DFX Intelligence
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I•••••••• G••••• I••••••••• I•••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Wayne, PAi•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.6B
- PE fund assets
- $1.3B
- PE funds
- 29
- Investments held
- 18 of 40
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $40.0M to $80.0MEBITDA $40.0M to $80.0MRevenue $10.0M to $100MSectors environmental_services,technology,manufacturing,healthcare,software
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
- Strategies
- SECONDARIES
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 28 of 28 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 9, 2012 to Mar 31, 2026
- RAUM
- $1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 29
- PE fund GAV, latest filing
- $1.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $1.3B, latest counts Private Equity Fund 23, lifetime distinct Private Equity Fund 28
- Employees
- 34
- Headquarters
- Wayne, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
40 observed deals
Stated by the firm
- Sectors
- environmental services, technology, manufacturing, healthcare, software
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $100M
- EBITDA
- $40.0M to $80.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $40.0M to $80.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 35, platform 3
- period
- to 2026-01-01, from 2003-01-01, undated holdings 0, dated observations 43
- window
- last 2024-08-28, first 2023-06-20
- control
- control 3, unknown 37
- companies
- 40
- geography
- count 1, share 0.025, value MN
- investments
- 40
- seller kinds
- transactions
- 3
- cadence by year
- 2023 platforms 1, 2024 add ons 2
- platform add on
- add ons 2, platforms 3, add ons per platform 0.67
- sector known for
- 24
- disclosed value usd
- n 0
- sector distribution
- count 14, share 0.35, value software, examples Cognito Forms, Alliant, Axcel Learning, Energy Solutions International, count 7, share 0.175, value industrial manufacturing, examples Mesker, AdvancedCath, Nobles, Zest, count 2, share 0.05, value agriculture, examples Global ID, BioTek Ag, count 1, share 0.025, value specialty distribution, examples Infiltrator Systems
- holding period years
- n 20, median 5.5
- repeat counterparties
- subsector distribution
- count 13, share 0.325, value software, examples Cognito Forms, Alliant, Axcel Learning, Energy Solutions International, count 6, share 0.15, value miscellaneous manufacturing, examples Mesker, AdvancedCath, Nobles, Zest, count 2, share 0.05, value agriculture, examples Global ID, BioTek Ag, count 1, share 0.025, value misc durable wholesale, examples Infiltrator Systems, count 1, share 0.025, value logistics and fleet software, examples ShipSigma
40 companies on the graph (3 transactions); most in software (14); 3 platforms and 2 add-ons; median observed hold 5.5 years (n=20); observed 2003 to 2026
Funds
28 on record, 8 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••••••• G••••• G•••• L•••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $94.2M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $87.0M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••• C•••••••• •••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $30.3M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• G•••• L•••• F••• B• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $28.5M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $16.3M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• G•••• L•••• F••• C• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $14.9M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $10.0M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• G•••• L•••• F••• a• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $430M as of Mar 28, 2024 | no Form D | Active deployment | |
| I•••••••• G••••• I••••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $94.5M as of Mar 28, 2024 | no Form D | Active deployment | |
| I•••••••• G••••• I••••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $27.4M as of Mar 28, 2024 | no Form D | Active deployment | |
| I•••••••• G••••• I••••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $19.5M as of Mar 28, 2024 | no Form D | Active deployment | |
| G•• C•••••••• ••• I•••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $9.2M as of Mar 28, 2024 | no Form D | Mature | |
| E••• C•••••••• ••• I•••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $20,949 as of Mar 28, 2024 | no Form D | Harvest | |
| S••••••••• C•••••••• ••• I•••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $28.0M as of Mar 28, 2024 | no Form D | Unknown | |
| I•••••••• G••••• I••••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $286M as of Mar 28, 2024 | no Form D | Mature | |
| I•••••••• G••••• I••••••••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $58.9M as of Mar 28, 2024 | no Form D | Mature | |
| I•••••••• G••••• I••••••••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $22.6M as of Mar 28, 2024 | no Form D | Mature | |
| I•••••••• G••••• I••••••••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $9.7M as of Mar 28, 2024 | no Form D | Mature | |
| I••••••• C•••••••• •••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $3.0M as of Mar 30, 2020 | no Form D | Wound down | |
| M••••• C•••••••• •••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $0 as of Mar 30, 2020 | no Form D | Wound down | |
