P10, INC.

General Information
Business:

(Note: This deal is NOT an IPO. This is an uplift to the NYSE from the OTC Pink Open Market, where the stock of P10 Holdings, Inc. trades under the symbol “PIOE” and closed on Friday, Oct. 15, at $11.05. In connection with this offering, P10, Inc., became the parent of P10 Holdings, Inc. pursuant to a reorganization, which will include a reverse stock-split of P10 Holdings, Inc.’s common shares on a 0.7-for-1 basis. IPOScoop does not offer a SCOOP Rating on uplift deals, also known as uplistings.)

We are a leading multi-asset class private market solutions provider in the alternative asset management industry. Our mission is to provide our investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets. We structure, manage and monitor portfolios of private market investments, which include specialized funds and customized separate accounts within primary investment funds, secondary investments, direct investments and co-investments, collectively (“specialized investment vehicles”) across highly attractive asset classes and geographies in the middle and lower middle markets that generate superior risk-adjusted returns. Our existing portfolio of private solutions include Private EquityVenture CapitalImpact Investing and Private Credit. Our deep industry relationships, differentiated investment access and structure, proprietary data analytics, and our portfolio monitoring and reporting capabilities provide our investors the ability to navigate the increasingly complex and difficult to access private markets investments.

Our revenue is composed almost entirely of recurring management and advisory fees, with the vast majority of fees earned on committed capital that is typically subject to 10- to 15-year lock-up agreements.

Industry: Investment Advice
Employees: 154
Founded: 1992
Contact Information
Address 4514 Cole Avenue, Suite 1600 Dallas, Texas 75205
Phone Number (214) 999-0149
Web Address http://www.p10alts.com/
View Prospectus: P10, INC.
Financial Information
Market Cap
Revenues $106.82 mil (last 12 months)
Net Income $25.87 mil (last 12 months)
IPO Profile
Symbol PX
Exchange NYSE
Shares (millions): 20.0
Price range $14.00 - $16.00
Est. $ Volume $300.0 mil
Manager / Joint Managers Morgan Stanley/ J.P. Morgan/ Barclays
CO-Managers UBS Investment Bank/ Keefe Bruyette & Woods/ Oppenheimer & Co./ Stephens Inc.
Expected To Trade: 10/21/2021
Day: Thursday
Quiet Period Expiration Date:
Lock-Up Period Expiration Date:
SCOOP Rating
Rating Change