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 / W••• P•••• P•••••••
W••• P•••• P•••••••
W••• P•••• P••••••• is a private equity firm based in Chicago that acquires and maximizes the potential of middle-market businesses throughout North America
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 23 of 24 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $6.10bn Private Equity Fund GAV on the Form ADV filed 2024-03-31
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 23 of 24 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 31, 2024
- RAUM
- $6.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $6.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 96%
- Fund type mix
- filed 2024-03-31, latest gav Private Equity Fund $6.1B, latest counts Private Equity Fund 15, lifetime distinct Hedge Fund 1, Private Equity Fund 23
- Employees
- 44
- Headquarters
- Chicago, IL
- Office address
- 676 N. MICHIGAN AVE., STE. 3700, Chicago, IL, 60611
- Business phone
- 312-255-4800
Stated criteria beside observed behaviour
173 observed deals
Stated by the firm
- Sectors
- business services, industrials, consumer, food beverage
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $15.0M to $90.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- majority
- Thesis
- VCPs are created in close collaboration with the management teams we partner with and members of our EAP and CEP programs.
Observed from deals on record
- roles
- add on 85, unknown 63, platform 31
- period
- to 2026-08-04, from 1997-01-01, undated holdings 13, dated observations 266
- window
- last 2026-08-04, first 2018-06-29
- control
- control 98, unknown 81
- companies
- 173
- geography
- count 1, share 0.006, value NY, count 1, share 0.006, value OR, count 1, share 0.006, value FL, count 1, share 0.006, value TX, count 1, share 0.006, value NC
- investments
- 179
- seller kinds
- family 8, sponsor 1
- transactions
- 101
- cadence by year
- 2018 add ons 1, platforms 1, 2019 add ons 2, 2020 add ons 4, platforms 1, 2021 add ons 10, platforms 2, 2022 add ons 14, platforms 2, other deals 1, 2023 add ons 29, platforms 1, 2024 add ons 16, platforms 2, 2025 add ons 7, platforms 2, other deals 1, 2026 add ons 2, platforms 1, other deals 1
- platform add on
- add ons 85, platforms 31, add ons per platform 2.74
- sector known for
- 107
- disclosed value usd
- n 0
- sector distribution
- count 36, share 0.208, value industrial manufacturing, examples ArrMaz Custom Chemicals, Ames True Temper, PureMist Corporation, Ox Engineered Products, count 31, share 0.179, value industrial services, examples Valicor Environmental Services, Richard Meek Air Conditioning, Inc., Espresso Partners, Inc., Hiller, count 11, share 0.064, value business services, examples Vertex, Century Engineering, Inc., TriLogix Consulting, LLC, ADAMS Management Services Corporation, count 11, share 0.064, value specialty distribution, examples Greenberg Fruit Company, Pestell Nutrition, EMI Yoshi, Inc., Sigma, count 6, share 0.035, value consumer products, examples Petmate, Assisi Pet Care, YAKERS, RTIC, count 5, share 0.029, value consumer services, examples Mighty Green Lawn Care Services, Tender Lawn Care, ExperiGreen Lawn Care, Fairway Green, count 5, share 0.029, value transportation logistics, examples Warehouse on Wheels, STG Logistics, Mr. C Refrigeration, Inc., G&W Tanks, count 1, share 0.006, value software, examples ECI
- holding period years
- n 6, median 4.8
- repeat counterparties
- role legal adviser, shared 10, entity id 81178e08-5526-463b-afd7-85a123fea830, role legal adviser, shared 9, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16, role legal adviser, shared 8, entity id cda41b8d-9263-4631-9a77-85dc779365d7, role financial adviser, shared 5, entity id 69bccd9c-a076-4d00-80a1-676d9a5914ac, role legal adviser, shared 4, entity id bb0190b7-ca84-4ba9-a5b9-73c783c7d36e, role legal adviser, shared 4, entity id f6924c4b-5ead-4299-9185-60e8e5ea3caa, role legal adviser, shared 3, entity id 70c3c03c-0b71-4b6f-945f-8327c5947c5c, role lender, shared 2, entity id 3cad3e30-d3cb-467f-95d2-08cd4d5bd755, role financial adviser, shared 2, entity id 3f1ed5aa-abfb-4425-b946-b1792116836e, role legal adviser, shared 2, entity id 3b51f09d-3a7a-4559-9c24-1c0cc21015f0, role legal adviser, shared 2, entity id 894d70e5-5a02-444f-872d-fd7aaec3cf3d, role legal adviser, shared 2, entity id c831a54a-dc12-43a5-ab2f-6edbf0aa024b
- subsector distribution
