DFX Intelligence
Private Equity Intelligence
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Firms / T•• W•••••••• G••••
T•• W•••••••• G••••
W•••••••• Group is a strategy-driven private investment firm. For more than four decades, we have been acquiring, operating and improving companies. Learn more about our firm and approach to value creation.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 25 of 30 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-05-28
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 25 of 30 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 27, 2012 to May 28, 2024
- RAUM
- $213Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $207Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $213Mevery private fund type, latest filing
- 2024 PE fund GAV
- $207Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 83%
- Fund type mix
- filed 2024-05-28, latest gav Real Estate Fund $6.0M, Private Equity Fund $207M, latest counts Real Estate Fund 4, Private Equity Fund 11, lifetime distinct Real Estate Fund 5, Private Equity Fund 25
- Employees
- 16
- Headquarters
- Boston, MA
- Office address
- 321 NEWBURY ST, SECOND FLOOR, Boston, MA, 02115
- Business phone
- 781-891-6660
Stated criteria beside observed behaviour
26 observed deals
Stated by the firm
- Sectors
- technology, energy, media telecom
- Geography
- not stated or not yet read
- Revenue
- $35.0M to $300M
- EBITDA
- $3.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- Click below for a detailed fact sheet about the businesses we seek.
Observed from deals on record
- roles
- add on 4, unknown 11, platform 13
- period
- to 2024-05-21, from 2012-04-17, undated holdings 12, dated observations 31
- window
- last 2024-05-21, first 2012-04-17
- control
- control 15, unknown 13
- companies
- 26
- geography
- count 2, share 0.077, value MI, count 1, share 0.038, value VA, count 1, share 0.038, value NY, count 1, share 0.038, value MA
- investments
- 28
- seller kinds
- family 2
- transactions
- 15
- cadence by year
- 2012 platforms 3, 2013 add ons 2, 2015 add ons 1, platforms 2, 2016 platforms 1, 2017 platforms 1, 2018 platforms 1, 2019 add ons 1, platforms 1, 2021 platforms 1, 2024 other deals 1
- platform add on
- add ons 4, platforms 13, add ons per platform 0.31
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.154, value industrial manufacturing, examples Mountain Molding, LLC, Enbi Group, Weston Forest, Two Elite Metals Manufacturers, count 1, share 0.038, value energy, examples Tenere
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 3, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50
- subsector distribution
- count 3, share 0.115, value miscellaneous manufacturing, examples Enbi Group, Weston Forest, Two Elite Metals Manufacturers, count 1, share 0.038, value energy, examples Tenere, count 1, share 0.038, value plastics rubber products, examples Mountain Molding, LLC
26 companies on the graph (15 transactions); most in industrial manufacturing (4); 13 platforms and 4 add-ons; observed 2012 to 2024
Funds
26 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••••• P••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $40.1M as of May 28, 2024 | no Form D | Early deployment | |
| W••••••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $11.4M as of May 28, 2024 | no Form D | Early deployment | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $8.6M as of May 28, 2024 | no Form D | Early deployment | |
| W•••••••• O••••••••• F••• S••••• I• • W••••• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $57.3M as of May 28, 2024 | no Form D | Unknown | |
| W•••••••• W••••• C••••••••• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $26.4M as of May 28, 2024 | no Form D | Unknown | |
| W••••••••• P••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.6M as of May 28, 2024 | no Form D | Unknown | |
| W••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1 as of May 28, 2024 | no Form D | Unknown | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1 as of May 28, 2024 | no Form D | Harvest | |
| W••••••••• P••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $10.6M as of Jan 3, 2023 | no Form D | Wound down | |
| W••••••••• D••• P•••••••• L• ADV: Private Equity Fund | Credit fund | 2019 first reported on Form ADV | $8.5M as of May 28, 2024 | no Form D | Mature | |
| F••••••••• W•••• R••••• I• L• ADV: Real Estate Fund | Real estate fund | 2019 first reported on Form ADV | $1.5M as of May 28, 2024 | no Form D | Mature | |
