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M••••• E••••• P•••••••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Hermosa Beach, CAm•••••••••.com

••• Locked

Regulatory AUM
$9.0B
Form ADV
PE fund assets
$8.3B
Form ADV
PE funds
30
Form ADV
Investments held
76 of 76
DFX transaction tape
Deals, last 12 months
7
DFX transaction tape
Funds and vehiclesTeam (93)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 29 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $8.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 29 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 Mar 30, 2026
RAUM
$9.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
30
PE fund GAV, latest filing
$8.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$9.0Bevery private fund type, latest filing
2024 PE fund GAV
$8.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $8.3B, latest counts Private Equity Fund 28, lifetime distinct Private Equity Fund 30
Employees
75
Headquarters
Hermosa Beach, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
76 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
••• Locked
Observed from deals on record
roles
add on 3, unknown 32, platform 41
period
to 2026-08-12, from 2021-09-09, undated holdings 27, dated observations 98
window
last 2026-08-12, first 2021-09-09
control
control 41, unknown 35
companies
76
geography
count 1, share 0.013, value NY
investments
76
seller kinds
unknown 1
transactions
49
cadence by year
2021 add ons 2, platforms 7, other deals 2, 2022 add ons 1, platforms 6, other deals 4, 2023 platforms 4, other deals 6, 2024 platforms 2, other deals 2, 2025 platforms 6, other deals 3, 2026 platforms 4
platform add on
add ons 3, platforms 41, add ons per platform 0.07
sector known for
55
disclosed value usd
n 0
sector distribution
count 47, share 0.618, value software, examples WorkStep Inc., True Office Learning, Napier Technologies Limited, Sourcepoint, count 3, share 0.039, value tech enabled services, examples TIQQE AB, Data center focused IT solutions provider, IT services provider specializing in application development, count 2, share 0.026, value healthcare it, examples PM, EHR and RCM software, Immuware, count 1, share 0.013, value industrial services, examples SKC Communications, count 1, share 0.013, value education, examples People-Analytix AG, count 1, share 0.013, value financial services, examples Brightwell Payments Inc.
holding period years
n 0
repeat counterparties
role legal adviser, shared 3, entity id 34593a54-b97d-4238-bd54-343b6916fea0, role legal adviser, shared 3, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50, role legal adviser, shared 2, entity id 4bb97a5c-549b-4c98-a19f-47d80ccaf097, role legal adviser, shared 2, entity id c831a54a-dc12-43a5-ab2f-6edbf0aa024b, role legal adviser, shared 2, entity id 372ff06d-c7e6-4cf6-8083-7db2559e7d60, role financial adviser, shared 2, entity id bdc54271-d050-47aa-ac99-48f13d19a7f4
subsector distribution
count 25, share 0.329, value vertical software, examples WorkStep Inc., True Office Learning, Napier Technologies Limited, Sourcepoint, count 18, share 0.237, value software, examples Cloud-based cybersecurity and productivity software, Didomi, Telecom and IT expense management software solutions provider, Business intelligence and CPM software provider, count 2, share 0.026, value healthcare it, examples PM, EHR and RCM software, Immuware, count 2, share 0.026, value healthcare software, examples CE Broker, Inc., Intelligent Locations, count 2, share 0.026, value it services msp, examples Data center focused IT solutions provider, IT services provider specializing in application development, count 2, share 0.026, value logistics and fleet software, examples Webshipper, ShipServ Ltd., count 1, share 0.013, value specialty trade other, examples SKC Communications, count 1, share 0.013, value it services, examples TIQQE AB

