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 / O•• H••• C•••••• M••••••••• L••

O•• H••• C•••••• M••••••••• L••

Buyout firmUpper middle marketNew York, NYo••••••.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 75 of 75 distinct vehicles are sworn Private Equity Funds; 52 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $13.51bn Private Equity Fund GAV on the Form ADV filed 2024-03-28

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 75 of 75 distinct vehicles are sworn Private Equity Funds; 52 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 Mar 28, 2024
RAUM: $13Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 33
PE fund GAV, latest filing: $14Breported gross assets (Form ADV), not fund size
All private fund GAV: $14Bevery private fund type, latest filing
2024 PE fund GAV: $14Bsum 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 $14B, latest counts Private Equity Fund 33, lifetime distinct Private Equity Fund 75
Employees: 51
Headquarters: New York, NY
Office address: 65 EAST 55TH STREET, 32ND FLOOR, New York, NY, 10022
Business phone: 212-527-8400

Stated criteria beside observed behaviour

32 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: not stated or not yet read
Control: not stated or not yet read
Thesis: not stated or not yet read

Observed from deals on record

roles: add on 5, unknown 11, platform 20
period: to 2026-05-13, from 2016-01-27, undated holdings 12, dated observations 47
window: last 2026-05-13, first 2016-01-27
control: control 20, unknown 16
companies: 32
geography: count 1, share 0.031, value MN, count 1, share 0.031, value MA, count 1, share 0.031, value OH
investments: 36
seller kinds: family 1, founder 1, corporate parent 2
transactions: 23
cadence by year: 2016 platforms 4, 2017 add ons 2, platforms 1, 2018 platforms 1, other deals 1, 2019 add ons 1, 2020 platforms 1, other deals 1, 2021 platforms 1, other deals 2, 2022 add ons 1, other deals 1, 2023 other deals 1, 2024 other deals 1, 2025 add ons 2, platforms 1, 2026 other deals 1
platform add on: add ons 5, platforms 20, add ons per platform 0.25
sector known for: 22
disclosed value usd: n 1, max $106M, min $106M
sector distribution: count 11, share 0.344, value media telecom, examples Wire 3, IdeaTek Telcom, Hunter Communications, Inc., Socket Telecom, count 5, share 0.156, value business services, examples Company Trinity Consultants, IMA Financial Group, Integro Holdings Inc., Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners, count 3, share 0.094, value financial services, examples Kestra Holdings Announces Recapitalization as Oak H••• Capital, Kestra Holdings, MAI Capital Management, LLC, count 2, share 0.062, value industrial manufacturing, examples Safe Fleet, Technimark Holdings LLC, count 1, share 0.031, value software, examples MetaPort
holding period years: n 3, median 6.1
repeat counterparties: role legal adviser, shared 17, entity id edfe454d-85bb-42f3-871c-66f7774ae387, role sell side adviser, shared 4, entity id 8acfd84a-2571-4aa5-aa1f-b35b5e0204e9, role legal adviser, shared 3, entity id 4cdae67a-80cc-48c7-a998-27fe08dc42fd, role sell side adviser, shared 2, entity id 17831664-2500-4237-b7e8-4bf1b868f7af, role buy side adviser, shared 2, entity id 2c2bf4d8-a633-4b9d-8766-788f06f797cd, role legal adviser, shared 2, entity id 80b5e3cb-29a6-4909-ad12-ec7909769c3b
subsector distribution: count 11, share 0.344, value media telecom, examples Wire 3, IdeaTek Telcom, Hunter Communications, Inc., Socket Telecom, count 4, share 0.125, value insurance agencies brokerage, examples IMA Financial Group, Integro Holdings Inc., Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners, EPIC Insurance Brokers & Consultants, count 3, share 0.094, value financial services, examples Kestra Holdings Announces Recapitalization as Oak H••• Capital, Kestra Holdings, MAI Capital Management, LLC, count 1, share 0.031, value transportation equipment, examples Safe Fleet, count 1, share 0.031, value engineering services, examples Company Trinity Consultants, count 1, share 0.031, value vertical software, examples MetaPort, count 1, share 0.031, value plastics rubber products, examples Technimark Holdings LLC

32 companies on the graph (23 transactions); most in media telecom (11); 20 platforms and 5 add-ons; median observed hold 6.1 years (n=3); observed 2016 to 2026

