DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

B••• C•••••• P•••••• E•••••• L•

Buyout firmClassification confirmedLarge capSEC registered investment adviser· Boston, MA

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $96B
PE fund assets: $100B
PE funds: 36
Investments held: 6 of 6
Deals, last 12 months: 5

LP commitments list Find similar buyers

Funds and vehicles Team (66)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

What matters now

$250M
to B••• C•••••• L••• S••••••• F••• I•
Raising B••• C•••••• L••• S••••••• F••• I•: $250M disclosed by 2 public plans; B••• C•••••• F••• X••: $200M from 1 plan.
Commitments are still being disclosed, so the fund is in market: an LP can still get in and a placement agent knows who has already said yes.
Fact2 pension plans' own reports, latest 31 May 2026For LPs, placement agents, co-investorsSee the LPs →
4 deals
180 days
4 deals since 20 Jul 2026: bought R••• C••••••• (growth investment, 27 Aug), G••• c•• (sponsor sale, 6 Aug) and V••••••••• (platform, 24 Jul).
What it is buying now is the best guide to what it will buy next.
Factannounced deals, press releasesFor Sell-side bankers, founders, lendersAll deals →
4 funds
backed by one plan
C••••••••• P••••• E••••••••• R••••••••• S••••• has backed 4 of its funds since 2023, $721M disclosed, and re-upped $100M into B••• C•••••• L••• S••••••• F••• I• (reported 31 Dec 2025).
A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.
Factthe plan's own reportsFor LPs, placement agentsTop LPs →
+9
funds on Form ADV
Private equity funds on its Form ADV went from 27 to 36 (+9).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 58 of 58 distinct vehicles are sworn Private Equity Funds; 42 reported gross assets on a filing in 2022 or later
Size band: Large capdefined by: proxy: $99.51bn Private Equity Fund GAV on the Form ADV filed 2026-03-31

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%)
58 of 58 distinct vehicles are sworn Private Equity Funds; 42 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%)
48 of 48 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)RAUM $96B · 36 PE funds · filed Mar 31, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Mar 30, 2012 to Mar 31, 2026
RAUM: $96Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 36
PE fund GAV, latest filing: $100Breported gross assets (Form ADV), not fund size
All private fund GAV: $100Bevery private fund type, latest filing
2024 PE fund GAV: $100Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: Private equity fund: 36 funds, $100B reported gross assets, 58 ever reported
Form ADV filed Mar 31, 2026
Employees: 856
Headquarters: Boston, MA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour1 of 8 criteria stated · 10 observed dealsShow

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

On record: 10 companies, 6 holdings, 9 transactions
Period: 2008 to 2026 (14 dated observations, 1 holding undated)
Most deals: Software (1 of 10, e.g. SupplyOn), consumer products (1 of 10), industrial manufacturing (1 of 10) and 1 more
Subsectors: Vertical software (1 of 10), consumer products (1 of 10), chemical manufacturing (1 of 10), fitness recreation (1 of 10)
Deal roles: 4 platforms, 1 add-on, 1 with role not stated
Add-ons per platform: 0.25 add-ons per platform
Control: 4 control, 2 not stated
Disclosed deal values: 4 deals with a disclosed value, $1.2B to $2.6B
Where: Ma (1 of 10), fl (1 of 10), ca (1 of 10), sc (1 of 10)
Bought from: 1 family, 1 sponsor, 1 unknown
By year: 2008: 1 other deal; 2010: 1 other deal; 2023: 2 other deals; 2026: 2 platforms, 1 add-on, 1 exit, 1 other deal

10 companies on the graph (9 transactions); most in software (1); 4 platforms and 1 add-on; observed 2008 to 2026