76 companies on the graph (49 transactions); most in software (47); 41 platforms and 3 add-ons; observed 2021 to 2026

Funds
30 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••• S•••••••• O••••••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$570M
as of Mar 29, 2024
no Form DEarly deployment
M••••• C••••• O••••••••• F•••• L•••
ADV: Private Equity Fund
Credit fund2022
first reported on Form ADV
$286M
as of Mar 29, 2024
no Form DUnknown
M••••• H••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$279M
as of Mar 29, 2024
no Form DEarly deployment
M••••• H••••••• I••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$113M
as of Mar 29, 2024
no Form DEarly deployment
M••••••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$51.1M
as of Mar 29, 2024
no Form DEarly deployment
M••••• H••••••• E••••• I• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$34.5M
as of Mar 29, 2024
no Form DEarly deployment
M••••• H••••••• E••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$947M
as of Mar 29, 2024
no Form DUnknown
M••••• M•••••• E•••••••• F••• V• L•••
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$56.9M
as of Mar 29, 2024
no Form DMature
M••••• H••••••• E••••• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$9.3M
as of Mar 29, 2024
no Form DMature
M••••• M•••••• H••••••• I• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$8.8M
as of Mar 29, 2024
no Form DUnknown
M••••• E••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$2.2B
as of Mar 29, 2024
no Form DMature
M••••• E••••• V••• L•••
ADV: Private Equity Fund
Feeder or parallel2017
first reported on Form ADV
$1.3B
as of Mar 29, 2024
no Form DMature
M••••• H••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$631M
as of Mar 29, 2024
no Form DHarvest
M••••• H••••••• E•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$570M
as of Mar 29, 2024
no Form DHarvest
M••••• H••••••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2017
first reported on Form ADV
$235M
as of Mar 29, 2024
no Form DHarvest
M••••• E•••••••• F••• V• L•••
ADV: Private Equity Fund
Feeder or parallel2017
first reported on Form ADV
$6.1M
as of Mar 29, 2024
no Form DMature
M••••• H••••••• I• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2017
first reported on Form ADV
$2.1M
as of Mar 29, 2024
no Form DHarvest
M••••• H••••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2016
first reported on Form ADV
$25,000
as of Mar 31, 2021
no Form DWound down
M••••• I• C••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$218M
as of Mar 29, 2024
no Form DHarvest
M••••• H••••••• C••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$51.7M
as of Mar 29, 2024
no Form DMature
M••••• H••••••• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$789,483
as of Mar 29, 2024
no Form DHarvest
M••••• E••••• I• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$120,547
as of Mar 29, 2024
no Form DHarvest
M••••• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$88.1M
as of Mar 29, 2024
no Form DHarvest
M••••• E••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$490M
as of Mar 29, 2024
no Form DHarvest
M••••• E•••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$2.6M
as of Mar 29, 2024
no Form DHarvest
M••••• E••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$99.3M
as of Mar 29, 2024
no Form DUnknown
M••••• E••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$17.8M
as of Mar 29, 2024
no Form DHarvest
M••••• E•••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$6.4M
as of May 11, 2022
no Form DWound down
M••••• E•••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$549,043
as of Mar 29, 2024
no Form DUnknown
M••••• E•••••••• F••• I••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$42,279
as of Mar 29, 2024
no Form DMature
Team
93 current, 3 former
Partner (21)
Principal (28)
Vice president (12)
Associate (9)
Investor relations (3)
Platform (9)
