unlabelledunknown$61.2M
as of Mar 29, 2024
no Form DActive deployment
U••••• V• O•••••••• S••
ADV: Private Equity Fund
buyout or unlabelledunknown$27.6M
as of Mar 29, 2024
no Form DActive deployment
Team
62 current, 0 former
Partner (15)
Principal (7)
Associate (6)
Analyst (11)
Operating partner (1)
Platform (12)
Portfolio
43 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• G••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••• M••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
c•••••• G•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• g••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••• G•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
e•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•• K•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
e••••• G•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• A• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••• S•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••• D••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••• G•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••• S••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••• P•••• S•••••• G•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••• a•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• R••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K••••••••• G•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• I•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• I••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• B••••••• T••••••••• H••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•• W••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• E••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• T•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••••• S••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• B•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• I• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• R•••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• E••••• E••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
v••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
X••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • P•• P••• H••• G•••• 8 shared · very strong · last Jan 1, 2024
  • A••• P••••••• A• 7 shared · very strong · last Jan 1, 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
31 most recent
  1. Sep 15, 2026
    U••••• invests in M••••• I••••••••• S•••••••
  2. Sep 15, 2026
    U••••• VII invests in IT specialist EinzelNet
  3. Sep 15, 2026
    U••••• VII closes at hard cap of EUR 1 billion
  4. Sep 15, 2026
    U••••• invests in aTmos Group
  5. Sep 15, 2026
    U••••• invests in hygiene solutions specialist Alfus Iris
  6. Sep 15, 2026
    The merger of IKOR and matrix creates X1F Group
  7. Jul 2, 2026
    U••••• VIII partners with E•• K••• Group
  8. Jun 24, 2026
    U••••• IV successfully exits T•••• E••••• E•••••• Holding AG
  9. Jun 22, 2026
    U••••• VI announces successful sale of HVAC unit of the e••••• Group
  10. Jun 18, 2026
    U••••• VIII partners with e••••• G•••
  11. Jun 16, 2026
    U••••• Successfully Merges Portfolio Companies: K••••••••• Group and G•••• S••••
  12. May 18, 2026
    U••••• C•••••• P••••••• A•: Private Equity Funds on Form ADV 8 (2024 extract) -> 9 (roster 2026-09-01)
  13. Nov 4, 2025
    U••••• VIII partners with E•••••• S•••••••••
  14. Sep 18, 2025
    U••••• VII invests in K•••
  15. Sep 4, 2025
    U••••• VI announces successful sale of C•• G•••• in Spain
  16. Jun 17, 2025
    U••••• VII invests in P••••••• E••••••••
  17. Jun 12, 2025
    U••••• VIII closes at hard cap of EUR 2.12 billion
  18. Jun 3, 2025
    U••••• partners with P•• W••
  19. Jan 30, 2025
    U••••• VII invests in Sagardoy Abogados, Sagardoy Legal & Expat, and Carrillo Asesores
  20. Oct 15, 2024
    U••••• invests in R••••••••• S••••••
  21. Aug 8, 2024
    U••••• promotes R•••••• L••••• to Partner
  22. Apr 30, 2024
  23. Sep 7, 2023
    U••••• closes C••••••••• Fund 4 at €450 million
  24. Jul 31, 2023
    M•••••• I••••••• acquires Salvetti & Llombart
  25. Jul 1, 2023
    Promotion to Partner and office opening in Amsterdam
  26. Feb 1, 2023
    U••••• C•••••• P••••••• promotes A••••• H••• to Partner
  27. Jan 31, 2023
    U••••• VII invests in Market Research and Analytics specialist Marktest
  28. Jul 18, 2022
    U••••• invests in Dr. NIEDERMAIER PHARMA Group
  29. Oct 28, 2021
    U••••• C•••••• P••••••• A• first filed Form ADV in the extract (ERA)
  30. Jul 8, 2021
    U••••• announces sale of S•••• I• S••••••• Group to Triton
  31. Jan 19, 2021
    U••••• invests in the refrigeration specialist R&M in Spain