OHA's integrated firm design and 20+ years of experience managing credit assets across the North American and European markets in high yield bonds, leveraged loans, distressed debt, structured products and private lending, enable us to execute on this rotational strategy. In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. Key to our process in selecting Oak Hill as our partner was the unique combination of cultural alignment and their expertise in supporting management teams leading growth and change., Steve Puccinelli, Partner of Oak Hill, said, Mercer Advisors is a unique integrated registered investment adviser with multiple levers to compound value and is well positioned to further accelerate its already impressive growth. We wish the team continued success as the Company writes its next chapter," said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. Custodian(s): Credit Suisse Securities (USA) LLC, , Rank: 498 out of 30967 registered private funds, Rank: 1262 out of 30967 registered private funds, Rank: 11730 out of 30967 registered private funds. OHCP V was significantly oversubscribed, surpassing its target of $3.0 billion and exceeding Oak Hill Capital Partners IV ("OHCP IV") by over 40%. OAK CIRCLE CAPITAL PARTNERS LLC: PARENT: indirect: 2005-04-01: ALPHA4X ASSET . Oak Hill Capital Management, Llc (Crd# 136656), Oak Hill Capital Management Partners Bermuda Lp, Oak Hill Capital Management Partners Ii Cayman Lp, Oak Hill Capital Management Partners Ii Lp, Oak Hill Capital Management Partners Iii Lp, Oak Hill Capital Partners Ii Cayman Ii Lp, Oak Hill Capital Partners Iv Management Lp, Oak Hill Capital Partners Iv Offshore 892 Lp, Oak Hill Capital Partners Iv Onshore Tax Exempt Lp, Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. New Mountain Capital Partners with CenseoHealth and Advance Health. Total AUM: $1.4 billion. . Through a dynamic blend of organic and inorganic growth, the business has rapidly achieved scale and established itself as a market-leading RIA with immense future potential. Oak Hill Capital Partners is a private equity firm headquartered in New York City, with more than $19 billion of committed capital from entrepreneurs, endowments, foundations, corporations, pension funds and global financial institutions. A province in Spain is a territorial division defined as a collection of municipalities. Since its inception in 1999, Lovell Minnick Partners has become a leader in their chosen space, raising $3.3 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. Senior Vice President, Strategic Planning. StamfordOne Stamford Plaza263 Tresser Boulevard, 15th FloorStamford, CT 06901203-328-1600, New York65 East 55th Street32nd FloorNew York, NY 10022212-527-8400, Menlo Park3000 Sand Hill RoadBldg 2, Suite 160Menlo Park, CA 94025650-234-0500, Andrew BurdickPartner & Head of Investor Relationsaburdick@oakhill.com, Jacob ShulmanDirector, Investor Relationsjshulman@oakhill.com, Morgan UngerAssociate, Investor Relationsmunger@oakhill.com, 2019 Oak Hill Capital, All rights reserved. Bloomberg has forecast ESG AUM [assets under management] to hit $53 trillion by 2025, or a third of global assets. To date, the firm has completed more than 50 portfolio company investments. Motive . She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director. 1 The specific funds are defendants Oak Hill Capital Partners III, L.P., Oak Hill Capital Management Partners III, L.P., OHCP GenPar III, L.P., OHCP MGP Partners III, L.P., and OHCP MGP III, Ltd. Over the past 33 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Jessica joined 1315 Capital as Partner in 2022, bringing significant healthcare investing experience in growth stage companies. As of March 31, 2022, the company managed $164 billion [4] for its clientele. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. In addition, in 2018, Mercer Advisors opened a new, full-service "Central Hub" headquarters in Denver to house multiple teams and functions to better support the dozens of Mercer Advisors' regional offices. OHA has $56 B under management. . Avantor Completes Acquisition of VWR. Direct links to the EDGAR source material. With the support of our private equity partners we have been able to make significant investments in building a comprehensive set of services for our clients and in expanding that vision to new parts of the country." We work hard to see things others do not. Data from SEC filing. The firm conducts buyout investments targeting mid-market businesses in the consumer, retail, distribution, industrial, media, communications, and services sectors. Our mission is to generate attractive returns over the long term, in a manner that makes our partners proud. Dawn DoverKekst CNC917-349-5621[emailprotected], Cision Distribution 888-776-0942 For more information, please visit www.oakhill.com. Oak Hill Advisors Disclaimers All information estimated as of December 31, 2022. $6.7 billion in assets under management . This website uses cookies to improve your experience. About Genstar CapitalGenstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. AUSTIN, Texas-(BUSINESS WIRE)-Kestra Holdings, an industry-leading wealth management platform, today announced the