DFX Intelligence

Private Equity Intelligence

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.

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Firms / W•••• S••••• H••••••••• P•••••••• L••

W•••• S••••• H••••••••• P•••••••• L••

Buyout firm · probableUpper middle marketChicago, ILw•••••••••.comSEC registered investment adviser

Dedicated to building market leaders in healthcare. W•••• S••••• supports accelerated growth and impact in three critical healthcare sectors.

Classification

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Upper middle marketdefined by: proxy: $7.45bn Private Equity Fund GAV on the Form ADV filed 2024-07-02

Classification history (2)

Sep 13, 2026
Buyout firm (probable, 80%, cls-pe-1)
own website statement
“We are a private equity firm that thinks like a healthcare company.”
w•••••••••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jan 11, 2012 to Jul 2, 2024
RAUM: $7.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 16
PE fund GAV, latest filing: $7.4Breported gross assets (Form ADV), not fund size
All private fund GAV: $7.4Bevery private fund type, latest filing
2024 PE fund GAV: $7.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-07-02, latest gav Private Equity Fund $7.4B, latest counts Private Equity Fund 16, lifetime distinct Private Equity Fund 17
Employees: 39
Headquarters: Chicago, IL
Office address: 444 W. LAKE ST., SUITE 1800, Chicago, IL, 60606-1336
Business phone: 312-506-2900

Stated criteria beside observed behaviour

4 observed deals

Stated by the firm

Sectors: healthcare, environmental services
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: These partnerships can take many forms, including creative strategies to invest in and grow targeted businesses, divest market-leading companies, or develop products to advance pipelines without increasing development expenses.

Observed from deals on record

roles: add on 1, unknown 2, platform 1
period: to 2026-07-21, from 2026-07-21, undated holdings 3, dated observations 2
window: last 2026-07-21, first 2026-07-21
control: control 1, unknown 3
companies: 4
geography
investments: 4
seller kinds
transactions: 1
cadence by year: 2026 add ons 1
platform add on: add ons 1, platforms 1, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share 0.25, value transportation logistics, examples Am-Tran
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.25, value local delivery, examples Am-Tran

4 companies on the graph (1 transactions); most in transportation logistics (1); 1 platforms and 1 add-ons; observed 2026 to 2026

Funds

17 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
W•••• S••••• H••••••••• P••••••• V• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$956M as of Jul 2, 2024	no Form D	Unknown
W•••• S••••• H••••••••• P••••••• V• P•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2023 first reported on Form ADV	$423M as of Jul 2, 2024	no Form D	Unknown
P•••••• W•••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$2.0B as of Jul 2, 2024	no Form D	Unknown
W•••• S••••• O•••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$730M as of Jul 2, 2024	no Form D	Early deployment
W•••• S••••• O•••• F••• P•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$501M as of Jul 2, 2024	no Form D	Early deployment
W•••• S••••• H••••••••• P••••••• I• A•• P•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$294M as of Jul 2, 2024	no Form D	Active deployment
W••• I• A•• C•••••• L••• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$266M as of Jul 2, 2024	no Form D	Active deployment
W••• I• A•• P••••••• C•••••• L••• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$69.6M as of Jul 2, 2024	no Form D	Active deployment
W•••• S••••• H••••••••• P••••••• I• S• L••• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$351M as of Jul 2, 2024	no Form D	Active deployment
W•••• S••••• H••••••••• P••••••• I• S• P•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$156M as of Jul 2, 2024	no Form D	Active deployment
W•••• S••••• H••••••••• P••••••• I•• A••• L••• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$0 as of Jul 2, 2024	no Form D	Unknown
W••••••••• H••••••••• P••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$1.1B as of Jul 2, 2024	no Form D	Unknown
W••• I• A••• L••• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$0 as of Mar 31, 2022	no Form D	Wound down
W•••• S••••• H••••••••• P••••••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$465M as of Jul 2, 2024	no Form D	Unknown
W•••• S••••• H••••••••• P••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$71.0M as of Jul 2, 2024	no Form D	Harvest
W• A•••••••• C•••••••• P•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$2.9M as of Jul 2, 2024	no Form D	Unknown
W•••• S••••• H••••••••• P•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.4M as of Jul 2, 2024	no Form D	Harvest

Team

3 current, 1 former

Managing partner (1)

T•••••• A•••• D•••• · Managing Member · since May 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

J•••••• V•••••• H••••• · Member / Chief Compliance Officer / Chief Administrative Officer · since Jul 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K••• A••• H•••• · Chief Financial Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

1 former (kept with end dates)

J•••• G••••• C••••••• · Managing Member · May 1, 2005 to Mar 29, 2019 Inference

Portfolio

4 relationships, 1 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
A•••••• add-on to M•••••••	Add-on	active	Jul 21, 2026 transaction announcement	2 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••• P••••••• a•• D•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P••••••••• a•• L••• S•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Jul 21, 2026	Add-on acquisition	A••••••	Sponsor (confirmed)	w•••••••••.com

Placement agents, lenders, advisers and co-investors

1 relationships

Placement agents (1)

C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2012

LP commitments

0 disclosed

No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.

Events

4 most recent

Aug 10, 2026
Avantik Names J•••••• Waldman CEO
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 29, 2026
Viant Appoints Dan Croteau Chief Executive Officer
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jul 21, 2026
M••••••• Joins Forces with A••••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 11, 2012
W•••• S••••• H••••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-20items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9611111111111111,"evidence":"7 method: sum of component points, capped at 1.0
model score-pe-1
Research priority66 · ELEVATED: as of: 2026-09-20items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-20items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite13 · LOW: as of: 2026-09-20items: [{"code":"ADD_ONS_12M","points":0.08,"evidence":["MedSpeed Joins Forces with Am-method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness83 · HIGH: as of: 2026-09-20items: [{"code":"FIELDS_PRESENT","points":0.8333333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders, lps
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-20items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 33
Sources: 3
Open research tasks: 9

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

W•••• S••••• H••••••••• P•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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