- count 15, share 0.087, value miscellaneous manufacturing, examples Ames True Temper, PureMist Corporation, Ox Engineered Products, Orenda Technologies, count 9, share 0.052, value hvac plumbing mechanical, examples Richard Meek Air Conditioning, Inc., Rite-Air Mechanical Services, Enviromatic Systems, ASI Precision Solutions, count 7, share 0.04, value chemical manufacturing, examples ArrMaz Custom Chemicals, Wychem Limited, Ascensus Specialties, Strem Chemicals, Inc., count 7, share 0.04, value food manufacturing, examples Shearer’s Foods, Monarca Food Solutions, Tropicale Foods, Bakery Chef, count 7, share 0.04, value commercial foodservice equipment repair, examples Espresso Partners, Inc., Metroplex Refrigeration, Inc., Almcoe Refrigeration Company, LLC, Finley’s Facilities Services, LLC, count 6, share 0.035, value consumer products, examples Petmate, Assisi Pet Care, YAKERS, RTIC, count 6, share 0.035, value engineering services, examples Vertex, Century Engineering, Inc., Doucet & Associates, Inc., The VERTEX Companies, LLC, count 5, share 0.029, value landscaping, examples Mighty Green Lawn Care Services, Tender Lawn Care, ExperiGreen Lawn Care, Fairway Green
173 companies on the graph (101 transactions); most in industrial manufacturing (36); 31 platforms and 85 add-ons; median observed hold 4.8 years (n=6); observed 1997 to 2026
Funds
28 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••• P•••• P••••••• A•• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $274M as of Mar 31, 2024 | no Form D | Unknown | |
| W••• P•••• P••••••• X••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $1.6B as of Mar 31, 2024 | no Form D | Early deployment | |
| W••• P•••• P••••••• X••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $374M as of Mar 31, 2024 | no Form D | Early deployment | |
| W••• P•••• P••••••• A••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $329M as of Mar 31, 2024 | no Form D | Unknown | |
| W••• P•••• P••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $2.1B as of Mar 31, 2024 | no Form D | Active deployment | |
| W••• P•••• P••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $297M as of Mar 31, 2024 | no Form D | Active deployment | |
| W••• P•••• P••••••• V••••• G•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $121M as of Mar 31, 2024 | no Form D | Active deployment | |
| W••• P•••• P••••••• C••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $36.5M as of Mar 31, 2024 | no Form D | Active deployment | |
| W••• P•••• P••••••• V••••• G•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $22.6M as of Mar 31, 2024 | no Form D | Active deployment | |
| W••• P•••• P••••••• V•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $666M as of Mar 31, 2024 | no Form D | Harvest | |
| W••• P•••• P••••••• V•••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $125M as of Mar 31, 2024 | no Form D | Harvest | |
| W••• P•••• P••••••• V••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $118M as of Mar 31, 2024 | no Form D | Unknown | |
| W••• P•••• P••••••• V••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $27.8M as of Mar 31, 2024 | no Form D | Unknown | |
| W••• P•••• P••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.5M as of Jul 24, 2023 | no Form D | Wound down | |
| W••• P•••• P••••••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.4M as of Mar 31, 2024 | no Form D | Harvest | |
| W••• P•••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.3M as of Mar 30, 2017 | no Form D | Wound down | |
| W••• P•••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.9M as of Oct 2, 2019 | no Form D | Wound down | |
| W••• P•••• V•• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $920,759 as of Mar 31, 2024 | no Form D | Unknown | |
| W••• P•••• V• E•••••••• A•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $672,373 as of Oct 2, 2019 | no Form D | Wound down | |
| W••• P•••• I•• E•••••••• A•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $81,366 as of Mar 30, 2017 | no Form D | Wound down | |
| W••• P•••• V• E•••••••• A•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $65,878 as of Jul 24, 2023 | no Form D | Wound down | |
| W••• P•••• I• E•••••••• A•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1,276 as of Oct 2, 2019 | no Form D | Wound down | |
| W••• P•••• A••••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $423 as of Oct 2, 2019 | no Form D | Wound down | |