Funds

37 families, 46 vehicles on record, 12 more on the reporting tape

B••• C•••••• T••• O••••••••• F••• I••• L••• · 1 vehicle · vintage 2025$1.0B
- B••• C•••••• T••• O••••••••• F••• I••• L••• buyout or unlabelled$1.0B
B••• C•••••• F••• X••• L••• · 2 vehicles · vintage 2024$14B
- B••• C•••••• F••• X••• L••• buyout or unlabelled$12B
- B••• C•••••• F••• •••• X••• S••• buyout or unlabelled · 2024$2.2B
B••• C•••••• L••• S••••••• F••• I•• L••• · 1 vehicle · vintage 2024$3.4B
- B••• C•••••• L••• S••••••• F••• I•• L••• buyout or unlabelled$3.4B
B••• C•••••• D••••• I••••• F••• I••• L••• · 1 vehicle · vintage 2024$1.4B
- B••• C•••••• D••••• I••••• F••• I••• L••• buyout or unlabelled · 2024$1.4B
B••• C•••••• T••• O••••••••• F••• I•• L••• · 1 vehicle · vintage 2023$2.8B
- B••• C•••••• T••• O••••••••• F••• I•• L••• buyout or unlabelled · 2023$2.8B
Co-investment vehicles · 4 vehicles$203M
- B••• C•••••• X• C••••••••• F•••• L• Co-investment vehicle$115M
- B••• C•••••• V•• C••••••••• F•••• L• Co-investment vehicle$48.3M
- B••• C•••••• I• C••••••••• F•••• L• Co-investment vehicle$23.5M
- B••• C•••••• V••• C••••••••• F•••• L• Co-investment vehicle$15.9M

31 smaller families are in the full list of vehicles.

View all 46 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B••• C•••••• F••• •••• X••• S••• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$2.2B as of Mar 31, 2026	$12B	Unknown
B••• C•••••• D••••• I••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$1.4B as of Mar 31, 2026	$591M	Unknown
B••• C•••••• T••• O••••••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$2.8B as of Mar 31, 2026	$0	Active deployment
B••• C•••••• E••••• H•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.3B as of Mar 31, 2026	$0	Unknown
B••• C•••••• E••••• F••• V•• S••• ADV: Private Equity Fund	buyout or unlabelled	2022 Form D first sale	$9.3B as of Mar 31, 2026	$5.9B	Active deployment
B••• C•••••• A••• F••• V• L• ADV: Private Equity Fund	buyout or unlabelled	2022 Form D first sale	$8.7B as of Mar 31, 2026	$6.3B	Active deployment
B••• C•••••• L••• S••••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$2.1B as of Mar 31, 2026	$0	Unknown
B••• C•••••• J•••• M••••• M••••• F•••• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$1.0B as of Mar 31, 2026	$0	Mature
B••• C•••••• F••• X•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$9.9B as of Mar 31, 2026	$0	Mature
B••• C•••••• F••• •••• X•••• S••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.5B as of Mar 31, 2026	no Form D	Mature
B••• C•••••• D••••• I••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2020 Form D first sale	$836M as of Mar 31, 2026	$596M	Unknown
B••• C•••••• L••• S••••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$592M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• E••••• F••• V• S••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$8.2B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• A••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$3.5B as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• T••• O••••••••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 Form D first sale	$1.6B as of Mar 31, 2026	$1.1B	Mature
B••• C•••••• F••• X••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$9.7B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• F••• •••• X••• S••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$686M as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• F••• ••• X••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$530M as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• L••• S••••••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$360M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• D••••• I••••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$178M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• A••• F••• I••• L• ADV: Private Equity Fund	buyout or unlabelled	2015 Form D first sale	$3.7B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• E••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2014 Form D first sale	$1.7B as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• F••• X•• L••• ADV: Private Equity Fund	buyout or unlabelled	2013 Form D first sale	$2.1B as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• A••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2011 Form D first sale	$204M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• F••• X••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$12B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• B••••• H•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.5B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• L••• S••••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.4B as of Mar 31, 2026	$0	Unknown
B••• C•••••• B••••• R••• S•• X• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.4B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• F••• X• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.2B as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• B••••• R••• S•• X•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.1B as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• T••• O••••••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.0B as of Mar 31, 2026	$0	Unknown
B••• C•••••• F••• V••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$486M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• B••••• R••• S•• X•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$450M as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• B••••• R••• S•• X••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$386M as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• B••••• R••• S•• I• ••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$260M as of Mar 31, 2026	no Form D	Unknown
B••• C•••••• E••••• F••• I••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$205M as of Jul 31, 2024	no Form D	Unknown
B••• C•••••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$200M as of Mar 31, 2022	no Form D	Wound down
B••• C•••••• X• C••••••••• F•••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$115M as of Nov 20, 2019	no Form D	Wound down
B••• C•••••• A••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$97.4M as of Nov 20, 2019	no Form D	Wound down
B••• C•••••• V•• C••••••••• F•••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$48.3M as of Mar 31, 2026	no Form D	Harvest
B••• C•••••• I• C••••••••• F•••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$23.5M as of Mar 31, 2022	no Form D	Wound down
B••• C•••••• F••• V•••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$17.5M as of Mar 31, 2022	no Form D	Wound down
B••• C•••••• F••• V•••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$17.3M as of Mar 31, 2022	no Form D	Wound down
B••• C•••••• F••• V•• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$16.0M as of Nov 25, 2014	no Form D	Wound down
B••• C•••••• V••• C••••••••• F•••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$15.9M as of Mar 31, 2022	no Form D	Wound down
B••• C•••••• F••• V••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.8M as of Jan 7, 2019	no Form D	Wound down

