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 / A•• C••••••
A•• C••••••
Alvarez & Marsal (A&M) Capital is a multi-strategy private equity firm combining middle-market investing, with operational expertise and industry knowledge.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $5.21bn Private Equity Fund GAV on the Form ADV filed 2024-04-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Apr 25, 2024
- RAUM
- $6.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $5.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $5.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-25, latest gav Private Equity Fund $5.2B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 67
- Headquarters
- Greenwich, CT
- Office address
- 1 PICKWICK PLAZA, THIRD FLOOR, Greenwich, CT, 06830
- Business phone
- 203-742-5880
Stated criteria beside observed behaviour
20 observed deals
Stated by the firm
- Sectors
- industrials, distribution, business services, healthcare, technology, consumer, aerospace defense, media telecom, industrial services, manufacturing, infrastructure, specialty distribution, automotive, financial services, transportation logistics, life sciences, energy, education, real estate, software, safety security, hospitality leisure, food beverage, packaging, building products, environmental services, agriculture
- Geography
- Europe, United States, Global, Pacific Northwest
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- from $1.0B
- Control
- control,majority,minority
- Thesis
- We invest in companies that can benefit from our access to performance improvement resources and experience, including corporate carve-outs, consolidation strategies, special situations or businesses seeking to address specific operational issues or management needs.
Observed from deals on record
- roles
- add on 10, platform 13
- period
- to 2025-09-04, from 2018-08-31, undated holdings 7, dated observations 32
- window
- last 2025-09-04, first 2018-08-31
- control
- control 16, unknown 7
- companies
- 20
- geography
- investments
- 23
- seller kinds
- sponsor 1, unknown 1, corporate parent 1
- transactions
- 16
- cadence by year
- 2018 platforms 1, 2019 add ons 1, platforms 1, 2020 add ons 1, 2022 add ons 2, 2023 other deals 1, 2024 add ons 3, other deals 2, 2025 add ons 3, other deals 1
- platform add on
- add ons 10, platforms 13, add ons per platform 0.77
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.05, value tech enabled services, examples Ibermática, count 1, share 0.05, value industrial manufacturing, examples Isla Délice
- holding period years
- n 0
- repeat counterparties
- role buy side adviser, shared 3, entity id 72cdaede-e77c-4611-ac15-c2d572612434, role buy side adviser, shared 3, entity id 17831664-2500-4237-b7e8-4bf1b868f7af, role buy side adviser, shared 2, entity id 27e34f55-792b-437a-bc22-36522e0dfa31, role buy side adviser, shared 2, entity id 6d0f7325-fe4f-43dc-ae0f-b2b5afb94cbe, role legal adviser, shared 2, entity id 1fca8c5b-e7c8-4cee-b211-07d3db1d77a4, role buy side adviser, shared 2, entity id 13609de8-966c-4670-b145-303a8fb8504d, role buy side adviser, shared 2, entity id f4fb162a-753c-4e05-9337-b7a7f8c7fcf2, role legal adviser, shared 2, entity id 6034f477-2080-41f0-b0e1-8016f4e2aed9
- subsector distribution
- count 1, share 0.05, value it services, examples Ibermática, count 1, share 0.05, value food manufacturing, examples Isla Délice
20 companies on the graph (16 transactions); most in tech enabled services (1); 13 platforms and 10 add-ons; observed 2018 to 2025
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $1.9B as of Apr 25, 2024 | no Form D | Early deployment | |
| A•• C•••••• S•••••••• I••••••••• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $343M as of Apr 25, 2024 | no Form D | Early deployment | |
| A•• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $1.5B as of Apr 25, 2024 | no Form D | Active deployment | |
| A•• C•••••• E•••••• S••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $866M as of Apr 25, 2024 | no Form D | Active deployment | |
