[ { "id": "deal_world50_mscp_2020", "slug": "world-50-mscp-2020", "title": "Morgan Stanley Capital Partners invests in World 50", "target_company_id": "company_world50", "announced_on": "2020", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_mscp" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "An invitation-only executive network built around trusted peer exchange, membership relationships and knowledge access.", "research_insights": [ { "label": "Membership scale", "value": "World 50 served more than 1,700 senior executives at major global organizations through invitation-only private peer communities at the time of the investment.", "source_ids": [ "src_world50_mscp_2020" ] }, { "label": "Retention signal", "value": "MSCP highlighted World 50's high member retention and Net Promoter Score as evidence of the strength of the member experience.", "source_ids": [ "src_world50_mscp_2020" ] }, { "label": "Growth plan", "value": "The ownership plan centered on broader networks, richer member experiences, geographic expansion, technology and acquisitions.", "source_ids": [ "src_world50_mscp_2020" ] }, { "label": "Management alignment", "value": "Existing management retained leadership and rolled a substantial amount of transaction proceeds into the new ownership structure.", "source_ids": [ "src_world50_mscp_2020" ] } ], "provider_roles": [], "people_roles": [ { "person_id": "person_adam_shaw", "label": "official_transaction_spokesperson", "organization": "Morgan Stanley Capital Partners", "attribution": "Quoted on World 50's peer-to-peer platform, growth record and company culture.", "source_id": "src_world50_mscp_2020" }, { "person_id": "person_david_wilkie", "label": "official_transaction_spokesperson", "organization": "World 50", "attribution": "Quoted on broadening World 50's networks and enriching the member experience.", "source_id": "src_world50_mscp_2020" } ], "source_ids": [ "src_world50_mscp_2020", "src_world50_continuation_2024" ], "last_verified": "2026-10-10" }, { "id": "deal_world50_continuation_2024", "slug": "world-50-continuation-2024", "title": "World 50 moves into an MSCP continuation vehicle", "target_company_id": "company_world50", "announced_on": "2024-03-26", "completed_on": "2024-03-26", "status": "completed", "transaction_type": "continuation_fund_transaction", "buyer_firm_ids": [ "firm_mscp" ], "seller_firm_ids": [ "firm_mscp" ], "buyer_names": [ "Pantheon-led investor group", "Blue Owl Strategic Equity", "Lexington Partners", "Norwest", "Ares Management funds", "AltamarCAM Partners", "Churchill Asset Management" ], "seller_names": [], "enterprise_value": null, "investment_thesis": "Extended ownership of an executive-network platform to support further product, membership and acquisition-led growth.", "research_insights": [ { "label": "Continuation structure", "value": "MSCP sold World 50 into a single-asset GP-led continuation vehicle that remained under an MSCP affiliate, offering liquidity while extending sponsor ownership.", "source_ids": [ "src_world50_continuation_2024" ] }, { "label": "Investor group", "value": "Pantheon led the continuation fund, with Blue Owl Strategic Equity and Lexington as co-leads and commitments from Norwest, Ares Management funds, AltamarCAM and Churchill.", "source_ids": [ "src_world50_continuation_2024" ] }, { "label": "Network scale", "value": "World 50 said its member organizations represented more than $34 trillion of market capitalization and over 37 million employees across six continents.", "source_ids": [ "src_world50_continuation_2024" ] }, { "label": "Value-creation thesis", "value": "MSCP described product and service expansion, continuous improvement of the member experience, organic growth and acquisitions as the main levers for the next ownership period.", "source_ids": [ "src_world50_continuation_2024" ] } ], "provider_roles": [ { "provider_id": "provider_baird", "role": "lead transaction adviser", "side": "company_and_sponsor", "source_id": "src_world50_continuation_2024" }, { "provider_id": "provider_harris_williams", "role": "industry adviser", "side": "company_and_sponsor", "source_id": "src_world50_continuation_2024" }, { "provider_id": "provider_debevoise", "role": "legal adviser", "side": "company_and_sponsor", "source_id": "src_world50_continuation_2024" } ], "people_roles": [ { "person_id": "person_adam_shaw", "label": "official_transaction_spokesperson", "organization": "Morgan Stanley Capital Partners", "attribution": "Named and quoted in the official transaction announcement.", "source_id": "src_world50_continuation_2024" }, { "person_id": "person_david_wilkie", "label": "official_transaction_spokesperson", "organization": "World 50", "attribution": "Named and quoted in the official transaction announcement.", "source_id": "src_world50_continuation_2024" }, { "person_id": "person_ken_davis", "label": "official_transaction_spokesperson", "organization": "World 50", "attribution": "Named and quoted in the official transaction announcement.", "source_id": "src_world50_continuation_2024" } ], "source_ids": [ "src_world50_continuation_2024" ], "last_verified": "2026-10-10" }, { "id": "deal_hyve_2023", "slug": "hyve-providence-searchlight-2023", "title": "Providence and Searchlight acquire Hyve Group", "target_company_id": "company_hyve", "announced_on": "2023-03-15", "completed_on": "2023-06-08", "status": "completed", "transaction_type": "public_to_private", "buyer_firm_ids": [ "firm_providence", "firm_searchlight" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Public shareholders of Hyve Group plc" ], "enterprise_value": { "amount": 524000000, "currency": "GBP", "display": "approximately £524 million" }, "investment_thesis": "A portfolio of market-leading event brands that convene industry ecosystems and combine live experiences with digital capabilities.", "provider_roles": [ { "provider_id": "provider_pwp", "role": "financial adviser", "side": "buyer", "source_id": "src_hyve_fca_2023" }, { "provider_id": "provider_deutsche_bank", "role": "financial adviser", "side": "buyer", "source_id": "src_hyve_fca_2023" }, { "provider_id": "provider_goldman_sachs", "role": "financial