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.
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Firms / P•••••• C•••••• M••••••••• I•••
P•••••• C•••••• M••••••••• I•••
A private equity firm with patient capital and a long-term investment orientation.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 8, 2022 to Mar 28, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $83.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $310Mevery private fund type, latest filing
- 2024 PE fund GAV
- $83.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-03-28, latest gav Other Private Fund $226M, Private Equity Fund $83.8M, latest counts Other Private Fund 3, Private Equity Fund 3, lifetime distinct Other Private Fund 3, Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Toronto, Ontario, Canada
- Office address
- 8 KING STREET EAST, SUITE 1100, Toronto, Ontario, M5C 1B5
- Business phone
- 647-957-8320
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- business services, healthcare, consumer
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $40.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- We seek companies with accomplished management teams (particularly founder-led), strong competitive positions and compelling opportunities for prolonged EBITDA growth over the long-term.
Observed from deals on record
- roles
- add on 1, unknown 8, platform 3
- period
- to 2025-12-17, from 2024-03-07, undated holdings 8, dated observations 8
- window
- last 2025-12-17, first 2024-03-07
- control
- control 3, unknown 9
- companies
- 12
- geography
- investments
- 12
- seller kinds
- family 1
- transactions
- 4
- cadence by year
- 2024 platforms 2, 2025 add ons 1, other deals 1
- platform add on
- add ons 1, platforms 3, add ons per platform 0.33
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.417, value healthcare services, examples The Fertility partners, LAKEFIELD VETERINARY GROUP, 123Dentist, MCA Dental Group
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.167, value veterinary, examples LAKEFIELD VETERINARY GROUP, P3 Veterinary partners, count 2, share 0.167, value dental, examples 123Dentist, MCA Dental Group, count 1, share 0.083, value outpatient specialty clinics, examples The Fertility partners
12 companies on the graph (4 transactions); most in healthcare services (5); 3 platforms and 1 add-ons; observed 2024 to 2025
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•• U••••• H•••••••• L• ADV: Other Private Fund | SPV | 2024 first reported on Form ADV | $140M as of Mar 28, 2024 | no Form D | Unknown | |
| P•• G• H•••••••• L• ADV: Other Private Fund | SPV | 2024 first reported on Form ADV | $55.0M as of Mar 28, 2024 | no Form D | Unknown | |
| T•••••• H•••••• L• ADV: Other Private Fund | Feeder or parallel | 2024 first reported on Form ADV | $31.3M as of Mar 28, 2024 | no Form D | Unknown | |
| P•• P••••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.7M as of Mar 28, 2024 | no Form D | Unknown | |
| P•• 1•• S•••••• P••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $77.0M as of Mar 28, 2024 | no Form D | Unknown | |
| P•• P••••••• F••• I• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $5.1M as of Mar 28, 2024 | no Form D | Early deployment | |
| P•••••• P•• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| P•••••• P•• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
29 current, 0 former
Managing partner (5)
- M••• M••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••••• J••• R•••••• S•••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- B•••• B••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A•• D••••• · Partner & Officer · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• M•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• T•••• M•••••••• · Partner & Officer · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A••••••• M••••• · Shareholder · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• T•••••• F•••••• · Shareholder · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- G••••• D•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• K••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- A••••• V•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• L••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• G••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- A•••• U••••••••• · Managing Director, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• R•••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• G••••••• · Senior Manager, Value Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- H••••••• P•••• · Director, Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
