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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / A••••• C•••••• P••••••• M••••••••• V• L•••
A••••• C•••••• P••••••• M••••••••• V• L•••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $5.52bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (2)
- Sep 15, 2026Buyout firm (confirmed, 85%, cls-pe-2)R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 14, 2021 to Mar 29, 2024
- RAUM
- $5.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $5.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.3Bsum 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 $5.5B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 23
- Employees
- 30
- Headquarters
- Los Angeles, CA
- Office address
- 11611 SAN VICENTE BOULEVARD, SUITE 800, Los Angeles, CA, 90049-6508
- Business phone
- 310-551-0101
Stated criteria beside observed behaviour
46 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $50.0M to $300M
- Control
- not stated or not yet read
- Thesis
- We target premium companies with defensible market positions and management teams with a passionate vision for the future of their industry.
Observed from deals on record
- roles
- add on 6, unknown 37, platform 6
- period
- to 2023-09-15, from 2018-07-16, undated holdings 40, dated observations 15
- window
- last 2023-09-15, first 2020-12-02
- control
- control 6, unknown 43
- companies
- 46
- geography
- count 1, share 0.022, value TX, count 1, share 0.022, value LA, count 1, share 0.022, value PA
- investments
- 49
- seller kinds
- corporate parent 1
- transactions
- 6
- cadence by year
- 2020 add ons 1, 2021 add ons 2, 2022 add ons 1, 2023 add ons 2
- platform add on
- add ons 6, platforms 6, add ons per platform 1
- sector known for
- 16
- disclosed value usd
- n 0
- sector distribution
- count 7, share 0.152, value industrial services, examples Alpha Analytical, LLC, VLS Environmental Solutions, Prokar, Inc., Sharps Medical Waste Services, count 6, share 0.13, value industrial manufacturing, examples Thermoplastics Services, Inc., Cold Chain Technologies, Advance Research Chemicals, Inc., Universal Pure, count 2, share 0.043, value software, examples FMG Suite, Twenty Over Ten, count 1, share 0.022, value media telecom, examples Newport Media
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.065, value plastics rubber products, examples Thermoplastics Services, Inc., Cold Chain Technologies, United Plastics Group, count 3, share 0.065, value waste collection, examples VLS Environmental Solutions, Sharps Medical Waste Services, Environmental Recovery Corporation, count 2, share 0.043, value vertical software, examples FMG Suite, Twenty Over Ten, count 1, share 0.022, value testing laboratories inspection, examples Alpha Analytical, LLC, count 1, share 0.022, value chemical manufacturing, examples Advance Research Chemicals, Inc., count 1, share 0.022, value media telecom, examples Newport Media, count 1, share 0.022, value beverage manufacturing, examples Universal Pure, count 1, share 0.022, value industrial machinery repair, examples Prokar, Inc.
46 companies on the graph (6 transactions); most in industrial services (7); 6 platforms and 6 add-ons; observed 2018 to 2023
Funds
21 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• E••••• P••••••• V•••• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $555M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• E••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $519M as of Mar 29, 2024 | no Form D | Unknown | |
| S•••••••• A•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $200,000 as of Sep 1, 2023 | no Form D | Wound down | |
| C••••••••• A•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $163,000 as of Sep 1, 2023 | no Form D | Wound down | |
| I•• A•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $118,200 as of Sep 1, 2023 | no Form D | Wound down | |
| W•• A•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $114,300 as of Sep 1, 2023 | no Form D | Wound down | |
| A•• F••• V• P••• H••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $539M as of Mar 29, 2024 | no Form D | Early deployment | |
