unsized 2024 PE fund GAV $0 1 PE fund of 1, latest vintage 2020 3 investment professionals last event Apr 23, 2020
Historically, we have purchased companies both below and above these thresholds, and will continue to do so if there is a strong strategic fit with our plans.
Lower middle market 2024 PE fund GAV $374M 4 PE funds of 5, latest vintage 2022 investment professionals not tracked last event Mar 31, 2026
unsized 2024 PE fund GAV not reported 0 PE funds of 0 1 investment professional last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $123M 12 PE funds of 14, latest vintage 2022 investment professionals not tracked last event May 12, 2026
unsized 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2013 3 investment professionals last event Sep 1, 2026
••• Locked
unsized 2024 PE fund GAV not reported 6 PE funds of 6 14 investment professionals last event Sep 1, 2026
••• Locked
Stated: Technology, Software
Industries: Software (8 companies) · Financial services (3 companies) · Tech-enabled and IT services (1 company)
unsized 2024 PE fund GAV not reported 0 PE funds of 0 5 platforms 6 investment professionals last event May 12, 2025
••• Locked
Stated: control · Energy
Industries: Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $240M 4 PE funds of 4, latest vintage 2023 investment professionals not tracked last event Sep 20, 2022
••• Locked
Lower middle market 2024 PE fund GAV $33.3M 6 PE funds of 6, latest vintage 2025 1 investment professional last event Aug 28, 2026
••• Locked
unsized 2024 PE fund GAV $0 1 PE fund of 1 investment professionals not tracked last event Nov 30, 2023
••• Locked
Stated: EBITDA $5.0M to $20.0M
Lower middle market 2024 PE fund GAV $373M 25 PE funds of 27, latest vintage 2026 5 investment professionals last event Sep 17, 2026
••• Locked
Lower middle market 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2015 3 investment professionals last event Sep 1, 2026
••• Locked
Lower middle market 2024 PE fund GAV $92.9M 3 PE funds of 3, latest vintage 2024 1 investment professional last event Mar 27, 2026
Lower middle market 2024 PE fund GAV $65.7M 2 PE funds of 2, latest vintage 2022 investment professionals not tracked last event Jun 16, 2022
•• O•• C•••••• L•• Florham Park, NJ · o•••••••••.com · SEC registered investment adviser
Buyout firm ••• Locked
Stated: minority
Lower middle market 2024 PE fund GAV $186M 13 PE funds of 13, latest vintage 2024 1 investment professional last event Aug 25, 2026
••• Locked
Stated: EBITDA $3.0M to $25.0M · majority · Industrials, Manufacturing, Infrastructure
Industries: Industrial services (stated) · Manufacturing (stated) · Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $419M 11 PE funds of 13, latest vintage 2024 investment professionals not tracked last event Jul 30, 2019
••• Locked
Stated: Technology, Financial services, Infrastructure, Aerospace and defense
Industries: Software (11 companies) · Manufacturing (4 companies) · Tech-enabled and IT services (3 companies)
Lower middle market 2024 PE fund GAV $10.7M 1 PE fund of 1, latest vintage 2024 1 investment professional last event Feb 4, 2026
•• P•• S• Geneve · SEC exempt reporting adviser
Buyout firm · probable Lower middle market 2024 PE fund GAV $2.5M 1 PE fund of 1 investment professionals not tracked last event Dec 6, 2023
Lower middle market 2024 PE fund GAV $87.6M 1 PE fund of 1 3 investment professionals last event Jan 11, 2024
unsized 2024 PE fund GAV not reported 2 PE funds of 2 investment professionals not tracked last event Sep 1, 2026
unsized 2024 PE fund GAV not reported 4 PE funds of 4, latest vintage 2014 investment professionals not tracked last event Sep 1, 2026
••• Locked
unsized 2024 PE fund GAV not reported 2 PE funds of 2 1 investment professional last event Sep 1, 2026
••• Locked
Lower middle market 2024 PE fund GAV not reported 2 PE funds of 2, latest vintage 2015 6 investment professionals last event Sep 1, 2026
••• Locked
Upper middle market 2024 PE fund GAV $6.1B 21 PE funds of 21, latest vintage 2024 64 investment professionals last event Sep 23, 2025
unsized 2024 PE fund GAV not reported 5 PE funds of 5, latest vintage 2015 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: revenue $20.0M+ · equity check $5.0M to $25.0M · minority · Transportation and logistics
Industries: Transportation and logistics (stated)
Lower middle market 2024 PE fund GAV $93.4M 6 PE funds of 6, latest vintage 2019 2 investment professionals last event Jan 7, 2018
Lower middle market 2024 PE fund GAV $24.0M 2 PE funds of 2, latest vintage 2011 1 investment professional last event Mar 30, 2012
