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.
Firms / Greylion Partners LP
Greylion Partners LP
Classification
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 4 of 6 private equity vehicles are named growth
- Size band
- Middle marketdefined by: proxy: $2.44bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 4 of 6 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 9, 2020 to Mar 27, 2024
- RAUM
- $2.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $2.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $2.4B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 24
- Headquarters
- New York, NY
- Office address
- 900 THIRD AVENUE, 23RD FLOOR, New York, NY, 10022
- Business phone
- 646-475-3530
Stated criteria beside observed behaviour
13 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
- add on 9, unknown 3, platform 1
- period
- to 2026-02-27, from 2021-05-03, undated holdings 7, dated observations 12
- window
- last 2026-02-27, first 2021-05-03
- control
- control 9, unknown 4
- companies
- 13
- geography
- count 1, share 0.077, value TX
- investments
- 13
- seller kinds
- transactions
- 9
- cadence by year
- 2021 add ons 1, 2022 add ons 2, 2023 add ons 1, 2025 add ons 1, 2026 add ons 1
- platform add on
- add ons 9, platforms 1, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.308, value education, examples Ready Training Online, ACLS Medical Training and Safety Provisions, AdvanceOnline, Van Education Center, count 1, share 0.077, value consumer services, examples HIPAA Exams, count 1, share 0.077, value financial services, examples Mortgage Educators and Compliance
- holding period years
- n 0
- repeat counterparties
- role co investor, shared 2, entity id 646cb9c7-d9ef-402d-8117-7350e89b5ffc
- subsector distribution
- count 4, share 0.308, value education, examples Ready Training Online, ACLS Medical Training and Safety Provisions, AdvanceOnline, Van Education Center, count 1, share 0.077, value other schools training, examples HIPAA Exams, count 1, share 0.077, value financial services, examples Mortgage Educators and Compliance
13 companies on the graph (9 transactions); most in education (4); 1 platforms and 9 add-ons; observed 2021 to 2026
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| PWP Growth Equity Fund II LP ADV: Private Equity Fund | Growth fund | 2020 first reported on Form ADV | $862M as of Mar 27, 2024 | no Form D | Active deployment | |
| Greylion Capital Fund III LP ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $595M as of Mar 27, 2024 | no Form D | Active deployment | |
| PWP Growth Equity I LP ADV: Private Equity Fund | Growth fund | 2020 first reported on Form ADV | $500M as of Mar 27, 2024 | no Form D | Unknown | |
| PWP Growth Equity Fund II B LP ADV: Private Equity Fund | Growth fund | 2020 first reported on Form ADV | $248M as of Mar 27, 2024 | no Form D | Active deployment | |
| PWP Growth Equity Fund I (b) LP ADV: Private Equity Fund | Growth fund | 2020 first reported on Form ADV | $161M as of Mar 27, 2024 | no Form D | Unknown | |
| Greylion Capital Fund III B LP ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $78.1M as of Mar 27, 2024 | no Form D | Active deployment | |
| Yf-Gef Holdings LLC ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $284 as of Apr 30, 2021 | no Form D | Wound down |
Team
25 current, 0 former
Managing partner (4)
- Chip Baird · MANAGING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- David Lynn Ferguson · Managing Member · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- David Lynn Ferguson · MANAGING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Gilbert Lochrie Baird · Managing Member · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- Dina Marie Colombo · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ellen Dana Rosenberg · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Henry Heinerscheid · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jody Shechtman · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Santiago Nunez · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- Christopher Loggia · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Drew Darling · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sean Gormley · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- Kevin Stump · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sara Moushegian · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- Brett Berger · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jack McMillin · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Josh Dorle · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- Dina Marie Colombo · Chief Financial Officer · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Ellen Dana Rosenberg · Chief Compliance Officer/General Counsel · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- George Kowalski · CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jasmine Urena · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Lisa Stein · CORPORATE CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Matthew Kawko · CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Yasmin Khan · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- Allison Shaw · HEAD OF CLIENT SERVICES · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
13 relationships, 1 platforms, 9 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 27, 2026 | Add-on acquisition | Canadian Food Safety Group | Sponsor (confirmed) | prnewswire.com |
| May 1, 2025 | Add-on acquisition | Ready Training Online | Sponsor (derived) | 360training.com |
| May 19, 2023 | Add-on acquisition | ACLS Medical Training and Safety Provisions | Sponsor (confirmed) | prnewswire.com |
| Dec 28, 2022 | Add-on acquisition | AdvanceOnline | Sponsor (derived) | prnewswire.com |
| Apr 4, 2022 | Add-on acquisition | HIPAA Exams | Sponsor (derived) | prnewswire.com |
| May 3, 2021 | Add-on acquisition | Van Education Center | Sponsor (derived) | 360training.com |
