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 / C••••••••• C•••••• P•••••••• L••

C••••••••• C•••••• P•••••••• L••

Buyout firmUpper middle marketBoston, MAc•••••••••SEC registered investment adviser

An established private equity firm with a consistent track record, disciplined investment strategy and long-standing commitment to the middle market.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 26 of 50 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $11.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 26 of 50 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Mar 29, 2024
RAUM
$18Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
23
PE fund GAV, latest filing
$12Breported gross assets (Form ADV), not fund size
All private fund GAV
$18Bevery private fund type, latest filing
2024 PE fund GAV
$12Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
52%
Fund type mix
filed 2024-03-29, latest gav Other Private Fund $5.7B, Private Equity Fund $12B, latest counts Other Private Fund 24, Private Equity Fund 23, lifetime distinct Other Private Fund 24, Private Equity Fund 26
Employees
159
Headquarters
Boston, MA
Office address
200 CLARENDON STREET, 54TH FLOOR, Boston, MA, 02116-5073
Business phone
617-619-5400
Stated criteria beside observed behaviour
93 observed deals
Stated by the firm
Sectors
food beverage, packaging, business services, distribution, consumer, financial services, healthcare, industrials, technology
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
$150M to $3.0B
Equity check
$50.0M to $250M
Control
control,minority
Thesis
We partner with businesses to unlock their full potential, turning complexity into opportunity and bringing greater clarity to growth and strategy.
Observed from deals on record
roles
add on 11, unknown 71, platform 11
period
to 2026-07-09, from 2020-09-15, undated holdings 67, dated observations 54
window
last 2026-07-09, first 2020-09-15
control
control 16, unknown 77
companies
93
geography
count 1, share 0.011, value GA, count 1, share 0.011, value AZ, count 1, share 0.011, value NY, count 1, share 0.011, value IL, count 1, share 0.011, value NJ
investments
93
seller kinds
family 2, founder 1, unknown 1
transactions
28
cadence by year
2020 platforms 1, 2021 add ons 2, platforms 1, 2022 add ons 1, other deals 2, 2023 add ons 1, other deals 2, 2024 add ons 2, platforms 1, other deals 5, 2025 add ons 5, platforms 2, 2026 add ons 1, other deals 2
platform add on
add ons 11, platforms 11, add ons per platform 1
sector known for
28
disclosed value usd
n 0
sector distribution
count 6, share 0.065, value software, examples SpinFusion, Searchlight Cyber, Momentis, Smart Square, count 5, share 0.054, value business services, examples Petra Funds Group, Accordion, World Insurance Associates, CCMC, count 3, share 0.032, value industrial manufacturing, examples Citadel Plastics, OnCore Manufacturing, Trojan Battery Company, count 2, share 0.022, value specialty distribution, examples Polyconcept, BOX Partners, count 2, share 0.022, value healthcare services, examples Action Behavior Centers, Halo Health, count 2, share 0.022, value education, examples Universal Technical Institute, Princeton Review, Inc., count 2, share 0.022, value financial services, examples Bleakley Financial Group, Overbay Capital Partners, count 2, share 0.022, value aerospace defense, examples Velocity One, Kaney Aerospace
holding period years
n 0
repeat counterparties
role buy side adviser, shared 3, entity id 2c2bf4d8-a633-4b9d-8766-788f06f797cd, role legal adviser, shared 3, entity id 80b5e3cb-29a6-4909-ad12-ec7909769c3b, role legal adviser, shared 2, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16, role buy side adviser, shared 2, entity id e345246f-e1f7-4337-a41b-80bbea9ebf4f, role legal adviser, shared 2, entity id deb21b83-f5c0-4e2a-93eb-3c0ef69d004d, role financial adviser, shared 2, entity id 17831664-2500-4237-b7e8-4bf1b868f7af
subsector distribution
count 3, share 0.032, value software, examples Searchlight Cyber, Smart Square, Bankruptcy Management Solutions, count 2, share 0.022, value outpatient mental health substance, examples Action Behavior Centers, Halo Health, count 2, share 0.022, value education, examples Universal Technical Institute, Princeton Review, Inc., count 2, share 0.022, value vertical software, examples Momentis, Aptean, count 2, share 0.022, value financial services, examples Bleakley Financial Group, Overbay Capital Partners, count 2, share 0.022, value aerospace defense, examples Velocity One, Kaney Aerospace, count 1, share 0.011, value financial operations outsourcing, examples Petra Funds Group, count 1, share 0.011, value misc durable wholesale, examples Polyconcept