Gross assets by year from the annual reporting tape12 more funds, not yet on the fund tableShow

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	Latest reported GAV	Source
B••• A••••••••• I•••• L•••	Private Equity Fund	2013 to 2015	$30.0M filed Dec 21, 2015	adviserinfo.sec.gov
B••• A••••••••• I••••	Private Equity Fund	2013 to 2015	$29.0M filed Dec 21, 2015	adviserinfo.sec.gov
B••• T•••• A••••••••• I••••	Private Equity Fund	2013 to 2015	$11.0M filed Dec 21, 2015	adviserinfo.sec.gov
B••• T•••• A••••••••• I•••• L•••	Private Equity Fund	2013 to 2015	$5.0M filed Dec 21, 2015	adviserinfo.sec.gov
B••• A•••••••••	Private Equity Fund	2013 to 2015	$1.3M filed Dec 21, 2015	adviserinfo.sec.gov
B••• A••••••••• I• E••••	Private Equity Fund	2013 to 2015	$400,000 filed Dec 21, 2015	adviserinfo.sec.gov
B••• A••••••••• I•••	Private Equity Fund	2013 to 2015	$200,000 filed Dec 21, 2015	adviserinfo.sec.gov
B••• T•••• A••••••••• L•••	Private Equity Fund	2013 to 2013	$200,000 filed Apr 1, 2013	adviserinfo.sec.gov
B••• A••••••••• I•••	Private Equity Fund	2013 to 2015	$150,000 filed Dec 21, 2015	adviserinfo.sec.gov
B••• A••••••••• I• B•••••	Private Equity Fund	2013 to 2015	$120,000 filed Dec 21, 2015	adviserinfo.sec.gov
B••• T•••• A••••••••• I• B•••••	Private Equity Fund	2013 to 2015	$100,000 filed Dec 21, 2015	adviserinfo.sec.gov
B••• T•••• A••••••••• I•••	Private Equity Fund	2013 to 2015	$30,000 filed Dec 21, 2015	adviserinfo.sec.gov

Team

63 current, 43 former

Full team · 63 peoplegrouped by role, with sources

Managing partner (1)

K•• A••••• · Co-Chairman · start date unknown Firm website

Partner (37)