Funds

76 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
O••• V• M• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$149M as of Mar 28, 2024		no Form D	Unknown
O••• V• M• R• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$52.0M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• V• •• 8•••• L••• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$879M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$268M as of Mar 28, 2024		no Form D	Unknown
O••• V• •• O•••••• F••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2023 first reported on Form ADV	$199M as of Mar 28, 2024		no Form D	Early deployment
O••• V• O• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$126M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$1.6B as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$645M as of Mar 28, 2024		no Form D	Unknown
O••• I• B• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$532M as of Oct 28, 2022		no Form D	Wound down
O••• V• M• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$515M as of Mar 28, 2024		no Form D	Early deployment
O••• V• T• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$412M as of Mar 28, 2024		no Form D	Early deployment
O••• I• B• C•• R• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$404M as of Mar 28, 2024		no Form D	Unknown
O••• V• M• C•• ••••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$401M as of Mar 28, 2024		no Form D	Early deployment
O••• I•• B• R• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$285M as of Oct 28, 2022		no Form D	Wound down
O••• I• B• R• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$178M as of Mar 28, 2024		no Form D	Unknown
O••• I• M• R• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$160M as of Mar 28, 2024		no Form D	Early deployment
O••• V• B• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$160M as of Mar 28, 2024		no Form D	Unknown
O••• V• G• I• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$146M as of Mar 28, 2024		no Form D	Early deployment
O••• V• F• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$102M as of Mar 28, 2024		no Form D	Early deployment
O••• V• B• C••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$60.1M as of Mar 28, 2024		no Form D	Unknown
O••• I• B• C•• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$29.7M as of Oct 28, 2022		no Form D	Wound down
O••• I• ••••••••• M• R• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$13.8M as of Mar 28, 2024		no Form D	Early deployment
O••• I•• B• R•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$10.5M as of Mar 28, 2024		no Form D	Unknown
O•••• I•• B• R• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O••• I• ••••••••• B• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O••• V• G• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$152M as of Mar 28, 2024		no Form D	Active deployment
O•• H••• C•••••• P••••••• I• •••••••• ••••• L••• ADV: Private Equity Fund	Buyout fund	2021 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• P••••••• V• ••••••• F••••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$185M as of Mar 28, 2024		no Form D	Successor fundraising
O•• H••• C•••••• P••••••• V• •••••••• F••••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$2.3B as of Mar 28, 2024		no Form D	Successor fundraising
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$1.3B as of Mar 28, 2024		no Form D	Successor fundraising
O•• H••• C•••••• P••••••• V• •••••••• 8•••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$677M as of Mar 28, 2024		no Form D	Successor fundraising
O••• I•• B• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$515M as of Nov 1, 2019		no Form D	Wound down
O•• H••• C•••••• P••••••• V• ••••••• T•• E••••••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$361M as of Mar 28, 2024		no Form D	Successor fundraising
O••• I•• B• C•• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$330M as of Nov 1, 2019		no Form D	Wound down
O••• I• S• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$267M as of Mar 28, 2024		no Form D	Active deployment
O•• H••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$146M as of Mar 28, 2024		no Form D	Successor fundraising
O•••• I•• B• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$24.3M as of Nov 1, 2019		no Form D	Wound down
O••• I• B• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$98,816 as of Oct 28, 2022		no Form D	Wound down
O•••• I•• B• R•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$69,637 as of Oct 28, 2022		no Form D	Wound down
O••• I•• B• R•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$57,534 as of Oct 28, 2022		no Form D	Wound down
O••• I• V• C•• ••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$0 as of Mar 30, 2021		no Form D	Wound down
O••• I• V• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O••• I• C•• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$122,466 as of Mar 31, 2023		no Form D	Wound down
O••• I• E••• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O••• I•• P• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$156,851 as of Oct 28, 2022		no Form D	Wound down
O••• I• I•• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$0 as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• P••••••• I• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$1.0B as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• I• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$337M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• I• ••••••• T•• E••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$160M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• I• •••••••• 8•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$97.2M as of Mar 28, 2024		no Form D	Unknown
O•• H••• C•••••• P••••••• I• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$73.8M as of Mar 28, 2024		no Form D	Unknown
O••• I•• H• R•• L••• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$4.3M as of Oct 28, 2022		no Form D	Wound down
O••• I•• B• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$97,399 as of Oct 28, 2022		no Form D	Wound down
O••• D• C•• 2•••• L•• ADV: Private Equity Fund	buyout or unlabelled	2009 year in the fund name	$874,488 as of Mar 28, 2018		no Form D	Wound down
O••• D• C•• 2•••• L•• ADV: Private Equity Fund	buyout or unlabelled	2007 year in the fund name	$413,332 as of Mar 28, 2018		no Form D	Wound down
O•• H••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$251M as of Oct 28, 2022		no Form D	Wound down
O••• I• R•• C••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$161M as of Jan 18, 2013		no Form D	Wound down
O••• I•• A•• C••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$108M as of Jan 9, 2017		no Form D	Wound down
O•• H••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$9.6M as of Mar 31, 2023		no Form D	Wound down
O•• H••• C•••••• M••••••••• P••••••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$8.2M as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• P••••••• I• •••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$7.8M as of Mar 31, 2023		no Form D	Wound down
O•• H••• C•••••• P••••••• I•• ••• I•• L• ADV: Private Equity Fund	Buyout fund	unknown	$6.2M as of Oct 28, 2022		no Form D	Wound down
O••• I•• V• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.9M as of Jan 9, 2017		no Form D	Wound down
O•• H••• C•••••• P••••••• I• •••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$2.6M as of Mar 31, 2023		no Form D	Wound down
O•• H••• C•••••• P••••••• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$2.2M as of Mar 28, 2018		no Form D	Wound down
O•• H••• C•••••• P•••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$1.9M as of Mar 28, 2018		no Form D	Wound down
O••• D• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$1.4M as of Mar 28, 2018		no Form D	Wound down
O•• H••• C•••••• P••••••• I•• ••• I••• L• ADV: Private Equity Fund	Buyout fund	unknown	$1.1M as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• M••••••••• P••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.0M as of Mar 31, 2023		no Form D	Wound down
O•• H••• C•••••• M••••••••• P••••••• I• •••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$195,924 as of Mar 31, 2023		no Form D	Wound down
O••• I•• H• C••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$104,195 as of Jan 5, 2016		no Form D	Wound down
O•• H••• C•••••• M••••••••• P•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$39,475 as of Mar 28, 2018		no Form D	Wound down
O•• H••• C•••••• M••••••••• P••••••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$20,583 as of Mar 28, 2018		no Form D	Wound down
O••• I•• F• C••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Oct 28, 2022		no Form D	Wound down
O•• H••• C•••••• P••••••• V•	buyout or unlabelled	unknown	unknown	no reporting	no Form D	Unknown