93 companies on the graph (28 transactions); most in software (6); 11 platforms and 11 add-ons; observed 2020 to 2026

Funds
51 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C• G•••••• P•••••• C••••••••• T•• I•• L•••••• P•••••••••
ADV: Other Private Fund
Feeder or parallel2024
first reported on Form ADV
$117M
as of Mar 29, 2024
no Form DUnknown
C••••••••• S•••• T•• I•• L•••••• P•••••••••
ADV: Other Private Fund
SPV2024
first reported on Form ADV
$8.4M
as of Mar 29, 2024
no Form DUnknown
C••••••••• C••••• O••••••••• F••• I••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$813M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• T••••••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
SPV2023
first reported on Form ADV
$631M
as of Mar 29, 2024
no Form DEarly deployment
C• O••••••• T••••••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
Feeder or parallel2023
first reported on Form ADV
$342M
as of Mar 29, 2024
no Form DEarly deployment
C• O••••••• C••••• O••••••••• F••• I••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$256M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• C••••• O••••••••• F••• I•• P••••••••• S•••••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$88.2M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• E••••••••• T••••••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
SPV2023
first reported on Form ADV
$63.0M
as of Mar 29, 2024
no Form DEarly deployment
C• G•••••• P•••••• C••••••••• C•• I••• L•••••• P•••••••••
ADV: Other Private Fund
Feeder or parallel2023
first reported on Form ADV
$58.8M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• E••••••••• C••••• O••••••••• F••• I••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$50.8M
as of Mar 29, 2024
no Form DEarly deployment
C• G•••••• P•••••• C••••••••• C•• I•• P•• L•••••• P•••••••••
ADV: Other Private Fund
Feeder or parallel2023
first reported on Form ADV
$36.0M
as of Mar 29, 2024
no Form DEarly deployment
C• O••••••• C••••• O••••••••• F••• I•• P••••••••• S•••••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$32.6M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• E••••••••• C••••• O••••••••• F••• I•• P••••••••• S•••••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2023
first reported on Form ADV
$7.6M
as of Mar 29, 2024
no Form DEarly deployment
C••••••••• E••••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$3.3B
as of Mar 29, 2024
no Form DUnknown
C••••••••• E••••• O•••••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$995M
as of Mar 29, 2024
no Form DActive deployment
C• O••••••• E••••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$886M
as of Mar 29, 2024
no Form DUnknown
C••••••••• C••••• D••••••••• O•••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2021
first reported on Form ADV
$231M
as of Mar 29, 2024
no Form DUnknown
C• G•••••• P•••••• C••••••••• F••• X• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$229M
as of Mar 29, 2024
no Form DUnknown
C• O••••••• E••••• O•••••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$169M
as of Mar 29, 2024
no Form DActive deployment
C••••••••• E••••••••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$134M
as of Mar 29, 2024
no Form DUnknown
C• O••••••• C••••• D••••••••• O•••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2021
first reported on Form ADV
$66.6M
as of Mar 29, 2024
no Form DUnknown
C••••••••• S•••• F••• X• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$20.2M
as of Mar 29, 2024
no Form DActive deployment
C••••••••• T••••••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
SPV2020
first reported on Form ADV
$1.4B
as of Mar 29, 2024
no Form DActive deployment
C••••••••• C••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2020
first reported on Form ADV
$599M
as of Mar 29, 2024
no Form DSuccessor fundraising
C• O••••••• T••••••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
Feeder or parallel2020
first reported on Form ADV
$302M
as of Mar 29, 2024
no Form DActive deployment
C• O••••••• C••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2020