A••• A•••••• · Partner · start date unknown Firm website
A••••• B••••• · Partner · start date unknown Firm website
A•••••• M••••• B•• · Partner · start date unknown Firm website
C•••• A• · Managing Director · start date unknown Firm website
C••••••••• G•••••• G•••• · Partner · since Sep 1, 2018 Form ADV
C••••••••• R•••• G••••• · Partner · since Jan 1, 2009 Form ADV
D•••• A••• · Partner · start date unknown Firm website
D•••• B••••••• G•••• · Partner · since Jan 1, 2008 Form ADV
D•••• H••••••• · Partner · since Jan 1, 2013 Form ADV
D••••• A••••••••• · Partner · start date unknown Firm website
E••• A••••••• · Partner · start date unknown Firm website
E•••• A••••••• · Managing Director · start date unknown Firm website
G••••• B••• · Managing Director · start date unknown Firm website
G•••••• A•••••• · Managing Director · start date unknown Firm website
J•• J••••••• Z•• · Partner · since Feb 1, 2006 Form ADV
J••• B••••••• · Partner · start date unknown Firm website
J••• P•••••• C••••••••• · Partner · since Dec 1, 1997 Form ADV
J•••• B••• · Managing Director · start date unknown Firm website
J••••••• S•••• L••••• · Partner · since Dec 1, 1997 Form ADV
L••• B•••• · Partner · start date unknown Firm website
M•••• A•••••••• · Partner · start date unknown Firm website
M•••••• d• C••••• W••• · Partner · since Jan 1, 2005 Form ADV
M•••••• F•••• S••••• · Partner · since Jan 1, 2007 Form ADV
M•••••• G••••••••• · Partner · start date unknown Press release
N•••••• N•••• · Partner · start date unknown Press release
P••• A•••• · Head of Partner Services · start date unknown Firm website
P•••• S•••• · Partner · start date unknown Press release
R•••• M••••••• · Partner · start date unknown Press release
R•••• M••••••• · Partner · since Mar 1, 2009 Form ADV
S•••• F••••••• W•••••• · Partner · since Jan 1, 2018 Form ADV
S••••• B••••• · Partner · start date unknown Press release
S••••• J•••• A••••• G••• · Partner · since Jan 1, 2011 Form ADV
T•• A•••• · Managing Director · start date unknown Firm website
T••• A•••• · Partner · start date unknown Firm website
U•••• B••••• · Partner · start date unknown Firm website
J••• B••••••••• · Senior Advisory Partner · start date unknown Firm website
S••••• W•••••• B••••• · Senior Advisory Partner · start date unknown Firm website

Principal (6)

A•••• A••••••• · Principal · start date unknown Firm website
C••••• A•••••••• · Director · start date unknown Firm website
G•••••••• A•••••• · Principal · start date unknown Firm website
S••• B••••••• · Director, Product Specialist · start date unknown Firm website
T••••• B••••• · Principal · start date unknown Firm website
V••••••• B•••• · Director · start date unknown Firm website

Vice president (3)

G••••••• A••••• · Vice President · start date unknown Firm website
M••••• A•••• · MD Vice President · start date unknown Firm website
S••••• B••• · Vice President · start date unknown Firm website

Associate (1)

P•••••• A•••••• · Associate · start date unknown Firm website

Analyst (1)

I•••• A•• · Analyst · start date unknown Firm website

Platform (13)

A•••••••• A•••••• · Vice President, Treasury · start date unknown Firm website
B••• G•••••• · Partner & General Counsel, A••• Private Equity · since Jan 1, 2018 Form ADV
B•••• C••••••••• C••••• · General Counsel, North America Private Equity · since Jan 1, 2023 Form ADV
C•••• A••••• · Vice President, Sustainability & I••••• · start date unknown Firm website
C•••• B•••••••• · Associate General Counsel · start date unknown Firm website
D•••• C• B••• · Head of CLO Fund Finance · start date unknown Firm website
E•••••• A••••••• · Head of Communications & Public Affairs · start date unknown Firm website
G•••••• F•••••• H••••••• · Chief Compliance Officer · since Mar 1, 2023 Form ADV
J•• P••• C••••••• · Partner & Group Chief Financial Officer, Private M•••••s · since Jan 1, 2006 Form ADV
N•••• J••••••• L••••• · Chief Human Resources Officer, B••• C•••••• & Chief Operating Officer, Global Private Equity · since Aug 1, 2011 Form ADV
S•••••• A•••• · Vice President, Compliance · start date unknown Firm website
S•••••• R•••• P••••• · Chief Financial Officer, Global Private Equity · since Jan 1, 2022 Form ADV
W•••••• D•••• R•••• · General Counsel, E••••• Private Equity · since Jan 1, 2023 Form ADV