adviser", "side": "seller", "source_id": "src_hyve_fca_2023" }, { "provider_id": "provider_numis", "role": "financial adviser", "side": "seller", "source_id": "src_hyve_fca_2023" }, { "provider_id": "provider_plural", "role": "commercial due diligence", "side": "buyer", "source_id": "src_hyve_plural_2023" }, { "provider_id": "provider_willkie", "role": "legal adviser to Searchlight", "side": "buyer", "source_id": "src_hyve_willkie_2023" }, { "provider_id": "provider_hayfin", "role": "debt financing", "side": "buyer", "source_id": "src_hyve_fca_2023" } ], "people_roles": [ { "person_id": "person_nick_harper", "label": "named_adviser", "organization": "Goldman Sachs", "attribution": "Named in the public transaction document.", "source_id": "src_hyve_fca_2023" }, { "person_id": "person_jonny_baynes", "label": "named_deal_team", "organization": "Plural Strategy", "attribution": "Named by Plural Strategy on its commercial-diligence engagement.", "source_id": "src_hyve_plural_2023" }, { "person_id": "person_sam_feary", "label": "named_deal_team", "organization": "Plural Strategy", "attribution": "Named by Plural Strategy on its commercial-diligence engagement.", "source_id": "src_hyve_plural_2023" }, { "person_id": "person_gavin_gordon", "label": "named_adviser", "organization": "Willkie Farr & Gallagher", "attribution": "Named in Willkie's transaction announcement.", "source_id": "src_hyve_willkie_2023" }, { "person_id": "person_andrew_gray", "label": "named_adviser", "organization": "Willkie Farr & Gallagher", "attribution": "Named in Willkie's transaction announcement.", "source_id": "src_hyve_willkie_2023" }, { "person_id": "person_ashley_young", "label": "named_adviser", "organization": "Willkie Farr & Gallagher", "attribution": "Named in Willkie's transaction announcement.", "source_id": "src_hyve_willkie_2023" } ], "source_ids": [ "src_hyve_take_private_2023", "src_hyve_fca_2023", "src_hyve_plural_2023", "src_hyve_willkie_2023" ], "last_verified": "2026-10-10" }, { "id": "deal_hyve_hf_2026", "slug": "hyve-hellman-friedman-2026", "title": "Hellman & Friedman agrees to acquire Hyve Group", "target_company_id": "company_hyve", "announced_on": "2026-06-02", "completed_on": null, "status": "announced", "transaction_type": "sponsor_to_sponsor", "buyer_firm_ids": [ "firm_hf" ], "seller_firm_ids": [ "firm_providence", "firm_searchlight" ], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Continued investment in a global events platform that builds high-value communities and enables face-to-face business connections.", "provider_roles": [ { "provider_id": "provider_fti", "role": "vendor financial due diligence", "side": "seller", "source_id": "src_hyve_fti_2026" }, { "provider_id": "provider_hayfin", "role": "debt financing", "side": "buyer", "source_id": "src_hyve_hayfin_2026" } ], "people_roles": [ { "person_id": "person_rustom_kharegat", "label": "named_deal_team", "organization": "FTI Consulting", "attribution": "Named in FTI Consulting's announcement of its vendor due-diligence role.", "source_id": "src_hyve_fti_2026" }, { "person_id": "person_aseem_adya", "label": "named_deal_team", "organization": "FTI Consulting", "attribution": "Named in FTI Consulting's announcement of its vendor due-diligence role.", "source_id": "src_hyve_fti_2026" }, { "person_id": "person_andre_kong", "label": "named_deal_team", "organization": "FTI Consulting", "attribution": "Named in FTI Consulting's announcement of its vendor due-diligence role.", "source_id": "src_hyve_fti_2026" } ], "source_ids": [ "src_hyve_hf_2026", "src_hyve_fti_2026", "src_hyve_hayfin_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_closerstill_2018", "slug": "closerstill-providence-2018", "title": "Providence acquires a majority stake in CloserStill Media", "target_company_id": "company_closerstill", "announced_on": "2018-12-20", "completed_on": null, "status": "completed", "transaction_type": "majority_investment", "buyer_firm_ids": [ "firm_providence" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Inflexion", "NVM Private Equity", "management shareholders" ], "enterprise_value": null, "investment_thesis": "A high-growth portfolio of sector-specialist business events supported by geographic and product expansion.", "provider_roles": [ { "provider_id": "provider_weil", "role": "legal adviser", "side": "buyer", "source_id": "src_closerstill_providence_2018" }, { "provider_id": "provider_liontree", "role": "financial adviser", "side": "buyer", "source_id": "src_closerstill_providence_2018" }, { "provider_id": "provider_addleshaw", "role": "legal adviser", "side": "seller", "source_id": "src_closerstill_providence_2018" }, { "provider_id": "provider_dc_advisory", "role": "financial adviser", "side": "seller", "source_id": "src_closerstill_providence_2018" } ], "people_roles": [ { "person_id": "person_andrew_tisdale", "label": "official_transaction_spokesperson", "organization": "Providence Equity Partners", "attribution": "Named and quoted in Providence's transaction announcement.", "source_id": "src_closerstill_providence_2018" } ], "source_ids": [ "src_closerstill_providence_2018" ], "last_verified": "2026-10-10" }, { "id": "deal_closerstill_2026", "slug": "closerstill-searchlight-2026", "title": "Searchlight agrees to invest in CloserStill alongside Providence", "target_company_id": "company_closerstill", "announced_on": "2026-05-01", "completed_on": null, "status": "announced", "transaction_type": "sponsor_investment", "buyer_firm_ids": [ "firm_searchlight", "firm_providence" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Backing a scaled events platform whose sector communities support relationships, content, data and repeat participation.", "provider_roles": [ { "provider_id": "provider_hayfin", "role": "debt financing", "side": "buyer", "source_id": "src_closerstill_hayfin_2026" } ], "people_roles": [ { "person_id": "person_james_redmayne", "label": "official_transaction_spokesperson", "organization": "Searchlight Capital Partners", "attribution": "Named and quoted in CloserStill's official announcement.", "source_id": "src_closerstill_searchlight_2026" } ], "source_ids": [ "src_closerstill_searchlight_2026", "src_closerstill_hayfin_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_clarion_2017", "slug": "clarion-blackstone-2017", "title": "Blackstone acquires Clarion Events from Providence", "target_company_id": "company_clarion", "announced_on": "2017-07-24", "completed_on": null, "status": "completed", "transaction_type": "sponsor_to_sponsor", "buyer_firm_ids": [ "firm_blackstone" ], "seller_firm_ids": [ "firm_providence" ], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A scaled, sector-specialist exhibition platform with international expansion potential.", "provider_roles": [], "people_roles": [ { "person_id": "person_lionel_assant", "label": "official_transaction_spokesperson", "organization": "Blackstone", "attribution": "Named and quoted in Blackstone's official acquisition announcement.", "source_id": "src_clarion_blackstone_2017" }, { "person_id": "person_andrew_tisdale", "label": "official_transaction_spokesperson", "organization": "Providence Equity Partners", "attribution": "Named and quoted in Blackstone's official acquisition announcement.", "source_id": "src_clarion_blackstone_2017" } ], "source_ids": [ "src_clarion_blackstone_2017" ], "last_verified": "2026-10-10" }, { "id": "deal_tarsus_2019", "slug": "tarsus-charterhouse-2019", "title": "Charterhouse takes Tarsus private", "target_company_id": "company_tarsus", "announced_on": "2019-05-24", "completed_on": null, "status": "completed", "transaction_type": "public_to_private", "buyer_firm_ids": [ "firm_charterhouse" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Public shareholders of Tarsus Group plc" ], "enterprise_value": { "amount": 561000000, "currency": "GBP", "display": "approximately £561 million" }, "investment_thesis": "Private ownership of an international portfolio of B2B exhibitions and professional communities.", "provider_roles": [ { "provider_id": "provider_moelis", "role": "lead financial adviser", "side": "buyer", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_goldman_sachs", "role": "financial adviser and financing provider", "side": "buyer", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_deutsche_bank", "role": "financial adviser", "side": "seller", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_peel_hunt", "role": "financial adviser", "side": "seller", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_aando", "role": "legal adviser", "side": "buyer", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_carey_olsen", "role": "legal adviser", "side": "buyer", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_macfarlanes", "role": "legal adviser", "side": "seller", "source_id": "src_tarsus_2019" }, { "provider_id": "provider_ogier", "role": "legal adviser", "side": "seller", "source_id": "src_tarsus_2019" } ], "people_roles": [ { "person_id": "person_robert_leeming", "label": "official_transaction_spokesperson", "organization": "Charterhouse Capital Partners", "attribution": "Named and quoted in the public transaction announcement.", "source_id": "src_tarsus_2019" }, { "person_id": "person_robert_sorrell", "label": "named_adviser", "organization": "Moelis & Company", "attribution": "Named in the public transaction announcement.", "source_id": "src_tarsus_2019" }, { "person_id": "person_geoffrey_austin", "label": "named_adviser", "organization": "Moelis & Company", "attribution": "Named in the public transaction announcement.", "source_id": "src_tarsus_2019" }, { "person_id": "person_elliot_richmond", "label": "named_adviser", "organization": "Moelis & Company", "attribution": "Named in the public transaction announcement.", "source_id": "src_tarsus_2019" }, { "person_id": "person_rich_newman", "label": "named_adviser", "organization": "Moelis & Company", "attribution": "Named in the public transaction announcement.", "source_id": "src_tarsus_2019" }, { "person_id": "person_nick_harper", "label": "named_adviser", "organization": "Goldman Sachs", "attribution": "Named in the public transaction announcement.", "source_id": "src_tarsus_2019" } ], "source_ids": [ "src_tarsus_2019" ], "last_verified": "2026-10-10" }, { "id": "deal_tarsus_2023", "slug": "tarsus-informa-2023", "title": "Charterhouse agrees sale of Tarsus to Informa", "target_company_id": "company_tarsus", "announced_on": "2023-03-09", "completed_on": "2023-04-17", "status": "completed", "transaction_type": "sponsor_exit_to_strategic", "buyer_firm_ids": [ "firm_informa" ], "seller_firm_ids": [ "firm_charterhouse" ], "buyer_names": [], "seller_names": [], "enterprise_value": { "amount": 940000000, "currency": "USD", "display": "$940 million" }, "investment_thesis": "Strategic combination of complementary international B2B events portfolios, specialist audiences and first-party data.", "provider_roles": [], "people_roles": [ { "person_id": "person_robert_leeming", "label": "official_transaction_spokesperson", "organization": "Charterhouse Capital Partners", "attribution": "Named and quoted in Informa's official transaction announcement as the Charterhouse partner responsible for the investment.", "source_id": "src_informa_tarsus_announcement_2023" } ], "research_insights": [ { "label": "Audience scale", "value": "The top ten Tarsus brands reached approximately 515,000 attendees and more than 8,350 exhibitors.", "source_ids": [ "src_informa_tarsus_announcement_2023" ] }, { "label": "Transaction economics", "value": "The $940 million initial enterprise value represented approximately 9.9 times post-synergy EBITDA for 2023 and 2024, falling below 9 times for 2024 and 2025.", "source_ids": [ "src_informa_tarsus_announcement_2023" ] }, { "label": "Value creation plan", "value": "Informa identified more than $20 million of annual operating synergies plus cross-marketing, digital expansion, new launches and integration of Tarsus audience data into IIRIS.", "source_ids": [ "src_informa_tarsus_announcement_2023" ] }, { "label": "Funding and closing", "value": "Consideration combined cash with $210 million of Informa shares. Informa's results record completion on 17 April 2023 and repayment of £443.9 million of acquired