first reported on Form ADV
$275M
as of Mar 29, 2024
no Form DMature
C••••••••• E••••••••• T••••••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
SPV2020
first reported on Form ADV
$138M
as of Mar 29, 2024
no Form DActive deployment
C••••••••• E••••••••• C••••• O••••••••• F••• I•• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2020
first reported on Form ADV
$69.2M
as of Mar 29, 2024
no Form DSuccessor fundraising
C••••••••• A••••••••• T••••••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
SPV2020
first reported on Form ADV
$6.4M
as of Mar 29, 2024
no Form DActive deployment
C••••••••• E••••• F••• I•• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$3.3B
as of Mar 29, 2024
no Form DUnknown
C• O••••••• E••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$748M
as of Mar 29, 2024
no Form DUnknown
C••••••••• E••••••••• F••• I•• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$140M
as of Mar 29, 2024
no Form DUnknown
C••••••••• C••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2018
first reported on Form ADV
$134M
as of Mar 29, 2024
no Form DHarvest
C• O••••••• C••••• O••••••••• F•••• L•••••• P•••••••••
ADV: Other Private Fund
Credit fund2018
first reported on Form ADV
$20.1M
as of Mar 29, 2024
no Form DHarvest
C• A••••••••• F••• I•• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$3.9M
as of Mar 29, 2024
no Form DUnknown
C••••••••• E••••• F••• V•••• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$1.3B
as of Mar 29, 2024
no Form DMature
C• O••••••• E••••• F••• V•••• L•••••• P•••••••••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$375M
as of Mar 29, 2024
no Form DMature
C••••••••• E••••• C••••••••• F••• V•••• L•••••• P•••••••••
ADV: Private Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$49.7M
as of Mar 29, 2024
no Form DMature
C• A••••••••• F••• V•••• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$2.0M
as of Mar 29, 2024
no Form DUnknown
C••••••••• E••••• F••• V•• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelledunknown$104M
as of Mar 29, 2024
no Form DHarvest
C••••••••• E••••• F••• V••• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelledunknown$62.9M
as of Mar 29, 2024
no Form DHarvest
C• O••••••• E••••• F••• V••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$13.8M
as of Mar 29, 2024
no Form DHarvest
C• O••••••• E••••• F••• V•• L•
ADV: Private Equity Fund
Feeder or parallelunknown$10.1M
as of Mar 29, 2024
no Form DHarvest
C• P••••••• F••• V••• L•••••• P•••••••••
ADV: Private Equity Fund
Feeder or parallelunknown$5.8M
as of Mar 29, 2024
no Form DHarvest
C••••••••• E••••• C••••••••• F••• V•• L•••••• P•••••••••
ADV: Private Equity Fund
Co-investment vehicleunknown$5.7M
as of Mar 29, 2024
no Form DHarvest
C••••••••• E••••• C••••••••• F••• V••• L•••••• P•••••••••
ADV: Private Equity Fund
Co-investment vehicleunknown$3.0M
as of Mar 29, 2024
no Form DHarvest
C••••••••• C••••••••• P•••••••• L•••••• P•••••••••
ADV: Private Equity Fund
Co-investment vehicleunknown$194,054
as of Mar 29, 2024
no Form DHarvest
C••••••••• E••••• F••• V• L•••••• P•••••••••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 29, 2019
no Form DWound down
C••••••••• E••••• C••••••••• F••• V• L•••••• P•••••••••
ADV: Private Equity Fund
Co-investment vehicleunknown$0
as of Mar 29, 2019
no Form DWound down
C• O••••••• E••••• F••• V• L•
ADV: Private Equity Fund
Feeder or parallelunknown$0
as of Mar 29, 2019
no Form DWound down
C••••••••• C••••• O••••••••• F••• I••buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
161 current, 10 former
Managing partner (9)
Partner (42)
Principal (8)
Vice president (24)
Associate (18)
Analyst (8)
Investor relations (5)
Platform (38)
10 former (kept with end dates)
Portfolio
93 relationships, 11 platforms, 11 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
O•••••• C•••••• P•••••••Role unknownactiveJul 9, 2026
transaction announcement
2 monthsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
K•••• A••••••••
add-on to V••••••• O••
Add-onactiveFeb 24, 2026
transaction announcement
7 monthsK•••• T•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
C•••••••PlatformactiveAug 19, 2025
transaction announcement
1.1 yearsJ• R••• C•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
H•• I••••••••• P•••••••• L••
add-on to L••• A•••••••
Add-onactiveAug 7, 2025
transaction announcement
1.1 yearsD•••• L• K••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