| A•• C•••••• O••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $253M as of Apr 25, 2024 | no Form D | Harvest | |
| A•• C•••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $280M as of Apr 25, 2024 | no Form D | Harvest | |
| A•••••• • M••••• P••••••• B••••• F•••• L• ADV: Private Equity Fund | Buyout fund | unknown | $12.7M as of Mar 30, 2012 | no Form D | Unknown |
Team
8 current, 3 former
Managing partner (2)
- J••• D••••• M••••••• · Managing Partner Of A•• C•••••• Advisors, Lp · since Sep 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• O••••• · Managing Partner Of A•• C•••••• Advisors, Lp · since Sep 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A•••••• C••••••• A•••••• · Owner · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• P••• M••••• · Owner · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• W•••••• P•••••• · Partner Of A•• C•••••• Advisors, Lp · 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)
- R••••• D• R•••••• · Partner Of A•• C•••••• Advisors, Lp · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••••• J••• G•••• · Chief L•••• Officer And Chief Compliance Officer Of A•• C•••••• Advisors, Lp · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R••• B•••••• · Chief Financial Officer Of A•• C•••••• Advisors, Lp · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- K••• J•••• K•••• · Managing Director Of A•• C•••••• Advisors, Lp · Nov 1, 2009 to Jan 9, 2020 Inference
- P••• S••••• L•••••••• · Managing Director Of A•• C•••••• Advisors, Lp · Feb 1, 2015 to Mar 26, 2021 Inference
- M•••••• P•••• T•••••• · Interim Cfo Of A•• C•••••• Advisors, Llc · Mar 1, 2012 to Oct 25, 2013 Inference
Portfolio
23 relationships, 13 platforms, 10 add-ons
Transactions
16 on record
Placement agents, lenders, advisers and co-investors
62 relationships
Placement agents (15)
- S•••••• N••••••• • C••••••• I••••••••• 5 shared · very strong · last Jan 1, 2022
- J•• C•••••• L•••••• 3 shared · strong · last Jan 1, 2023
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2022
- K••••• C•••••• L•• 1 shared · one time · last Jan 1, 2012
- A••••• S•••••• • C••• I••• 1 shared · one time · last Jan 1, 2012
- I••••••••• S••••••••• I••• 1 shared · one time · last Jan 1, 2013
- O•••••• G•••• L•• 1 shared · one time · last Jan 1, 2024
- M••• M••• J••••• P••••••• L• 1 shared · one time · last Jan 1, 2024
- B••••••• C•••••• I••• 1 shared · one time · last Jan 1, 2013
- G•••••• I••••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2013
- P•• S••••••••• L•• 1 shared · one time · last Jan 1, 2013
- E••••••• P••••••• I••••••••• L•• 1 shared · one time · last Jan 1, 2019
- T••••• A• P•••••••• L•• 1 shared · one time · last Jan 1, 2012
- O•••••• L•••••• 1 shared · one time · last Jan 1, 2023
- E••••••• G•••• L••••• 1 shared · one time · last Jan 1, 2012
Financial advisers (32)
- W••• 3 shared · strong · last Sep 4, 2025
- H••••••• L•••• 3 shared · strong · last Apr 17, 2024
- E••••••••• 2 shared · recurring · last Sep 4, 2025
- M•• C•••••• P••••••• 2 shared · recurring · last Jan 9, 2024
- E•• 2 shared · recurring · last Oct 30, 2024
- E• 2 shared · recurring · last Sep 4, 2025
- B••••• C••••••••• G•••• 2 shared · recurring · last Apr 17, 2024
- W••• G•••••• • M••••• 1 shared · one time · last Nov 7, 2024
- D••••••• 1 shared · one time · last May 20, 2025
- P•••••••• G••••• 1 shared · one time · last Nov 7, 2024
- E••••• K• F•••••• 1 shared · one time · last Dec 30, 2020
- F••• S••••••• A•••• 1 shared · one time · last Nov 7, 2024
- A•••••• • M••••• I••• 1 shared · one time · last Oct 30, 2024
- C•••••••• 1 shared · one time · last Nov 7, 2024
- S•••••• 1 shared · one time · last Apr 17, 2024
- F••• S••••••• A••••••••• 1 shared · one time · last Sep 4, 2025
- P•• 1 shared · one time · last Nov 7, 2024
- S•••••• • P••••••• 1 shared · one time · last Dec 5, 2022
- W••• T••••• 1 shared · one time · last Dec 5, 2022
- P• L•••• 1 shared · one time · last Jun 20, 2025
- G•••••• • M••••• L•• 1 shared · one time · last Apr 21, 2023
- A••• P•• 1 shared · one time · last May 20, 2025
- B•••• 1 shared · one time · last Apr 17, 2024
- I•••• • C•• 1 shared · one time · last Sep 4, 2025
