Private Equity Intelligence
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D• H••••••••• P•••••••
We prefer to purchase a controlling interest in transactions but have the ability to invest in minority transactions as well.
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.54bn Private Equity Fund GAV on the Form ADV filed 2024-05-03
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn P•••••• Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 9, 2012 to May 3, 2024
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-03, latest gav Private Equity Fund $1.5B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 15
- Employees
- 38
- Headquarters
- Park City, UT
- Office address
- 1413 CENTER DRIVE, STE. 220, Park City, UT, 84098-7401
- Business phone
- 435-645-4050
- Sectors
- healthcare, manufacturing
- 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
- control,minority
- Thesis
- We seek to support management teams to develop and implement the strategic initiatives that will help drive growth.
- roles
- unknown 2, platform 2
- period
- to 2023-06-06, from 2023-01-03, undated holdings 2, dated observations 4
- window
- last 2023-06-06, first 2023-01-03
- control
- control 2, unknown 2
- companies
- 4
- geography
- investments
- 4
- seller kinds
- corporate parent 1
- transactions
- 2
- cadence by year
- 2023 platforms 1, other deals 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value healthcare services, examples Med-Pharmex, count 1, share 0.25, value education, examples Med Learning Group
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value veterinary, examples Med-Pharmex, count 1, share 0.25, value education, examples Med Learning Group
4 companies on the graph (2 transactions); most in healthcare services (1); 2 platforms and 0 add-ons; observed 2023 to 2023
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D• H••••••••• S•••• C•• A••••••••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2024 first reported on Form ADV | $18.7M as of May 3, 2024 | no Form D | Unknown | |
| D• H••••••••• P••••••• S•••• C••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $219M as of May 3, 2024 | no Form D | Early deployment | |
| M••••••••• I•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.5M as of May 3, 2024 | no Form D | Unknown | |
| D• H••••••••• P••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $924M as of May 3, 2024 | no Form D | Active deployment | |
| D• H••••••••• A••••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $14.0M as of May 3, 2024 | no Form D | Active deployment | |
| D• H••••••••• A••••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.6M as of May 3, 2024 | no Form D | Harvest | |
| D• H••••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $197M as of May 3, 2024 | no Form D | Harvest | |
| D• H••••••••• P••••••• I• B• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $90.5M as of May 3, 2024 | no Form D | Harvest | |
| D• H••••••••• P•••••••• L• L••••••••• T•••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $893,443 as of May 6, 2022 | no Form D | Wound down | |
| D• H••••••••• P••••••• I•• ••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $15.2M as of May 3, 2024 | no Form D | Unknown | |
| D• H••••••••• P••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $57.3M as of May 3, 2024 | no Form D | Unknown | |
| D• H••••••••• P•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $44.0M as of Apr 26, 2013 | no Form D | Wound down | |
| D• H••••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $11.7M as of May 11, 2023 | no Form D | Wound down | |
| D• H••••••••• A••••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.1M as of May 3, 2024 | no Form D | Mature | |
| D• H••••••••• A••••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $249,986 as of May 11, 2023 | no Form D | Wound down |
- A•• K••• C•••••• · Managing Director; Managing Member · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• C• C•••••••• · Managing Partner; Managing Member · since Jan 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• C• C•••••••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• S••••••••• · Managing Director; Managing Member · since Nov 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•• C•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A•• K••• C•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• B••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- G••• B••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• M•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• M•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• O•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• W••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• C•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• C••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• K••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• H••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• B•••••••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• M•••• · Analyst, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• J•••••• · Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B• B••••• · Trustee · since Aug 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••••••• F• R••• · Trustee Of L•••• C• R••• And K••••••• F• R••• Family Trust D•••• D••••••• 23, 1999 · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• C• R••• · Trustee Of L•••• C• R••• And K••••••• F• R••• Family Trust D•••• D••••••• 23, 1999 · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• L•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• S•••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••••• S•••••••• · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• W•••••• W•••••• · Chief Financial Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• G••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- R••••• E••••• B•••• · Managing Member · Dec 1, 2011 to Mar 28, 2019 Inference
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| L•• | Platform | active | Jun 6, 2023 transaction announcement | 3.3 years | G••• B••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| M•• L••••••• G•••• | Platform | active | Jan 3, 2023 transaction announcement | 3.7 years | A•• C•••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| L•• T••••••••• | Role unknown | exited exited Feb 3, 2026 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| M••••••••• | Role unknown | exited exited Aug 30, 2022 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 3, 2026 | Exit to a strategic buyer | L•• T••••••••• | Seller (confirmed) | d•••.com |
| Mar 15, 2024 | Add-on acquisition | D••••••• H••••• I• I••• | Seller (confirmed) | d•••.com |
| Mar 15, 2024 | Add-on acquisition | D••••••• H••••• I• I••• | Seller (confirmed) | d•••.com |
| Jun 6, 2023 | Platform acquisition | L•• | Sponsor (confirmed) | d•••.com |
| Jan 3, 2023 | Carve-out | M•• L••••••• G•••• | Sponsor (confirmed) | d•••.com |
| Aug 30, 2022 | Exit to a strategic buyer | M••••••••• | Seller (confirmed) | d•••.com |
- B•••••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2013
- M•• P•••••• F••• A••••••• L•• 2 shared · recurring · last Jan 1, 2022
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2016
- May 11, 2026D• H••••••••• P•••••••: P•••••• Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
- Feb 9, 2026DWHP Announces 2026 Staff Promotions
- Feb 3, 2026D• H••••••••• P••••••• Announces Sale of L•• T••••••••• to AMETEK, Inc.
- Feb 3, 2026D• H••••••••• P••••••• Announces Sale of L•• T••••••••• to AMETEK, Inc.
- May 11, 2025DWHP Announces the Promotion of M•••••• Barulich
- Jan 15, 2025D• H••••••••• P••••••• Announces Promotion of M•••••• M••••••••
- Mar 15, 2024D• H••••••••• P••••••• Announces Sale of D••••••• to FotoFinder
- Jun 6, 2023D• H••••••••• P••••••• Invests in LKCPlatform investmentFactL••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jun 6, 2023D• H••••••••• P••••••• Invests in LKC
- Mar 24, 2023D• H••••••••• P••••••• Announces Promotion of E••• M••••
- Jan 3, 2023D• H••••••••• P••••••• Invests in M•• L••••••• G••••
- Jan 3, 2023D• H••••••••• P••••••• Invests in M•• L••••••• G••••
- Aug 30, 2022D• H••••••••• P••••••• Announces Sale of M••••••••• to Dechra Pharmaceuticals PLC
- Aug 30, 2022D• H••••••••• P••••••• Announces Sale of M••••••••• to Dechra Pharmaceuticals PLC
- Feb 9, 2012D• H••••••••• P••••••• first filed Form ADV in the extract (IA)
D• H••••••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
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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