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 / H•••••• I••••••••• M••••••••• L•••••

H•••••• I••••••••• M••••••••• L•••••

Buyout firmMiddle marketRaleigh, NCt•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.30bn Private Equity Fund GAV on the Form ADV filed 2024-08-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 7 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 Aug 27, 2024
RAUM
$1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$1.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.3Bevery private fund type, latest filing
2024 PE fund GAV
$1.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-08-27, latest gav Private Equity Fund $1.3B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 22
Employees
16
Headquarters
Raleigh, NC
Office address
3605 GLENWOOD AVENUE, SUITE 490, Raleigh, NC, 27612
Business phone
919-786-4420
Stated criteria beside observed behaviour
71 observed deals
Stated by the firm
Sectors
real estate
Geography
United States
Revenue
not stated or not yet read
EBITDA
$8.0M to $30.0M
Enterprise value
$50.0M to $300M
Equity check
$40.0M to $80.0M
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
add on 12, unknown 59, platform 12
period
to 2026-05-08, from 2000-01-01, undated holdings 14, dated observations 95
window
last 2026-05-08, first 2019-09-25
control
control 20, unknown 63
companies
71
geography
count 1, share 0.014, value IL, count 1, share 0.014, value CA, count 1, share 0.014, value CT, count 1, share 0.014, value FL, count 1, share 0.014, value NJ, count 1, share 0.014, value MA
investments
83
seller kinds
founder 1, sponsor 2, corporate parent 3
transactions
26
cadence by year
2019 platforms 1, other deals 1, 2020 exits 1, add ons 2, 2021 add ons 2, other deals 1, 2022 exits 1, add ons 2, platforms 2, other deals 4, 2023 add ons 2, other deals 1, 2024 add ons 2, other deals 2, 2026 add ons 2
platform add on
add ons 12, platforms 12, add ons per platform 1
sector known for
37
disclosed value usd
n 0
sector distribution
count 5, share 0.07, value healthcare services, examples CDL Nuclear Technologies, Delphi, Familia Dental, Worldwide Home Care, count 5, share 0.07, value industrial services, examples Soil Safe Inc., Liberty Tire Recycling, U.S. Environmental Services, K2 Industrial Services, count 5, share 0.07, value specialty distribution, examples Stinger, Universal Air Conditioner, Service Champ, NPSG, count 4, share 0.056, value software, examples Mastercam, TriMech, Q-mation, MTW Corporation, count 4, share 0.056, value industrial manufacturing, examples Harmar, AAMP Holdings, Inc., PolyPipe, Prairie Industries Holdings, count 3, share 0.042, value consumer services, examples Burke, Orangetheory Fitness, Meineke, count 3, share 0.042, value business services, examples Staffing Division of Full House Marketing Michigan, Liberty, Case Facilities Management Solutions, count 2, share 0.028, value life sciences, examples Aptiv Solutions, Envision Pharma Group
holding period years
n 25, median 4
repeat counterparties
role legal adviser, shared 2, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50
subsector distribution
count 4, share 0.056, value misc durable wholesale, examples Stinger, Universal Air Conditioner, Service Champ, NPSG, count 4, share 0.056, value software, examples Mastercam, TriMech, Q-mation, MTW Corporation, count 4, share 0.056, value miscellaneous manufacturing, examples Harmar, AAMP Holdings, Inc., PolyPipe, Prairie Industries Holdings, count 2, share 0.028, value remediation environmental, examples Soil Safe Inc., U.S. Environmental Services, count 2, share 0.028, value life sciences, examples Aptiv Solutions, Envision Pharma Group, count 2, share 0.028, value outpatient mental health substance, examples Delphi, ChanceLight, count 2, share 0.028, value it services msp, examples Milestone Technologies, Inc., Seasoned IT Executive Ed Nalbandian, count 2, share 0.028, value staffing, examples Staffing Division of Full House Marketing Michigan, Liberty

71 companies on the graph (26 transactions); most in healthcare services (5); 12 platforms and 12 add-ons; median observed hold 4.0 years (n=25); observed 2000 to 2026

Funds
22 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H•••••• C•••••• P••••••• I•••• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$126M