| W••• P•••• F••• X• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| W••• P•••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| W••• P•••• E••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| W••• P•••• P••••••• X• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| W••• P•••• F••• X• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
80 current, 6 former
Partner (22)
- A••• E• W••••••••• · L•••••• Partner · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• E• W••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• E• W••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• W••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• S•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• L••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• L••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• C••••••••• L••••• · Managing Director · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• C••••••••• L••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• C••••••••• L••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• a• S•••••• · Managing Director · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••••• a• S•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K••••• a• S•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• S•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••• P••••••• · Events Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• B•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• B•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N•••••••• A•••••••• B•••• · L•••••• Partner · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• H••••• P••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• H••••• P••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• H••••• P••••••• · L•••••• Partner · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• P••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (7)
- A••• J••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• F••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••••• F••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• L•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• L•••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Y••• K•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (16)
- A••• J••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• P••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• P••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• S•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• Z••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••• S••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• B•••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•••••• K••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• M•••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••• W••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• B••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• L•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• L•••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Y••• K•••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Associate (8)
- C•••• H••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• N••••• · Senior E•••••••• Administrator, HR Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• E•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• W••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• L•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•••• M• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (4)
- F••••• S••••• · Head of Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H••• · E•••••••• A•••••• Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•••• R•••••• · Director of Value Creation – T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• O••• · Director of Value Creation – Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (4)
- J••• D•••• · AVP, Investor Relations and Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• D••••• · VP, Investor Relations and M•••eting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• L••••••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S••••• · Senior E•••••••• Administrator, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (13)