Team

88 current, 6 former

Managing partner (12)

B•••• N••• C••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S•••• A•••••• B•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• G••• P••••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• J•• W•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
T•••• J•• W•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
T•••• J•• W•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• J•• W•••••• · Managing Partner and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
T•••• J•• W•••••• · Managing Partner and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)

Partner (28)

A••• H••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• D••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• D••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
B•••• N••• C••••• · Member · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B•••• N••• C••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• R• M••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• R••••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• R••••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• R••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• R••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• Z•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• M•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
M•••• M••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• T••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••••• A•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• A•••••• B•••• · Member · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• A•••••• B•••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S•••• B•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S•••• B•••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• G••• P••••••••• · Member · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••••• G••• P••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• G••• P••••••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• G••• P••••••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• G••• P••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• G••• P••••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••••• H•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• J•• W•••••• · Partner · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (16)

A••• H••• · Calero-MDSL Board Member and principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
A••• H••• · P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
A•••••••• O•••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• S••••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• B••••• · P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• B••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• B••••• · a P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••• M••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• M••••• · P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J•••••• B••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••••• M••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••••••• J•• · P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
J••••••• J•• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••• T••••••••• · P•••••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
P•••• A•••••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• B••••••• · P•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Vice president (7)

B•••••• C••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• C••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••• G••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
I•• R•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• B••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
P••••• B••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••• C••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Associate (9)

C•••• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••• H•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 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)
K••• W••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• F•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• K•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•• V• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Investor relations (4)

A••••• B•••••• · Partner & Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• S•••••• · Director, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• K••••• · Investor Relations Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• G••••• · Vice President, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Platform (12)

A•••• I•••• K••• · General Counsel & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• I•••• K••• · General Counsel · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C••••••••• M•••••• T••••• · Chief Financial & Administrative Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• M•••••• T••••• · Chief Administrative Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E•••• G••••• · Legal & Compliance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••• B•••••• · Human Resources Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• T••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• F••• · Senior Executive Assistant & Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L•• M••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• R•••• · IT Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• M•••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• G•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

6 former (kept with end dates)

D•••• J•••• N••••• · Managing Member · Jul 1, 2005 to Mar 30, 2016 Inference
S••••• B•••••• G••••• · Managing Member · Jul 1, 2005 to Mar 30, 2016 Inference
J••• R• M••••• · General Counsel/Vice President · Jul 1, 2004 to Mar 28, 2024 Inference
J•• E••••• Z•••••••• · Managing Director, Chief Administrative Officer/ Compliance Officer · Aug 1, 2010 to Apr 5, 2017 Inference
S•••• G• H•••••• · Chief Financial Officer/Vice President · Jul 1, 2011 to Jan 5, 2016 Inference
J• T••••• C••••••• · Vice President · Jul 1, 2004 to Nov 1, 2019 Inference