as of Aug 27, 2024
no Form DUnknown
H•• V• C• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$5.0M
as of Aug 27, 2024
no Form DUnknown
H•••••• C•••••• P••••••• V• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$219M
as of Aug 27, 2024
no Form DEarly deployment
H•• I• C•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$14.2M
as of Aug 27, 2024
no Form DEarly deployment
H•• I• N••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$61.4M
as of Aug 27, 2024
no Form DActive deployment
H•••••• C•••••• P••••••• I•••••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$0
as of Mar 27, 2020
no Form DWound down
H•••••• C•••••• P••••••• I•••••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$0
as of Mar 27, 2020
no Form DWound down
H•• I•• C••••••••• H•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$0
as of Mar 27, 2020
no Form DWound down
H•• I•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$0
as of Mar 27, 2020
no Form DWound down
H•••••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$875M
as of Aug 27, 2024
no Form DUnknown
H•••••• C•••••• P••••••• I••••• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$3.0M
as of Mar 27, 2020
no Form DWound down
H•••••• C•••••• P••••••• I••••• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$488,250
as of Mar 27, 2020
no Form DWound down
H•••••• C••••• C•••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fund2016
first reported on Form ADV
$40.0M
as of Mar 28, 2018
no Form DWound down
M•••••• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$11.2M
as of Mar 31, 2017
no Form DWound down
H•••••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fundunknown$3.0M
as of Aug 27, 2024
no Form DHarvest
H•• P••••••• C••••••••• L••
ADV: Private Equity Fund
Co-investment vehicleunknown$1.0M
as of Mar 28, 2013
no Form DWound down
H•••••• C•••••• P•••••••• L•••
ADV: Private Equity Fund
Buyout fundunknown$416,895
as of Mar 28, 2018
no Form DWound down
P•••• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$80,000
as of Mar 31, 2017
no Form DWound down
H•• I• N•• P•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 27, 2020
no Form DWound down
H•••••• C•••••• P••••••• I••• L•••
ADV: Private Equity Fund
Buyout fundunknown$0
as of Mar 29, 2022
no Form DWound down
H•••••• C•••••• P••••••• I•••• L•••
ADV: Private Equity Fund
Buyout fundunknown$0
as of Mar 27, 2020
no Form DWound down
H•••••• C•••••• P••••••• I•••• L•••
ADV: Private Equity Fund
Buyout fundunknown$0
as of Mar 27, 2020
no Form DWound down
Team
50 current, 6 former
Partner (13)
Principal (5)
Vice president (9)
Operating partner (6)
Business development (1)
Platform (7)
6 former (kept with end dates)
Portfolio
83 relationships, 12 platforms, 12 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
U•• S•••••Add-onactiveMay 8, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
U•• S•••••Add-onactiveMay 8, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Q•••••••Role unknownactiveDec 19, 2024
transaction announcement
1.8 yearsD•••• H•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
U•••••••• A•• C•••••••••Role unknownactiveNov 13, 2024
transaction announcement
1.9 yearsJ•••• C•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••• T•••••••••Add-onactiveJan 9, 2024
transaction announcement
2.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E••••• T•••Add-onactiveJan 5, 2024
transaction announcement
2.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Q•••••••Role unknownunknownJan 1, 2024
year stated on the firm's page
2.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••• A•• C•••••••••Role unknownunknownJan 1, 2024
year stated on the firm's page
2.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••• H••• C•••PlatformactiveOct 2, 2023
transaction announcement
3.0 yearsS•••• P•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• D••••••• o• F••• H•••• M•••••••• M•••••••Add-onactiveJun 9, 2023
transaction announcement
3.3 yearsD•••• H•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• D••••••• o• F••• H•••• M•••••••• M•••••••Add-onactiveJun 9, 2023
transaction announcement
3.3 yearsD•••• H•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•••••• K••••••Role unknownunknownJan 1, 2023
year stated on the firm's page
3.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• T••••••••• I•••PlatformactiveDec 13, 2022