- A•••••• V••••••••• · Director of Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M••••••• · Accounting Manager, Funds · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• F••••••••• · Accounting Manager, Firm Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• M••••••••• · Director of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• N•••• · Administrative Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• R••• · Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• L•••••• T••••• · Chief Financial Officer · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• L•••••• T••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• O•••• · C••••••ler · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• G•••••• · Chief Talent Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U•••• S•••••• · General Counsel and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U•••• S•••••• · General Counsel And Chief Compliance Officer · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (6)
- A••••• H••••••• · E•••••••• Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• C••••••• · E•••••••• Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• H•••••••• · E•••••••• Administrator, Events · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• U•••• · Office & Hospitality Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S••••••••• · Fund Accountant II · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M•••••• · Fund Accountant I · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- D•••• M•••••• S•••• · Managing Director · Jun 1, 2017 to Jul 24, 2023 Inference
- J•••• P••• T••••••• · Member · May 1, 1999 to Mar 29, 2016 Inference
- M••• R•••••• B•••••• · Member · Apr 1, 2009 to Mar 28, 2018 Inference
- R•••••• R•••••••• K••••• · Member · May 1, 1999 to Mar 30, 2020 Inference
- R••••• L•••• C••••••• · Member · May 1, 1999 to Mar 30, 2020 Inference
- L•••• K•• K••••••• · Coo/Cco/Cfo · Sep 1, 2005 to Jun 22, 2022 Inference
Portfolio
180 relationships, 31 platforms, 85 add-ons
Transactions
110 on record
Placement agents, lenders, advisers and co-investors
42 relationships
Placement agents (2)
- E••••••• G•••• L••••• 6 shared · very strong · last Jan 1, 2023
- M••••• • C•••••• L•• 2 shared · recurring · last Jan 1, 2017
Lenders (4)
- C•••••••• A•••• M••••••••• L•• 2 shared · recurring · last Sep 22, 2022
- Y•••• P••••••• 1 shared · one time · last Sep 22, 2022
- B•• P•••••• 1 shared · one time · last Nov 30, 2018
- B•• 1 shared · one time · last Sep 22, 2022
Financial advisers (17)
- K••• L•• 5 shared · very strong · last Nov 16, 2021
- B•• L•• 2 shared · recurring · last Feb 8, 2022
- H••••• W••••••• 2 shared · recurring · last Jan 7, 2025
- A•• A••••••• L•• 2 shared · recurring · last Jan 17, 2024
- M•••••••• G•••••• L•• 2 shared · recurring · last Jul 1, 2023
- S••••• 1 shared · one time · last Nov 18, 2022
- C••••••••• C•••••••• A••••••• 1 shared · one time · last Nov 16, 2021
- B•••••• C•••••• 1 shared · one time · last May 17, 2022
- J•••••• W••••• 1 shared · one time · last May 17, 2022
- W•••••• B•••• 1 shared · one time · last Jan 19, 2024
- G•••• M••••••• 1 shared · one time · last Apr 7, 2021
- F••••• L•• 1 shared · one time · last May 18, 2023
- E••• 1 shared · one time · last Jul 29, 2022
- B••••• A••••••••• 1 shared · one time · last Nov 18, 2022
- H••••••• L•••• 1 shared · one time · last Apr 3, 2023
- L•••••• I••••••••• L•• 1 shared · one time · last Feb 20, 2024
- S•••• A••••••• 1 shared · one time · last Oct 20, 2020
Legal advisers (19)
- R••• S•••• 10 shared · very strong · last Dec 9, 2025
- K••••••• • E•••• L•• 9 shared · very strong · last Nov 4, 2025
- W•••••• • S••••• L•• 8 shared · very strong · last Feb 20, 2024
- E•••• L•• 4 shared · strong · last Nov 25, 2024
- K••••••• 4 shared · strong · last Nov 25, 2024
- G•••••••• T•••••• 3 shared · strong · last Dec 11, 2025
- S••••• L•• 2 shared · recurring · last Aug 4, 2026
- W•••••• 2 shared · recurring · last Aug 4, 2026
- D•• P•••• 2 shared · recurring · last Jul 6, 2023
- A••••••• 1 shared · one time · last Dec 8, 2022
- R•••• • G••• L•• 1 shared · one time · last Mar 10, 2022
- E•••••• • S•••• L•• 1 shared · one time · last Oct 14, 2020
- H••••••• L•• 1 shared · one time · last Apr 7, 2021
- F••••• D•••••• B••••• • R•••• 1 shared · one time · last Oct 18, 2022
- S••••••• E••••• 1 shared · one time · last Feb 20, 2024
- G•••••• P•••••• 1 shared · one time · last Nov 18, 2022
- B•••••• C•••••• 1 shared · one time · last May 17, 2022
- J•••••• W••••• 1 shared · one time · last May 17, 2022
- F•• R••••••••• L•• 1 shared · one time · last Aug 25, 2020
LP commitments
5 disclosed
- M•••••••• S•••• B•••• o• I••••••••• $100M msbi.us
- M•••••••• S•••• B•••• o• I••••••••• $100M msbi.us
- M•••••••• S•••• B•••• o• I••••••••• $175M msbi.us