E•••••PlatformactiveMar 5, 2025
transaction announcement
1.5 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
G••••• • C••••••
add-on to R••• G••••• P•••••••
Add-onactiveFeb 19, 2025
transaction announcement
1.6 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
L•••••••
add-on to A•••••
Add-onactiveJan 24, 2025
transaction announcement
1.6 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
T•••
add-on to B•••••• C••••••• H•••••••••
Add-onactiveJan 16, 2025
transaction announcement
1.7 yearsJ•••• G• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
C•••Role unknownactiveNov 18, 2024
transaction announcement
1.8 yearsD•••• L• K••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
F•••• R•• G••••Role unknownactiveSep 4, 2024
transaction announcement
2.0 yearsM•••••• W•••••• C••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
B••••••• F•••••••• G••••
add-on to R••• G••••• P•••••••
Add-onactiveAug 20, 2024
transaction announcement
2.1 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
A••••Role unknownactiveJul 11, 2024
transaction announcement
2.2 yearsM•••••• W•••••• C••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
P•••••••••Role unknownactiveMay 8, 2024
transaction announcement
2.4 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
E••••••••• T•••••••••PlatformactiveMar 5, 2024
transaction announcement
2.5 yearsP•••• N•••• V•• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
M•••••••
add-on to A•••••
Add-onactiveFeb 14, 2024
transaction announcement
2.6 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
S••••••••• C••••Role unknownactiveJan 18, 2024
transaction announcement
2.7 yearsD••••• B••••••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
P•••• F•••• G••••Role unknownactiveOct 19, 2023
transaction announcement
2.9 yearsM•••••• W•••••• C••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• G•• P•••••••••Role unknownactiveMay 10, 2023
transaction announcement
3.4 yearsD•••• L• K••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
T•• P•••••••• W•••••••••
add-on to B•• P•••••••
Add-onactiveApr 25, 2023
transaction announcement
3.4 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
A••••••••Role unknownactiveSep 8, 2022
transaction announcement
4.0 yearsM•••••• W•••••• C••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
B••••••••• T•••••••••Role unknownactiveJan 11, 2022
transaction announcement
4.7 yearsP•••• N•••• V•• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
M•••• H••••• A•••••••• S••••••••
add-on to S•••••
Add-onactiveJan 4, 2022
transaction announcement
4.7 yearsJ• R••• C•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
B•• P•••••••PlatformactiveDec 14, 2021
transaction announcement
4.8 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
H••• H•••••
add-on to S•••••
Add-onactiveSep 14, 2021
transaction announcement
5.0 yearsJ• R••• C•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
S•••••••••
add-on to S•••••
Add-onactiveAug 19, 2021
transaction announcement
5.1 yearsM••• M•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
G• P•••••••PlatformactiveSep 15, 2020
transaction announcement
6.0 yearsA••••• S••• J•••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
A••••• M•••••• C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• B••••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• R••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• T••• D•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• H••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Platformexited
exited Jul 1, 2024
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• O•••••• D••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••••• M••••••••• S••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••• A•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••••• B•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• C••••••• H•••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• C••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• L••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•• T•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••••• B•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•• G•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••••Role unknownexited
exited Apr 14, 2026
unknownunknownunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