Portfolio

36 relationships, 20 platforms, 5 add-ons

Company	Role	Status	Invested	Held	Partner	Source
I•• F•••••••• G••••	Platform	active	May 13, 2026 transaction announcement	4 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
H••••• C••••••••• I•••	Platform	active	Dec 10, 2025 transaction announcement	10 months	J••• B••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
I•••••• T•••••	Role unknown	active	Jul 8, 2025 transaction announcement	1.2 years	J••• B••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••• T••••••	Role unknown	active	Jul 8, 2025 transaction announcement	1.2 years	J••• B••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
W••• 3•	Platform	active	Jan 4, 2024 transaction announcement	2.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
L•• C•••••••••	Platform	active	May 4, 2023 transaction announcement	3.4 years	A••• H••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
K••••• H••••••• add-on to P••••••••• A•••••••• W•••••• P•••••	Add-on	active	Sep 13, 2022 transaction announcement	4.0 years	N••• T••••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
G••••••••• N•••••••	Platform	active	Mar 7, 2022 transaction announcement	4.5 years	S•••• A•••••• B•••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
C•••••• T•••••• C•••••••••	Platform	active	Jun 29, 2021 transaction announcement	5.2 years	J••• R••••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
T••••••••• H••••••• L••	Platform	active	Jun 7, 2021 transaction announcement	5.3 years	B•••• N••• C••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
N••••••• L••	Role unknown	active	Jan 21, 2021 transaction announcement	5.7 years	B•••• D••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
O•••••	Platform	active	Jul 27, 2020 transaction announcement	6.2 years	J••••••• J•• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
4•• C••••••	Role unknown	active	Jun 2, 2020 transaction announcement	6.3 years	T•••• J•• W•••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
N••••••• 3••• L•••••• R••••• I•••••••• B••••• P•••• R••• P••••••• add-on to E••• F••••	Add-on	active	Oct 15, 2019 transaction announcement	6.9 years	S••••• G••• P••••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
V••••• a•••••••• H•••••• P•••••••	Platform	active	Jun 15, 2018 transaction announcement	8.3 years	B•••• N••• C••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••• F••••	Platform	exited exited Feb 15, 2024	Jan 9, 2018 transaction announcement	6.1 years	B•••• N••• C••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••• F••••	Role unknown	exited exited Feb 15, 2024	Jan 9, 2018 transaction announcement	6.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
1•• C••••••••• add-on to F•••••••••	Add-on	active	Oct 18, 2017 transaction announcement	8.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
C••••••• D••••••• R••••••••• I•••	Platform	active	May 23, 2017 transaction announcement	9.3 years	K•••• M•••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
F••••• L•••• T••••••••• G•••• add-on to F••••••••• F••••	Add-on	active	Mar 6, 2017 transaction announcement	9.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
S••••••• C•••••••••	Platform	active	Aug 8, 2016 transaction announcement	10.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
O••••• N•••••••	Platform	active	Jul 7, 2016 transaction announcement	10.2 years	B•••• D••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
F••••••••• F••••	Platform	exited exited Feb 21, 2018	Mar 23, 2016 transaction announcement	1.9 years	B•••• D••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
I••••••	Platform	active	Jan 27, 2016 transaction announcement	10.7 years	T•••• J•• W•••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
E••• F••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
E••• I•••••••• B•••••• • C•••••••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
F•••••••••	Role unknown	exited exited Feb 21, 2018	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
F•••••••••	Platform	exited exited Feb 21, 2018	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
F•••••••••	Platform	exited exited Feb 21, 2018	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
I•••••• H••••••• I•••	Role unknown	exited exited Dec 17, 2018	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
K••••• H••••••• A•••••••• R••••••••• a• O•• H••• C•••••• add-on to P••••••••• A•••••••• W•••••• P•••••	Add-on	active	unknown	unknown	N••• T••••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
M•• C•••••• M••••••••• L••	Role unknown	exited exited Aug 16, 2021	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
M•• C•••••• M••••••••• L••	Role unknown	exited exited Aug 16, 2021	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
M•••••••	Role unknown	exited exited Apr 20, 2021	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
P••••••••• A•••••••• W•••••• P•••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
T•••• A•• C•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Transactions

