DFX Intelligence
Private Equity Intelligence
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Firms / P•••••• M••••••••• L••••••
P•••••• M••••••••• L••••••
P•••••• has a 30-year history of lending to the middle market. Our experienced professionals can provide a wide range of financing solutions on highly competitive terms.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.02bn Private Equity Fund GAV on the Form ADV filed 2024-08-19
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jun 1, 2016 to Aug 19, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-08-19, latest gav Private Equity Fund $1.0B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- unknown
- Headquarters
- Toronto, Canada
- Office address
- 333 BAY STREET, SUITE 610, ONTARIO, Toronto, M5H 2R2
- Business phone
- 416-865-0707
Stated criteria beside observed behaviour
54 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
- from $20.0M
- 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 invest in a wide range of industries, but have particular expertise and experience in the following sectors:
Observed from deals on record
- roles
- unknown 52, platform 3
- period
- to 2020-07-09, from 2019-06-27, undated holdings 52, dated observations 6
- window
- last 2020-07-09, first 2019-06-27
- control
- control 3, unknown 52
- companies
- 54
- geography
- investments
- 55
- seller kinds
- transactions
- 3
- cadence by year
- 2019 platforms 1, 2020 platforms 2
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 13
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.074, value industrial manufacturing, examples Manufacturer of prescription foot orthotics, Manufacturer of plastic automobile components, Surewerx, Arrowhead, count 2, share 0.037, value healthcare services, examples Dental service organization, Actionbehavior, count 2, share 0.037, value industrial services, examples Caliber Collision Centers, Choice Environmental Services, count 1, share 0.019, value specialty distribution, examples Distributor of floor coverings, count 1, share 0.019, value life sciences, examples Canadian Hospital Specialties, count 1, share 0.019, value consumer services, examples Mister Car Wash, count 1, share 0.019, value financial services, examples Mariner Wealth Advisors, count 1, share 0.019, value software, examples Software products for the trucking industry
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.056, value miscellaneous manufacturing, examples Manufacturer of prescription foot orthotics, Surewerx, Arrowhead, count 1, share 0.019, value misc durable wholesale, examples Distributor of floor coverings, count 1, share 0.019, value medical devices, examples Canadian Hospital Specialties, count 1, share 0.019, value automotive repair, examples Mister Car Wash, count 1, share 0.019, value financial services, examples Mariner Wealth Advisors, count 1, share 0.019, value dental, examples Dental service organization, count 1, share 0.019, value outpatient mental health substance, examples Actionbehavior, count 1, share 0.019, value plastics rubber products, examples Manufacturer of plastic automobile components
54 companies on the graph (3 transactions); most in industrial manufacturing (4); 3 platforms and 0 add-ons; observed 2019 to 2020
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• C•••••• F••• V•• U••• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $331M as of Aug 19, 2024 | no Form D | Early deployment | |
| P•••••• C•••••• F••• V• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $597M as of Aug 19, 2024 | no Form D | Successor fundraising | |
| P•••••• C•••••• F••• V• U••• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $85.7M as of Aug 19, 2024 | no Form D | Successor fundraising | |
| P•••••• C•••••• F••• V• ••• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.1M as of Aug 19, 2024 | no Form D | Harvest | |
| P•••••• C•••••• F••• V•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| P•••••• C•••••• F••• V•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
35 current, 3 former
Partner (11)
- A••• S•••••• B•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• S•••••• B•••••• · Shareholder-Common Stock · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• J•••• T••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• J•••• T••••••• · Shareholder-Common Stock · since Sep 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• B•••• B•••••• · Shareholder-Common Stock · since Sep 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• B•••• B•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• B•••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• B•••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••••• V••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- B•••••• S••••••••• · Director, Data Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••••• N•• M•••••• · Director · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• C•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- C••••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• H••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• M•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- A••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• E••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• Y••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (8)
- A••• L•••••••• · Corporate Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• N•• C••• · Secretary · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F•••••• N•• C••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• E••••• · Vice President, Fund Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• M••••• · Manager, Fund Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• N••• · Director, Tax & Corporate Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••••• H••••• · Chief Operating Officer, CCO & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••••• H••••• · Chief Compliance Officer · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (3)