Platform (5)
- A•• Q••••• · Senior Manager, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• L•• · Senior Manager, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• N••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• N••••• · Chief Financial Officer · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z•••• K••••• · Senior Manager, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
12 relationships, 3 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 17, 2025 | Growth investment | S••••••• S•••••••• I•••••••• | Sponsor (confirmed) | xn--p-1hnaaaaaaaa.com |
| Oct 15, 2025 | Add-on acquisition | M•• D••••• G•••• | Sponsor (derived) | xn--p-1hnaaaaaaaa.com |
| Jul 15, 2024 | Platform acquisition | L•••••••• V••••••••• G•••• | Sponsor (confirmed) | xn--p-1hnaaaaaaaa.com |
| Mar 7, 2024 | Platform acquisition | T•••••• F•••••••• S••••••• | Sponsor (confirmed) | xn--p-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
12 relationships
Placement agents (3)
- B••••••••• C•••••• S••••••••• B•• L• 1 shared · one time · last Jan 1, 2023
- H••••••• L•••• C••••••• I••• 1 shared · one time · last Jan 1, 2022
- C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2022
Financial advisers (4)
- T• S••••••••• 1 shared · one time · last Oct 15, 2025
- P••••••••• P• 1 shared · one time · last Mar 7, 2024
- B••• S••••••••• I••• 1 shared · one time · last Jul 15, 2024
- T•••• L•• 1 shared · one time · last Jul 15, 2024
Legal advisers (3)
- B••••• L••••• G•••••• L•• 1 shared · one time · last Oct 15, 2025
- A••• • B••••• L•• 1 shared · one time · last Oct 15, 2025
- D• G••••••• C•••• L•• 1 shared · one time · last Oct 15, 2025
Accounting advisers (2)
- K••• L•• 1 shared · one time · last Oct 15, 2025
- E• 1 shared · one time · last Oct 15, 2025
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
21 most recent
- Jan 29, 2026PELOTON CAPITAL MANAGEMENT ANNOUNCES TEAM PROMOTIONS, B•••• B••••••••• MADE PARTNER
- Jan 20, 2026V••••••• P••• M•••••• ENTERS WESTERN CANADA WITH ACQUISITION OF PHI MEDICAL AESTHETICS
- Dec 17, 2025S••••••• S•••••••• I•••••••• RECEIVES STRATEGIC INVESTMENT FROM PELOTON CAPITAL MANAGEMENT
- Dec 17, 2025S••••••• S•••••••• I•••••••• RECEIVES STRATEGIC INVESTMENT FROM PELOTON CAPITAL MANAGEMENT
- Oct 15, 2025123DENTIST EXPANDS COMMITMENT TO ELEVATING CARE WITH THE ACQUISITION OF M•• D••••• G••••
- Jul 1, 2025GIBSON I•••••••• AGENCY, INC. JOINS U••••• R••• A•••••••
- May 14, 2025123 DENTIST APPOINTS JEFF LEGER AS CEO TO LEAD NEXT PHASE OF GROWTH
- May 7, 2025G•••• L•••• COMPLETES ITS ACQUISITION OF ESGAIA
- Oct 22, 2024U••••• R••• A••••••• ANNOUNCES IT’S NEWEST PARTNERSHIP WITH AVONDALE I•••••••• ASSOCIATES
- Oct 16, 2024U••••• R••• A••••••• ANNOUNCES IT’S NEWEST PARTNERSHIP WITH ENDERS I••••••••
- Sep 11, 2024PELOTON CAPITAL MANAGEMENT COMPLETES FINAL CLOSING OF SECOND FUND AT $550 MILLION
- Jul 15, 2024PELOTON CAPITAL MANAGEMENT INVESTS IN L•••••••• V••••••••• G••••
- Jul 15, 2024PELOTON CAPITAL MANAGEMENT INVESTS IN L•••••••• V••••••••• G••••
- Mar 7, 2024PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S•••••••
- Mar 7, 2024PELOTON CAPITAL MANAGEMENT INVESTS IN T•••••• F•••••••• S•••••••
- Jan 18, 2023PELOTON CAPITAL MANAGEMENT ANNOUNCES THREE HIRES
- Jan 13, 2023PELOTON CAPITAL MANAGEMENT ANNOUNCES TEAM PROMOTIONS
- Dec 21, 2022PELOTON CAPITAL MANAGEMENT COMPLETES FIRST CLOSING OF PCM FUND II, ANNOUNCES LATEST INVESTMENT PARTNERSHIP
- Nov 8, 2022P•••••• C•••••• M••••••••• I••• first filed Form ADV in the extract (ERA)
- Jul 14, 2022G••• M•••••••• JOINS PELOTON CAPITAL MANAGEMENT AS PARTNER. J•• K••••••••• PROMOTED TO VICE PRESIDENT
- Jul 13, 2022123DENTIST AND ALTIMA DENTAL ANNOUNCE A STRATEGIC MERGER WITH SUPPORT FROM PELOTON CAPITAL, KKR, AND HEARTLAND DENTAL