| D••••••••• C•••••••• •••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $582,453 as of Mar 28, 2024 | no Form D | Harvest | |
| I•••••••• G••••• I••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $37.7M as of Mar 28, 2024 | no Form D | Unknown | |
| I•• I• A•••• F•••• L••• ADV: Private Equity Fund | Continuation vehicle | unknown | $6.1M as of Mar 28, 2024 | no Form D | Unknown | |
| T••••••••• C•••••••• ••• I••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $170,000 as of Mar 30, 2017 | no Form D | Wound down | |
| N••••• C•••••••• •••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2,000 as of Mar 29, 2016 | no Form D | Wound down | |
| I•••••••• G••••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 30, 2020 | 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 |
|---|---|---|---|---|---|
| I•••••••• G••••• G•••• L•••• F••• D• L••• | Private Equity Fund | 2026 to 2026 | $93.9M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| I•••••••• G••••• C••••••••• F•••••• L••• | Private Equity Fund | 2026 to 2026 | $89.6M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| G•• C•••••••• ••••••••• L••• | Private Equity Fund | 2026 to 2026 | $59.2M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| I•••••••• G••••• C••••••••• F•••• L••• | Private Equity Fund | 2026 to 2026 | $15.0M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| I•••••• C•••••••• ••••••••• L••• | Private Equity Fund | 2026 to 2026 | $12.2M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| M•••••• C•••••••• ••• G•••• L••• | Private Equity Fund | 2026 to 2026 | $8.6M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| C•••••• C•••••••• ••• V•• L••• | Private Equity Fund | 2026 to 2026 | $7.0M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| E••• C•••••••• ••••••••• L••• | Private Equity Fund | 2026 to 2026 | $987,111 filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
Team
42 current, 1 former
Managing partner (5)
- K•••••• a• G••••• · Founder & Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A••• K•••• · Co-Founder & Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• W••• · Co-Founder & Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- A•••• K••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• F••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (8)
- A••• S••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• a• G••••• · Senior Managing Principal · since Aug 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• B• M••••••• · Managing Principal · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• G•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••• · Managing Principal · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- U••• T••••••• · Principal, Artificial Intelligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- K•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• W•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• I•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• V•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- A••••• F•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• Z••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• T••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• M•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• C•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- B•••• K•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (7)
- B•• R••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• F••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• S••• · Senior Operating Partner Emeritus · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S•••••••• · Growth Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• M••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• D•••••••• · Human Capital Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T• U••••• B•••••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- M••• H••••• · Vice President, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- J••••••• R••• N••••••• · Senior Associate, Capital Formation and Stakeholder Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• T••• · Head of Capital Formation and Stakeholder Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- A•••• C••••• · Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H• R••••• · Chief Compliance Officer And Chief Financial Officer · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• H• R••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• Y•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• E•••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- S•••• A••• K•••• · Managing Principal · Aug 1, 1999 to Mar 30, 2023 Inference
Portfolio