Other (1)

A••• A••••••••• · Head of Compensation & Benefits · start date unknown Firm website

43 former (kept with end dates)

A••• M•• K••••• · Managing Director, B••• C•••••• L••• S••••••• · Sep 1, 2016 to Mar 30, 2018 Inference
A••••• B•••• B••••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
B•••• E••••• H•••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2009 to Mar 31, 2017 Inference
C••••••••• R•••• G••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2009 to Mar 31, 2017 Inference
D•••• H••••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2013 to Mar 31, 2017 Inference
D•••• L••••••• P•••••• · Managing Director, B••• C•••••• D••••• I••••• · Aug 1, 2016 to Mar 30, 2018 Inference
D•••••• J•• F••••••• · Managing Director · Dec 1, 1997 to Apr 1, 2013 Inference
D••••• M••••••• P•••• · Managing Director, B••• C•••••• P•••••• E••••• · Oct 1, 1999 to Mar 30, 2018 Inference
I•• a• R••••••• · Managing Director · Jan 1, 2008 to Mar 31, 2014 Inference
I•• K•••••• L••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2001 to Mar 31, 2017 Inference
J•••••• B••••• H•••••• · Member · Jan 1, 2008 to Apr 29, 2016 Inference
J•••••• L••••••• S••••••• · Managing Director, B••• C•••••• L••• S••••••• · Sep 1, 2016 to Mar 30, 2018 Inference
J••• T• K•••••••• · Managing Director, B••• C•••••• P•••••• E••••• · Aug 1, 2011 to Mar 31, 2017 Inference
J••••• B••••••••• · Partner · Oct 1, 1984 to Mar 31, 2023 Inference
K•••••• J••• H•••• · Managing Director, B••• C•••••• P•••••• E••••• · Nov 1, 2015 to Mar 31, 2017 Inference
K••••••• D•••• M••••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2016 to Mar 31, 2017 Inference
L•••• S•••••• K•••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2012 to Mar 31, 2017 Inference
L•••• W•••••• B••••• · Managing Director · Aug 1, 2012 to Dec 18, 2015 Inference
M••• A••••• V•••• · Managing Director · Jan 1, 2009 to Mar 31, 2014 Inference
M••• E••••• N••••••• · Managing Director · Jan 1, 1990 to Nov 25, 2014 Inference
M•••••• S•••••• L•••• · Managing Director · Jan 1, 2001 to Mar 30, 2016 Inference
M•••••• A••• K••••• · Partner · Dec 1, 1997 to Mar 31, 2022 Inference
M•••••• F••••• G••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
M••••• G••••• P•••••••• · Managing Director · Apr 1, 2003 to Mar 29, 2019 Inference
P••• B••••••• E••••••• · Member · Jan 1, 1991 to Dec 21, 2015 Inference
P••••• H•••• L••••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2004 to Mar 31, 2017 Inference
R••••• A•••• Q••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2016 to Mar 31, 2017 Inference
R••• N• C••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2015 to Mar 31, 2017 Inference
S••• M•••••• D•••••• · Partner · Jan 1, 2005 to Mar 29, 2019 Inference
S••• A•••• M••••• · Managing Director · Jan 1, 2012 to Dec 18, 2015 Inference
S•••••• J••••• H•••• · Managing Director · Jan 1, 2005 to Mar 30, 2016 Inference
S•••••• F••••••• T••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2015 to Mar 31, 2017 Inference
S•••••• G••••• P••••••• · Partner · Sep 1, 1989 to Mar 31, 2023 Inference
S•••••• M•••••• Z••• · Managing Director · Jan 1, 2002 to Mar 31, 2015 Inference
S••••• W•••••• B••••• · Partner · Jan 1, 2001 to Mar 31, 2021 Inference
T• D•••• O••••••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2013 to Mar 31, 2017 Inference
T••• M•••••• C••• · Managing Director, B••• C•••••• P•••••• E••••• · Jan 1, 2009 to Mar 31, 2017 Inference
W•••••• E••••• P••••••••• I• · Member · Jan 1, 2002 to Apr 29, 2016 Inference
A••• K••• H•••••••• · Chief Compliance Officer · Sep 1, 2007 to Sep 17, 2015 Inference
D•••• M••• H••••••• · General Counsel, North American Private Investments · Jan 1, 2016 to Mar 31, 2023 Inference
M•••••• J• P•••••• · Chief Financial Officer, B••• C•••••• D••••• I••••• And B••• C•••••• L••• S••••••• · Aug 1, 2016 to Mar 30, 2018 Inference
M•••••• D•••• O•••• · A••• General Counsel · Apr 1, 2012 to Mar 31, 2022 Inference
M•••••• d• C••••• W••• · Managing Director And Chief Operating Officer · Jan 1, 2005 to Sep 25, 2015 Inference