transaction announcement
3.8 yearsD•••• B••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
L••••••PlatformactiveJun 23, 2022
transaction announcement
4.2 yearsD••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
L••••••PlatformactiveJun 23, 2022
transaction announcement
4.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• I• E•••••••• E• N•••••••••PlatformactiveApr 20, 2022
transaction announcement
4.4 yearsD•••• B••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• I• E•••••••• E• N•••••••••PlatformactiveApr 20, 2022
transaction announcement
4.4 yearsD•••• B••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••• F••••••••• M••••••••• S••••••••Role unknownactiveJan 19, 2022
transaction announcement
4.7 yearsD••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••• F••••••••• M••••••••• S••••••••Role unknownactiveJan 19, 2022
transaction announcement
4.7 yearsD••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M••••••••Add-onactiveJan 6, 2022
transaction announcement
4.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M••••••••Add-onactiveJan 6, 2022
transaction announcement
4.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
1•• M•••••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• T••••••••• I•••PlatformactiveJan 1, 2022
year stated on the firm's page
4.7 yearsD•••• B••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• C••••••••• a•• F•••••• V•••••Add-onactiveNov 4, 2021
transaction announcement
4.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• S••••• • G••••••Role unknownactiveJun 2, 2021
transaction announcement
5.3 yearsD••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
N•• I••••••••• I•••Add-onactiveMar 19, 2021
transaction announcement
5.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•• N•••••• T•••••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• E••••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• T•••Add-onactiveMar 16, 2020
transaction announcement
6.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••• S•••••••• I•••••••Add-onactiveJan 28, 2020
transaction announcement
6.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••••••PlatformactiveJan 7, 2020
transaction announcement
6.7 yearsD•••• B••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P• U•••••Role unknownunknownJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••Role unknownunknownJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• H•••••••• I•••Role unknownactiveNov 6, 2019
transaction announcement
6.9 yearsD••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••• I••••••••• H•••••••PlatformactiveSep 25, 2019
transaction announcement
7.0 yearsS•••• P•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O••••••••• F••••••Role unknownunknownJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• I••••••••• H•••••••Role unknownunknownJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••PlatformactiveJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• E•••••••• G••••Role unknownexited
exited Jun 18, 2019
Jan 1, 2019
year stated on the firm's page
6 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownunknownJan 1, 2018
year stated on the firm's page
8.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••Role unknownexited
exited Jan 1, 2021
Jan 1, 2017
year stated on the firm's page
4.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••Role unknownexited
exited Jan 1, 2020
Jan 1, 2017
year stated on the firm's page
3.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• C••••••••Platformexited
exited Jan 1, 2021
Jan 1, 2017
year stated on the firm's page
4.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••• D•••••Role unknownunknownJan 1, 2016
year stated on the firm's page
10.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••Role unknownexited
exited Jan 1, 2018
Jan 1, 2015
year stated on the firm's page
3.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••• E••••••••• S•••••••Role unknownexited
exited Jan 1, 2016
Jan 1, 2014
year stated on the firm's page
2.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• P••••• G••••Role unknownexited
exited Jan 1, 2016
Jan 1, 2013
year stated on the firm's page
3.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• S•••• O••••••••Role unknownexited
exited Jan 1, 2016
Jan 1, 2013
