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 / S•••• C•••••• G••••• L••

S•••• C•••••• G••••• L••

Buyout firm · probableUpper middle marketNew York, NYs••••.comSEC registered investment adviser

S•••• is a private equity firm that targets control-oriented investments in technology and technology-enabled services companies that are well-positioned to meet the dynamic needs of their customers.

Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Upper middle marketdefined by: proxy: $7.26bn Private Equity Fund GAV on the Form ADV filed 2024-09-19
Classification history (2)
  1. Sep 13, 2026
    Buyout firm (probable, 80%, cls-pe-1)
    own website statement
    S•••• is a private equity firm that targets control-oriented investments in technology and technology-enabled services companies that are well-positioned to meet the dynamic needs of their customers.
    s••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 16 of 16 distinct vehicles are sworn P•••••• Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Sep 19, 2024
RAUM
$7.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
13
PE fund GAV, latest filing
$7.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$7.3Bevery private fund type, latest filing
2024 PE fund GAV
$7.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-09-19, latest gav Private Equity Fund $7.3B, latest counts Private Equity Fund 13, lifetime distinct Private Equity Fund 16
Employees
34
Headquarters
New York, NY
Office address
825 THIRD AVENUE, 28TH FLOOR, New York, NY, 10022
Business phone
212-231-0095
Stated criteria beside observed behaviour
87 observed deals
Stated by the firm
Sectors
technology
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$10.0M to $50.0M
Enterprise value
$100M to $500M
Equity check
not stated or not yet read
Control
control
Thesis
We seek companies that are positioned to benefit from macroeconomic and/or market-driven tailwinds across the tech-enabled services ecosystem, including increasing cybersecurity complexity, geopolitical uncertainty, AI-driven data demand, amongst others.
Observed from deals on record
roles
add on 27, unknown 40, platform 19
period
to 2026-05-06, from 2012-01-27, undated holdings 44, dated observations 88
window
last 2026-05-06, first 2012-01-27
control
control 40, unknown 46
companies
87
geography
count 1, share 0.011, value CO
investments
86
seller kinds
founder 1, sponsor 2, unknown 2, corporate parent 2
transactions
46
cadence by year
2012 platforms 1, 2013 add ons 1, platforms 1, 2014 platforms 3, other deals 1, 2015 platforms 2, 2016 add ons 2, platforms 2, 2017 add ons 2, 2018 add ons 9, 2019 add ons 5, platforms 1, 2021 add ons 2, platforms 1, 2022 add ons 5, 2023 exits 1, add ons 1, 2024 add ons 1, other deals 1, 2025 add ons 2, 2026 platforms 1, other deals 1
platform add on
add ons 27, platforms 19, add ons per platform 1.42
sector known for
33
disclosed value usd
n 2, max $1.0B, min $840M
sector distribution
count 14, share 0.161, value media telecom, examples EMCO Communications, Wells Communications, Staley Communication, Inc., Turris Communications, count 7, share 0.08, value software, examples CADlink, Inèdit Software S.L, SharpSpring, Gigamon, count 3, share 0.034, value tech enabled services, examples Deluxe’s Australia, TPx, MarkMonitor, count 3, share 0.034, value financial services, examples Equiniti, AST, Transaction Network Services, count 2, share 0.023, value industrial services, examples The Surveillance Shop, Stone Security, count 2, share 0.023, value business services, examples Notified, EQ, count 1, share 0.011, value specialty distribution, examples BearCom, count 1, share 0.011, value energy, examples Takkion
holding period years
n 2, median 4.3
repeat counterparties