L••• A•••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• S••••• C•••• S••••••••• I•••Role unknownactiveunknownunknownunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
M•• D•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• R•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• S••••••• H••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••• R••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••• M•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• M•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• P•••• T•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• F••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• F•••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••• R•••••• I•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• G••••• P•••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• G••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• D••• M•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• M••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• S•••••Role unknownexited
exited Jul 2, 2025
unknownunknownunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
S•••• U•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• V•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• B•••••• C••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••• R••• S•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••• T•••••••• I••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• B•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••• O••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• C•••••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••Role unknownexited
exited Jul 28, 2021
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••• I•••••••• A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
33 on record
DateTypeTargetThis firm’s roleSource
Jul 9, 2026Growth investmentO•••••• C•••••• P•••••••Sponsor (confirmed)charlesbank.com
Apr 14, 2026Exit to a strategic buyerL••••••••Seller (confirmed)charlesbank.com
Apr 9, 2026Growth investmentB••••••••• T•••••••••Sponsor (confirmed)charlesbank.com
Feb 24, 2026Add-on acquisitionK•••• A••••••••Sponsor (confirmed)charlesbank.com
Aug 19, 2025Platform acquisitionC•••••••Sponsor (confirmed)charlesbank.com
Aug 7, 2025Add-on acquisitionH•• I••••••••• P•••••••• L••Sponsor (confirmed)charlesbank.com
Jul 2, 2025Exit to a strategic buyerS•••• S•••••Seller (confirmed)charlesbank.com
May 21, 2025Add-on acquisitionH•• I••••••••• P•••••••• L••Sponsor (confirmed)charlesbank.com
Mar 5, 2025Platform acquisitionE•••••Sponsor (confirmed)charlesbank.com
Feb 19, 2025Add-on acquisitionG••••• • C••••••Sponsor (confirmed)charlesbank.com
Jan 24, 2025Add-on acquisitionL•••••••Sponsor (confirmed)charlesbank.com
Jan 16, 2025Add-on acquisitionT•••Sponsor (confirmed)charlesbank.com
Nov 18, 2024Growth investmentC•••Sponsor (confirmed)charlesbank.com
Sep 4, 2024Growth investmentF•••• R•• G••••Sponsor (confirmed)charlesbank.com
Aug 20, 2024Add-on acquisitionB••••••• F•••••••• G••••Sponsor (confirmed)charlesbank.com
Jul 11, 2024Growth investmentA••••Sponsor (confirmed)charlesbank.com
Jul 1, 2024Exit to a strategic buyerA•••••Seller (confirmed)charlesbank.com
May 8, 2024Type not statedP•••••••••Sponsor (confirmed)charlesbank.com
Mar 5, 2024Platform acquisitionE••••••••• T•••••••••Sponsor (confirmed)charlesbank.com
Feb 14, 2024Add-on acquisitionM•••••••Sponsor (derived)charlesbank.com
Jan 18, 2024Growth investmentS••••••••• C••••Sponsor (confirmed)astracapitalmgmt.com
Oct 19, 2023Growth investmentP•••• F•••• G••••Sponsor (confirmed)charlesbank.com
May 10, 2023Type not statedV•••••• G•• P•••••••••Sponsor (confirmed)charlesbank.com
Apr 25, 2023Add-on acquisitionT•• P•••••••• W•••••••••Sponsor (confirmed)charlesbank.com
Sep 8, 2022Growth investmentA••••••••Sponsor (confirmed)charlesbank.com
Jan 11, 2022Growth investmentB••••••••• T•••••••••Sponsor (confirmed)charlesbank.com
Jan 4, 2022Add-on acquisitionM•••• H••••• A•••••••• S••••••••Sponsor (confirmed)charlesbank.com
Dec 14, 2021Platform acquisitionB•• P•••••••Sponsor (confirmed)charlesbank.com
Sep 14, 2021Add-on acquisitionH••• H•••••Sponsor (confirmed)charlesbank.com
Aug 19, 2021Add-on acquisitionS•••••••••Sponsor (confirmed)charlesbank.com
Jul 28, 2021Exit to a strategic buyerV••••••Seller (confirmed)charlesbank.com
May 25, 2021Platform acquisitionC••••••••• C•••••• P•••••••• L••Target (confirmed)lidoadvisors.com