29 on record

Date	Type	Target	This firm’s role	Source
May 13, 2026	Majority recapitalization	I•• F•••••••• G••••	Sponsor (confirmed)	o••••••.com
Dec 10, 2025	Platform acquisition	H••••• C••••••••• I•••	Sponsor (confirmed)	o••••••.com
Jul 8, 2025	Growth investment	I•••••• T•••••	Platform (confirmed), Sponsor (confirmed)	pamlicocapital.com
Jul 8, 2025	Growth investment	S••••• T••••••	Sponsor (confirmed), Platform (confirmed)	o••••••.com
Feb 15, 2024	Exit to a strategic buyer	S••• F••••	Seller (confirmed)	o••••••.com
Jan 4, 2024	Majority investment	W••• 3•	Sponsor (confirmed)	o••••••.com
May 4, 2023	Majority investment	L•• C•••••••••	Sponsor (confirmed)	o••••••.com
Sep 13, 2022	Add-on acquisition	K••••• H•••••••	Sponsor (confirmed)	o••••••.com
Mar 7, 2022	Majority investment	G••••••••• N•••••••	Sponsor (confirmed)	o••••••.com
Aug 16, 2021	Exit to a strategic buyer	M•• C•••••• M••••••••• L••	Seller (confirmed)	o••••••.com
Jun 29, 2021	Platform acquisition	C•••••• T•••••• C•••••••••	Sponsor (confirmed)	o••••••.com
Jun 7, 2021	Majority investment	T••••••••• H••••••• L••	Sponsor (confirmed)	o••••••.com
Apr 20, 2021	Exit to a strategic buyer	M•••••••	Seller (confirmed)	o••••••.com
Jan 21, 2021	Type not stated	N••••••• L••	Sponsor (confirmed)	o••••••.com
Jul 27, 2020	Platform acquisition	O•••••	Sponsor (confirmed)	o••••••.com
Jun 2, 2020	Type not stated	4•• C••••••	Sponsor (confirmed)	o••••••.com
Oct 15, 2019	Add-on acquisition	N••••••• 3••• L•••••• R••••• I•••••••• B••••• P•••• R••• P•••••••	Sponsor (confirmed)	o••••••.com
Dec 17, 2018	Exit to a strategic buyer	I•••••• H••••••• I•••	Seller (confirmed)	o••••••.com
Jun 15, 2018	Majority recapitalization	V••••• a•••••••• H•••••• P•••••••	Sponsor (confirmed)	o••••••.com
Feb 21, 2018	Sponsor to sponsor	F••••••••• F••••	Seller (confirmed)	antin-ip.com
Feb 21, 2018	Exit to a strategic buyer	F•••••••••	Seller (confirmed)	o••••••.com
Jan 9, 2018	Platform acquisition	S••• F••••	Sponsor (confirmed)	o••••••.com
Oct 18, 2017	Add-on acquisition	1•• C•••••••••	Sponsor (strongly supported)	o••••••.com
May 23, 2017	Platform acquisition	C••••••• D••••••• R••••••••• I•••	Sponsor (confirmed)	o••••••.com
Mar 6, 2017	Add-on acquisition	F••••• L•••• T••••••••• G••••	Sponsor (strongly supported)	o••••••.com
Aug 8, 2016	Platform acquisition	S••••••• C•••••••••	Sponsor (confirmed)	o••••••.com
Jul 7, 2016	Platform acquisition	O••••• N•••••••	Sponsor (confirmed)	o••••••.com
Mar 23, 2016	Platform acquisition	F••••••••• F••••	Sponsor (confirmed)	o••••••.com
Jan 27, 2016	Platform acquisition	I••••••	Sponsor (confirmed)	o••••••.com

Placement agents, lenders, advisers and co-investors

69 relationships

Placement agents (24)

S•••••• N••••••• • C••••••• I••••••••• 13 shared · very strong · last Jan 1, 2023
N•••••••• B••••• E••• A••• L•••••• 10 shared · very strong · last Jan 1, 2023
R••• C•••••• 10 shared · very strong · last Jan 1, 2023
J•••••••• L•• 10 shared · very strong · last Jan 1, 2020
E•••• P•••••••• L•• 8 shared · very strong · last Jan 1, 2020
P••• H••• G•••• L•• 7 shared · very strong · last Jan 1, 2020
J••• M••••• S••••••••• L•• 6 shared · very strong · last Jan 1, 2020
T•••• S••••••••• L•• 6 shared · very strong · last Jan 1, 2020
B•••• L•• 6 shared · very strong · last Jan 1, 2020
W••• C•••••• L•••••• 5 shared · very strong · last Jan 1, 2020
L••••• F••••• • C•• L•• 5 shared · very strong · last Jan 1, 2016
N• I••••••••• • S••••••••• C••• L••• 5 shared · very strong · last Jan 1, 2017
L••••• • C•• L•••••• 5 shared · very strong · last Jan 1, 2016
U•• S••••••••• L•• 4 shared · strong · last Jan 1, 2023
A•••••• F••••••••• L•• 4 shared · strong · last Jan 1, 2023
F•• ••••• 4 shared · strong · last Jan 1, 2023
M•• C•••••• A••••••• L•••••• 4 shared · strong · last Jan 1, 2023
R•••• C•••••• 3 shared · strong · last Jan 1, 2023
H•••••• S••••••••• C••• L••• 2 shared · recurring · last Jan 1, 2017
F•• C•••••• L•• 2 shared · recurring · last Jan 1, 2016
P•••••••• A••••••• S••••••• 2 shared · recurring · last Jan 1, 2023
J• M••••• 2 shared · recurring · last Jan 1, 2023
P•••••••• A••••••• S••••••• 1 shared · one time · last Jan 1, 2023
I••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2017