role legal adviser, shared 5, entity id deb21b83-f5c0-4e2a-93eb-3c0ef69d004d, role financial adviser, shared 2, entity id 88bd45b4-544c-42bd-95d9-015ae2b1e854, role sell side adviser, shared 2, entity id 44e0cc0f-18bf-42c8-8aab-04cdf9f3d3da, role legal adviser, shared 2, entity id c67c9f54-8083-4001-8f00-34153498aa06, role buy side adviser, shared 2, entity id 7d913573-4ad2-4c38-86fc-9b13313de6bd, role legal adviser, shared 2, entity id d7cf8e4c-3793-42a2-9b8f-15947a714377
subsector distribution
count 14, share 0.161, value media telecom, examples EMCO Communications, Wells Communications, Staley Communication, Inc., Turris Communications, count 5, share 0.057, value software, examples CADlink, Inèdit Software S.L, SharpSpring, Gigamon, count 3, share 0.034, value financial services, examples Equiniti, AST, Transaction Network Services, count 2, share 0.023, value security fire life safety systems, examples The Surveillance Shop, Stone Security, count 2, share 0.023, value vertical software, examples Vision6, DLoja Virtual, count 1, share 0.011, value advertising marketing, examples Notified, count 1, share 0.011, value financial operations outsourcing, examples EQ, count 1, share 0.011, value data processing hosting, examples Deluxe’s Australia

87 companies on the graph (46 transactions); most in media telecom (14); 19 platforms and 27 add-ons; median observed hold 4.3 years (n=2); observed 2012 to 2026

n 2, kind size, period to 2026-05-06, from 2012-01-27, undated holdings 44, dated observations 88, stated ev max usd $500M, observed disclosed max usd $1.0B
Funds
16 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••• C• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$48.5M
as of Mar 30, 2022
no Form DWound down
S•••• P••••••• I• ••••••• M•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2019
first reported on Form ADV
$1.1B
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I• ••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2019
first reported on Form ADV
$521M
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$2.5B
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I• P•••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2018
first reported on Form ADV
$1.2B
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I•• ••••••• M••• I• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2017
first reported on Form ADV
$772M
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I•• ••••••• P••••••• I• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2017
first reported on Form ADV
$168M
as of Sep 19, 2024
no Form DUnknown
S•••• P••••••• I••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$697M
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I•• P•••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2015
first reported on Form ADV
$151M
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I• ••••••• M••• I• L•
ADV: P•••••• Equity Fund
Feeder or parallel2015
first reported on Form ADV
$2.8M
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I• ••••••••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$289,552
as of Mar 30, 2022
no Form DWound down
S•••• P••••••• I• ••••••••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$56,036
as of Mar 30, 2022
no Form DWound down
S•••• P••••••• I• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$6,750
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I• ••••••• P••••••• I• L•
ADV: P•••••• Equity Fund
Feeder or parallel2015
first reported on Form ADV
$0
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$96.0M
as of Sep 19, 2024
no Form DHarvest
S•••• P••••••• I• P•••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$10.9M
as of Sep 19, 2024
no Form DHarvest
Team
37 current, 7 former
Managing partner (9)
Partner (9)
Operating partner (5)
Business development (1)
7 former (kept with end dates)
Portfolio
86 relationships, 19 platforms, 27 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
T••••••PlatformactiveMay 6, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
N•••••••Add-onactiveMay 1, 2025
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•• S••••••••• S•••Add-onactiveApr 10, 2024
transaction announcement