| A••••• E••••• P••••••• V••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.1B as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• E••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $517M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• E••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $100M as of Mar 31, 2023 | no Form D | Early deployment | |
| A••••• A••••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $73.9M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• A••••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.8M as of Mar 29, 2024 | no Form D | Unknown | |
| T•••• E••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $2.8M as of Sep 1, 2023 | no Form D | Wound down | |
| A••••• A••••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.1M as of Mar 29, 2024 | no Form D | Unknown | |
| S•• P••••• E••••• P••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $2.0M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• O••••••• E••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.1M as of Mar 31, 2023 | no Form D | Early deployment | |
| N••• E••••• P••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $620,336 as of Mar 29, 2024 | no Form D | Unknown | |
| F•• S•••• E••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $222,669 as of Sep 1, 2023 | no Form D | Wound down | |
| Z• E••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $58,147 as of Mar 31, 2022 | no Form D | Wound down | |
| V•• E••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $15,418 as of Sep 1, 2023 | no Form D | Wound down | |
| M• E••••• P••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $2,244 as of Mar 31, 2022 | no Form D | Wound 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.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| A••••• E••••• P••••••• V• L••• | Private Equity Fund | 2021 to 2024 | $1.3B filed Mar 29, 2024 | adviserinfo.sec.gov | |
| A••••• E••••• P••••••• V• L••• | Private Equity Fund | 2021 to 2024 | $951M filed Mar 29, 2024 | adviserinfo.sec.gov |
Team
25 current, 0 former
Managing partner (3)
- M••• D• R•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• D• R•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• R•••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (21)
- A••••• P•••••• W••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• P•••••• W••••• · Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• T• M•••• · Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• T• M•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R• K••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R• K••••••••• · Voting Member · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• D• R•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D• R•••••••• · Voting Member · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• R•••••• M•••• · Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B•••• L•••••• · Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B•••• L•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• L•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• L•••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••• M•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• M•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••••• W••••••••• F••••• · Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• W••••••••• F••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• W••••••••• F••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••••• W••••••••• F••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••••• W••••••••• F••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (1)
- R••••• K•••••• W••• · Chief Financial Officer And Chief Compliance Officer · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
49 relationships, 6 platforms, 6 add-ons
Transactions
11 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 15, 2023 | Add-on acquisition | T•• T••• D•••• | Sponsor (derived) | a••••••••.com |
| Mar 7, 2023 | Add-on acquisition | A•••• A••••••••• L•• | Sponsor (confirmed) | a••••••••.com |
| Jun 21, 2022 | Add-on acquisition | P••••••••• P•••• S••••••• | Sponsor (confirmed) | a••••••••.com |