| F••••••••• W•••• R••••• I•• L• ADV: Real Estate Fund | Real estate fund | 2019 first reported on Form ADV | $1.4M as of May 28, 2024 | no Form D | Successor fundraising | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $52.4M as of May 28, 2024 | no Form D | Harvest | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $15.3M as of Jan 3, 2023 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $23.4M as of Jan 3, 2023 | no Form D | Wound down | |
| W••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.5M as of Mar 6, 2015 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $0 as of Mar 29, 2019 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $4.0M as of Mar 6, 2015 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $472,645 as of May 28, 2024 | no Form D | Harvest | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $21,016 as of Mar 29, 2019 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $89.9M as of Mar 29, 2012 | no Form D | Wound down | |
| W••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $35.5M as of Mar 29, 2012 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.4M as of Mar 29, 2012 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $59,521 as of Mar 29, 2019 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2019 | no Form D | Wound down | |
| W••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 6, 2015 | no Form D | Wound down |
Team
19 current, 7 former
Managing partner (8)
- J•••• K•••• · President And Chief Operating Officer · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• K•••• · President and COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• E• K•••• · Managing Partner and Founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- S••••• E• K•••• · managing partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- S••••• E• K•••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- S••••• E••••• K•••• · Managing Member · since Mar 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• K•••• · Managing Partner and Founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- S••••• K•••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Partner (3)
- B••••••• P•••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• A••••••• · Senior Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- S•••• O••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- L•••• G•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- B••••••• P•••••• · Chief Compliance Officer, Senior Partner · 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)
- O••• L•••• · Director of Finance and Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (5)
- C•••••• K••••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R••••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• C••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R• A••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• G•••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
7 former (kept with end dates)
- B••••••• P•••••• · Partner · Feb 1, 2009 to Mar 10, 2014 Inference
- D••• O••••• · Partner · Feb 1, 2009 to Mar 10, 2014 Inference
- M•••••• C•••••• · Partner · Feb 1, 2011 to Mar 28, 2013 Inference
- M•••• H••••• · Partner · Jan 1, 2005 to Mar 10, 2014 Inference
- R••••• A••••••• · Partner, W•••••••• Management Co. · Mar 1, 2002 to Mar 10, 2014 Inference
- M•••••• E••••• F••••• · Chief Financial Officer · Aug 1, 2016 to Mar 29, 2019 Inference
- T•••••• E••••• · Chief Compliance Officer · Mar 1, 2012 to Mar 29, 2021 Inference
Portfolio
28 relationships, 13 platforms, 4 add-ons
Transactions
17 on record
Placement agents, lenders, advisers and co-investors
5 relationships
Lenders (3)
- C••• T••••• B••• a•• M••••• C•••••• 1 shared · one time · last May 24, 2013
- M•• C•• F•••••••• S••••••• 1 shared · one time · last Aug 16, 2017
- M• B••••••• C•••••• a•• M••••• C•••••• 1 shared · one time · last May 5, 2015
Legal advisers (2)
- G•••••• P•••••• 3 shared · strong · last Aug 2, 2016
- B•••• H•••••• 1 shared · one time · last May 21, 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
57 most recent
- Mar 30, 2026T•• W•••••••• G••••: Private Equity Funds on Form ADV 11 (2024 extract) -> 14 (roster 2026-09-01)
- Mar 3, 2026W•••••••• Group Completes Sale of C••••• T••••• Beck (CTB) to Waterland Private Equity
- Aug 12, 2025L•••• G•••••••• Joins W•••••••• Group as Senior Associate