debt.", "source_ids": [ "src_informa_tarsus_announcement_2023", "src_informa_annual_report_2023_tarsus" ] } ], "source_ids": [ "src_tarsus_exit_2023", "src_informa_tarsus_announcement_2023", "src_informa_annual_report_2023_tarsus" ], "last_verified": "2026-10-10" }, { "id": "deal_pei_2018", "slug": "pei-media-bridgepoint-2018", "title": "Bridgepoint acquires a majority stake in PEI Media", "target_company_id": "company_pei", "announced_on": "2018-06-15", "completed_on": null, "status": "completed", "transaction_type": "majority_investment", "buyer_firm_ids": [ "firm_bridgepoint" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Existing shareholders and management" ], "enterprise_value": null, "investment_thesis": "A specialist private-markets information company combining publishing, data, events and professional networks.", "provider_roles": [ { "provider_id": "provider_travers_smith", "role": "legal adviser", "side": "buyer", "source_id": "src_pei_bridgepoint_2018" }, { "provider_id": "provider_raymond_james", "role": "corporate finance adviser", "side": "buyer", "source_id": "src_pei_bridgepoint_2018" }, { "provider_id": "provider_deloitte", "role": "financial and tax due diligence", "side": "buyer", "source_id": "src_pei_bridgepoint_2018" }, { "provider_id": "provider_amr", "role": "commercial due diligence", "side": "buyer", "source_id": "src_pei_bridgepoint_2018" } ], "people_roles": [], "source_ids": [ "src_pei_bridgepoint_2018" ], "last_verified": "2026-10-10" }, { "id": "deal_pei_2023", "slug": "pei-group-bridgepoint-follow-on-2023", "title": "Bridgepoint provides further funding to PEI Group", "target_company_id": "company_pei", "announced_on": "2023-12-19", "completed_on": null, "status": "completed", "transaction_type": "follow_on_investment", "buyer_firm_ids": [ "firm_bridgepoint" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A fund-to-fund reinvestment supporting the next stage of organic and acquisition-led growth in private-markets data, insights and events.", "provider_roles": [], "people_roles": [], "research_insights": [ { "label": "Fund transition", "value": "Bridgepoint moved the investment from its small mid-cap BDC strategy to the larger Bridgepoint Europe VII buyout fund, alongside reinvestment by existing investors and management.", "source_ids": [ "src_pei_followon_2023", "src_pei_bridgepoint_reinvestment_2023_web" ] }, { "label": "Operating growth", "value": "PEI reported that revenue tripled and EBITDA quadrupled during the first five years of Bridgepoint ownership.", "source_ids": [ "src_pei_followon_2023", "src_pei_bridgepoint_reinvestment_2023_web" ] }, { "label": "Use of capital", "value": "The new investment was designated for both organic development and acquisitions.", "source_ids": [ "src_pei_followon_2023", "src_pei_bridgepoint_reinvestment_2023_web" ] } ], "source_ids": [ "src_pei_followon_2023", "src_pei_bridgepoint_reinvestment_2023_web" ], "last_verified": "2026-10-10" }, { "id": "deal_emerald_2013", "slug": "nielsen-expositions-onex-2013", "title": "Onex acquires Nielsen Expositions, later rebranded Emerald", "target_company_id": "company_emerald", "announced_on": "2013-05-04", "completed_on": "2013-06-17", "status": "completed", "transaction_type": "corporate_carve_out", "buyer_firm_ids": [ "firm_onex" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Nielsen Holdings" ], "enterprise_value": { "amount": 948700000, "currency": "USD", "display": "$948.7 million purchase price" }, "investment_thesis": "A corporate carve-out created a standalone U.S. B2B events platform with room for organic expansion and add-on acquisitions.", "provider_roles": [], "people_roles": [], "research_insights": [ { "label": "Carve-out structure", "value": "An Onex affiliate acquired all shares of Nielsen Business Media Holding Company from Nielsen and renamed the standalone platform Emerald Expositions.", "source_ids": [ "src_emerald_sec_2017" ] }, { "label": "Transaction economics", "value": "The documented purchase price was $948.7 million. Nielsen separately described total cash consideration of $950 million subject to closing adjustments.", "source_ids": [ "src_emerald_sec_2017" ] }, { "label": "Buy-and-build record", "value": "By the 2017 registration statement, Emerald reported 13 strategic acquisitions after the carve-out, including the $335 million acquisition of GLM.", "source_ids": [ "src_emerald_sec_2017" ] }, { "label": "Ownership period", "value": "Onex records its investment period as June 2013 through May 2026 under the Onex Partners platform.", "source_ids": [ "src_onex_emerald_portfolio_2026" ] } ], "source_ids": [ "src_emerald_sec_2017", "src_onex_emerald_portfolio_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_emerald_apollo_2026", "slug": "emerald-apollo-2026", "title": "Apollo Funds agree to acquire Emerald", "target_company_id": "company_emerald", "announced_on": "2026-05-11", "completed_on": null, "status": "announced", "transaction_type": "public_to_private", "buyer_firm_ids": [ "firm_apollo" ], "seller_firm_ids": [ "firm_onex" ], "buyer_names": [], "seller_names": [ "Emerald public shareholders" ], "enterprise_value": { "amount": 1500000000, "currency": "USD", "display": "approximately $1.5 billion" }, "investment_thesis": "Apollo plans to combine Emerald with Questex into a North American B2B events platform spanning more than 160 events and complementary professional communities.", "provider_roles": [ { "provider_id": "provider_goldman_sachs", "role": "financial adviser", "side": "seller", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_fried_frank", "role": "legal counsel", "side": "seller", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_rbc_capital_markets", "role": "lead financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_ran_advisory", "role": "lead financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_pjt", "role": "financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_sidley", "role": "legal counsel", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" } ], "people_roles": [ { "person_id": "person_shahid_bosan", "label": "official_transaction_spokesperson", "organization": "Apollo", "attribution": "Named