year stated on the firm's page
3.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• B••••• I•••••••••Role unknownexited
exited Jan 1, 2015
Jan 1, 2012
year stated on the firm's page
3.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K• I••••••••• S•••••••Role unknownexited
exited Jan 1, 2019
Jan 1, 2011
year stated on the firm's page
8.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
X••Role unknownunknownJan 1, 2011
year stated on the firm's page
15.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• S••••• C••••••Role unknownexited
exited Jan 1, 2019
Jan 1, 2010
year stated on the firm's page
9.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• C••••Role unknownexited
exited Jan 1, 2012
Jan 1, 2010
year stated on the firm's page
2.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• S••••••••Role unknownexited
exited Jan 1, 2014
Jan 1, 2008
year stated on the firm's page
6.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••• A••••••• V••••Role unknownexited
exited Jan 1, 2015
Jan 1, 2008
year stated on the firm's page
7.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••••• P••••••••• C••••••• L••Role unknownexited
exited Jan 1, 2016
Jan 1, 2008
year stated on the firm's page
8.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownexited
exited Jan 1, 2010
Jan 1, 2006
year stated on the firm's page
4.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• H•••••••••Role unknownexited
exited Jan 1, 2007
Jan 1, 2005
year stated on the firm's page
2.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••Role unknownexited
exited Jan 1, 2012
Jan 1, 2005
year stated on the firm's page
7.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••• H•••••••••Role unknownexited
exited Jan 1, 2017
Jan 1, 2004
year stated on the firm's page
13.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••Role unknownexited
exited Jan 1, 2005
Jan 1, 2003
year stated on the firm's page
2.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••• S••• I•••Role unknownexited
exited Jan 1, 2005
Jan 1, 2003
year stated on the firm's page
2.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••• H••••••• S•••••••• I•••Role unknownexited
exited Jan 1, 2007
Jan 1, 2003
year stated on the firm's page
4.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••• H••••• S••••••• C•••• I•••Role unknownexited
exited Jan 1, 2007
Jan 1, 2001
year stated on the firm's page
6.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•• C•••••••••Role unknownexited
exited Jan 1, 2001
Jan 1, 2000
year stated on the firm's page
1.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••Role unknownexited
exited Jan 1, 2004
Jan 1, 2000
year stated on the firm's page
4.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• c••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• • W•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
i••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••• T••• R••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O••••••••• B••••••• S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• m•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• f•••• a•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• p•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••••• t•••••• f•• g•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
26 on record
DateTypeTargetThis firm’s roleSource
May 8, 2026Add-on acquisitionU•• S•••••Sponsor (derived)t•••••••••.com
May 8, 2026Add-on acquisitionU•• S•••••Sponsor (derived)t•••••••••.com
Dec 19, 2024Type not statedQ•••••••Sponsor (confirmed)t•••••••••.com
Nov 13, 2024Type not statedU•••••••• A•• C•••••••••Sponsor (confirmed)t•••••••••.com
Jan 9, 2024Add-on acquisitionS••••• T•••••••••Sponsor (confirmed)milestone.tech
Jan 5, 2024Add-on acquisitionE••••• T•••Sponsor (derived)libertytire.com
Oct 2, 2023Carve-outW•••••••• H••• C•••Sponsor (confirmed)t•••••••••.com
Jun 9, 2023Add-on acquisitionS••••••• D••••••• o• F••• H•••• M•••••••• M•••••••Sponsor (confirmed)t•••••••••.com
Jun 9, 2023Add-on acquisitionS••••••• D••••••• o• F••• H•••• M•••••••• M•••••••Sponsor (confirmed)t•••••••••.com
Dec 13, 2022Majority investmentM•••••••• T••••••••• I•••Sponsor (confirmed), Sponsor (confirmed)t•••••••••.com
Jun 23, 2022Sponsor to sponsorL••••••Sponsor (confirmed)t•••••••••.com
Apr 20, 2022Platform acquisitionS••••••• I• E•••••••• E• N•••••••••Sponsor (confirmed)t•••••••••.com