| Mar 24, 2022 | Exit to a strategic buyer | T••••••••• S•••••••• I••• | Seller (confirmed) | a••••••••.com |
| Sep 21, 2021 | Add-on acquisition | E••••••••• R••••••• C••••••••• | Sponsor (confirmed) | a••••••••.com |
| Jun 21, 2021 | Add-on acquisition | P•••••• I••• | Sponsor (confirmed) | a••••••••.com |
| Jan 6, 2021 | Exit to a strategic buyer | I•••••••• T••••••••• C••••••••• | Seller (confirmed) | a••••••••.com |
| Dec 2, 2020 | Add-on acquisition | T••••• O••• T•• | Sponsor (derived) | a••••••••.com |
| Aug 21, 2018 | Exit to a strategic buyer | R••••••••• T••••••••• | Seller (confirmed) | a••••••••.com |
| Aug 7, 2018 | Exit to a strategic buyer | B••••••• R••• S••••••• | Seller (confirmed) | a••••••••.com |
| Oct 17, 2017 | Exit to a strategic buyer | V•• R••••••• S•••••••• L•• | Seller (confirmed) | a••••••••.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (4)
- P••• H••• G•••• L•• 4 shared · strong · last Jan 1, 2024
- B•••• L•• 2 shared · recurring · last Jan 1, 2014
- C••••• F••••••••• • C•• 1 shared · one time · last Jan 1, 2012
- B•••• L••• A••••• T•••••• I•• U••••••••• G•••• F••••• P••••••• 1 shared · one time · last Jan 1, 2012
Lenders (1)
- A••• 1 shared · one time · last Sep 21, 2021
Financial advisers (1)
- H••••••• L•••• 1 shared · one time · last Sep 21, 2021
LP commitments
2 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in A••••• E••••• P••••••• V•• L••• $150M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in A••••• E••••• P••••••• V•• L••• $150M osc.ny.gov
Events
60 most recent
- May 12, 2026A••••• Capital Partners Deepens Value Creation Capabilities T•••••• Strategic AI Partnership with WovenLight
- Mar 31, 2026A••••• C•••••• P••••••• M••••••••• V• L•••: Private Equity Funds on Form ADV 12 (2024 extract) -> 13 (roster 2026-09-01)
- Jan 22, 2026A••••• Capital Partners Acquires A••••, a Leading Global Provider of IIoT S••••••••
- Jul 29, 2025GTCR to Acquire F•• S•••• from A••••• Capital Partners
- Feb 17, 2025U•••••••• P••• Acquires Dora's Natural High-Pressure Processing (HPP) Assets, Expanding HPP Capacity in the Northeast Region
- Aug 5, 2024A••••• Capital Partners Acquires G•••••••, a Leading Infrastructure S••••••s Provider of Critical Power Supply S••••••••
- Jul 29, 2024U•••••••• P••• Appoints Frank Jimenez as Chief Executive Officer
- Jul 2, 2024A••••• Acquires M•••et-leading Litigation S•••••• Provider First Legal
- Apr 4, 2024A••••• Capital Partners Completes Recapitalization of P•• G•••• With TJC
- Mar 14, 2024P•••® Life Sciences Acquires New Jersey Laboratory From Curia
- Jan 9, 2024P•• G••••, a Portfolio Company of A••••• Capital Partners, Announces Expanded Last-Mile Logistics S•••••••• with Acquisition of Bayport R••• Terminal LLC
- Sep 15, 2023I••••• E••••••••• G•••• Acquires T•• T••• D••••
- Aug 7, 2023A••••• Capital-Backed S•••••••• Expands into Biodegradable Microencapsulation M•••et with Acquisition of TRuCapSol
- May 16, 2023P•• G••••, a Portfolio Company of A••••• Capital Partners, Announces Acquisition of Steel Line R••• S••••••s LLC
- Mar 13, 2023A••••• Capital Partners Promotes Bryant Yung to Principal
- Mar 7, 2023P•••® A••••••••• S••••••s Acquires A•••• A••••••••• Laboratories
- Dec 6, 2022A••••• Capital Partners Backed G•••• H••• Acquires E••••••••• and Ellis Partners in Management S••••••••
- Nov 9, 2022A••••• Capital Partners Promotes Bianca Sganga to Vice President
- Nov 2, 2022A••••• Capital Partners Acquires Leading High Pressure Processing Provider U•••••••• P•••
- Sep 27, 2022A••••• Capital Partners Completes Sale of N••••••• T•••••••• S•••••• to Element Materials T••••••••• Group
- Aug 24, 2022A••••• Capital Partners Completes Acquisition of S••••• Compliance Corp.
- Aug 18, 2022A••••• Capital Partners Completes Sale of V•• E••••••••• S••••••••, a leading sustainability solutions and ESG-focused waste services company in North America, to I Squared Capital
- Jun 21, 2022V•• E••••••••• S••••••••, LLC, a Portfolio Company of A••••• Capital Partners, Expands Marine S••••••s Business in Louisiana with Acquisition of P••••••••• P•••• S•••••••