and quoted in Apollo's official transaction announcement.", "source_id": "src_apollo_emerald_questex_2026" }, { "person_id": "person_kosty_gillis", "label": "official_transaction_spokesperson", "organization": "Onex", "attribution": "Named and quoted as Emerald's chairman and an Onex representative in Apollo's official transaction announcement.", "source_id": "src_apollo_emerald_questex_2026" }, { "person_id": "person_herve_sedky", "label": "official_transaction_spokesperson", "organization": "Emerald", "attribution": "Named and quoted as Emerald's president and chief executive officer in Apollo's official transaction announcement.", "source_id": "src_apollo_emerald_questex_2026" } ], "source_ids": [ "src_apollo_emerald_questex_2026", "src_apollo_emerald_questex_leadership_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_questex_apollo_2026", "slug": "questex-apollo-2026", "title": "Apollo Funds agree to acquire Questex", "target_company_id": "company_questex", "announced_on": "2026-05-11", "completed_on": null, "status": "announced", "transaction_type": "sponsor_acquisition", "buyer_firm_ids": [ "firm_apollo" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Apollo plans to combine Questex with Emerald into a scaled North American B2B events platform with complementary live-event, media and professional-community assets.", "provider_roles": [ { "provider_id": "provider_gibson_dunn", "role": "legal counsel", "side": "seller", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_rbc_capital_markets", "role": "lead financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_ran_advisory", "role": "lead financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_pjt", "role": "financial adviser", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" }, { "provider_id": "provider_sidley", "role": "legal counsel", "side": "buyer", "source_id": "src_apollo_emerald_questex_2026" } ], "people_roles": [ { "person_id": "person_shahid_bosan", "label": "official_transaction_spokesperson", "organization": "Apollo", "attribution": "Named and quoted in Apollo's official transaction announcement.", "source_id": "src_apollo_emerald_questex_2026" }, { "person_id": "person_paul_miller", "label": "official_transaction_spokesperson", "organization": "Questex", "attribution": "Named and quoted as Questex chief executive officer in Apollo's official transaction announcement.", "source_id": "src_apollo_emerald_questex_2026" } ], "source_ids": [ "src_apollo_emerald_questex_2026", "src_apollo_emerald_questex_leadership_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_vistage_gridiron_2022", "slug": "vistage-gridiron-2022", "title": "Gridiron Capital agrees to acquire Vistage from Providence", "target_company_id": "company_vistage", "announced_on": "2022-06-08", "date_basis": "announcement_date", "completed_on": null, "status": "announced", "transaction_type": "sponsor_to_sponsor_buyout", "buyer_firm_ids": [ "firm_gridiron" ], "seller_firm_ids": [ "firm_providence" ], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A scaled subscription membership platform combines confidential CEO peer groups, executive coaching and recurring relationships across 26 countries.", "provider_roles": [ { "provider_id": "provider_macquarie_capital", "role": "financial adviser to Providence Equity Partners and Vistage", "side": "seller", "source_id": "src_vistage_gridiron_2022" }, { "provider_id": "provider_ropes_gray", "role": "legal counsel to Providence Equity Partners and Vistage", "side": "seller", "source_id": "src_vistage_gridiron_2022" }, { "provider_id": "provider_stradling", "role": "legal counsel to Providence Equity Partners and Vistage", "side": "seller", "source_id": "src_vistage_gridiron_2022" }, { "provider_id": "provider_truist_securities", "role": "financial adviser to Gridiron Capital", "side": "buyer", "source_id": "src_vistage_gridiron_2022" }, { "provider_id": "provider_finn_dixon_herling", "role": "legal counsel to Gridiron Capital", "side": "buyer", "source_id": "src_vistage_gridiron_2022" } ], "people_roles": [ { "person_id": "person_tom_burger", "label": "official_transaction_spokesperson", "organization": "Gridiron Capital", "attribution": "Quoted on Gridiron's appreciation of the value Vistage provides to CEOs and executives.", "source_id": "src_vistage_gridiron_2022" }, { "person_id": "person_will_hausberg", "label": "official_transaction_spokesperson", "organization": "Gridiron Capital", "attribution": "Quoted on Gridiron's professional training and human-capital experience supporting the investment thesis.", "source_id": "src_vistage_gridiron_2022" }, { "person_id": "person_david_phillips_providence", "label": "official_transaction_spokesperson", "organization": "Providence Equity Partners", "attribution": "Quoted on membership growth and enhancement of Vistage programs during Providence ownership.", "source_id": "src_vistage_gridiron_2022" }, { "person_id": "person_sam_reese", "label": "official_transaction_spokesperson", "organization": "Vistage Worldwide", "attribution": "Identified as the Vistage chief executive leading the company into its next ownership chapter.", "source_id": "src_vistage_gridiron_2022" } ], "research_insights": [ { "label": "Business model", "value": "Subscription membership combines confidential peer groups with one-to-one coaching, creating recurring executive relationships rather than relying on stand-alone events.", "source_ids": [ "src_vistage_gridiron_2022", "src_gridiron_vistage_2022" ] }, { "label": "Scale", "value": "The announcement reported more than 27,000 members across 26 countries at the time of the transaction.", "source_ids": [ "src_gridiron_vistage_2022" ] }, { "label": "Ownership signal", "value": "Management invested alongside Gridiron, aligning the operating team with the next phase of the platform's growth.", "source_ids": [ "src_vistage_gridiron_2022" ] }, { "label": "Sponsor thesis", "value": "Gridiron linked the opportunity to its experience in professional training and human-capital management businesses.", "source_ids": [ "src_vistage_gridiron_2022" ] } ], "evidence_tier": "transaction_announcement", "source_ids": [ "src_vistage_gridiron_2022", "src_gridiron_vistage_2022" ], "last_verified": "2026-10-10" }, { "id": "deal_evanta_ceb_2016", "slug": "evanta-ceb-2016", "title": "CEB acquires Evanta from Leeds Equity Partners", "target_company_id": "company_evanta", "announced_on": "2016-04-04", "date_basis": "announcement_date", "completed_on": "2016-04-29", "status": "completed", "transaction_type": "strategic_acquisition", "buyer_firm_ids": [ "firm_ceb" ], "seller_firm_ids": [ "firm_leeds_equity" ], "buyer_names": [], "seller_names": [], "enterprise_value": { "amount": 275000000, "currency": "USD", "display": "$275 million announced cash consideration" }, "investment_thesis": "CEB added a C-suite peer-engagement and leadership-events platform that expanded its professional-development reach and created sponsorship and content-licensing opportunities.", "provider_roles": [ { "provider_id": "provider_centerview", "role": "financial adviser to CEB in connection with the Evanta acquisition", "side": "buyer", "source_id": "src_gartner_ceb_proxy_2017" } ], "people_roles": [], "research_insights": [ { "label": "Revenue model", "value": "Evanta primarily generated revenue from event sponsorship fees, with seasonality concentrated in the second and fourth quarters.", "source_ids": [ "src_ceb_evanta_10k_2016" ] }, { "label": "Strategic fit", "value": "CEB said the acquisition would expand its events and professional-development businesses and increase its addressable market through sponsorship and content licensing.", "source_ids": [ "src_ceb_evanta_announcement_2016" ] }, { "label": "Financing", "value": "CEB increased its term loan facility by $150 million and its revolving facility by $100 million to help fund the acquisition.", "source_ids": [ "src_ceb_evanta_10k_2016" ] }, { "label": "Purchase accounting", "value": "CEB reported $269.2 million of consideration net of acquired cash and recorded $237.2 million of goodwill.", "source_ids": [ "src_ceb_evanta_10k_2016" ] } ], "evidence_tier": "transaction_announcement", "source_ids": [ "src_ceb_evanta_announcement_2016", "src_ceb_evanta_10k_2016", "src_gartner_ceb_proxy_2017" ], "last_verified": "2026-10-10" }, { "id": "deal_ceb_gartner_2017", "slug": "ceb-gartner-2017", "title": "Gartner acquires CEB", "target_company_id": "company_ceb", "announced_on": "2017-01-05", "date_basis": "announcement_date", "completed_on": "2017-04-05", "status": "completed", "transaction_type": "strategic_acquisition", "buyer_firm_ids": [ "firm_gartner" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [ "Public shareholders" ], "enterprise_value": { "amount": 2600000000, "currency": "USD", "display": "approximately $2.6 billion" }, "investment_thesis": "The combination brought together subscription research, best-practice advisory, enterprise executive communities and an events portfolio that included Evanta.", "provider_roles": [ { "provider_id": "provider_centerview", "role": "financial adviser and fairness-opinion provider to CEB", "side": "seller", "source_id": "src_gartner_ceb_proxy_2017" }, { "provider_id": "provider_goldman_sachs", "role": "financial adviser to Gartner", "side": "buyer", "source_id": "src_gartner_ceb_proxy_2017" }, { "provider_id": "provider_evercore", "role": "financial adviser to Gartner", "side": "buyer", "source_id": "src_gartner_ceb_proxy_2017" } ], "people_roles": [], "research_insights": [ { "label": "Transaction structure", "value": "Gartner agreed to pay CEB shareholders cash plus Gartner shares in a transaction valued at approximately $2.6 billion.", "source_ids": [ "src_gartner_ceb_announcement_2017" ] }, { "label": "Community adjacency", "value": "CEB combined membership-based research and decision support with executive briefings, destination events and the Evanta C-suite community business.", "source_ids": [ "src_gartner_ceb_proxy_2017" ] }, { "label": "Scale strategy", "value": "Gartner positioned the combination as a way to serve major enterprise functions with a broader research and advisory platform.", "source_ids": [ "src_gartner_ceb_announcement_2017" ] }, { "label": "Process evidence", "value": "The joint proxy documents the negotiation process and identifies Centerview for CEB and Goldman Sachs and Evercore for Gartner.", "source_ids": [ "src_gartner_ceb_proxy_2017" ] } ], "evidence_tier": "transaction_announcement", "source_ids": [ "src_gartner_ceb_announcement_2017", "src_gartner_ceb_completion_2017", "src_gartner_ceb_proxy_2017" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_1_800_contacts_inc_2020", "slug": "kkr-1-800-contacts-inc-2020", "title": "KKR investment in 1-800 Contacts, Inc.", "target_company_id": "company_kkr_1_800_contacts_inc", "announced_on": "2020", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Leading online destination for contact lenses.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_accuris_2023", "slug": "kkr-accuris-2023", "title": "KKR investment in Accuris", "target_company_id": "company_kkr_accuris", "announced_on": "2023", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Aggregator of standards content and provider of related search and workflow tools", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_agiloft_2024", "slug": "kkr-agiloft-2024", "title": "KKR investment in Agiloft", "target_company_id": "company_kkr_agiloft", "announced_on": "2024", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Contract lifecycle management software platform to help organizations manage pre-signature through post-signature contract workflows.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_aiwyn_inc_2024", "slug": "kkr-aiwyn-inc-2024", "title": "KKR investment in Aiwyn Inc", "target_company_id": "company_kkr_aiwyn_inc", "announced_on": "2024", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Aiwyn (est. 2020) offers a practice automation platform (“PracticeOS”), designed to streamline the full revenue lifecycle for accounting firms.