Apr 20, 2022Platform acquisitionS••••••• I• E•••••••• E• N•••••••••Sponsor (confirmed)t•••••••••.com
Jan 19, 2022Type not statedC••• F••••••••• M••••••••• S••••••••Sponsor (confirmed)t•••••••••.com
Jan 19, 2022Type not statedC••• F••••••••• M••••••••• S••••••••Sponsor (confirmed)t•••••••••.com
Jan 6, 2022Add-on acquisitionM••••••••Sponsor (confirmed)t•••••••••.com
Jan 6, 2022Add-on acquisitionM••••••••Sponsor (confirmed)t•••••••••.com
Nov 4, 2021Add-on acquisitionA••••••• C••••••••• a•• F•••••• V•••••Sponsor (confirmed)t•••••••••.com
Jun 2, 2021Type not statedS••••••• S••••• • G••••••Sponsor (confirmed)t•••••••••.com
Mar 19, 2021Add-on acquisitionN•• I••••••••• I•••Sponsor (derived)t•••••••••.com
Mar 16, 2020Add-on acquisitionL•••• T•••Sponsor (derived)libertytire.com
Jan 28, 2020Add-on acquisitionP•••••• S•••••••• I•••••••Sponsor (derived)t•••••••••.com
Jan 7, 2020Sponsor to sponsorT••••••Sponsor (confirmed)t•••••••••.com
Nov 6, 2019Type not statedA••• H•••••••• I•••Sponsor (confirmed)t•••••••••.com
Sep 25, 2019Platform acquisitionP•••••• I••••••••• H•••••••Sponsor (confirmed)t•••••••••.com
Jun 18, 2019Exit to a strategic buyerS••••••••• E•••••••• G••••Seller (confirmed)t•••••••••.com
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (3)
  • S••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2023
  • X• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2012
  • H••••• W••••••• 1 shared · one time · last Jan 1, 2024
Financial advisers (3)
  • L••••• 1 shared · one time · last Oct 2, 2023
  • P•••• S•••••• C•••••••• 1 shared · one time · last Jan 7, 2020
  • S••••••• A••••••• 1 shared · one time · last Nov 4, 2021
Legal advisers (2)
  • G•••••• P•••••• 2 shared · recurring · last Mar 19, 2021
  • P••••••••• P• 1 shared · one time · last Mar 19, 2021
LP commitments
2 disclosed
Events
60 most recent
  1. Sep 3, 2026
    September 3, 2026 Truvant Acquires New Jersey-Based Multi-Pak
  2. Jul 7, 2026
    July 7, 2026 H•••••• Group Names Rob H•••••• as Operating E••••••••
  3. May 8, 2026
    May 8, 2026 S•••••• Expands Off-Road Authority with Acquisition of U•• S•••••
  4. Mar 26, 2026
    H•••••• I••••••••• M••••••••• L•••••: Private Equity Funds on Form ADV 7 (2024 extract) -> 8 (roster 2026-09-01)
  5. Oct 9, 2025
    October 9, 2025 H•••••• Group Promotes J•••• C•••••••• to Managing Director
  6. Oct 2, 2025
    October 2, 2025 H•••••• Group Names D••• E•••• as Operating E••••••••
  7. Mar 27, 2025
    March 27, 2025 H•••••• Group Names Howard Miller as Operating E••••••••
  8. Dec 19, 2024
    H•••••• Invests in Q•••••••, a Leading I••••••••• Automation Solution Partner
  9. Dec 19, 2024
    December 19, 2024 H•••••• Invests in Q•••••••, a Leading I••••••••• Automation Solution Partner
  10. Nov 13, 2024
    H•••••• Group Invests in U•••••••• A•• C•••••••••
  11. Nov 13, 2024
    November 13, 2024 H•••••• Group Invests in U•••••••• A•• C•••••••••
  12. Oct 22, 2024
    October 22, 2024 H•••••• Group Promotes D•••• H•••••••• to Managing Director
  13. Sep 24, 2024
    September 24, 2024 H••••• M•••••••, a Leading Manufacturer of M••••••• Equipment in the United States, Acquires Pollock Lifts
  14. Sep 5, 2024
    September 5, 2024 H•••••• Group Names A••• M••••• as Operating E••••••••
  15. Jul 19, 2024
    July 19, 2024 S••••••, Leading Manufacturer of Vehicle Aftermarket S•••••••• Acquires Race Sport Lighting, Inc.
  16. May 7, 2024
    May 7, 2024 The H•••••• Group Sells Majority Stake in S••••••• E••••••••
  17. Feb 22, 2024
    February 22, 2024 S••••••, Leading Manufacturer of Vehicle Aftermarket S•••••••• Acquires BOYO
  18. Jan 25, 2024
    January 25, 2024 C••• FMS Merges with Canada’s Landscape Effects Property Management
  19. Jan 9, 2024
    January 9, 2024 M•••••••• T••••••••• Acquires S••••• T••••••••• Pvt Ltd, a global IT S•••••••• company with deep expertise in Microsoft and Cloud T•••••••••, Salesforce Platform, Data Engineering and Advanced Analytics.
  20. Oct 5, 2023
    October 5, 2023 The H•••••• Group Promotes M•••• F••••••••• to Principal
  21. Oct 2, 2023
    H•••••• Agrees to Acquire the W•••••••• H••• C••• D••••••• of Sodexo
  22. Oct 2, 2023
    October 2, 2023 H•••••• Agrees to Acquire the W•••••••• H••• C••• D••••••• of Sodexo
  23. Jun 9, 2023
