DFX Intelligence
Private Equity Intelligence
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Firms / A•••••• P••••••• M••••••••• L••
A•••••• P••••••• M••••••••• L••
••• Locked
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.41bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 21, 2018 to Mar 25, 2024
- RAUM
- $603Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $413Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $413Mevery private fund type, latest filing
- 2024 PE fund GAV
- $413Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $413M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 14
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
25 observed deals
Stated by the firm
- Sectors
- healthcare, education
- Geography
- not stated or not yet read
- Revenue
- $20.0M to $200M
- 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
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 18, platform 5
- period
- to 2026-09-10, from 2022-08-02, undated holdings 17, dated observations 16
- window
- last 2026-09-10, first 2022-08-02
- control
- control 7, unknown 18
- companies
- 25
- geography
- investments
- 25
- seller kinds
- transactions
- 8
- cadence by year
- 2022 platforms 2, 2024 platforms 2, 2025 platforms 1, 2026 add ons 2, other deals 1
- platform add on
- add ons 2, platforms 5, add ons per platform 0.4
- sector known for
- 6
- disclosed value usd
- n 1, max $760M, min $760M
- sector distribution
- count 3, share 0.12, value education, examples ACT, Ponce Health Sciences University, Beanstack, count 1, share 0.04, value healthcare services, examples Power Products, count 1, share 0.04, value healthcare it, examples Optimum Healthcare IT, count 1, share 0.04, value transportation logistics, examples RiseNow
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.12, value education, examples ACT, Ponce Health Sciences University, Beanstack, count 1, share 0.04, value dental, examples Power Products, count 1, share 0.04, value healthcare it, examples Optimum Healthcare IT, count 1, share 0.04, value freight forwarding brokerage, examples RiseNow
25 companies on the graph (8 transactions); most in education (3); 5 platforms and 2 add-ons; observed 2022 to 2026
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• P••••••• E••••• B••••• F•••• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $46.4M as of Mar 25, 2024 | no Form D | Early deployment | |
| A•••••• B•••••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $35.3M as of Mar 25, 2024 | no Form D | Early deployment | |
| A•••••• M••••••••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $26.7M as of Mar 25, 2024 | no Form D | Early deployment | |
| A•••••• C••••••••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $50.2M as of Mar 25, 2024 | no Form D | Early deployment | |
| A•••••• P••••••• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $45.6M as of Sep 28, 2021 | no Form D | Wound down | |
| O•••••• A•••••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $25.3M as of Mar 25, 2024 | no Form D | Unknown | |
| P•••••• A•••••• B••• t• W••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $229M as of Mar 25, 2024 | no Form D | Active deployment |
Team
22 current, 1 former
Managing partner (3)
- A••••• S••••••••• R•••• · Managing Member · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• D•••• C•••• · Managing Member · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• L••• W••••••• · Managing Member · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- A••••• S••••••••• R•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S••••• P••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• D•••• C•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• L••• W••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- C•••••• L•••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••••• L•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• S••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• X• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- C•••• C••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• G•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- C•••• A•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- S•• V•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- C••••• E•••• · Senior Vice President of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- C••••••••• C•••••• · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S••••• P••••• · Chief Compliance Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• J•••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- A••• V•••• G••••••• · Chief Compliance Officer · Jun 1, 2019 to Mar 30, 2021 Inference
Portfolio
25 relationships, 5 platforms, 2 add-ons
Transactions
8 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 10, 2026 | Add-on acquisition | A•• | Sponsor (derived) | leadershipblog.act.org |
| Sep 1, 2026 | Add-on acquisition | I•••••• S•••••••• | Sponsor (derived) | prnewswire.com |
| Apr 13, 2026 | Growth investment | F•••••••• A• | Sponsor (confirmed) | theglobeandmail.com |
| Nov 18, 2025 | Platform acquisition | B•••••••• | Sponsor (confirmed) | pehub.com |
| Oct 23, 2024 | Platform acquisition | R•••••• | Sponsor (confirmed) | supplychainmarket.com |
| Oct 7, 2024 | Platform acquisition | A••••• P••••••• | Sponsor (confirmed) | finsmes.com |
| Nov 15, 2022 | Platform acquisition | M••••••••• | Sponsor (confirmed) | impactalpha.com |
| Aug 2, 2022 | Platform acquisition | H••••• C••••••••• | Sponsor (confirmed) | themiddlemarket.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
- L••••• F••••• • C•• L•• 2 shared · recurring · last Jan 1, 2021
Financial advisers (1)
- S••••• 1 shared · one time · last Oct 23, 2024
Legal advisers (2)
- M••••••••• L•• 1 shared · one time · last Sep 1, 2026