2.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•• S••••••••• S•••Role unknownexited
exited Apr 10, 2024
Apr 10, 2024
transaction announcement
0 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
G••••••Role unknownactiveMar 5, 2024
transaction announcement
2.5 yearsJ••• M•••••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••PlatformactiveJan 9, 2024
transaction announcement
2.7 yearsJ••• J••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••• V••••••Add-onactiveFeb 1, 2023
transaction announcement
3.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M•••••••••Add-onactiveNov 1, 2022
transaction announcement
3.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••Add-onactiveJul 5, 2022
transaction announcement
4.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I••••• S••••••• S••Add-onactiveJun 8, 2022
transaction announcement
4.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V••••••Add-onactiveJan 10, 2022
transaction announcement
4.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••PlatformactiveDec 14, 2021
transaction announcement
4.8 yearsM•••••• H••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••••••Add-onactiveSep 1, 2021
transaction announcement
5.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
U••• T••••••••• H••••••• C••••PlatformactiveAug 19, 2019
transaction announcement
7.1 yearsF•••• A••••••• B•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••• R••••• I•••Add-onactiveJun 14, 2019
transaction announcement
7.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W•••• C•••••••••Add-onactiveMay 3, 2019
transaction announcement
7.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••Add-onactiveFeb 11, 2019
transaction announcement
7.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•• C••••••••• I•••Add-onactiveJan 3, 2019
transaction announcement
7.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•• C••••••••• I•••Add-onactiveJan 3, 2019
transaction announcement
7.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Q•• C•••••••••Add-onactiveNov 12, 2018
transaction announcement
7.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W••••••• A••••••• C••••••••• I•••Add-onactiveNov 12, 2018
transaction announcement
7.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•• C••••••••• I•••Add-onactiveSep 7, 2018
transaction announcement
8.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••••••••Add-onactiveSep 7, 2018
transaction announcement
8.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••••• C•••••••••Add-onactiveSep 7, 2018
transaction announcement
8.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E••• C•••••••••Add-onactiveJun 22, 2018
transaction announcement
8.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• C••••••••• L•••Add-onactiveJun 4, 2018
transaction announcement
8.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••••• G•••• R•• D••• L•••Add-onactiveMar 13, 2018
transaction announcement
8.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M••••• B••••••• C••••••••• L•••Add-onactiveJan 2, 2018
transaction announcement
8.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••• C••••••••• I•••Add-onactiveFeb 1, 2017
transaction announcement
9.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••••••••
add-on to P••
Add-onactiveJan 12, 2017
transaction announcement
9.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••• E••••••••• I•••Add-onactiveOct 6, 2016
transaction announcement
10.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••Platformexited
exited Jan 1, 2016
Jul 8, 2016
transaction announcement
0 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
X•••PlatformactiveMay 23, 2016
transaction announcement
10.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• C•••••••••Add-onactiveJan 11, 2016
transaction announcement
10.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••• G••••• S•••••••PlatformactiveSep 10, 2015
transaction announcement