- May 21, 2024T•• W•••••••• G•••• Invests in M••••• L••••• Company
- May 21, 2024T•• W•••••••• G•••• Invests in M••••• L••••• Company
- Jan 23, 2024W•••••••• Group Promotes S•••• O••••••••• to Partner
- Jul 21, 2023W••••• F••••• announces acquisition of Kings Wood Products
- Aug 22, 2022W••••• F••••• announces acquisition of Industrial L••••• Sales, Inc. of Moultrie, GA
- Jul 19, 2022W•••••••• Group Completes Sale of T••••• to CGI Manufacturing Holdings, a Portfolio Company of CORE Industrial Partners
- Mar 1, 2021Mobility Industry Veteran Colleen Haley Appointed CEO of Q••••••
- Jan 4, 2021W••••• F••••• has been acquired by t•• W•••••••• G••••
- Jan 4, 2021W••••• F••••• has been acquired by t•• W•••••••• G••••
- May 6, 2020J•••• K•••• Joins Northstar’s Private Equity Fast Pitch podcast
- Sep 24, 2019E••• Global, Inc. Appoints Christopher Miller as CEO
- Jun 24, 2019W••••••••’s E••• G•••• Announces Add-On Acquisition of P••••• I•••••••••
- Apr 3, 2019W•••••••• Group Acquires E••• in Cross-Border Deal
- Apr 3, 2019W•••••••• Group Acquires E••• in Cross-Border Deal
- Jul 15, 2018W•••••••• Acquisition of C••••• • T••••• featured in Middle Market Growth
- May 16, 2018W•••••••• Group’s Acquisition of C••••• • T••••• A•••••••• as Winner of the 10th Annual International M&A Awards
- May 16, 2018W•••••••• Group’s Acquisition of C••••• • T••••• A•••••••• as Winner of the 10th Annual International M&A Awards
- Jan 3, 2018W•••••••• Completes the Sale of C&M
- Nov 28, 2017T••••• Names Brian Steel as Chief Executive Officer
- Aug 16, 2017T•• W•••••••• G•••• Acquires C••••• • T••••• in Significant Cross-Border Deal
- Aug 16, 2017T•• W•••••••• G•••• Acquires C••••• • T••••• in Significant Cross-Border Deal
- May 2, 2017S••••• K•••• Featured in Mergers & Acquisitions Manufacturing Article
- Aug 9, 2016W•••••••• Announces Three Executive Promotions; Positions Company for Future Growth
- Aug 2, 2016T•• W•••••••• G•••• Acquires EMI; Completes Second Key Investment in the Automotive Industry
- Aug 2, 2016T•• W•••••••• G•••• Acquires EMI; Completes Second Key Investment in the Automotive Industry
- Jul 1, 2015T•• W•••••••• G•••• Acquires Q•••••• M••••••••• Inc.
- Jul 1, 2015T•• W•••••••• G•••• Acquires Q•••••• M••••••••• Inc.
- May 8, 2015W••••••••’s G••••• T•••• Acquired by AMETEK, Inc.
- May 5, 2015T••••• Completes Acquisition of M••••••• M••••••• L••
- Apr 1, 2015W•••••••• Acquires D••••••• N•• I•••••••••
- Apr 1, 2015W•••••••• Acquires D••••••• N•• I•••••••••
- Nov 21, 2014C•• C••••••••• Receives Mezzanine Investment
- Oct 8, 2014FutureMark M••••••••• Names Matthew Nightingale President and CEO
- Mar 31, 2014Experienced Middle Market Dealmaker J••• N. Carr Joins T•• W•••••••• G••••
- Jul 1, 2013T••••• Names Greg Adams CEO
- Jun 3, 2013F••• T•••• Partners with S••••••• T•••
- May 24, 2013T•••••, Inc. Acquires P••••••••• to Expand Rapid Prototyping Capabilities
- May 22, 2013FutureMark P•••• Group Celebrates Anniversary of M••••••••• P•••• Acquisition
- Dec 17, 2012W•••••••• Acquires A••••••• C••••••••• F••••••••• T•••••, Inc.
- Dec 17, 2012W•••••••• Acquires A••••••• C••••••••• F••••••••• T•••••, Inc.
- Oct 26, 2012After 80 years, family sells S••••••• T••• to private investment firm
- Sep 13, 2012T•• W•••••••• G•••• Acquires T•• E•••• M••••• M•••••••••
- Sep 13, 2012T•• W•••••••• G•••• Acquires T•• E•••• M••••• M•••••••••
- Jun 4, 2012Carpenter/Latrobe Merger Nominated for American Metal Market Awards for Excellence
- Apr 17, 2012W•••••••• Group to Acquire E••••••••• P•••• P••••••• M••••••••• P•••••
- Apr 17, 2012W•••••••• Group to Acquire E••••••••• P•••• P••••••• M••••••••• P•••••
- Mar 27, 2012T•• W•••••••• G•••• first filed Form ADV in the extract (ERA)
- Feb 29, 2012W•••••••• and Hicks Announce Completion of Latrobe Specialty M••••• Merger with Carpenter Technology Corp
- Jun 20, 2011Carpenter Technology to Acquire Latrobe
- Jan 17, 2011Latrobe Specialty Steel Company Names Christopher DiSantis President and CEO
- Jan 12, 2010Crucible I••••••••• and Latrobe Specialty Steel D••••••••• Announce Partnership
- Jan 5, 2009Distressed Investment Expert Returns to W•••••••• Group as Partner
- Aug 29, 2008W•••••••• Ventures Sells V••••• D••••••••• to DXP Enterprises, Inc.
- Aug 29, 2008W•••••••• Ventures Sells V••••• D••••••••• to DXP Enterprises, Inc.
Across the graphs
T•• W•••••••• G•••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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