•• P••• New York, NY · p•••••••••.com · SEC registered investment adviser
Buyout firm ••• Locked
Stated: minority
Lower middle market 2024 PE fund GAV $891M 4 PE funds of 4, latest vintage 2025 9 investment professionals last event Jan 13, 2025
•• P••••••• Vienna, VA · p•••••••.com · SEC registered investment adviser
Buyout firm ••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market 2024 PE fund GAV $59.6M 9 PE funds of 19, latest vintage 2025 10 investment professionals last event Jan 30, 2012
•• P•• Grand Cayman · p••.com · SEC exempt reporting adviser
Buyout firm · probable ••• Locked
Stated: control or majority or minority · Energy, Infrastructure, Real estate, Healthcare and 10 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Upper middle market 2024 PE fund GAV $22B 32 PE funds of 35, latest vintage 2025 3 investment professionals last event Mar 31, 2026
•• P••• G•• L•• Houston, TX · p•••••.com · SEC exempt reporting adviser
Buyout firm Lower middle market 2024 PE fund GAV not reported 2 PE funds of 3, latest vintage 2025 1 investment professional last event Sep 1, 2026
•• P•• P••••••• Paris · p•••••••••.com · SEC exempt reporting adviser
Buyout firm · probable ••• Locked
Stated: control or majority · Business services, Industrials, Healthcare, Consumer and 7 more
Industries: Consumer services (2 companies) · Financial services (1 company) · Industrial services (1 company)
Upper middle market 2024 PE fund GAV $15B 37 PE funds of 37, latest vintage 2024 5 investment professionals last event Sep 13, 2026
Middle market 2024 PE fund GAV $4.2B 25 PE funds of 25, latest vintage 2023 1 investment professional last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $278M 3 PE funds of 4 investment professionals not tracked last event Jul 30, 2026
••• Locked
Stated: Safety and security, Technology, Life sciences, Energy and 1 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $1.3B 34 PE funds of 34, latest vintage 2024 24 investment professionals last event Mar 31, 2025
••• Locked
Stated: majority · Technology, Environmental services
Industries: Financial services (1 company) · Transportation and logistics (1 company) · Consumer products and retail (1 company)
Lower middle market 2024 PE fund GAV $260M 12 PE funds of 12, latest vintage 2022 7 platforms 13 investment professionals last event Jul 21, 2025
unsized 2024 PE fund GAV not reported 1 PE fund of 1 2 investment professionals last event Sep 1, 2026
••• Locked
Stated: revenue $5.0M to $25.0M · equity check $5.0M to $25.0M · majority or minority · Technology, Software
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market 2024 PE fund GAV $66.4M 2 PE funds of 2, latest vintage 2024 investment professionals not tracked last event Mar 30, 2026
••• Locked
Lower middle market 2024 PE fund GAV $32.5M 2 PE funds of 2, latest vintage 2022 1 investment professional last event Apr 29, 2022
Industries: Financial services (1 company)
unsized 2024 PE fund GAV not reported 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: EBITDA $5.0M+ · revenue $1.0M+ · EV $20.0M to $300M · majority or minority · Business services, Distribution, Healthcare, Transportation and logistics
Industries: Healthcare services (stated) · Life sciences (stated) · Business services (stated)
Lower middle market 2024 PE fund GAV $999M 21 PE funds of 23, latest vintage 2024 investment professionals not tracked last event Sep 16, 2026
unsized 2024 PE fund GAV not reported 1 PE fund of 3, latest vintage 2013 investment professionals not tracked last event Sep 1, 2026
•• P•••• C•••••• Location unknown · p•••••••••.com · SEC exempt reporting adviser
Buyout firm Lower middle market 2024 PE fund GAV $12.5M 3 PE funds of 3, latest vintage 2015 1 investment professional last event Mar 30, 2012
unsized 2024 PE fund GAV $1.7B 2 PE funds of 2 investment professionals not tracked last event Sep 1, 2026
Middle market 2024 PE fund GAV $1.1B 3 PE funds of 3, latest vintage 2022 investment professionals not tracked last event Feb 13, 2012
unsized 2024 PE fund GAV $64.2M 5 PE funds of 5 investment professionals not tracked last event Mar 9, 2018
Lower middle market 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Mar 30, 2026
Lower middle market 2024 PE fund GAV $40.5M 1 PE fund of 1 investment professionals not tracked last event May 3, 2023
Lower middle market 2024 PE fund GAV $133M 1 PE fund of 1, latest vintage 2021 investment professionals not tracked last event Mar 29, 2022
Lower middle market 2024 PE fund GAV $450M 1 PE fund of 1, latest vintage 2021 investment professionals not tracked last event Mar 29, 2022