11.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••••• R••••Platformexited
exited Jan 1, 2015
Feb 12, 2015
transaction announcement
0 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• P••••PlatformactiveOct 1, 2014
transaction announcement
12.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••• T•••••••••Platformexited
exited Jan 1, 2014
Mar 31, 2014
transaction announcement
0 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• N•••••• S•••••••Platformexited
exited Jun 1, 2021
Feb 25, 2014
transaction announcement
7.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•• R•••• R••••••Add-onactiveAug 28, 2013
transaction announcement
13.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••Platformexited
exited Jan 1, 2013
Feb 15, 2013
transaction announcement
0 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••Platformexited
exited Jun 10, 2013
Jan 27, 2012
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••Role unknownexited
exited Jan 1, 2013
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• A••••••• T•• S••••••••• S•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• A•••••••• T••••••••• A••••••••• o• S•••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••••Role unknownexited
exited Jan 1, 2012
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• t• m••• S•••••••• I••••••••• i• W••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• A••••••• X••• S••••• C••••••••• G•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• C••••••Platformexited
exited Jan 1, 2021
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•• A•••••••• D••••••••• A•••••••• T• B•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••••• F•• I••••••• I•••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••Platformexited
exited Jul 24, 2026
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••••••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• L••Platformexited
exited Sep 18, 2024
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
J•••••• 5•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J•••••• 9•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 3•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 5•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• 8•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• 9•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••Role unknownexited
exited Jan 1, 2008
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••• D••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••• D•••••• S•••• A•••••••• t• A•••••• M••••••••• f••• C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• 2•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••Platformexited
exited Jan 1, 2015
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••• S•••••Role unknownexited
exited Jan 1, 2014
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• 1•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• C•••••••• A••••••••• o• B••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• A•••••••• A•••••••• t• b•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
53 on record
DateTypeTargetThis firm’s roleSource
Jul 24, 2026Exit to a strategic buyerE•••••••Seller (confirmed)s••••.com
May 6, 2026Platform acquisitionT••••••Sponsor (confirmed)s••••.com
May 5, 2026Exit to a strategic buyerE•••••••Seller (confirmed)s••••.com
Mar 9, 2026Majority investmentT••••••Sponsor (confirmed)apollo.com
May 1, 2025Add-on acquisitionN•••••••Sponsor (derived)s••••.com
Mar 25, 2025Add-on acquisitionS•••• S•••••••Sponsor (derived)bearcom.com
Sep 18, 2024Exit to a strategic buyerF••••• L••Seller (confirmed)s••••.com
Apr 10, 2024Add-on acquisitionT•• S••••••••• S•••Sponsor (derived)c212.net
Mar 5, 2024Growth investmentG••••••Sponsor (confirmed)s••••.com
Dec 1, 2023Sponsor to sponsorB••••••Sponsor (confirmed)bearcom.com
Feb 1, 2023Add-on acquisitionD•••• V••••••Sponsor (derived)s••••.com
Sep 12, 2022Add-on acquisitionM•••••••••Sponsor (confirmed)s••••.com