- A••••• 1 shared · one time · last Sep 6, 2022
- P••••• 1 shared · one time · last May 20, 2025
- I•••••••• 1 shared · one time · last Apr 17, 2024
- S••••• L•••••• 1 shared · one time · last Sep 4, 2025
- N•••• 1 shared · one time · last Jun 20, 2025
- W••• M••••• 1 shared · one time · last Oct 30, 2024
- P•••••••• 1 shared · one time · last Apr 21, 2023
- N•••••• P••••••• 1 shared · one time · last Sep 4, 2025
Legal advisers (9)
- S•••••• 2 shared · recurring · last May 20, 2025
- G•••••• • M••••• L•• 2 shared · recurring · last Sep 4, 2025
- C•••••• R•••••• S•••••••• 1 shared · one time · last Nov 7, 2024
- A•••••• 1 shared · one time · last Feb 27, 2025
- F••••••••• L•• 1 shared · one time · last Jun 20, 2025
- D•••••• M•••• 1 shared · one time · last Dec 5, 2022
- W••• 1 shared · one time · last Apr 17, 2024
- B•••••• P•••• 1 shared · one time · last Jul 1, 2024
- D•• 1 shared · one time · last Apr 21, 2023
Accounting advisers (6)
- E• 6 shared · very strong · last May 20, 2025
- A•••••• • M••••• I••• 3 shared · strong · last Sep 4, 2025
- P•• 2 shared · recurring · last Oct 30, 2024
- D••••••• 2 shared · recurring · last Jun 20, 2025
- A•• C••••••••• 1 shared · one time · last May 20, 2025
- A••••••• 1 shared · one time · last Jul 1, 2024
LP commitments
5 disclosed
- O••••• P••••• E•••••••• R••••••••• F••• in A•• C•••••• P•••••••• L• $100M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• $152M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in A•• C•••••• P••••••• I•• L• $200M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in A•• C•••••• P••••••• I••• L• $200M oregon.gov
- T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• amount not disclosed trsil.org
Events
29 most recent
- Jun 25, 2026A•• C••••••: Private Equity Funds on Form ADV 6 (2024 extract) -> 8 (roster 2026-09-01)
- Mar 31, 2026O••••• P••••• E•••••••• R••••••••• F••• reports A•• C•••••• Partners E••••• I: $151,500,000 committed, vintage 2018, net IRR 16.5%Lp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Sep 4, 2025A•• C•••••• E••••• Announces Majority Investment in I•••…
- Sep 4, 2025A•• C•••••• E••••• Announces Majority Investment in I•••…
- Jun 20, 2025P•• N•••••• I••••••••• Acquires P•• R••••••• G••••
- Jun 2, 2025T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• reports A•• C••••••: an undisclosed amount committedLp commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- May 20, 2025S••• Acquires S••• L•• F•••••••
- May 8, 2025A•• C•••••• E•••••’s C••••• P••• Acquires Andolfi
- Feb 27, 2025A•••• E••••••••• Acquires A•• C•••••••••
- Nov 13, 2024S••• Acquires B••••• p•••••••• t•••••• b•••••••
- Nov 7, 2024C••••• P••• Acquires C•••••• P•••••••• G••••
- Jul 2, 2024G••• Acquires C••• • I•••••••••
- Apr 17, 2024A•• C•••••• E••••• Announces Majority Investment in S•••…Platform investmentFactS•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 17, 2024A•• C•••••• E••••• Announces Majority Investment in S•••…
- Jan 16, 2024A•• C•••••• E••••• Announces Majority Investment in G•••…
- Jan 9, 2024A•• C•••••• E••••• Announces Majority Investment in G•••…Platform investmentFactG•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 21, 2023A•• C•••••• E••••• Announces Majority Investment in W••••…
- Apr 21, 2023A•• C•••••• E••••• Announces Majority Investment in W••••…
- Dec 5, 2022P•• N•••••• I••••••••• Acquires Z•• G•••• S••••••• and…
- Sep 6, 2022A•••• Agrees to Acquire I•••••••••
- Jan 31, 2021A••••••••• L••••• joins A•• C•••••• E••••• as a…
- Dec 30, 2020L• P••••• Acquires V•••••••• S•••
- Dec 20, 2019A•••••• & M••••• Capital Closes €650 Million A&M…
- Sep 16, 2019A•• C•••••• E••••• and B•••• B••••• Acquire SPY
- Aug 6, 2019A•• C•••••• E••••• Acquires L• P•••••
- Aug 6, 2019A•• C•••••• E••••• Acquires L• P•••••
- Aug 31, 2018A•• C•••••• E••••• Acquires B•••• B•••••
- Aug 31, 2018A•• C•••••• E••••• Acquires B•••• B•••••
- Mar 30, 2012A•• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
A•• C•••••• 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.
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