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_alchemer_2022", "slug": "kkr-alchemer-2022", "title": "KKR investment in Alchemer", "target_company_id": "company_kkr_alchemer", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A leading software provider in the experience management software market", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_allyntra_2023", "slug": "kkr-allyntra-2023", "title": "KKR investment in Allyntra", "target_company_id": "company_kkr_allyntra", "announced_on": "2023", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Allyntra is a leading contract development and manufacturing organization of highly engineered precision components and assemblies, primarily for the medical device industry as well as the aerospace and industrial markets.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_anchorage_digital_2021", "slug": "kkr-anchorage-digital-2021", "title": "KKR investment in Anchorage Digital", "target_company_id": "company_kkr_anchorage_digital", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Digital asset custodian and infrastructure provider for institutional investors", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_apex_analytix_2022", "slug": "kkr-apex-analytix-2022", "title": "KKR investment in Apex Analytix", "target_company_id": "company_kkr_apex_analytix", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A leading player in the supply chain software, data and analytics market", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_argenta_2021", "slug": "kkr-argenta-2021", "title": "KKR investment in Argenta", "target_company_id": "company_kkr_argenta", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A leading global animal health-focused pharmaceutical services platform.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_ballast_2022", "slug": "kkr-ballast-2022", "title": "KKR investment in Ballast", "target_company_id": "company_kkr_ballast", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Biopharma company focused on developing novel oncology drugs", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_barracuda_networks_2022", "slug": "kkr-barracuda-networks-2022", "title": "KKR investment in Barracuda Networks", "target_company_id": "company_kkr_barracuda_networks", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Provider of cybersecurity and data protection software", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_beacon_pointe_advisors_holdings_llc_2021", "slug": "kkr-beacon-pointe-advisors-holdings-llc-2021", "title": "KKR investment in Beacon Pointe Advisors Holdings, LLC", "target_company_id": "company_kkr_beacon_pointe_advisors_holdings_llc", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Leading registered investment advisor", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_blue_sprig_2017", "slug": "kkr-blue-sprig-2017", "title": "KKR investment in Blue Sprig", "target_company_id": "company_kkr_blue_sprig", "announced_on": "2017", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A health care services platform created by KKR that provides clinical services to children diagnosed with autism spectrum disorder", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_bmc_2018", "slug": "kkr-bmc-2018", "title": "KKR investment in BMC", "target_company_id": "company_kkr_bmc", "announced_on": "2018", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "BMC provides software that organizes IT solutions, which includes cloud computing, cyber security and data analytics.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_bridgebio_pharma_2018", "slug": "kkr-bridgebio-pharma-2018", "title": "KKR investment in BridgeBio Pharma", "target_company_id": "company_kkr_bridgebio_pharma", "announced_on": "2018", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A branded pharmaceuticals company led by experienced drug discoverers, developers, and innovators working to create medicines that target well-characterized genetic diseases", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_brightline_inc_2022", "slug": "kkr-brightline-inc-2022", "title": "KKR investment in Brightline, Inc.", "target_company_id": "company_kkr_brightline_inc", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A leading national provider of virtual pediatric mental health services", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_brightspring_health_services_2017", "slug": "kkr-brightspring-health-services-2017", "title": "KKR investment in BrightSpring Health Services", "target_company_id": "company_kkr_brightspring_health_services", "announced_on": "2017", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "National provider of diversified home- and community-based health services to complex patient populations, including the elderly and individuals with intellectual and developmental disabilities, autism, neurological injuries, and other behavioral conditions", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", 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"date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Hometown Soccer Holdings is a partnership between KKR and Major League Soccer formed to centralize and scale the commercial operations of MLS NEXT Pro, launching clubs in targeted markets, developing purpose-built stadiums, and strengthening the league's fan experience and commercial capabilities.