3 former (kept with end dates)
Portfolio
76 relationships, 41 platforms, 3 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••••••••PlatformactiveAug 12, 2026
transaction announcement
1 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•••••• H•• I•••PlatformactiveMay 19, 2026
transaction announcement
4 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W••••••• I•••PlatformactiveApr 20, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
N••••••••• I•••PlatformactiveJan 14, 2026
transaction announcement
8 monthsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E••••••• L•••PlatformactiveOct 23, 2025
transaction announcement
11 monthsC•••• C•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W••••••• I•••PlatformactiveOct 15, 2025
transaction announcement
11 monthsC•••• C•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I••••••••• L••••••••Role unknownactiveOct 14, 2025
transaction announcement
11 monthsA••• B••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••• A•PlatformactiveSep 3, 2025
transaction announcement
1.1 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••••••••• P••••••• I•••PlatformactiveAug 7, 2025
transaction announcement
1.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••••••PlatformactiveJul 8, 2025
transaction announcement
1.2 yearsJ••••• N•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••••PlatformactiveApr 22, 2025
transaction announcement
1.4 yearsJ••••• N•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E••• H•••••••••PlatformactiveFeb 4, 2025
transaction announcement
1.6 yearsC•••• C•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
N••••• T••••••••• L••••••PlatformactiveFeb 3, 2025
transaction announcement
1.6 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••• I••• D•• A•• C•••••••••PlatformactiveNov 26, 2024
transaction announcement
1.8 yearsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R•••• H•••••••••PlatformactiveNov 8, 2024
transaction announcement
1.9 yearsC•••• C•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••••PlatformactiveMay 30, 2024
transaction announcement
2.3 yearsJ••••• N•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••••• P•••••••PlatformactiveMay 21, 2024
transaction announcement
2.3 yearsP•••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••••Role unknownactiveNov 2, 2023
transaction announcement
2.9 yearsA••• B••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• L•••PlatformactiveAug 29, 2023
transaction announcement
3.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••• E••••• P•••••••Role unknownactiveAug 9, 2023
transaction announcement
3.1 yearsN••••• P•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•••••••PlatformactiveJul 12, 2023
transaction announcement
3.2 yearsP•••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•••••••••PlatformactiveJun 12, 2023
transaction announcement
3.3 yearsA••• B••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E•••••••PlatformactiveJun 6, 2023
transaction announcement
3.3 yearsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I•••••••PlatformactiveApr 4, 2023
transaction announcement
3.5 yearsN••••• P•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•••••••PlatformactiveMar 9, 2023
transaction announcement
3.5 yearsJ••••• N•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O•••••••• E•••••••••Role unknownactiveJan 25, 2023
transaction announcement
3.7 yearsC•••• C•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C•••• T••••••••• S•••••••• G••••PlatformactiveJan 9, 2023
transaction announcement
3.7 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S• C••••••••• A•PlatformactiveNov 1, 2022
transaction announcement
3.9 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••••• A•PlatformactiveOct 11, 2022
transaction announcement
4.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••••PlatformactiveSep 1, 2022
transaction announcement
