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.
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.
Transactions / P•••••• B••••••• U••••••••
P•••• P••••••• Acquires P•••••• B••••••• U••••••••
Add-on acquisitionannouncedadd-onannounced Nov 9, 2023Fact
What happened
- Platform
- P•••• P•••••••add-on basis: November 9, 2023 – P•••• P•••••••, LLC (“P•••• P•••••••”), a portfolio company of M••• P•••• C•••••• L•• (“M••• P••••”), announced today that it has completed the acquisition of P•••••• B••••••• U••••••••, Inc. (“PBU” or the “Company”), a California-based provider of retirement plan design, administration and consulting services.
- Control
- Control
- Share acquired
- unknown
- Industry
- unknown
- Target location
- unknown
- Seller kind
- unknown
- Rollover
- unknown
Values, only where disclosed
- Enterprise value
- Not disclosed
- Purchase price
- Not disclosed
- Equity value
- Not disclosed
- Target revenue
- Not disclosed
- Target EBITDA
- Not disclosed
- Multiple
- Not disclosed
Parties and roles
5 named
Buy side
- “We are excited to have the management team of PBU continue in their roles and join the P•••• P••••••• family,” added B•••••• S••••, Vice President at M••• P••••.”
- “November 9, 2023 – P•••• P•••••••, LLC (“P•••• P•••••••”), a portfolio company of M••• P•••• C•••••• L•• (“M••• P••••”), announced today that it has completed the acquisition of P•••••• B••••••• U••••••••, Inc. (“PBU” or the “Company”), a California-based provider of retirement plan design, administ”
- “November 9, 2023 – P•••• P•••••••, LLC (“P•••• P•••••••”), a portfolio company of M••• P•••• C•••••• L•• (“M••• P••••”), announced today that it has completed the acquisition of P•••••• B••••••• U••••••••, Inc. (“PBU” or the “Company”), a California-based provider of retirement plan design, administ”
Side not stated
- “I am excited for the upcoming partnership with Dave and the PBU team as we execute on the numerous growth opportunities ahead,” said S•••• F•••, CEO of P•••• P•••••••.”
- “P•••• P••••••• Acquires P•••••• B••••••• U••••••••”
Evidence
“P•••• P••••••• Acquires P•••••• B••••••• U••••••••”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 16, 2026