- G•••••••• T•••••• 1 shared · one time · last Oct 23, 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
60 most recent
- Sep 17, 2026A•••••• Partners Bets on Apprenticeships to Uplift Careers—and Investment Returns
- Sep 17, 2026I•••••• S•••••••• Joins A••••• P••••••• to Accelerate Office of the CFO Digital Transformation
- Sep 17, 2026PD Platform Secures Investment From PE Firm A•••••• Partners
- Sep 17, 2026A•••••• Partners invests in edtech firm A••••••
- Sep 17, 2026A•••••• Partners Closes $450 Million W•••force Fund II
- Sep 17, 2026F•••••••• A•: Strategic Investment From A•••••• Partners To Scale W•••force Development Technology
- Sep 17, 2026F•••••••• A• Receives Strategic Investment
- Sep 17, 2026F•••••••• A• Announces Strategic Investment to Help Governments and Industries Navigate AI's Impact on People and Jobs
- Sep 17, 2026A•••••• Partners Closes $450 Million Fund to Expand AI W•••force Apprenticeships
- Sep 17, 2026A•••••• Partners Closes $450M W•••force II Fund
- Sep 17, 2026Infosys to Acquire US-based O•••••• H••••••••• I• for $465 Mn
- Sep 17, 2026Infosys: $465 Million Acquisition Of O•••••• H••••••••• I• To Expand Digital Transformation Capabilities
- Sep 17, 2026Infosys to acquire O•••••• H••••••••• I• in $465M deal
- Sep 17, 2026Infosys to acquire O•••••• H••••••••• I• for $465M
- Sep 17, 2026B•••••••• Launches ‘Joyful’ New Brand After Acquiring Comics Plus; Solution Tree Scoops Up PD Provider
- Sep 17, 2026Mark Cuban-B•••ed B•••••••• Secures Investment from Private Equity Firm
- Sep 17, 2026A•••••• Partners invests in edtech firm B••••••••
- Sep 17, 2026UltraViolet Cyber Acquires Black Duck’s Application Security Testing Services Business
- Sep 17, 2026Baton Rouge’s M••••••••• is expanding its Texas footprint with this acquisition
- Sep 17, 2026M••••••••• Acquires Sirius Education to Strengthen STAAR and TSIA2 Prep for Texas Schools
- Sep 17, 2026ACT and M••••••••• announce strategic partnership
- Sep 17, 2026ACT Announces Strategic Partnership with M••••••••• to Unveil New, Reimagined Test Prep Platform for Schools and Districts
- Sep 17, 2026A•••••• Partners acquires A••••• P••••••• and R••••••
- Sep 17, 2026A•••••• Partners Completes Exit of Pioneering Salesforce Platform C•••• f•• G•••
- Sep 17, 2026A••••• P••••••• Receives Investment from A•••••• Partners
- Sep 17, 2026Beyond VC: Embracing alternative investment models for education startups
- Sep 17, 2026LightBay Capital acquires majority stake in R• H•••••
- Sep 17, 2026A•••••• Partners Invests In Procurement And Supply Chain Services Leader
- Sep 17, 2026A•••••• Partners Invests in R••••••
- Sep 17, 2026Queen’s University Joins E•••••• as a C•••• Customer
- Sep 17, 2026ELEVATING EDTECH INVESTMENT: PRIORITIZING EVIDENCE-BASED PRACTICES FOR LASTING IMPACT
- Sep 17, 2026K-12 Dealmaking: Private-Equity Firm A•••••• Partners Launches $167M Fund; Scholastic Makes Acquisition
- Sep 17, 2026Cal Poly Humboldt Joins S•••••••••'s Nationwide Initiative to Bridge Tech Skills Gaps...
- Sep 17, 2026Ease Learning and Freedom Learning Group Announce Merger, Position for Growth
- Sep 17, 2026Tri-C announces new partnership with tech talent accelerator
- Sep 17, 2026E•••••• Corp announces its acquisition by A•••••• Partners
- Sep 17, 2026Partnership Aims to Expand, Diversify Georgia’s IT W•••force
- Sep 17, 2026LSU partnering with S••••••••• to offer online tech training courses
- Sep 17, 2026Impact investments meeting financial expectations, exit study finds
- Sep 17, 2026New Study by Impact Capital Managers and Morrison Foerster Shows Almost Two-Thirds of Impact Exits Meet or Exceed Financial Performance Expectations
- Sep 17, 2026A•••••• announces strategic partnership with B••••••, the world's largest educationally curated video platform, to address faculty demand for multimedia educational content
- Sep 17, 2026Mount St. Mary’s is partnering with S••••••••• on a new tech training effort
- Sep 17, 2026New partnership for Carleton students builds career connections
- Sep 17, 2026Carleton joins fast-growing tech apprenticeship initiative
- Sep 17, 2026B••••••, the world's largest educationally curated video platform, announces strategic partnership with OpenStax, addressing student demand for video-enriched content
- Sep 17, 2026M••••••••• acquired by education investing firm
- Sep 17, 2026A•••••• Partners acquires M••••••••• to improve college readiness for underserved students
- Sep 17, 2026A•••••• Partners' Latest W•••force Investment Takes Aim at W•••day Skills Shortage
- Sep 17, 2026A•••••• Partners Acquires H••••• C•••••••••
- Apr 13, 2026F•••••••• A• Announces Strategic Investment to Help Governments and Industries Navigate AI's Impact on People and Jobs
- Mar 31, 2026A•••••• P••••••• M••••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 15 (roster 2026-09-01)
- Mar 26, 2026Infosys to acquire J•••sonville Beach firm
- Mar 25, 2026Infosys to acquire US firms O•••••• H••••••••• I• for $465 million, Stratus for $95 million
- Nov 18, 2025A•••••• Partners invests in edtech firm B••••••••
- Sep 3, 2025W••••••• Children’s T•••••• Secures B•••ing from A•••••• Partners, Hires Sarah Trautman to Lead Clinical Efforts
- Jan 9, 2025Wise Music Sells Education Division to Private Equity A•••••• Partners, Plans to Focus on ‘Core Mission of Music Publishing’
- Oct 23, 2024A•••••• Partners Invests In Procurement And Supply Chain Services LeaderPlatform investmentFactR••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 7, 2024A••••• P••••••• Receives Investment from A•••••• Partners
- Jun 11, 2024As DaVinci Education Merges With E••••••, A Look B••• At Its Journey To Date
- Mar 7, 2024Partnership Adds Videos and Podcasts to OpenStax Resources
Across the graphs
A•••••• P••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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