Deals

10 on record, newest first · 4 platforms · 1 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
Aug 27, 2026	R••• C•••••••	Growth investment	Sponsor (confirmed)	active held 1 months	M•••••• G••••••••• (confirmed)	b•••••••••.com
Aug 6, 2026	G••• c••	Sponsor to sponsor	Sponsor (confirmed)	active held 2 months	N•••••• N•••• (confirmed)	b•••••••••.com
Jul 24, 2026	V•••••••••	Platform acquisition	Sponsor (confirmed)	active held 2 months	P•••• S•••• (confirmed)	b•••••••••.com
Jul 20, 2026	S•••••••	Platform acquisition	Sponsor (confirmed)	active held 2 months	unknown	b•••••••••.com
Jan 22, 2026	F•• C••••••• add-on to N••••••	Add-on acquisition	Sponsor (confirmed)	active held 8 months	S••••• B••••• (confirmed)	arsenalcapital.com

All 10 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
Aug 27, 2026	R••• C•••••••	Growth investment	Sponsor (confirmed)	active held 1 months	M•••••• G••••••••• (confirmed)	b•••••••••.com
Aug 6, 2026	G••• c••	Sponsor to sponsor	Sponsor (confirmed)	active held 2 months	N•••••• N•••• (confirmed)	b•••••••••.com
Jul 24, 2026	V•••••••••	Platform acquisition	Sponsor (confirmed)	active held 2 months	P•••• S•••• (confirmed)	b•••••••••.com
Jul 20, 2026	S•••••••	Platform acquisition	Sponsor (confirmed)	active held 2 months	unknown	b•••••••••.com
Jan 22, 2026	F•• C••••••• add-on to N••••••	Add-on acquisition	Sponsor (confirmed)	active held 8 months	S••••• B••••• (confirmed)	arsenalcapital.com
Aug 28, 2023	C••••••• G•••• H••••••• L••	Take-private	Sponsor (derived)	not in the portfolio read	unknown	sec.gov
Apr 11, 2023	D••••••• H•••••••• L•••	Take-private	Sponsor (derived)	not in the portfolio read	unknown	sec.gov
Oct 25, 2010	G••••••• C•••	Take-private	Sponsor (derived)	not in the portfolio read	unknown	sec.gov
Feb 19, 2008	B••••• H••••••• F••••• S•••••••• I••	Take-private	Sponsor (derived)	not in the portfolio read	unknown	sec.gov
date unknown	N••••••	Portfolio relationship	Platform	active	unknown	Fact Press release