Financial advisers (23)

B••• S••••• G•••• L•• 5 shared · very strong · last Dec 10, 2025
H••••••• L•••• 3 shared · strong · last Jul 8, 2025
J•••••••• L•• 3 shared · strong · last May 13, 2026
W•••••• B•••• • C••••••• L••••• 2 shared · recurring · last May 13, 2026
L••••• 1 shared · one time · last Jul 27, 2020
H••••• W••••••• • C•• 1 shared · one time · last Jan 9, 2018
A•••• P••••••• L• 1 shared · one time · last May 13, 2026
R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Jun 29, 2021
L••••• M••••• M••••• L•• 1 shared · one time · last Jul 27, 2020
C••••••• C•••••• M•••••• 1 shared · one time · last Jul 7, 2016
N•••• P•••• A••••••• 1 shared · one time · last May 23, 2017
M••••• S•••••• • C•• L•• 1 shared · one time · last Jan 9, 2018
B••••••• 1 shared · one time · last Oct 15, 2019
W••••• H•••• A••••••• 1 shared · one time · last Oct 15, 2019
T• S••••••••• 1 shared · one time · last Mar 23, 2016
G•••••• S•••• • C•• L•• 1 shared · one time · last Jun 7, 2021
U•• I••••••••• B••• 1 shared · one time · last Jan 9, 2018
S••••• 1 shared · one time · last Jan 21, 2021
W•••• F•••• S••••••••• L•• 1 shared · one time · last Jun 7, 2021
Q• A••••••• 1 shared · one time · last Aug 8, 2016
P•••• S•••••• • C•• 1 shared · one time · last Jun 29, 2021
R••••• C••••••••• 1 shared · one time · last Oct 15, 2019
P•••• S•••••• L••• 1 shared · one time · last May 23, 2017

Legal advisers (21)

W•••••• • G••••••• L•• 17 shared · very strong · last May 13, 2026
A••••• • B••• 3 shared · strong · last Dec 10, 2025
R•••• • G••• L•• 2 shared · recurring · last May 13, 2026
W•••• O••••• G••••• L•• 1 shared · one time · last Jan 21, 2021
B•••• L•• 1 shared · one time · last Jul 8, 2025
T••••••• P••••• 1 shared · one time · last Jul 27, 2020
C••••• H••• • S•••••• L•• 1 shared · one time · last Mar 23, 2016
P••• W•••• 1 shared · one time · last Jul 27, 2020
T••••••• P••••• H••••••• S•••••• L•• 1 shared · one time · last Jul 27, 2020
L••••• • W•••••• L•• 1 shared · one time · last May 4, 2023
P••• H•••••••• L•• 1 shared · one time · last Jul 7, 2016
S•••••• L•• 1 shared · one time · last Jul 8, 2025
G•••••• • M••••• L•• 1 shared · one time · last Oct 15, 2019
K••••••• • E•••• L•• 1 shared · one time · last May 23, 2017
A•••• • O•••• L•• 1 shared · one time · last Jan 4, 2024
W•••••• F••• • G•••••••• L•• 1 shared · one time · last Jan 9, 2018
S••••• A••••• L•• 1 shared · one time · last May 13, 2026
M•••••• N••••• 1 shared · one time · last May 4, 2023
K••• • S••••••• 1 shared · one time · last Oct 15, 2019
D••••• • W•••••• L•• 1 shared · one time · last Jan 27, 2016
W•••• • C••• 1 shared · one time · last Jun 15, 2018

Co-investors (1)

