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Firms / P••••••• C•••••• I••••••••• A•••••••• L••

P••••••• C•••••• I••••••••• A•••••••• L••

Buyout firmLower middle marketMinneapolis, MNp•••••••••.comSEC exempt reporting adviser

Your Business Succession and Growth Partner. Advising and investing in closely held businesses for over 20 years. Who We Are A team of experts in corporate finance, investment banking, valuation, tax, M&A, and ESOPs dedicated to fostering long-term client partnerships through the analysis, creation, and realization of bespoke ownership transition

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-11-26
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Nov 26, 2024 to Nov 26, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$37.6Mreported gross assets (Form ADV), not fund size
All private fund GAV
$37.6Mevery private fund type, latest filing
2024 PE fund GAV
$37.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-26, latest gav Private Equity Fund $37.6M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
unknown
Headquarters
Minneapolis, MN
Office address
800 NORTH WASHINGTON AVE, SUITE 900, Minneapolis, MN, 55401
Business phone
612-528-1740
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
United States
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
minority
Thesis
While other capital providers demand senior or preferred positions to “de-risk” their investment, we seek to share equally in both risk and reward, ensuring our incentives remain fully aligned with the long-term success of our clients’ business.
Observed from deals on record
roles
unknown 2
period
to unknown, from unknown, undated holdings 2, dated observations 0
window
last unknown, first unknown
control
unknown 2
companies
2
geography
investments
2
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

2 companies on the graph (0 transactions); no dated observations

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P••••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$20.0M
as of Nov 26, 2024
no Form DUnknown
P••••••• • L••••• S•• 2• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$10.7M
as of Nov 26, 2024
no Form DUnknown
P••••••• • L••••• S••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$6.9M
as of Nov 26, 2024
no Form DUnknown
Team
15 current, 0 former
Portfolio
2 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B• S••••••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
  1. Nov 26, 2024
    P••••••• C•••••• I••••••••• A•••••••• L•• first filed Form ADV in the extract (ERA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

P••••••• C•••••• I••••••••• A•••••••• 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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