- A••••• P•••••••• F••• C••••••••• in W••• P•••• P••••••• V••••• L••• $40.0M apfc.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• $75.0M content.copera.org
Events
60 most recent
- Sep 13, 2026ECI joins Anthropic’s Claude Partner Network
- Sep 13, 2026K••••••••• Acquires D••••• & Associates J••• 2023
- Sep 13, 2026W••• P•••• P••••••• Acquires F•••••••• October 2022
- Sep 13, 2026W••• P•••• Acquires D•• U••••• September 2022
- Sep 13, 2026V••••• Acquires F•••••• J••• 2022
- Sep 13, 2026S•••• C••• Acquires E••••••• Partners J••• 2022
- Sep 13, 2026CTSI Acquires F•••••• J••• 2022
- Sep 13, 2026W••• P•••• P••••••• To Acquire ECI August 2026
- Sep 13, 2026V••••• Acquires T••••••• C••••••••• L•• March 2024
- Sep 13, 2026W••• P•••• P••••••• Announces Final Close Of Oversubscribed Fund XI At $3.2 Billion J••• 2026
- Sep 13, 2026W••• P•••• P••••••• to Acquire T•• H••••• C•••••••• J•••••• 2•••
- Sep 13, 2026SIGMA Acquires M•••••• S•••••• I••• J•••••• 2026
- Sep 13, 2026W••• P•••• P••••••• Acquires E••••••••• D••••••• 2•••
- Sep 13, 2026W••• P•••• P••••••• Acquires B•••• N••••••• 2025
- Sep 13, 2026V••••• Expands Healthcare Program Management Capabilities with Acquisition of A•••• August 2025
- Sep 13, 2026W••• P•••• P••••••• Acquires S•••• April 2025
- Sep 13, 2026W••• P•••• P••••••• Acquires E••••••••• J•••••• 2025
- Sep 13, 2026W••• P•••• P••••••• Acquires V••••••• R••• S•••••••• N••••••• 2•••
- Sep 13, 2026W••• P•••• P••••••• Announces Sale of F••••••••• to Morgan Stanley Capital Partners N••••••• 2024
- Sep 13, 2026W••• P•••• P••••••• Announces Sale of O• E••••••••• P••••••• to Holcim October 2024
- Sep 13, 2026W••• P•••• P••••••• Acquires C•••• S•••••••• G•••• September 2024
- Sep 13, 2026F••••••• P•••••• Joins F•••••••• J••• 2•••
- Sep 13, 2026W•••••• S•• P•••••• Joins F•••••••• J••• 2•••
- Sep 13, 2026W••• P•••• P••••••• Announces Sale Of H•••••••• To Wynnchurch Capital April 2024
- Sep 13, 2026Q•••••• Acquires S•••• C••• S••••••• April 2024
- Sep 13, 2026Q•••••• Acquires C•• L•••••••• April 2024
- Sep 13, 2026W••• P•••• P••••••• Closes Fund X At $2.3 Billion Hard Cap March 2024
- Sep 13, 2026C•••••• M•••••• Acquires C•• T••• F••••••• 2•••
- Sep 13, 2026H••• Acquires C••• E•••••, a Subsidiary of FSTI, Inc. F••••••• 2024
- Sep 13, 2026T••••••• P•••••• Acquires P•• B••••• J•••••• 2024
- Sep 13, 2026W••• P•••• P••••••• Acquires M•••••••• J•••••• 2•••
- Sep 13, 2026KT P•••••• Joins F•••••••• D••••••• 2023
- Sep 13, 2026W••• P•••• P••••••• Announces Sale of C•••••• I••••••••• to Henkel AG & Co. KGaA N••••••• 2023
- Sep 13, 2026G•••••••• F•••• C•••••• Joins F•••••••• N••••••• 2023
- Sep 13, 2026W••• P•••• P••••••• Acquires C•••••• M•••••• October 2023
- Sep 13, 2026W••• P•••• P••••••• Acquires A••••• P•• C••• October 2023
- Sep 13, 2026W••• P•••• P••••••• Announces Sale of K••••••••• To Lindsay Goldberg September 2023
- Sep 13, 2026P••••• Acquires R•• E••••••••• I••• August 2023
- Sep 13, 2026P••••• Acquires R•••• C••••••• Securities S•••••••• August 2023
- Sep 13, 2026S•••• • S••• P•••••• Joins F•••••••• J••• 2023
- Sep 13, 2026P••••• Acquires K•• I••••••••• S•••••• J••• 2023
- Sep 13, 2026V••••• Acquires B••••••••• F••••••••• L•• J••• 2023
- Sep 13, 2026D•• U••••• Acquires T••••••••• J••• 2•••
- Sep 13, 2026S•••• C••• Acquires R•••••• M••• Air C••••••••• June 2023
- Sep 13, 2026P••••• Acquires P•••••• S••••••• S•••••••• May 2023
- Sep 13, 2026P••••• B••••• Joins F•••••••• May 2023
- Sep 13, 2026H•••••••• Acquires E•• Y•••• M•• 2•••
- Sep 13, 2026V••••• B••••• Acquires J••• R••• D••••• A•• S••••••• May 2023
- Sep 13, 2026P••••• Acquires N••••••• I••••••••• May 2023
- Sep 13, 2026T•••• P•••••• Joins F•••••••• May 2023
- Sep 13, 2026P••••• Acquires S••••••• S••••• April 2023
- Sep 13, 2026H••• Acquires O••••• T••••••••• March 2023
- Sep 13, 2026P••••• Acquires T•••••• T••••••••• March 2023
- Sep 13, 2026P••••• Acquires S•••• C•••••• E••••••••• I••• J•••••• 2023
- Sep 13, 2026W••• P•••• P••••••• Acquires H••• J•••••• 2023
- Sep 13, 2026S•••• C••• Acquires R••••••••• A•••••• D••••••• 2022
- Sep 13, 2026S•••• C••• Acquires F•••••’s F••••••••• S••••••s D••••••• 2022
- Sep 13, 2026D&H Acquires P•••••••• S•••••• and C••••••••• and Double Check Company D••••••• 2022
- Sep 13, 2026Q•••••• Acquires M••••••••• P•••••••• D••••••• 2022
- Sep 13, 2026W••• P•••• P••••••• Acquires E••••• S•••••• N••••••• 2022
Across the graphs
W••• P•••• P••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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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