Sep 15, 2020Platform acquisitionG• P•••••••Sponsor (confirmed)gipartners.com
Placement agents, lenders, advisers and co-investors
36 relationships
Placement agents (2)
  • M••••••• G••••• I••• 8 shared · very strong · last Jan 1, 2023
  • G•••••••• 8 shared · very strong · last Jan 1, 2023
Financial advisers (17)
  • W•••••• B•••• • C••••••• L••••• 3 shared · strong · last Aug 7, 2025
  • G••••••••• S••••••••• L•• 3 shared · strong · last Apr 9, 2026
  • A•••• P••••••• L• 2 shared · recurring · last Aug 7, 2025
  • H••••••• L•••• 2 shared · recurring · last Jan 16, 2025
  • D••• D••••••• • C•• 1 shared · one time · last Jan 18, 2024
  • M•••••• 1 shared · one time · last Dec 14, 2021
  • R•• U• L•• 1 shared · one time · last Jan 16, 2025
  • G•••••• F•••••••• G••••• L•• 1 shared · one time · last Nov 18, 2024
  • W•••••• B•••• 1 shared · one time · last Mar 5, 2024
  • H••••• W••••••• • C•• 1 shared · one time · last Mar 5, 2024
  • F••••• C•••••• P••••••• L•• 1 shared · one time · last Jul 11, 2024
  • M••••• • C•••••• L•• 1 shared · one time · last Apr 9, 2026
  • P• A••••••• 1 shared · one time · last Oct 19, 2023
  • J•••••••• L•• 1 shared · one time · last Sep 4, 2024
  • A••••••• 1 shared · one time · last Jan 16, 2025
  • L•••••• I••••••••• L•• 1 shared · one time · last Sep 4, 2024
  • L••••• 1 shared · one time · last Jan 24, 2025
Legal advisers (17)
  • R•••• • G••• L•• 3 shared · strong · last Aug 7, 2025
  • S••••• A••••• L•• 2 shared · recurring · last Aug 7, 2025
  • K••••••• • E•••• L•• 2 shared · recurring · last Nov 18, 2024
  • G•••••• 1 shared · one time · last Jan 16, 2025
  • A•••••• 1 shared · one time · last Sep 4, 2024
  • M••••• 1 shared · one time · last Jan 16, 2025
  • G••••• D••• • C••••••• L•• 1 shared · one time · last Aug 7, 2025
  • Q•••••• • B•••• L•• 1 shared · one time · last Nov 18, 2024
  • L••••• • W•••••• L•• 1 shared · one time · last Oct 19, 2023
  • G•••••••• T•••••• 1 shared · one time · last Mar 5, 2024
  • N•••••• L•• L•• 1 shared · one time · last Jul 11, 2024
  • D••• • C••••••• L•• 1 shared · one time · last Sep 8, 2022
  • W•••••• F••• • G•••••••• L•• 1 shared · one time · last Sep 8, 2022
  • S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Oct 19, 2023
  • F•••• • L•••••• L•• 1 shared · one time · last Jul 11, 2024
  • J•••• D•• 1 shared · one time · last Jan 24, 2025
  • O••••• 1 shared · one time · last Jan 24, 2025
LP commitments
7 disclosed
Events
60 most recent
  1. Aug 21, 2026
    C••••••••• C•••••• P•••••••• L••: Private Equity Funds on Form ADV 23 (2024 extract) -> 31 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jul 9, 2026
    O•••••• C•••••• P••••••• Announces Completion of Strategic Investment from C••••••••• Capital Partners
    Growth investmentFactO•••••• C•••••• P•••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  3. Jul 9, 2026
    July 9, 2026 O•••••• C•••••• P••••••• Announces Completion of Strategic Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 8, 2026
    July 8, 2026 C••••••••• Capital Partners Names New Managing Directors Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jul 1, 2026
    July 1, 2026 P••••••••• North America Appoints J••• Militello as Chief Executive Officer Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. May 6, 2026
    May 6, 2026 C••••••••• on AI Exit Readiness: Key Takeaways from A••••••••’s Podcast Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Apr 21, 2026
    April 21, 2026 W•••• I•••••••• A••••••••• Names J••• Newell as Chief Executive Officer; Founder Rich Eknoian New Executive Chairman Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Apr 14, 2026
    TPG to Acquire Learfield, the Leading College S••••• Media Sales and T••••••••• Provider
    ExitFactL••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  9. Apr 14, 2026
    April 14, 2026 TPG to Acquire Learfield, the Leading College S••••• Media Sales and T••••••••• Provider Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Apr 13, 2026
    April 13, 2026 symplr Names Venkat Kavarthapu Chief Executive Officer Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Apr 9, 2026
    B••••••••• T••••••••• Announces Strategic G••••• Investment From C••••••••• Capital Partners and Carlyle AlpInvest
    Growth investmentFactB••••••••• T•••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  12. Apr 9, 2026