Jul 5, 2022Add-on acquisitionC••••••Sponsor (derived)s••••.com
Jun 8, 2022Add-on acquisitionI••••• S••••••• S••Sponsor (confirmed)s••••.com
Mar 8, 2022Add-on acquisitionD••••••• A••••••••Co-investor (confirmed)s••••.com
Jan 10, 2022Add-on acquisitionV••••••Sponsor (derived)s••••.com
Dec 14, 2021Platform acquisitionA••Sponsor (confirmed)s••••.com
Sep 1, 2021Add-on acquisitionS•••••••••Sponsor (confirmed)s••••.com
Jun 22, 2021Add-on acquisitionS•••••••••Sponsor (confirmed)s••••.com
Jun 1, 2021Exit to a strategic buyerT••••••••• N•••••• S•••••••Seller (confirmed)s••••.com
Aug 19, 2019Platform acquisitionU••• T••••••••• H••••••• C••••Sponsor (confirmed)s••••.com
Jun 14, 2019Add-on acquisitionT•••• R••••• I•••Sponsor (derived)bearcom.com
May 3, 2019Add-on acquisitionW•••• C•••••••••Sponsor (derived)bearcom.com
Feb 11, 2019Add-on acquisitionC••••••Sponsor (derived)bearcom.com
Jan 3, 2019Add-on acquisitionS•• C••••••••• I•••Sponsor (derived)bearcom.com
Jan 3, 2019Add-on acquisitionA•• C••••••••• I•••Sponsor (derived)bearcom.com
Nov 12, 2018Add-on acquisitionW••••••• A••••••• C••••••••• I•••Sponsor (derived)bearcom.com
Nov 12, 2018Add-on acquisitionQ•• C•••••••••Sponsor (derived)bearcom.com
Sep 7, 2018Add-on acquisitionT••••••••Sponsor (derived)bearcom.com
Sep 7, 2018Add-on acquisitionT••••• C•••••••••Sponsor (derived)bearcom.com
Sep 7, 2018Add-on acquisitionT•• C••••••••• I•••Sponsor (derived)bearcom.com
Jun 22, 2018Add-on acquisitionE••• C•••••••••Sponsor (derived)bearcom.com
Jun 4, 2018Add-on acquisitionS••••••• C••••••••• L•••Sponsor (derived)bearcom.com
Mar 13, 2018Add-on acquisitionC••••••••• G•••• R•• D••• L•••Sponsor (derived)bearcom.com
Jan 2, 2018Add-on acquisitionM••••• B••••••• C••••••••• L•••Sponsor (derived)bearcom.com
Feb 1, 2017Add-on acquisitionS••••• C••••••••• I•••Sponsor (derived)bearcom.com
Jan 12, 2017Add-on acquisitionR••••••••Sponsor (derived)s••••.com
Oct 6, 2016Add-on acquisitionA••••••• E••••••••• I•••Sponsor (derived)bearcom.com
Jul 8, 2016Platform acquisitionP••••••Sponsor (confirmed)s••••.com
May 23, 2016Platform acquisitionX•••Sponsor (confirmed)s••••.com
Jan 11, 2016Add-on acquisitionS••••••• C•••••••••Sponsor (derived)bearcom.com
Sep 30, 2015Exit to a strategic buyerA••••••Seller (confirmed)s••••.com
Sep 10, 2015Platform acquisitionP••••••• G••••• S•••••••Sponsor (confirmed)s••••.com
Feb 12, 2015Platform acquisitionD•••••• R••••Sponsor (confirmed)s••••.com
Nov 6, 2014Exit to a strategic buyerT••••••••• N•••••• S•••••••Seller (confirmed)s••••.com
Oct 23, 2014Platform acquisitionD•••••• R••••Sponsor (confirmed)s••••.com
Oct 1, 2014Platform acquisitionJ•••• P••••Sponsor (confirmed)s••••.com
Mar 31, 2014Platform acquisitionS•••••• T•••••••••Sponsor (confirmed)s••••.com
Feb 25, 2014Majority recapitalizationT••••••••• N•••••• S•••••••Sponsor (confirmed)s••••.com
Aug 28, 2013Add-on acquisitionA•• R•••• R••••••Sponsor (derived)bearcom.com
Jun 10, 2013Exit to a strategic buyerT••••••Seller (confirmed)s••••.com
Feb 15, 2013Platform acquisitionT••Sponsor (confirmed)s••••.com
Jan 27, 2012Platform acquisitionT••••••Sponsor (confirmed)s••••.com
Placement agents, lenders, advisers and co-investors
31 relationships
Placement agents (3)
  • D••••••• B••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2019
  • G•••••••• • C••• L•• 2 shared · recurring · last Jan 1, 2012
  • P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2018
Financial advisers (19)
  • A•••• R••••••• 2 shared · recurring · last Mar 13, 2018
  • E••••••• 2 shared · recurring · last Sep 12, 2022
  • J•• S••••••••• L•• 2 shared · recurring · last Sep 1, 2021
  • L••••• 2 shared · recurring · last Sep 1, 2021
  • H••••• W••••••• 1 shared · one time · last Mar 9, 2026
  • P•••• S•••••• L••• 1 shared · one time · last Dec 1, 2023
  • G•••••• S•••• I••••••••• 1 shared · one time · last Dec 14, 2021
  • J•••••••• L•• 1 shared · one time · last Mar 31, 2014
  • T• S••••••••• 1 shared · one time · last Mar 9, 2026
  • B•••••••• P••••••• 1 shared · one time · last Dec 1, 2023