    June 9, 2023 The L•••••• Group Acquires the S••••••• D••••••• o• F••• H•••• M•••••••• M•••••••
  24. Jan 18, 2023
    January 18, 2023 The H•••••• Group Hires Shawn Xiao as Vice President
  25. Dec 13, 2022
  26. Dec 13, 2022
    December 13, 2022 H•••••• Invests in M•••••••• T•••••••••
  27. Nov 4, 2022
    November 4, 2022 The L•••••• Group Acquires Apartment Advantage
  28. Oct 12, 2022
    October 12, 2022 The H•••••• Group Promotes A••• S•••••• to Principal
  29. Jun 23, 2022
    H•••••• Invests in The L•••••• Group
  30. Jun 23, 2022
    June 23, 2022 H•••••• Invests in The L•••••• Group
  31. Apr 20, 2022
    The H•••••• Group Forms Exclusive Partnership with S••••••• I• E•••••••• E• N••••••••• to Develop Managed S••••••s Platform
  32. Apr 20, 2022
    The H•••••• Group Forms Exclusive Partnership with S••••••• I• E•••••••• E• N••••••••• to Develop Managed S••••••s Platform
  33. Apr 20, 2022
    April 20, 2022 The H•••••• Group Forms Exclusive Partnership with S••••••• I• E•••••••• E• N••••••••• to Develop Managed S••••••s Platform
  34. Apr 7, 2022
    April 7, 2022 A••• Global, Leading Manufacturer of Vehicle Aftermarket Technology, Announces Strategic Acquisition of AudioControl
  35. Mar 14, 2022
    March 14, 2022 The H•••••• Group Announces Sale of Majority Stake in T••••••
  36. Feb 17, 2022
    February 17, 2022 The H•••••• Group Hires T•• C•••••• as Vice President
  37. Jan 19, 2022
    The H•••••• Group Invests in C••• F••••••••• M••••••••• S••••••••, a Leading Provider of Snow Management and Commercial Landscaping S••••••s
  38. Jan 19, 2022
    The H•••••• Group Invests in C••• F••••••••• M••••••••• S••••••••, a Leading Provider of Snow Management and Commercial Landscaping S••••••s
  39. Jan 19, 2022
    January 19, 2022 The H•••••• Group Invests in C••• F••••••••• M••••••••• S••••••••, a Leading Provider of Snow Management and Commercial Landscaping S••••••s
  40. Jan 11, 2022
    January 11, 2022 The H•••••• Group Promotes J•••• C•••••••• to Principal
  41. Jan 6, 2022
    January 6, 2022 T•••••• Acquires MACDAC Engineering and Compumachine Assets
  42. Dec 15, 2021
    December 15, 2021 The H•••••• Group Announces Sale of BCI B••••
  43. Nov 4, 2021
    November 4, 2021 T•••••• Acquires A••••••• C••••••••• a•• F•••••• V•••••
  44. Oct 27, 2021
    October 27, 2021 The H•••••• Group Names C•••••• A••••• as Operating E••••••••
  45. Oct 15, 2021
    October 15, 2021 C••••••••• Behavioral H•••••, Therapy and E•••••••• Names Patricia Boyer Miller to Board of Directors
  46. Jul 19, 2021
    July 19, 2021 The H•••••• Group Promotes D•••• B••• to Partner
  47. Jun 2, 2021
    The H•••••• Group Partners with S••••••• S••••• • G••••••, a Leading Provider of Residential Installation S••••••s
  48. Jun 2, 2021
    June 2, 2021 The H•••••• Group Partners with S••••••• S••••• • G••••••, a Leading Provider of Residential Installation S••••••s
  49. May 3, 2021
    May 3, 2021 A••• Global Acquires M2M in Motion – Strengthens Position in Telematics Industry
  50. Apr 21, 2021
    April 21, 2021 The H•••••• Group Names J•••• J•••••• Partner
  51. Mar 19, 2021
    March 19, 2021 P••••••••• Acquires N•• I••••••••• I•••
  52. Jan 22, 2021
    January 22, 2021 The H•••••• Group Names T••••• H••• as CFO
  53. Dec 8, 2020
    December 8, 2020 The H•••••• Group Invests in P• U•••••, a Papa J•••’s Pizza Franchisee
  54. Dec 2, 2020
    December 2, 2020 Sonoco Completes Divestiture of Europe Contract Packaging B••••••• to P•••••• I••••••••• H••••••• backed by The H•••••• Group
  55. Oct 12, 2020
    October 12, 2020 Sonoco to Divest Europe Contract Packaging B••••••• to P•••••• I••••••••• H••••••• backed by The H•••••• Group
  56. Oct 8, 2020
    October 8, 2020 The H•••••• Group Names J•••• J•••••• as Operating E••••••••
  57. Oct 2, 2020
    October 2, 2020 A••• Global appoints Matthew Siegel to its Board of Directors
  58. Oct 2, 2020
    October 2, 2020 A••• Global names S•••• Forst as President and CEO
  59. Sep 10, 2020
    September 10, 2020 The H•••••• Group Names Alessandra C••••tiani Vice President of B••••••• Development
  60. Aug 31, 2020
    August 31, 2020 H•••••• Partner S•••• P•••••••• Featured in Mergers & Acquisitions Article
Across the graphs

H•••••• I••••••••• M••••••••• L••••• 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.

Checking your plan…