4.1 yearsP•••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••• H••••••• I•••PlatformactiveJul 26, 2022
transaction announcement
4.2 yearsN••• L••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F•PlatformactiveJun 29, 2022
transaction announcement
4.2 yearsJ••••• N•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
E••• S••PlatformactiveMay 10, 2022
transaction announcement
4.4 yearsN••• L••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I•••••••PlatformactiveFeb 3, 2022
transaction announcement
4.6 yearsR••• W••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••••••••• I•••Role unknownactiveJan 25, 2022
transaction announcement
4.7 yearsN••• K••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••••••PlatformactiveJan 19, 2022
transaction announcement
4.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C• B•••••• I•••Role unknownactiveJan 12, 2022
transaction announcement
4.7 yearsN••••• P•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••• O••••• L•••••••
add-on to L••••••• P•••
Add-onactiveJan 6, 2022
transaction announcement
4.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•• C•••••••••PlatformactiveDec 20, 2021
transaction announcement
4.8 yearsA••• B••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•• L•••••• L••PlatformactiveDec 6, 2021
transaction announcement
4.8 yearsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W••••••• I•••PlatformactiveNov 12, 2021
transaction announcement
4.9 yearsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••••••••PlatformactiveOct 26, 2021
transaction announcement
4.9 yearsR••••• P••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••••Role unknownactiveOct 18, 2021
transaction announcement
4.9 yearsR••• W••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••• C•••••••••
add-on to S•••••••••
Add-onactiveOct 14, 2021
transaction announcement
4.9 yearsH•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V••••• G•••• A•PlatformactiveOct 11, 2021
transaction announcement
5.0 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••••••Role unknownactiveSep 28, 2021
transaction announcement
5.0 yearsP•••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W•••••••••PlatformactiveSep 22, 2021
transaction announcement
5.0 yearsP•••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••
add-on to C•••
Add-onactiveSep 16, 2021
transaction announcement
5.0 yearsM••• W•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•••••••••PlatformactiveSep 9, 2021
transaction announcement
5.0 yearsA••• B••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••••• L•••••••• M••••••••• s•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•• e•••••••• a•• s••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• v••••• d••••• a•• s•••••• i••••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• i••••••••• a•• C•• s••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• c••••••••• a•• p••••••••• s•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••••• c••••••••• s••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••• c••••• f•••••• I• s•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••• p••••••••• s••••••• s•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• a•• m••••••• o• s••••••••• t••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••• a•••• m••••••••• s••••••• s•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E• M••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• a•• c••••••• s••••••• s•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• d••••••• p••••••••• •••••• s••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• c••••••••• a•• d••• m••••••••• s•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I• s••••••• p••••••• s••••••••• i• a••••••••• d•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••• G••••• C••••••••• d•••••• c••••••••• i• E•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• P