- Mar 24, 2022P•• G••••, a Portfolio Company of A••••• Capital Partners, Acquires T••••••••• S•••••••• I•••
- Mar 24, 2022P•• G••••, a Portfolio Company of A••••• Capital Partners, Acquires T••••••••• S•••••••• I•••
- Mar 21, 2022C••• C•••• T••••••••• Acquires Packaging T••••••••• Group, Expanding its Leadership in Sustainable Thermal Packaging
- Jan 24, 2022A••••• Capital Partners Promotes Scott Erickson to Partner, Phil Gross to Principal and Jordan Leibowitz to Vice President
- Jan 11, 2022Leonard Green & Partners Acquires Majority Stake in Leading A••••••••• & Life Sciences Testing and S••••••s Provider P•••® from A••••• Capital Partners
- Dec 20, 2021A••••• Capital Partners Acquires S••••••••, LLC
- Dec 14, 2021A••••• C•••••• P••••••• M••••••••• V• L••• first filed Form ADV in the extract (IA)
- Dec 13, 2021A••••• Capital-Backed I•••••• T••••••••• Acquires A•••••• R••••••• C••••••••
- Dec 1, 2021Clearlake Capital And A••••• Capital Backed Zywave Acquires ClarionDoor, Further Advancing Transformation Of The I•••••••• M•••et & Leadership Position In End-to-end Configure, Price, Quote T•••••••••
- Nov 16, 2021A••••• Capital Partners Acquires Automated Gate S••••••s Provider W•••coast Gate from Kian Capital Partners
- Sep 21, 2021V•• R••••••• S•••••••• L••, a Portfolio Company of A••••• Capital Partners, Expands W•••• S••••••s into the Midwest and Mid-Atlantic with Acquisition of ERC
- Jun 30, 2021Zywave Acquires IBQ Systems, an Industry Leader in Personal Lines Comparative Rating
- Jun 21, 2021P•••••••• S•••••• C•••••••••, a Portfolio Company of A••••• Capital Partners, Announces Acquisition of P•••••• I•••
- May 4, 2021A••••• Capital Partners Acquires Real Estate Software S•••••••• Provider G•••• H•••
- Apr 15, 2021Zywave Acquires Enquiron, A Trusted Provider Of Risk Management S••••••••
- Apr 1, 2021A••••• Capital Partners Acquires Curtis Bay M•••••• W•••• S••••••s
- Mar 4, 2021R••••••-Reilly Acquires Central Analysis Bureau; Deepens Transportation Data Portfolio
- Jan 6, 2021Clearlake Capital And A••••• Capital-Backed Zywave Acquires I•••••••• T••••••••• C••••••••• (ITC)
- Jan 6, 2021Clearlake Capital And A••••• Capital-Backed Zywave Acquires I•••••••• T••••••••• C••••••••• (ITC)
- Dec 15, 2020P•••••••• S•••••• C•••••••••, a Portfolio Company of A••••• Capital Partners, Announces Acquisition of Fryoux Tankerman S••••••
- Dec 10, 2020A••••• Capital Partners Completes Growth Investment in P•••••• R••••••
- Dec 8, 2020P••• A•••••••••® Expands CDMO Capabilities with Bio-Concept Laboratories Acquisition
- Dec 3, 2020VLS R•••••••, a Portfolio Company of A••••• Capital Partners, Builds on its Leadership Position in the Southeast with Acquisition of J•• E••••••••• S•••••••
- Dec 2, 2020F•• S•••• Announces Strategic Acquisition of T••••• O••• T••
- Nov 17, 2020Clearlake Capital Acquires I•••••••• Software Leader Zywave And Announces Strategic Acquisition Of Advisen
- Sep 16, 2020C••• C•••• T••••••••• Appoints Ranjeet Banerjee as Chief Executive Officer
- Aug 25, 2020P••• A•••••••••® Acquires Emerson Resources, Inc. Adding Clinical Trial Material Production Capabilities
- Jun 22, 2020F•• S•••• Closes New Private Equity Funding Round Led by A••••• Capital Partners
- Jun 4, 2020P••• A••••••••• Acquires Aerobiology Laboratory Associates, Inc.
- Feb 13, 2020VLS R••••••• S••••••s Names J••• Magee Chief Executive Officer
- Dec 4, 2019P••• A••••••••• S••••••s, LLC., Acquires Shealy E••••••••• S••••••s, LLC
- Oct 16, 2019I•••••• T••••••••• launches European initiative with acquisition of Fluor Technik System
- Jul 24, 2019A••••• Capital Partners Acquires C••• C•••• T•••••••••
- Jul 1, 2019VLS R•••••••, a Portfolio Company of A••••• Capital Partners, Expands into Marine S••••••s with Acquisition of T••••••••• S••••••s
- Jun 14, 2019I•••••••• Tech Company Zywave Acquires Rating Engine RateFactory
- Aug 21, 2018A••••• Capital Partners Announces Sale of R••••••••• T•••••••••, Inc.
- Aug 21, 2018A••••• Capital Partners Announces Sale of R••••••••• T•••••••••, Inc.
Across the graphs
A••••• C•••••• P••••••• M••••••••• V• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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