- A••• D•••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••••• · Corporate Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• Z•••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- G••••••• M•••••• · Shareholder - Common Shares · Jun 1, 2015 to Mar 29, 2022 Inference
- J••• B•••••• · Shareholder - Common Shares · Sep 1, 1996 to Mar 29, 2022 Inference
- N••••• A•• F•••• · Director · Jun 1, 2021 to Mar 7, 2024 Inference
Portfolio
55 relationships, 3 platforms, 0 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 9, 2020 | Platform acquisition | T••• | Sponsor (confirmed) | p••••••.com |
| Jul 9, 2020 | Platform acquisition | T••• | Sponsor (confirmed) | p••••••.com |
| Jun 27, 2019 | Platform acquisition | M••• | Sponsor (confirmed) | p••••••.com |
| Nov 2, 2018 | Exit to a strategic buyer | S••••••• | Seller (confirmed) | p••••••.com |
| date unknown | Minority investment | P•••••• M••••••••• L•••••• | Target (confirmed) | p••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- P••• H••• G•••• L•• 4 shared · strong · last Jan 1, 2022
- P•• P••••••• L• 4 shared · strong · last Jan 1, 2023
- E•••••• U••••••••• • I•••••• L••• 1 shared · one time · last Jan 1, 2022
- T•• P•••••• U••••••••• L•••••• 1 shared · one time · 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
55 most recent
- Sep 16, 2026May 2022 P•••••• Announces Strategic Minority Investment by B•••••••• C•••••• P•••••••
- Sep 16, 2026July 2024 TorQuest Partners acquires M••••••• L.P. from P••••••
- Sep 16, 2026December 2023 P•••••• Announces C$70 million Investment in CBI Health Group
- Sep 16, 2026November 2023 P•••••• Announces Investment in Recochem
- Sep 16, 2026January 2023 P•••••• Announces Promotions
- Sep 16, 2026December 2022 P•••••• Closes $1.6 Billion Seventh Fund
- Sep 16, 2026May 2022 P•••••• Announces Strategic Minority Investment by B•••••••• C•••••• P•••••••
- Sep 16, 2026April 2022 P•••••• Announces Promotions
- Sep 16, 2026March 2022 P•••••• Announces Additional Investment in A•••••••• Engineered Products
- Sep 16, 2026January 2022 P•••••• Announces US$75 Million Investment in M•••••• W••••• A•••••••
- Sep 16, 2026October 2021 P•••••• Announces Second Lien Debt Investment in 24-7 Intouch
- Sep 16, 2026August 2021 P•••••• Announces Investment in A•••••••• Engineered Products
- Sep 16, 2026July 2021 P•••••• Announces US$85 million Investment in Gastro Health
- Sep 16, 2026November 2020 P•••••• Announces US$85 Million Investment in A•••••••• Engineered Products
- Sep 16, 2026July 2020 T••• H••••• Joins P•••••• as Chief Operating Officer
- Sep 16, 2026June 2020 P•••••• Increases Investment in C•••••• C•••••••• C•••••• to US$160 Million
- Sep 16, 2026June 2020 P•••••• Announces US$100 Million Investment in BroadStreet Partners
- Sep 16, 2026June 2019 M•••••• B••••••••• Joins P•••••• as a Vice President of Origination
- Sep 16, 2026May 2019 P•••••• Announces Follow-on Investment in M••••• C•• W•••
- Sep 16, 2026February 2019 P•••••• Announces US$150 Million Investment in C•••••• C•••••••• C••••••
- Sep 16, 2026January 2019 P•••••• Closes $1.15 Billion Sixth Fund
- Sep 16, 2026November 2018 P•••••• Completes Sale of S••••••• to The Riverside Company
- Sep 16, 2026September 2018 Joe M•••••• Joins P•••••• as a New Partner
- Sep 16, 2026February 2018 P•••••• Announces C$55 million Investment in CBI Health Group
- Sep 16, 2026April 2017 P•••••• Announces U.S. $75 Million Investment in A•••••• Healthcare
- Sep 16, 2026March 2017 P•••••• Announces Two New Investments
- Sep 16, 2026October 2016 P•••••• Closes $724 Million Fifth Fund
- Sep 16, 2026September 2016 P•••••• Announces Third Investment in PSA Healthcare
- Sep 16, 2026August 2016 P•••••• Announces Investment in P•••• & E•••••••
- Sep 16, 2026February 2016 P•••••• Announces U.S. $47 Million Investment in Forefront Dermatology
- Sep 16, 2026February 2016 P•••••• Announces Follow-On Investment in PSA Healthcare
- Sep 16, 2026November 2015 The JET Group Announces Acquisition of Sellstrom Manufacturing Co.
- Sep 16, 2026June 2015 P•••••• Announces New Investment in Pet Supermarket
- Sep 16, 2026March 2015 P•••••• Announces Investment in Pediatric Services of America
- Sep 16, 2026November 2014 P•••••• Announces Investment in Mavis Discount Tire
- Sep 16, 2026October 2014 P•••••• Announces US$15.1 Million Investment in M••••• C•• W•••
- Sep 16, 2026January 2014 The JET Group Announces Acquisition of PeakWorks Inc.
- Sep 16, 2026June 2013 P•••••• Announces a Minority Equity Investment in Wakefield
- Sep 16, 2026November 2012 P•••••• Announces Acquisition of JET Equipment & Tools Ltd.
- Sep 16, 2026May 2012 P•••••• Strengthens Investment Team
- Sep 16, 2026March 2012 P•••••• Closes $460 Million Fourth Fund
- Sep 16, 2026June 2011 P•••••• announces US$25 million investment in Hopkins Manufacturing Corporation
- Sep 16, 2026March 2011 P•••••• announces successful exit from its investment in C••••• E••••••••• S•••••••, Inc.
- Sep 16, 2026April 2025 P•••••• Announces Final Close of P•••••• P••••
- Sep 16, 2026September 2009 P•••••• announces $20 million investment in CanGro Foods Inc.
- Sep 16, 2026November 2008 P•••••• announces US$34 million investment in C•••••• C•••••••• C••••••.
- Sep 16, 2026August 2008 P•••••• announces $18 million debt investment in Timothy’s Coffees of the World Inc.
- Sep 16, 2026December 2007 P•••••• announces $40 million follow-on investment in GoodLife Fitness Clubs
- Sep 16, 2026May 2007 P•••••• announces the first closing of P•••••• Capital Fund III at $240 million
- Sep 16, 2026September 2010 P•••••• announces US$15 million investment in C••••• E••••••••• S•••••••, Inc.
- Jul 9, 2020July 2020 T••• H••••• Joins P•••••• as Chief Operating OfficerPlatform investmentFactT•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 9, 2020July 2020 T••• H••••• Joins P•••••• as Chief Operating OfficerPlatform investmentFactT•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jun 27, 2019June 2019 M•••••• B••••••••• Joins P•••••• as a Vice President of OriginationPlatform investmentFactM•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Nov 2, 2018November 2018 P•••••• Completes Sale of S••••••• to The Riverside Company
- Jun 1, 2016P•••••• M••••••••• L•••••• first filed Form ADV in the extract (ERA)