  • J••• M••••• S••••••••• L•• 1 shared · one time · last Sep 12, 2022
  • W•••• F•••• 1 shared · one time · last Mar 9, 2026
  • R•• 1 shared · one time · last Sep 7, 2018
  • R•• C•••••• M••••••• L•• 1 shared · one time · last Sep 12, 2022
  • A•••• • C•• 1 shared · one time · last Sep 10, 2015
  • P•• P••••••• L• 1 shared · one time · last Aug 19, 2019
  • G••••••••• S••••••••• L•• 1 shared · one time · last May 23, 2016
  • G•••••••• 1 shared · one time · last Dec 14, 2021
  • S•••• • C•••••• 1 shared · one time · last May 23, 2016
Legal advisers (8)
  • S••••• A••••• L•• 5 shared · very strong · last Mar 9, 2026
  • S•••••• T•••••• • B••••••• L•• 2 shared · recurring · last Oct 23, 2014
  • S•• 2 shared · recurring · last Sep 1, 2021
  • B•••• R••• L•• 1 shared · one time · last Sep 12, 2022
  • D•• P•••• 1 shared · one time · last May 23, 2016
  • H•••••••• L•• 1 shared · one time · last Dec 1, 2023
  • V••••• • E••••• L•• 1 shared · one time · last Mar 9, 2026
  • A••••• • B••• 1 shared · one time · last Sep 10, 2015
Co-investors (1)
LP commitments
6 disclosed
Events
60 most recent
  1. Sep 15, 2026
  2. Jul 24, 2026
    S•••• to A•••••• E•••••••'s Retirement Solutions, Customer Resolutions and Lenvi B•••••••es
  3. Jul 24, 2026
    S•••• to A•••••• E•••••••'s Retirement Solutions, Customer Resolutions and Lenvi B•••••••es
  4. Jul 24, 2026
    J••• 24, 2026 S•••• to A•••••• E•••••••'s Retirement Solutions, Customer Resolutions and Lenvi B•••••••es Read More
  5. May 6, 2026
    S•••• C•••••••• A••••••••• of TAKKION
  6. May 6, 2026
    May 6, 2026 S•••• C•••••••• A••••••••• of TAKKION Read More
  7. May 6, 2026
    S•••• C•••••••• A••••••••• of TAKKION
  8. May 5, 2026
    S•••• A•••••••• Sale of E••••••• to Bullish
  9. May 5, 2026
    May 5, 2026 S•••• A•••••••• Sale of E••••••• to Bullish Read More
  10. Apr 8, 2026
    A•••• 8, 2026 V•••••• P•••••• E••••• I••••••• S••• H•••••• Joins S•••• as Managing Director – B••••••• Development Read More
  11. Mar 31, 2026
    S•••• C•••••• G••••• L••: P•••••• Equity Funds on Form ADV 13 (2024 extract) -> 10 (roster 2026-09-01)
  12. Mar 31, 2026
    S•• D•••• C••• E••••••••• R••••••••• S••••• reports S•••• C•••••••••: $2,912,621 committed, vintage 2015, net IRR -64.5%
    Lp commitment disclosedFactS•• D•••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  13. Mar 9, 2026
    S•••• Agrees to A•••••• a Majority Stake in TAKKION from Apollo Funds
  14. Mar 9, 2026
    M•••• 9•, 2026 S•••• Agrees to A•••••• a Majority Stake in TAKKION from Apollo Funds Read More
  15. Mar 9, 2026
    S•••• Agrees to A•••••• a Majority Stake in TAKKION from Apollo Funds
  16. Sep 24, 2025
    S•••••••• 24, 2025 N•••••• D•••••• to Sell Markmonitor to Com Laude Read More
  17. Jun 2, 2025
    T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• reports S•••• Capital Group: an undisclosed amount committed
    Lp commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  18. May 1, 2025
    May 1, 2025 E••••••• (EQ) C•••••••• A••••••••• of N•••••••, Creating a Global Leader in End-to-End Shareholder and Corporate C••••••••• Read More
  19. Dec 20, 2024
    D••••••• 2•, 2024 B•••••• A•••••••• T••••••••• A••••••••• o• S•••• S••••••• Read More
  20. Dec 20, 2024
    B•••••• A•••••••• T••••••••• A••••••••• o• S•••• S•••••••
  21. Dec 18, 2024
    D••••••• 18, 2024 S•••• A•••••••• Promotions of Key Team Members Read More
  22. Dec 18, 2024
    S•••• A•••••••• Promotions of Key Team Members
  23. Sep 18, 2024
    S•••• A•••••••• Sale of F•••• to Seiko Epson Corporation
  24. Sep 18, 2024
    S•••••••• 18, 2024 S•••• A•••••••• Sale of F•••• to Seiko Epson Corporation Read More
  25. Apr 10, 2024
    B•••••• A••••••• T•• S••••••••• S•••
  26. Apr 10, 2024
    A•••• 1•, 2024 B•••••• A••••••• T•• S••••••••• S••• Read More
  27. Mar 5, 2024
    G•••••• A•••••••• Significant S•••••••• Investment from S••••
  28. Mar 5, 2024