Placement agents, lenders, advisers and co-investors

22 relationships

Placement agents (14)

B••• C•••••• D••••••••• L•• 20 shared · very strong · last Jun 27, 2025
J••• M••••• S••••••••• L•• 3 shared · strong · last Jul 2, 2024
M•••••• C•••••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2014
L•• • P••••••• C••• L••• 2 shared · recurring · last Oct 31, 2025
G•••••• S•••• • C•• L•• 2 shared · recurring · last Oct 31, 2025
U•• S••••••••• A• 1 shared · one time · last Oct 31, 2025
C•••••• G•••• I••••••••• A••••••• 1 shared · one time · last Jan 1, 2012
W••• • C•••••• F•••••••• S••••••• A••• 1 shared · one time · last Jan 1, 2023
C•••••• G•••• L•• 1 shared · one time · last Jan 1, 2014
R•••• A••••••••• I• P•• L•• 1 shared · one time · last Jan 1, 2024
E••••••• G•••• L••••• 1 shared · one time · last Sep 8, 2022
A••••• C•••••• A••••••• S•• 1 shared · one time · last Oct 31, 2025
A•••••• G••••• I••••••••• S•• A• 1 shared · one time · last Oct 31, 2025
W••• • C•••••• F•••••••• S••••••• a••• • M•••• B••••• 1 shared · one time · last Dec 12, 2023

Financial advisers (3)

F••••• M•••••• L•• 1 shared · one time · last Jan 22, 2026
T••••••• H••• L•• 1 shared · one time · last Jan 22, 2026
K••• L•• 1 shared · one time · last Jan 22, 2026

Legal advisers (4)

K•••••• • C•• 1 shared · one time · last Jan 22, 2026
M••••••••• 1 shared · one time · last Jul 24, 2026
K••••••• • E•••• L•• 1 shared · one time · last Jul 24, 2026
C••••••• C••••• L•• 1 shared · one time · last Jan 22, 2026

Co-investors (1)

P••••••• E••••• A•••••••• L•• 1 shared · one time · last Apr 11, 2023

LP commitments

8 LPs, 30 disclosed commitments

C••••••••• S•••• T•••••••• R••••••••• S•••••
5 commitments to 5 funds · $809M disclosed
C••••••••• P••••• E••••••••• R••••••••• S•••••
4 commitments to 3 funds · $721M disclosed
2025-12-31
P••••••••• P••••• S••••• E••••••••• R••••••••• S•••••
4 commitments to 3 funds · $505M disclosed
2025-12-31
N•• J••••• D••••••• o• I•••••••••
2 commitments · $350M disclosed
2026-05-31
A••••• P•••••••• F••• C•••••••••
10 commitments to 10 funds · $265M disclosed
2025-12-31

All 30 commitmentsgrouped by LP, largest first

C••••••••• S•••• T•••••••• R••••••••• S••••• $809M disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• $721M disclosed

in B••• C•••••• A••• F••• V• L• $300M calpers.ca.gov
in B••• C•••••• E••••• F••• V•• S••• $171M calpers.ca.gov
in B••• C•••••• T••• O••••••••• F••• I•• L••• $150M calpers.ca.gov
fund not resolved $100M calpers.ca.gov

P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• $505M disclosed

in B••• C•••••• A••• F••• I•• L••• $150M pa.gov
in B••• C•••••• A••• F••• I••• L• $130M pa.gov
fund not resolved $125M pa.gov
in B••• C•••••• A••• F••• I•• L• $100M pa.gov