P•••••• C•••••• 2 shared · recurring · last Jul 8, 2025

LP commitments

4 disclosed

O••••• P••••• E•••••••• R••••••••• F••• in O•• H••• C•••••• P••••••• I•• L••• $100M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in O•• H••• C•••••• P••••••• I••• L••• $300M oregon.gov
M•••••••• S•••• B•••• o• I••••••••• in O•• H••• C•••••• P••••••• I• ••••••••• L••• $150M msbi.us
M•••••••• S•••• B•••• o• I••••••••• $100M msbi.us

Events

60 most recent

Aug 5, 2026
Veritas Capital to Acquire T•••••• C•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 30, 2026
M•••••••• S•••• B•••• o• I••••••••• reports Oak H••• Capital Partners V: $100,000,000 committed, vintage 2018, net IRR 12.1%
Lp commitment disclosedFactM•••••••• S•••• B•••• o• I•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
May 13, 2026
I•• F•••••••• G•••• Completes Equity R••••••••• Led by Oak H••• Capital, New Mountain Capital, and HarbourVest
Platform investmentFactI•• F•••••••• G••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
May 13, 2026
I•• F•••••••• G•••• Completes Equity R••••••••• Led by Oak H••• Capital, New Mountain Capital, and HarbourVest
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 31, 2026
H••••• C••••••••• Completes Acquisition by Oak H••• Capital to Accelerate F•••• Expansion Across Oregon
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 30, 2026
O•• H••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 33 (2024 extract) -> 35 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Dec 10, 2025
Oak H••• Capital to Acquire H••••• C•••••••••
Platform investmentFactH••••• C••••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Dec 10, 2025
Oak H••• Capital to Acquire H••••• C•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 24, 2025
Oak H••• and Cinelli Family Complete Sale of Metronet
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 8, 2025
S••••• T•••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Add-on acquiredFactS••••• T••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jul 8, 2025
I•••••• T••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Add-on acquiredFactI•••••• T•••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jul 8, 2025
I•••••• T••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Growth investmentFactI•••••• T•••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jul 8, 2025
S••••• T•••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Growth investmentFactS••••• T••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jul 8, 2025
I•••••• T••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 8, 2025
S••••• T•••••• A•••••••• S•••••••• Investment from Oak H••• Capital and P•••••• C••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Oct 15, 2024
K••••• H••••••• A•••••••• R••••••••• in Renewed P••••••••• With Stone P•••• Capital
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Feb 15, 2024
Oak H••• Capital Completes Sale of S••• F•••• to Clarience T•••••••••
ExitFactS••• F••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Feb 15, 2024
Oak H••• Capital Completes Sale of S••• F•••• to Clarience T•••••••••
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Jan 4, 2024
W••• 3• A•••••••• Majority Investment from Oak H••• Capital to Accelerate F••••-to-the-Home Expansion in Florida
Platform investmentFactW••• 3•Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jan 4, 2024
W••• 3• A•••••••• Majority Investment from Oak H••• Capital to Accelerate F••••-to-the-Home Expansion in Florida
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 13, 2023
Petauri™ Acquires The Kinetix Group
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 4, 2023
L•• C••••••••• A•••••••• Majority Investment from Oak H••• Capital to Accelerate Broadband Deployment
Platform investmentFactL•• C•••••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
May 4, 2023
L•• C••••••••• A•••••••• Majority Investment from Oak H••• Capital to Accelerate Broadband Deployment
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 13, 2022
K••••• H••••••• A•••••••• R••••••••• a• O•• H••• C•••••• Joins P••••••••• A•••••••• W•••••• P•••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 6, 2022
Oak H••• Capital Names David Pryor Senior Advisor
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 29, 2022
Oak H••• Capital Names Jamie J••••s Chief Talent Officer and Senior Advisor
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 7, 2022
G••••••••• N••••••• A•••••••• Majority Investment from Oak H••• Capital
Platform investmentFactG••••••••• N•••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Mar 7, 2022
G••••••••• N••••••• A•••••••• Majority Investment from Oak H••• Capital
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 27, 2022
MetroNet and Vexus Announce Merger to Accelerate Industry-Leading FTTH Expansion
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Nov 17, 2021
Oak H••• Capital and CPP Investments Lead the R••••••••• of Berlin Packaging
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Aug 16, 2021
Galway Holdings A•••••••• S•••••••• Acquisition of MAI Capital Management
ExitFactM•• C•••••• M••••••••• L••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Aug 16, 2021
Galway Holdings A•••••••• S•••••••• Acquisition of MAI Capital Management
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 8, 2021
Oak H••• Capital Names J••• Z•••••••• Partner
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 29, 2021
Oak H••• Capital Joins Forces with Management to Acquire T•••••• C•••••••••
Platform investmentFactC•••••• T•••••• C•••••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jun 29, 2021