•••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P•• E•• a•• R•• s•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• h••••• a•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• m••••••••• c••••••••• a•• c••••• s••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• a•• d•••••••• a••••••••• p••••••• f•• e••••••••• c••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• t•••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T••• p••••••• s••••••••• i• A•••••••• i••••••••• m•••••••• s••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• a•• I• e•••••• m••••••••• s••••••• s•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• a•• n•••••• c••••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
49 on record
DateTypeTargetThis firm’s roleSource
Aug 12, 2026Platform acquisitionC•••••••••Sponsor (confirmed)m•••••••••.com
May 19, 2026Platform acquisitionC•••••• H•• I•••Sponsor (confirmed)m•••••••••.com
Apr 20, 2026Platform acquisitionW••••••• I•••Sponsor (confirmed)m•••••••••.com
Jan 14, 2026Platform acquisitionN••••••••• I•••Sponsor (confirmed)m•••••••••.com
Oct 23, 2025Platform acquisitionE••••••• L•••Sponsor (confirmed)m•••••••••.com
Oct 15, 2025Platform acquisitionW••••••• I•••Sponsor (confirmed)m•••••••••.com
Oct 14, 2025Growth investmentI••••••••• L••••••••Sponsor (confirmed)m•••••••••.com
Sep 3, 2025Platform acquisitionT•••• A•Sponsor (confirmed)m•••••••••.com
Aug 7, 2025Platform acquisitionB••••••••• P••••••• I•••Sponsor (confirmed)m•••••••••.com
Jul 8, 2025Platform acquisitionS•••••••••Sponsor (confirmed)m•••••••••.com
Apr 22, 2025Majority investmentD•••••Sponsor (confirmed)m•••••••••.com
Feb 4, 2025Platform acquisitionE••• H•••••••••Sponsor (confirmed)m•••••••••.com
Feb 3, 2025Majority investmentN••••• T••••••••• L••••••Sponsor (confirmed)m•••••••••.com
Nov 26, 2024Platform acquisitionA•••• I••• D•• A•• C•••••••••Sponsor (confirmed)m•••••••••.com
Nov 8, 2024Majority investmentR•••• H•••••••••Sponsor (confirmed)m•••••••••.com
May 30, 2024Platform acquisitionT•••••Sponsor (confirmed)m•••••••••.com
May 21, 2024Majority investmentB••••• P•••••••Sponsor (confirmed)m•••••••••.com
Nov 2, 2023Growth investmentT•••••Sponsor (confirmed)m•••••••••.com
Aug 29, 2023Platform acquisitionS••••••• L•••Sponsor (confirmed)m•••••••••.com
Aug 9, 2023Type not statedA•••• E••••• P•••••••Sponsor (confirmed)m•••••••••.com
Jul 12, 2023Platform acquisitionC•••••••Sponsor (confirmed)m•••••••••.com
Jun 12, 2023Majority investmentC•••••••••Sponsor (confirmed)m•••••••••.com
Jun 6, 2023Platform acquisitionE•••••••Sponsor (confirmed)m•••••••••.com
Apr 4, 2023Platform acquisitionI•••••••Sponsor (confirmed)m•••••••••.com
Mar 9, 2023Majority investmentT•••••••Sponsor (confirmed)m•••••••••.com
Jan 25, 2023Growth investmentO•••••••• E•••••••••Sponsor (confirmed)m•••••••••.com
Jan 9, 2023Majority investmentC•••• T••••••••• S•••••••• G••••Sponsor (confirmed)m•••••••••.com
Nov 1, 2022Platform acquisitionS• C••••••••• A•Sponsor (confirmed)m•••••••••.com
Oct 11, 2022Platform acquisitionP••••••••• A•Sponsor (confirmed)m•••••••••.com
Sep 1, 2022Platform acquisitionS•••••••Sponsor (confirmed)m•••••••••.com
Jul 26, 2022Majority investmentA••••• H••••••• I•••Sponsor (confirmed)m•••••••••.com
Jun 29, 2022Platform acquisitionF•Sponsor (confirmed)m•••••••••.com
May 10, 2022Platform acquisitionE••• S••Sponsor (confirmed)m•••••••••.com
Feb 3, 2022Platform acquisitionI•••••••Sponsor (confirmed)m•••••••••.com
Jan 25, 2022Growth investmentR••••••••• I•••Sponsor (confirmed)m•••••••••.com
Jan 19, 2022Majority investmentS•••••••••Sponsor (confirmed)m•••••••••.com
Jan 12, 2022Growth investmentC• B•••••• I•••Sponsor (confirmed)m•••••••••.com
Jan 6, 2022Add-on acquisitionT••• O••••• L•••••••Sponsor (confirmed)m•••••••••.com
Dec 20, 2021Platform acquisitionS•• C•••••••••Sponsor (confirmed)m•••••••••.com
Dec 6, 2021Platform acquisitionS•• L•••••• L••Sponsor (confirmed)m•••••••••.com