    April 9, 2026 B••••••••• T••••••••• Announces Strategic G••••• Investment From C••••••••• Capital Partners and Carlyle AlpInvest Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Mar 13, 2026
    March 13, 2026 O•••••• C•••••• P••••••• Secures Strategic Investment from Funds Managed by C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Mar 11, 2026
    March 11, 2026 R••• G••••• P••••••• Backs Cyndeo Wealth Partners in Fourth RIA Investment Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Feb 24, 2026
    February 24, 2026 V••••••• O•• Completes Acquisition of K•••• A•••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  16. Feb 3, 2026
    February 3, 2026 Eterna G••••• Partners Completes Spinout of the T••••••••• O••••••••• Strategy from C••••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  17. Jan 6, 2026
    January 6, 2026 P••• P•••• T••••••••• Completes Merger with Service Express Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  18. Sep 11, 2025
    September 11, 2025 C••••••••• Named One of 2025’s Best P••••s to Work in Private Equity by Mergers & Acquisitions Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  19. Aug 19, 2025
    C••••••••• Capital Partners Invests in CENTEGIX®, Provider of Emergency Response T•••••••••
    Platform investmentFactC•••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  20. Aug 19, 2025
    August 19, 2025 C••••••••• Capital Partners Invests in CENTEGIX®, Provider of Emergency Response T••••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  21. Aug 7, 2025
    August 7, 2025 L••• A••••••• Completes Strategic Investment from HPS to Support Continued G••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Jul 2, 2025
    symplr Acquires AMN H•••••••••’s S•••• S••••• Scheduling Software, Enhancing AI-Driven Workforce Optimization for H••••• Systems
    ExitFactS•••• S•••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  23. Jul 2, 2025
    July 2, 2025 symplr Acquires AMN H•••••••••’s S•••• S••••• Scheduling Software, Enhancing AI-Driven Workforce Optimization for H••••• Systems Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. May 21, 2025
    May 21, 2025 L••• A••••••• Enters into Strategic P••••••••• with HPS to Support Continued G••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  25. Mar 6, 2025
    March 6, 2025 C••••••••• Capital Partners Hires M•••••• Treisman as Managing Director, G•••••• Counsel and Chief Compliance Officer Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  26. Mar 5, 2025
    C••••••••• Completes Acquisition of E••••• to Form V••••••• O••
    Platform investmentFactE•••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  27. Mar 5, 2025
    March 5, 2025 C••••••••• Completes Acquisition of E••••• to Form V••••••• O•• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  28. Feb 19, 2025
    February 19, 2025 R••• G••••• P••••••• Acquires Minority Stake in G••••• • C•••••• to Accelerate G••••• and Geographic Expansion Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  29. Jan 24, 2025
    January 24, 2025 A••••• Enters into Definitive Agreement to Acquire L••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  30. Jan 16, 2025
    January 16, 2025 B•••••• C••••••• H••••••••• Announces Acquisition of Category-Leading C••••••• H••••• B•••• KT T••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  31. Nov 18, 2024
    C••• Announces Strategic Investment from C••••••••• Capital Partners, Formation of C•••••••• Management Holdings
    Growth investmentFactC•••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  32. Nov 18, 2024
    November 18, 2024 C••• Announces Strategic Investment from C••••••••• Capital Partners, Formation of C•••••••• Management Holdings Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  33. Nov 12, 2024
    November 12, 2024 M•• D••••• Announces Recapitalization Event with New Investor Warburg Pincus, Solidifying Company G••••• Milestone Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  34. Nov 8, 2024
    November 8, 2024 V••••••• O•• Signs Merger Agreement With E••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  35. Sep 4, 2024
    F•••• R•• G•••• Announces Strategic Investment from C••••••••• Capital Partners
    Growth investmentFactF•••• R•• G••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  36. Sep 4, 2024
