Advent Global Opportunities Management LLC
Advent is a leading global private equity investor committed to working with management teams, entrepreneurs, and founders to help transform businesses.
- Regulatory AUM
- $2.0B
- PE fund assets
- $55.6M
- PE funds
- 2
- Investments held
- 2 of 13
- Deals, last 12 months
- 2
30 additional team members, 10 additional funds, deals and LP commitments, 4 events
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 3 deals1 exit, 180 days
3 deals since 29 Jun 2026: bought NZCR Group (majority stake, 20 Aug) and FNZ Bank (platform, 4 Aug); sold Irca (29 Jun).
Buying and selling in the same season: capital is being put to work and returned, which is when bankers and co-investors get calls.
People to know
View all people- Managing Partner, FrankfurtWhy: Managing partner: runs the firmProfile
- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
- Managing Director and Head of Australia and New ZealandWhy: Managing directorProfile
Capital path
who backs this record, through what, into what; each name opens its own path- AGO Crossover Spv II LPvintage 2024
- Sunley House Credit Opportunities Fund Limited Partnershipvintage 2021
- SHC Crossover Spv LPvintage 2020
Advent Global Opportunities Management LLCRelationship network
49 connected entities3 observed deals2 dated deals shown here, 2026
From announced deals and their parties, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the private equity graph. Dollar figures appear only where a source disclosed one.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the deals and sources behind it. Line weight is deals together; dashed lines are inferred.
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Strength is read from the deals: three or more is a strong observed relationship, two a repeat counterparty, one a single interaction. People and vehicles are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Classification, Form ADV and stated criteria
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 3 of 5 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
- Strategies
- Private credit
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)3 of 5 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (probable, 65%)3 of 4 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $2.0B · 2 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 16, 2015 to Mar 31, 2026
- RAUM
- $2.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $55.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $55.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 60%
- Fund type mix
- Hedge fund: 2 funds, $2.0B reported gross assets
- Private equity fund: 2 funds, $55.6M reported gross assets, 3 ever reported
- Employees
- 12
- Headquarters
- Boston, MA
Stated criteria beside observed behaviour3 of 8 criteria stated · 13 observed dealsShowHide
- Sectors
- Environmental services, financial services, technology, healthcare, industrials, distribution
- Geography
- United States, Global, Europe, Latin America
- 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
- Throughout our partnership, Easynvest was equipped with the resources to further invest in its digital platform.
- On record
- 13 companies, 13 holdings, 2 transactions
- Period
- 2026 (4 dated observations, 11 holdings undated)
- Most deals
- Financial services (1 of 13, e.g. FNZ Bank), healthcare services (1 of 13)
- Subsectors
- Financial services (1 of 13), home health (1 of 13)
- Deal roles
- 2 platforms, 11 with role not stated
- Control
- 2 control, 11 not stated
- By year
- 2026: 1 platform, 1 other deal
13 companies on the graph (2 transactions); most in financial services (1); 2 platforms and 0 add-ons; observed 2026 to 2026
Funds
How vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.AGO Crossover Spv II · 1 vehicle · vintage 2024$20.1M
- AGO Crossover Spv II buyout or unlabelled · 2024$20.1M
Sunley House Credit Opportunities Fund Partnership · 1 vehicle · vintage 2021$250M
- Sunley House Credit Opportunities Fund Partnership Credit fund · 2021$250M
SHC Crossover Spv · 1 vehicle · vintage 2020$35.4M
- SHC Crossover Spv buyout or unlabelled · 2020$35.4M
Decision makers
- Ronald Ayles · Managing Partner, FrankfurtWhy this person: Managing partner: runs the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-09-30LinkedIn or profile link on file (firm website), confirmed 2026-09-17, confidence 90%
- Ranjan Sen · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01
- Beau Dixon · Managing Director and Head of Australia and New ZealandWhy this person: Managing director; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 2 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Team
Where the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.- Managing Partner
- Managing Partner, Frankfurt
- Managing Director and Head of Australia and New Zealand
Deals
How deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 13 portfolio relationships and 3 transactions are on this record.| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | NZCR Group | Majority investment | Sponsor (confirmed) | active held 1 month | Beau Dixon (confirmed) | adventinternational.com |
| Aug 4, 2026 | FNZ Bank | Platform acquisition | Sponsor (confirmed) | active held 2 months | Ranjan Sen (confirmed) | adventinternational.com |
| Jun 29, 2026 | Irca | Exit to a strategic buyer | Seller (confirmed) | exited exited Jun 29, 2026 | unknown | adventinternational.com |
Placement agents, lenders, advisers and co-investors
LP commitments
How LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.Events
- Aug 20, 2026Press release Advent announces majority investment in NZCR Group in partnership with existing shareholders August 20, 2026
- Aug 4, 2026Press release Advent to acquire FNZ Bank, a leading independent wealth management banking and infrastructure provider in Germany August 4, 2026
Advent Global Opportunities Management LLC is the same institution as 3 records in RIA and Wealth, Independent Sponsors and Private Credit.
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
- Platform investment2026-08-20source on record
- Firm news2026-08-20source on record
- Platform investment2026-08-04source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.