Nov 12, 2021Platform acquisitionW••••••• I•••Sponsor (confirmed)m•••••••••.com
Oct 26, 2021Platform acquisitionD•••••••••Sponsor (confirmed)m•••••••••.com
Oct 18, 2021Growth investmentD•••••Sponsor (confirmed)m•••••••••.com
Oct 14, 2021Add-on acquisitionP•••••• C•••••••••Sponsor (confirmed)m•••••••••.com
Oct 11, 2021Platform acquisitionV••••• G•••• A•Sponsor (confirmed)m•••••••••.com
Sep 28, 2021Growth investmentP•••••••••Sponsor (confirmed)globenewswire.com
Sep 22, 2021Platform acquisitionW•••••••••Sponsor (confirmed)m•••••••••.com
Sep 16, 2021Add-on acquisitionS••••Sponsor (confirmed)m•••••••••.com
Sep 9, 2021Platform acquisitionP•••••••••Sponsor (confirmed)m•••••••••.com
Placement agents, lenders, advisers and co-investors
31 relationships
Placement agents (3)
Financial advisers (17)
  • D• A••••••• 2 shared · recurring · last Sep 1, 2022
  • P•••• S•••••• L••• 2 shared · recurring · last May 21, 2024
  • N•••••• • C•••••• 1 shared · one time · last Jan 12, 2022
  • G•••••• S•••• G••••• I••• 1 shared · one time · last Jan 25, 2022
  • H••••• W••••••• 1 shared · one time · last Sep 28, 2021
  • V•••• P•••• A••••••• 1 shared · one time · last Oct 18, 2021
  • M•••• B•••••• 1 shared · one time · last Nov 2, 2023
  • R•• C•••••• M••••••• L•• 1 shared · one time · last Nov 2, 2023
  • C••••••• A• 1 shared · one time · last Aug 9, 2023
  • B•••• 1 shared · one time · last Feb 3, 2025
  • T•••• P••••••• 1 shared · one time · last Feb 3, 2025
  • G••••••••• S••••••••• L•• 1 shared · one time · last May 21, 2024
  • F•••• A••••••• S••••••••• C••••••••• 1 shared · one time · last Oct 14, 2025
  • R•••••• J•••• L••• 1 shared · one time · last Jul 26, 2022
  • T••••••••• L•• 1 shared · one time · last Jan 12, 2022
  • U•••• S••••• A••••••• L•• 1 shared · one time · last Sep 28, 2021
  • U•• I••••••••• B••• 1 shared · one time · last Jan 25, 2022
Legal advisers (11)
  • G•••••• P•••••• 3 shared · strong · last Oct 14, 2025
  • L••••• • W•••••• L•• 3 shared · strong · last Jul 12, 2023
  • C••••• L•• 2 shared · recurring · last Jul 12, 2023
  • G•••••• P•••••• 2 shared · recurring · last May 21, 2024
  • D•• P•••• 2 shared · recurring · last Nov 2, 2023
  • C•••••• L•• 1 shared · one time · last Jul 26, 2022
  • H•••••• • H••• L•• 1 shared · one time · last Jul 26, 2022
  • B•••• • S••• 1 shared · one time · last Oct 14, 2025
  • A•• N•• 1 shared · one time · last Aug 9, 2023
  • H••••••• 1 shared · one time · last Aug 9, 2023
  • M•••• B•••• I••••••••• L•• 1 shared · one time · last Sep 1, 2022
LP commitments
11 disclosed
Events
60 most recent
  1. Aug 12, 2026
  2. Aug 12, 2026
  3. May 19, 2026
  4. May 19, 2026
  5. Apr 20, 2026
  6. Apr 20, 2026
  7. Mar 30, 2026
  8. Jan 14, 2026
  9. Jan 14, 2026
  10. Oct 23, 2025
  11. Oct 23, 2025
  12. Oct 15, 2025
  13. Oct 15, 2025
  14. Oct 14, 2025
  15. Oct 14, 2025
  16. Sep 3, 2025
  17. Sep 3, 2025
  18. Aug 7, 2025
  19. Aug 7, 2025
  20. Jul 8, 2025
  21. Jul 8, 2025
  22. Jun 24, 2025
  23. Jun 24, 2025
  24. Apr 22, 2025
  25. Apr 22, 2025
  26. Feb 4, 2025
  27. Feb 4, 2025
  28. Feb 3, 2025
  29. Feb 3, 2025
  30. Dec 5, 2024
  31. Nov 26, 2024
  32. Nov 26, 2024
  33. Nov 8, 2024
  34. Nov 8, 2024
  35. May 30, 2024
  36. May 30, 2024
  37. May 21, 2024
  38. May 21, 2024
  39. Mar 26, 2024
  40. Nov 2, 2023
  41. Nov 2, 2023
  42. Aug 29, 2023
  43. Aug 29, 2023
  44. Aug 9, 2023
  45. Aug 9, 2023
  46. Jul 12, 2023
  47. Jul 12, 2023
  48. Jun 12, 2023
  49. Jun 12, 2023
  50. Jun 6, 2023
  51. Jun 6, 2023
  52. Apr 4, 2023
  53. Apr 4, 2023
  54. Mar 9, 2023
  55. Mar 9, 2023
  56. Jan 25, 2023
  57. Jan 25, 2023
  58. Jan 18, 2023
  59. Jan 9, 2023
  60. Jan 9, 2023
Across the graphs

M••••• E••••• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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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