N•• J••••• D••••••• o• I••••••••• $350M disclosed

fund not resolved $200M nj.gov
fund not resolved $150M nj.gov

A••••• P•••••••• F••• C••••••••• $265M disclosed

fund not resolved $40.0M apfc.org
in B••• C•••••• A••• F••• I•• L••• $40.0M apfc.org
in B••• C•••••• E••••• F••• V•• S••• $35.2M apfc.org
in B••• C•••••• F••• X• L• $33.0M apfc.org
in B••• C•••••• E••••• F••• V• S••• $29.4M apfc.org
in B••• C•••••• A••• F••• V• L• $25.0M apfc.org
in B••• C•••••• F••• X••• L• $25.0M apfc.org
in B••• C•••••• F••• X•••• L••• $25.0M apfc.org
in B••• C•••••• A••• F••• I•• L• $20.0M apfc.org
in B••• C•••••• A••• F••• I••• L• $20.0M apfc.org
in B••• C•••••• J•••• M••••• M••••• F•••• L••• $12.8M apfc.org

L•• A•••••• C••• E••••••••• R••••••••• S••••• $25.0M disclosed

M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amounts not disclosed

fund not resolved amount not disclosed mapension.com

T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• amounts not disclosed

fund not resolved amount not disclosed trsil.org

Events

9 not already shown above, of 20 most recent

Aug 27, 2026
••• Locked
Firm newsFactFirm website
Aug 27, 2026
••• Locked
Firm newsFactFirm website
Aug 6, 2026
••• Locked
Firm newsFactFirm website
Aug 6, 2026
••• Locked
Firm newsFactFirm website
Jul 29, 2026
••• Locked
Firm newsFactFirm website

Full timeline · 20 eventsnewest first, including the LP commitments and deals above

Aug 27, 2026
••• Locked
Growth investmentFactR••• C•••••••Press release
Aug 27, 2026
••• Locked
Firm newsFactFirm website
Aug 27, 2026
••• Locked
Firm newsFactFirm website
Aug 6, 2026
••• Locked
Platform investmentFactG••• c••Press release
Aug 6, 2026
••• Locked
Firm newsFactFirm website
Aug 6, 2026
••• Locked
Firm newsFactFirm website
Jul 29, 2026
••• Locked
Firm newsFactFirm website
Jul 24, 2026
••• Locked
Platform investmentFactV•••••••••Press release
Jul 24, 2026
••• Locked
Firm newsFactFirm website
Jul 20, 2026
••• Locked
Platform investmentFactS•••••••Press release
Jul 20, 2026
••• Locked
Firm newsFactFirm website
May 31, 2026
••• Locked
LP commitment disclosedFactN•• J••••• D••••••• o• I•••••••••Pension disclosure
May 31, 2026
••• Locked
LP commitment disclosedFactN•• J••••• D••••••• o• I•••••••••Pension disclosure
Mar 31, 2026
••• Locked
PE fund count changedFactForm ADV
Dec 31, 2025
••• Locked
LP commitment disclosedFactA••••• P•••••••• F••• C•••••••••Pension disclosure
Dec 31, 2025
••• Locked
LP commitment disclosedFactP••••••••• P••••• S••••• E••••••••• R••••••••• S•••••Pension disclosure
Dec 31, 2025
••• Locked
LP commitment disclosedFactC••••••••• P••••• E••••••••• R••••••••• S•••••Pension disclosure
Jun 30, 2025
••• Locked
LP commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Pension disclosure
Jun 2, 2025
••• Locked
LP commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••Pension disclosure
Mar 30, 2012
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority71 · elevated: Scale band: large cap
Completeness gap: 2 of 12 profile fields missing
Core PE class: buyout
Recent activity: 5 transactions in 12 months
Investment velocity17 · low: Transactions per year 36m: withheld
Acquisition appetite58 · elevated: New platforms 12m: 2 items
Add ons 12m: 1 item
Recent fund: 3 items (a recent fund is evidence of deployment potential, not of remaining capital)
Profile completeness83 · high: Fields present: website, description, funds and 7 more
Not yet on record: stated criteria, lenders
Fund deployment activity70 · elevated: Funds deploying: 3 items (deployment state is read from the fund's reported gross asset path through 2024)

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 53
Sources: 5
Open research tasks: 13

Reading this profile

Across the graphs

B••• C•••••• P•••••• E•••••• 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.

Checking your plan…