    M•••• 5, 2024 G•••••• A•••••••• Significant S•••••••• Investment from S•••• Read More
  29. Mar 5, 2024
    G•••••• A•••••••• Significant S•••••••• Investment from S••••
  30. Feb 15, 2024
    F••••••• 15, 2024 S•••• Closes Sale of its 50% Ownership Stake in C••••••• C•••••• Read More
  31. Feb 15, 2024
    S•••• Closes Sale of its 50% Ownership Stake in C••••••• C••••••
  32. Jan 9, 2024
    J•••••• 9•, 2024 S•••• C•••••••• A••••••••• o• B•••••• Read More
  33. Jan 9, 2024
    S•••• C•••••••• A••••••••• o• B••••••
  34. Dec 1, 2023
    B•••••• A••••••d by S••••, a Premier Distributor & Integrator of Voice, Video & Data Solutions | B••••••
  35. Feb 27, 2023
    F••••••• 27, 2023 S•••• Enters into A•••••••• to A•••••• B••••••, a Premier Distributor and Integrator of Voice, Video and Data Solutions Read More
  36. Feb 1, 2023
    F••••••• 1, 2023 N•••••• D•••••• Expands Global Commerce Offerings with A••••••••• of D•••• V•••••• Read More
  37. Nov 1, 2022
    N••••••• 1, 2022 N•••••• D•••••• C•••••••• A••••••••• of M••••••••• from C•••••••• Read More
  38. Sep 12, 2022
    S•••••••• 1•, 2022 N•••••• D•••••• S•••• A•••••••• t• A•••••• M••••••••• f••• C•••••••• Read More
  39. Jul 5, 2022
    J••• 5•, 2022 EFI F•••• A••••••• Provider of Production and Design Workflow S••••••• to Accelerate High Value D•••••• I•••••• Read More
  40. Jun 8, 2022
    J••• 8•, 2022 EFI Advances Growth Strategy in High-value D•••••• I•••••• with Inèdit S••••••• A••••••••• Read More
  41. Jun 8, 2022
    EFI Advances Growth Strategy in High-value D•••••• I•••••• with Inèdit S••••••• A•••••••••
  42. Apr 7, 2022
    A•••• 7, 2022 C••••••• C•••••• Closes A••••••••• of V•••••• Read More
  43. Mar 18, 2022
    M•••• 1•, 2022 C•••••••• and S••••-Backed N•••••• D•••••• Expands E-commerce Solutions with the A••••••••• of YITH Read More
  44. Mar 18, 2022
    C•••••••• and S••••-Backed N•••••• D•••••• Expands E-commerce Solutions with the A••••••••• of YITH
  45. Mar 9, 2022
    M•••• 9•, 2022 N•••••• D•••••• Agrees to A•••••• D••••••• A•••••••• Web Hosting Operations Read More
  46. Jan 6, 2022
    EFI Focuses Technology Investment Strategy to Capitalize on High-value D•••••• I•••••• Segments
  47. Jan 6, 2022
    J•••••• 6, 2022 EFI Focuses Technology Investment Strategy to Capitalize on High-value D•••••• I•••••• Segments Read More
  48. Jan 1, 2022
    J•••••• 1, 2022 C••••••• C•••••• Agrees to A•••••• V•••••• Read More
  49. Dec 14, 2021
    Affiliates of S•••• Capital Group complete the acquisition and combination of E••••••• and AST
  50. Dec 14, 2021
    D••••••• 14, 2021 Affiliates of S•••• Capital Group complete the acquisition and combination of E••••••• and AST Read More
  51. Nov 17, 2021
    N••••••• 17, 2021 S•••• Publishes Inaugural Annual ESG Report and Joins the UN-supported Principles for Responsible Investment Read More
  52. Oct 18, 2021
    O•••••• 18, 2021 C••••••••• E•••••••• J••• M•••••••• Joins S•••• as E•••••••• Partner Read More
  53. Sep 1, 2021
    C••••••• C•••••• Closes A••••••••• of S•••••••••
  54. Sep 1, 2021
    S•••••••• 1, 2021 C••••••• C•••••• Closes A••••••••• of S••••••••• Read More
  55. Aug 12, 2021
    A••••• 1•, 2021 C•••••••• and S••••-Backed N•••••• D•••••• A••••••• Yoast to Help Customers Get Found Online Read More
  56. Jun 22, 2021
    J••• 22, 2021 C•••••••• Capital and S••••-Backed C••••••• C•••••• Agrees to A•••••• S••••••••• Read More
  57. Jun 1, 2021
    Koch Equity Development C•••••••• A••••••••• of T••••••••• N•••••• S•••••••
  58. Jun 1, 2021
    J••• 1, 2021 Koch Equity Development C•••••••• A••••••••• of T••••••••• N•••••• S••••••• Read More
  59. Jun 1, 2021
    Koch Equity Development C•••••••• A••••••••• of T••••••••• N•••••• S•••••••
  60. Apr 21, 2021
    A•••• 2•, 2021 M•••••• A•••••••• $500 Million P•••••• Placement with Koch S•••••••• Platforms Read More
Across the graphs

S•••• C•••••• G••••• 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.

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