    September 4, 2024 F•••• R•• G•••• Announces Strategic Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  37. Aug 26, 2024
    August 26, 2024 KKR Completes Acquisition of V•••••• B••••• from Bain Capital and C••••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  38. Aug 20, 2024
    August 20, 2024 R••• G••••• P••••••• Announces First Strategic Investment in B••••••• F•••••••• G•••• to Propel National Expansion Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  39. Jul 11, 2024
    A•••• Announces Strategic G••••• Investment from C••••••••• Capital Partners
    Growth investmentFactA••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  40. Jul 11, 2024
    July 11, 2024 A•••• Announces Strategic G••••• Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  41. Jul 1, 2024
    A••••• Secures Strategic Investment From Clearlake Capital Group
    ExitFactA•••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  42. Jul 1, 2024
    July 1, 2024 A••••• Secures Strategic Investment From Clearlake Capital Group Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  43. May 8, 2024
    P••••••••• F•••••••• G•••• Announces Completion of New Investment from C••••••••• Capital Partners
    Platform investmentFactP•••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  44. May 8, 2024
    May 8, 2024 P••••••••• F•••••••• G•••• Announces Completion of New Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  45. Mar 27, 2024
    March 27, 2024 B•••••• C••••••• H••••••••• Appoints J••• Speranza as New CEO Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  46. Mar 5, 2024
    C••••••••• Capital Partners Acquires E••••••••• T••••••••• From Palladium Equity Partners
    Platform investmentFactE••••••••• T•••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  47. Mar 5, 2024
    March 5, 2024 C••••••••• Capital Partners Acquires E••••••••• T••••••••• From Palladium Equity Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  48. Feb 14, 2024
    February 14, 2024 A••••• Expands Apparel Industry Leadership Through Acquisition of M••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  49. Feb 6, 2024
    February 6, 2024 P••••••••• F•••••••• G•••• Welcomes New Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  50. Feb 6, 2024
    February 6, 2024 S•••• G•• Hires A••• Knepfer as Chief Revenue Officer Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  51. Jan 31, 2024
    January 31, 2024 C••••••••• Capital Partners Closes Credit O••••••••• Fund III at $1.5 Billion Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  52. Jan 18, 2024
    S••••••••• C•••• Announces Strategic G••••• Investment from C••••••••• Capital Partners
    Growth investmentFactS••••••••• C••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  53. Oct 19, 2023
    P•••• F•••• G•••• Announces Strategic Investment from C••••••••• Capital Partners
    Growth investmentFactP•••• F•••• G••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  54. Oct 19, 2023
    October 19, 2023 P•••• F•••• G•••• Announces Strategic Investment from C••••••••• Capital Partners Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  55. Sep 13, 2023
    September 13, 2023 L•••••••• Announces Closing of Recapitalization Transaction and Equity Investment, Positioning the Company for Continued G••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  56. Aug 21, 2023
    August 21, 2023 Goldman Sachs Asset Management to Make New Investment in W•••• I•••••••• A•••••••••, Joining C••••••••• Capital Partners as Co-Lead Investors for Next Chapter of G••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  57. Jul 18, 2023
    July 18, 2023 C••••••••• Capital Partners Appoints B••• D••••• to Managing Director Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  58. May 10, 2023
    C••••••••• Announces P••••••••• with V•••••• G•• P••••••••• through S•••• G••
    Platform investmentFactV•••••• G•• P•••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
  59. May 10, 2023
    May 10, 2023 C••••••••• Announces P••••••••• with V•••••• G•• P••••••••• through S•••• G•• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  60. Apr 25, 2023
    April 25, 2023 T•• P•••••••• W••••••••• Joins B•• P••••••• Read More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Across the graphs

C••••••••• C•••••• P•••••••• L•• 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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