| date unknown | Add-on acquisition | Mortgage Educators and Compliance | Sponsor (derived) | 360training.com |
| date unknown | Add-on acquisition | ACLS Medical Training | Sponsor (confirmed) | 360training.com |
| date unknown | Add-on acquisition | Safety Provisions | Sponsor (confirmed) | 360training.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (4)
- Stifel, Nicolaus & Company 4 shared · strong · last Jan 1, 2018
- Aviditi Financial, LLC 2 shared · recurring · last Jan 1, 2021
- Stifel, Nicolaus & Company, Incorporated 2 shared · recurring · last Jan 1, 2023
- Barclays Capital Inc. 2 shared · recurring · last Jan 1, 2014
Financial advisers (1)
- Hennepin Partners 1 shared · one time
Co-investors (1)
- Vestar Capital Partners, LLC 2 shared · recurring
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
56 most recent
- Sep 16, 2026Sale of BuildASign Completed
- Sep 16, 2026360Training Announces Investment
- Sep 16, 2026Luna Grill Announces Investment
- Jul 15, 2026ADC Aerospace Announces Acquisition of Hyatt Die Cast & Engineering Corporation
- Jul 2, 2026Slipstream Expands Work Management and PMO Practice with Acquisition of Echolocity
- Jun 29, 2026IMTC Founders Continue Leadership Roles as Trifecta Collective Announces Investment in Conference’s Future Growth
- May 20, 2026GreyLion Announces Partnership with Tanis Brush
- Mar 26, 2026Greylion Partners LP: Private Equity Funds on Form ADV 6 (2024 extract) -> 9 (roster 2026-09-01)
- Feb 27, 2026360training Acquires Canadian Food Safety Group, Including Brands SafeCheck Learning and SafeCheck Safety, Expanding Canadian Food Safety Leadership
- Dec 3, 2025Torginol Announces Acquisition of Chips Unlimited
- Dec 2, 2025360training Acquires UST Training to Expand Regulated Training Solutions, Accelerate Growth for Tank Safety Markets
- Nov 18, 2025GreyLion Sells Interest in The RealReal and Chip Baird Resigns from the Board
- Aug 5, 2025Slipstream Announces New Investment from GreyLion Partners
- Jun 26, 2025GreyLion Closes Strategic Investment in Torginol
- Jun 16, 2025Swyft Filings Appoints Jeff Mosler as Chief Executive Officer
- May 1, 2025360training Acquires Ready Training Online (RTO)
- Apr 17, 2025360training Acquires On The Fly Brands
- Apr 11, 2025360training Acquires My Mortgage Trainer, Enhancing Mortgage and Financial Services Training Capabilities
- Mar 3, 2025Trifecta Collective Expands Globally with Acquisition of Canadian Concrete Expo, Marking a Bold Step in Its Rapid Growth
- Feb 25, 2025BluWave Recognizes GreyLion Partners with 2025 Top PE Innovator Award*
- Oct 28, 2024The RealReal Appoints Rati Sahi Levesque as Chief Executive Officer
- Oct 15, 2024Birdseye Security Solutions Receives Equity Investment from GreyLion Partners
- Sep 5, 2024360training, a Leader in Online Regulated Training, Acquires Compliance Training Online (CTO) to Expand Environmental Safety & OSHA Offerings
- Aug 22, 2024GreyLion Sells Investment in TickPick
- Jul 1, 2024Santiago Núñez Appointed Partner at GreyLion
- Jun 4, 2024Trifecta Collective Acquires TRANSACT from the Electronic Transactions Association (ETA) - A Game Changng Move in Fintech Events
- May 1, 2024Carlisle Companies Completes Purchase of MTL Holdings, A Leader in Edge Metal and Non-Insulated Architectural Wall Systems
- Feb 23, 2024The RealReal Names Ajay Gopal as its Chief Financial Officer and Appoints Karen Katz as Chairperson of its Board of Directors
- Feb 21, 2024BluWave Recognizes GreyLion Partners with 2024 Top PE Innovator Award*
- Feb 12, 2024ADC Aerospace Announces Acquisition of Cast-Rite Corporation
- Jan 8, 2024360training, a Leader in Regulated Financial Services Training, Acquires Mortgage Educators and Compliance
- Oct 12, 2023SkinSpirit Acquires Med-Spa Locations to Expand Its Reach Across the Country
- Jul 13, 2023Dr. Sachin M. Shridharani of LUXURGERY Partners With SkinSpirit as Director of Aesthetics Education and Partner
- May 19, 2023360training Acquires ACLS Medical Training & Safety Provisions--Extends Healthcare & EHS Offerings
- Jan 25, 2023The RealReal Appoints E-Commerce and Digital Executive John E. Koryl as CEO and Board Member
- Dec 28, 2022360training Acquires AdvanceOnline Expanding Online Training Footprint with New DOT CMV Courses
- Dec 14, 2022Trifecta Collective Acquires the International Mass Timber Conference
- Oct 20, 2022SkinSpirit, a GreyLion Portfolio Company, Announces Investment from KKR
- Sep 19, 2022MTL Holdings Acquires Citadel Architectural Products
- Jul 6, 2022Quick Med Claims Appoints S. Mark Talley Chief Executive Officer
- May 5, 2022GreyLion's Investment in Webconnex Wins Growth Investment Deal of the Year at The M&A Atlas Awards*
- Apr 4, 2022360training Acquires HIPAA Exams As Entry into Healthcare Sector
- Feb 1, 2022Hyphen Solutions Acquires Chameleon Power
- Dec 21, 2021The RealReal Names Robert Julian Chief Financial Officer
- Dec 21, 2021Julie Wainwright, Founder & CEO of The RealReal, Joins Forbes 50 Over 50
- Dec 21, 2021360training Acquires VanEd to Expand its Real Estate Education Reach
- Dec 21, 2020Hyphen Solutions Announces Investment From GreyLion Capital & Stone Point Capital
- Dec 21, 2020Black Bear Diner Names Anita Adams Chief Executive Officer, Adds Jeff Guido as Chief Operating Officer
- Apr 9, 2020Greylion Partners LP first filed Form ADV in the extract (IA)
- Aug 26, 2019ADC Announces Investment from GreyLion Capital
- Aug 26, 2019TickPick Announces $40 Million GreyLion Capital Investment
- Jan 18, 2019Delphon Announces GreyLion Capital Investment
- Nov 12, 2018GreyLion Capital Announces Investment in Quick Med Claims
- Oct 10, 2018SkinSpirit Announces Investment
- Aug 13, 2018Sale of Western Window Systems Completed
- Dec 14, 2017$750 Million Fund II Fundraise Completed
Across the graphs
Greylion Partners LP 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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