Oak H••• Capital Joins Forces with Management to Acquire T•••••• C•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 7, 2021
Oak H••• Capital Acquires Majority Stake in T••••••••• H••••••• L••
Platform investmentFactT••••••••• H••••••• L••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jun 7, 2021
Oak H••• Capital Acquires Majority Stake in T••••••••• H••••••• L••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 2, 2021
Oak H••• Capital Names Mark Pinho Partner
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 10, 2021
Oak H••• Capital Names N••••• A•••••••• Partner
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 21, 2021
MetroNet A•••••••• New Investments from Oak H••• Capital and KKR
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 20, 2021
Calero-MDSL Acquires M•••••••, a Leading Enterprise Network Mapping Software Company, Solidifying Its Commitment to Innovation
ExitFactM•••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Apr 20, 2021
Calero-MDSL Acquires M•••••••, a Leading Enterprise Network Mapping Software Company, Solidifying Its Commitment to Innovation
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 6, 2021
Ontario & Trumansburg Telephone Companies is Acquired by Oak H••• in S•••••••• P•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 6, 2021
Oak H••• Capital Completes Acquisition of O••••• Inc.
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 21, 2021
N••••••• L•• A•••••••• New P••••••••• with Oak H••• Capital
Platform investmentFactN••••••• L••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jan 21, 2021
N••••••• L•• A•••••••• New P••••••••• with Oak H••• Capital
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 5, 2021
Oak H••• Capital Closes OHCP V at Approximately $3.8 Billion, Exceeding $3.0 Billion Target
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Dec 11, 2020
Galway I•••••••• Holdings Secures Majority Interest from H•••••• Partners with New Equity Investments from O•• H••• C•••••• a•• T•• C•••••• G••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Oct 19, 2020
Vast Broadband A•••••••• Acquisition by GI Partners
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 27, 2020
O••••• Agrees to be Acquired by Oak H••• Capital
Platform investmentFactO•••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jul 27, 2020
O••••• Agrees to be Acquired by Oak H••• Capital
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 2, 2020
MetroNet A•••••••• Acquisition of M••••••••’s Jaguar C•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 2, 2020
Oak H••• Capital A•••••••• S•••••••• P••••••••• with 4•• C••••••
Platform investmentFact4•• C••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
Jun 2, 2020
Oak H••• Capital A•••••••• S•••••••• P••••••••• with 4•• C••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 14, 2020
Oak H••• Capital Names M•••• M••••• Partner
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Dec 3, 2019
Calero Software and MDSL Announce Merger in Transaction led by Oak H••• Capital and Riverside Partners
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Oct 15, 2019
N••••••• 3••• L•••••• R••••• I•••••••• B••••• P•••• R••• P••••••• Joins E•••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 17, 2019
Mercer Advisors Selects Oak H••• Capital as S•••••••• Partner As Part of R•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 1, 2019
Vast Broadband A•••••••• New Growth Phase with Acquisition of NTS C•••••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Dec 17, 2018
E••• Holdings to Acquire I•••••• USA
ExitFactI•••••• H••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-20items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9722222222222222,"evidence":"5 method: sum of component points, capped at 1.0
model score-pe-1
Exit readiness12 · LOW: as of: 2026-09-20items: [{"code":"ADD_ON_WAVE","points":0.12,"evidence":"2 add-ons in 24 months"}]method: sum of component points, capped at 1.0
missing: no dated control investment for the current owner, no executive or refinancing events tracked for this company yet
model score-pe-1
Research priority69 · ELEVATED: as of: 2026-09-20items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity17 · LOW: as of: 2026-09-20items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.16666666666666669,"evidence":"5 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite35 · MODERATE: as of: 2026-09-20items: [{"code":"NEW_PLATFORMS_12M","points":0.15,"evidence":["Oak H••• Capital to Acqumethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-20items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","funds","team","pamethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders
model score-pe-1
Fund deployment activity100 · HIGH: as of: 2026-09-20items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1
Platform acquisition activity40 · MODERATE: as of: 2026-09-20items: [{"code":"ADD_ONS_24M","points":0.3,"evidence":2},{"code":"ADD_ONS_ALL_TIME","pomethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Family Office Intelligence (matched on shared cik)
Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 53
Sources: 5
Open research tasks: 82

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

O•• H••• C•••••• M••••••••• L•• is the same institution as 6 records in RIA and Wealth, Family Offices, Independent Sponsors, Private Credit and Real Estate Funds.

RIA and Wealth2Family Offices1Independent Sponsors1Private 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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