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_impel_pharmaceuticals_2018", "slug": "kkr-impel-pharmaceuticals-2018", "title": "KKR investment in Impel Pharmaceuticals", "target_company_id": "company_kkr_impel_pharmaceuticals", "announced_on": "2018", "date_basis": "investment_year", 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which are processes that leverage clinical data (unlike purely back-office workflows such as payroll or billing) and involve a care support team (such as a care coordinator or case manager).", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_rainfocus_2021", "slug": "kkr-rainfocus-2021", "title": "KKR investment in RainFocus", "target_company_id": "company_kkr_rainfocus", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Event management platform used as an end-to-end solution to manage the entire process of setting up, running and analyzing events for marketing and event teams", "provider_roles": [], 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}, { "id": "deal_kkr_rvshare_2020", "slug": "kkr-rvshare-2020", "title": "KKR investment in RVShare", "target_company_id": "company_kkr_rvshare", "announced_on": "2020", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Online peer-to-peer marketplace for RV and motorhome rentals in the US", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_sapphiros_2021", "slug": "kkr-sapphiros-2021", "title": "KKR investment in Sapphiros", "target_company_id": "company_kkr_sapphiros", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ 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"investment_thesis": "Saviynt serves mid-market and large enterprises as a cloud-native Identity Governance & Administration (IGA) software that centralizes lifecycle management, access requests, compliance, and audits across hybrid IT environments, including human and nonhuman identities.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_semperis_2022", "slug": "kkr-semperis-2022", "title": "KKR investment in Semperis", "target_company_id": "company_kkr_semperis", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Enterprise identity cyberscurity platform", "provider_roles": [], "people_roles": [], 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"kkr-skinspirit-2022", "title": "KKR investment in SkinSpirit", "target_company_id": "company_kkr_skinspirit", "announced_on": "2022", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A leading premium-branded, non-invasive aesthetic dermatology platform in the U.S.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_sleepme_inc_2016", "slug": "kkr-sleepme-inc-2016", "title": "KKR investment in Sleepme Inc.", "target_company_id": "company_kkr_sleepme_inc", "announced_on": "2016", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Direct to consumer wellness company optimizing sleep through innovative hardware and software technologies", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_supplyhouse_2025", "slug": "kkr-supplyhouse-2025", "title": "KKR investment in SupplyHouse", "target_company_id": "company_kkr_supplyhouse", "announced_on": "2025", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "SupplyHouse is a leading pure-play e-commerce distributor of HVAC, plumbing and electrical components, serving over 5 million customers throughout the U.S., primarily selling B2B to residential and commercial contractors engaged in break-fix repair work.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_teaching_strategies_inc_2021", "slug": "kkr-teaching-strategies-inc-2021", "title": "KKR investment in Teaching Strategies Inc", "target_company_id": "company_kkr_teaching_strategies_inc", "announced_on": "2021", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Provider of curriculum, assessment and family engagement tools to the Early Childhood Education market", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_trilogy_medwaste_2017", "slug": "kkr-trilogy-medwaste-2017", "title": "KKR investment in Trilogy MedWaste", "target_company_id": "company_kkr_trilogy_medwaste", "announced_on": "2017", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Provider of medical waste management services", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_usi_insurance_services_llc_2017", "slug": "kkr-usi-insurance-services-llc-2017", "title": "KKR investment in USI Insurance Services LLC", "target_company_id": "company_kkr_usi_insurance_services_llc", "announced_on": "2017", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "USI is one of the largest private insurance brokers", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_varsity_brands_2024", "slug": "kkr-varsity-brands-2024", "title": "KKR investment in Varsity Brands", "target_company_id": "company_kkr_varsity_brands", "announced_on": "2024", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "platform_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A platform comprised of two businesses with a mission of elevating the student experience through sport and spirit: BSN Sports (sports equipment distributor) and Varsity Spirit (cheer uniforms and events provider).", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_xoi_2025", "slug": "kkr-xoi-2025", "title": "KKR investment in Xoi", "target_company_id": "company_kkr_xoi", "announced_on": "2025", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "XOi provides a mobile field service software platform that allows skilled technicians to service assets more efficiently via structured data collection and verticalized repair and maintenance workflows.", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_zeus_health_2020", "slug": "kkr-zeus-health-2020", "title": "KKR investment in Zeus Health", "target_company_id": "company_kkr_zeus_health", "announced_on": "2020", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Platform to invest in and operate a portfolio of medical device assets", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_zinnia_corporate_holdings_llc_2019", "slug": "kkr-zinnia-corporate-holdings-llc-2019", "title": "KKR investment in Zinnia Corporate Holdings, LLC", "target_company_id": "company_kkr_zinnia_corporate_holdings_llc", "announced_on": "2019", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "Online insurance marketplace", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" }, { "id": "deal_kkr_zwift_inc_2020", "slug": "kkr-zwift-inc-2020", "title": "KKR investment in Zwift Inc.", "target_company_id": "company_kkr_zwift_inc", "announced_on": "2020", "date_basis": "investment_year", "completed_on": null, "status": "completed", "transaction_type": "growth_investment", "buyer_firm_ids": [ "firm_kkr" ], "seller_firm_ids": [], "buyer_names": [], "seller_names": [], "enterprise_value": null, "investment_thesis": "A virtual cycling platform for training and racing at home", "provider_roles": [], "people_roles": [], "evidence_tier": "official_portfolio_record", "source_ids": [ "src_kkr_portfolio_directory_2026" ], "last_verified": "2026-10-10" } ]