40 relationships, 3 platforms, 2 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A•••• L••••••• | Role unknown | active | Jan 1, 2026 year stated on the firm's page | 9 months | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S•••••••• | Role unknown | active | Jan 1, 2026 year stated on the firm's page | 9 months | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••••• F•••• | Role unknown | active | Jan 1, 2025 year stated on the firm's page | 1.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A•••••• add-on to B••••••••• | Add-on | active | Aug 28, 2024 transaction announcement | 2.1 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| B••••• A• add-on to C••••• A••••••••• | Add-on | active | Apr 9, 2024 transaction announcement | 2.5 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| A•••••• | Role unknown | active | Jan 1, 2024 year stated on the firm's page | 2.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B••••••••• | Platform | active | Jan 1, 2024 year stated on the firm's page | 2.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| M• Y•••• | Role unknown | active | Jan 1, 2024 year stated on the firm's page | 2.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I•••••• M•••••• | Platform | active | Jun 20, 2023 transaction announcement | 3.3 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| T•••• P••••• | Role unknown | active | Jan 1, 2023 year stated on the firm's page | 3.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••••• S•••••••• | Role unknown | exited exited Jan 1, 2024 | Jan 1, 2022 year stated on the firm's page | 2.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C••••• A••••••••• | Platform | active | Jan 1, 2022 year stated on the firm's page | 4.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B•••••• S••••••••• | Role unknown | active | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| K•••••• | Role unknown | active | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| V•••••••• | Role unknown | active | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S•••••• | Role unknown | exited | Jan 1, 2019 year stated on the firm's page | 7.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••••• T••••••••• | Role unknown | active | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| E••• G••••• | Role unknown | active | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| V•••• | Role unknown | exited exited Jan 1, 2024 | Jan 1, 2018 year stated on the firm's page | 6.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| G•• T•••••• | Role unknown | active | Jan 1, 2017 year stated on the firm's page | 9.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S••••••••• | Role unknown | exited | Jan 1, 2017 year stated on the firm's page | 9.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| K••••••• | Role unknown | exited exited Jan 1, 2020 | Jan 1, 2015 year stated on the firm's page | 5.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S•••••• | Role unknown | exited exited Jan 1, 2018 | Jan 1, 2015 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| G••••• I• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2013 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| M••••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2013 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| Z••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2013 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R••••••••• | Role unknown | exited exited Jan 1, 2014 | Jan 1, 2012 year stated on the firm's page | 2.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S••••••••• | Role unknown | exited exited Jan 1, 2022 | Jan 1, 2012 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A••••••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2011 year stated on the firm's page | 4.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| N••••• | Role unknown | exited exited Jan 1, 2014 | Jan 1, 2011 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B•• E••••••••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2008 year stated on the firm's page | 8.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| F••••••• | Role unknown | exited exited Jan 1, 2013 | Jan 1, 2007 year stated on the firm's page | 6.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I••••••• | Role unknown | exited exited Jan 1, 2014 | Jan 1, 2007 year stated on the firm's page | 7.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| M••••••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2006 year stated on the firm's page | 9.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| E••••••• | Role unknown | exited exited Jan 1, 2009 | Jan 1, 2005 year stated on the firm's page | 4.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I••••••••• S•••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2005 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S•••••••• | Role unknown | active | Jan 1, 2005 year stated on the firm's page | 21.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| D••••••••• | Role unknown | exited exited Jan 1, 2014 | Jan 1, 2004 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| E••••• S•••••••• I••••••••• | Role unknown | exited exited Jan 1, 2010 | Jan 1, 2004 year stated on the firm's page | 6.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S•••••• | Role unknown | exited exited Jan 1, 2012 | Jan 1, 2003 year stated on the firm's page | 9.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 28, 2024 | Add-on acquisition | A•••••• | Sponsor (confirmed) | benefithub.com |
| Apr 9, 2024 | Add-on acquisition | B••••• A• | Sponsor (confirmed) | customagronomics.com |
| Jun 20, 2023 | Platform acquisition | I•••••• M•••••• | Sponsor | balancepointcapital.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- R••• P••••••• ••••••••• L•• 8 shared · very strong · last Jan 1, 2024
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
2 most recent
- Mar 31, 2026••• Locked
- Feb 9, 2012••• Locked
Across the graphs
I•••••••• G••••• I••••••••• I••• 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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