recapitalization of its parent partnership as Oak Hill Capital takes over the minority equity position held by funds managed by Stone Point Capital, a partner of the firm since 2016.Warburg Pincus will remain the majority investor as it has been since 2019. Oak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. In addition, in 2018, Mercer Advisors opened a new, full-service Central Hub headquarters in Denver to house multiple teams and functions to better support the dozens of Mercer Advisors regional offices. Oak Hill Capital Partners Iii, L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.7 billion in assets. The Firm invests on . . is a leading alternative investment firm with $57 B under management as of December 31, 2022 across performing and distressed credit related investments in North America, Europe and other geographies. $12 Billion invested +95 Transactions since 1986 OUR TRACK RECORD Success driven by people and partnerships Oak Hill's experienced team applies an industry-focused, theme-based approach to investing and works actively in partnership with management to implement strategic and operational initiatives to create franchise value. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. In thinking about how to fund the capital stack, I would be remiss if I did not again mention the enormous rise of capital that is focused on ESG right now. Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. In March 2017, Oak Hill Capital Partners bought Checkers Drive-In Restaurants Inc. from Sentinel Capital Partners in a deal valued at $525 million. We work hard to see things others do not. . Public filings of Oak Hill Capital Partners VI Offshore LP raised by Oak Hill Capital Management LLC. #SteersLuminaries bit.ly/luminaries2023. Added Welling, "Genstar Capital and Lovell Minnick were instrumental in our development and we are delighted that Genstar will be staying on as an investor and partner. Organized . Safe Fleet Holdings, LLC, the market-leading provider of safety and productivity solutions for fleet vehicles, has announced today that it has entered into a definitive agreement to be acquired by Oak Hill Capital Partners. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. NEW YORK and CHICAGO, Aug. 25, 2014 /PRNewswire/ -- Oak Hill Capital Partners (" Oak Hill "), a leading private equity firm, announced today that it has entered into a . The current provinces of Spain correspond by and large to the provinces created under the purview of the 1833 territorial re-organization of Spain, with a similar predecessor from 1822 (during the Trienio Liberal) and an earlier precedent in the 1810 Napoleonic division of Spain into 84 prefectures. To date, the firm has completed more than 50 portfolio company investments. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990305, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. EXPERTISE Experienced professionals who value partnership and transparency, Success driven by people and partnerships, Oak Hill Capital Announces Formation of Petauri Health, Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins Partnership Alongside Warburg Pincus, Oak Hill Commits $250M to Omni Fiber to Expand Broadband Access in Underserved Towns Across the Midwest, Oak Hill Capital Names David Pryor Senior Advisor, Oak Hill Capital Names Jamie Jacobs Chief Talent Officer and Senior Advisor, Greenlight Networks Announces Majority Investment from Oak Hill Capital, MetroNet and Vexus Announce Merger to Accelerate Industry-Leading FTTH Expansion, Oak Hill Capital and CPP Investments Lead the Recapitalization of Berlin Packaging, Oak Hill Capital to Partner with U.S. Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 The firm prefers to invest in growth-stage companies through buyouts. Key to our process in selecting Oak Hill as our partner was the unique combination of cultural alignment and their expertise in supporting management teams leading growth and change. Management owns just 4 percent of the fund. Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. Assisting 8minute Solar Energy to secure incidental take permits and related mitigation for four solar projects totaling more than 3,000 MW that, when . We are especially pleased to note that over 90% of OHCP IV's interests re-upped into OHCP V. We appreciate the continued support from our existing investor base and are pleased to welcome our new investors to the Oak Hill family. NEW YORK, Jan. 5, 2021 /PRNewswire/ -- Oak Hill Capital ("Oak Hill") today announced that it has successfully closed Oak Hill Capital Partners V ("OHCP V"), a ~$3.8 billion private equity fund. For more information, please visit: www.oakhill.com. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. Truck stop chain TravelCenters of America is being purchased by investment firm Oak Hill Capital Partners in a deal worth $731 million. Tyler Wolfram, CEO & Managing Partner, said, "We are grateful for our Limited Partners' confidence, trust and conviction in our team and investment strategy. Experienced across a range of industries, transaction types and capital structures. Contact: Dawn . Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. Oral Surgery Management. By evaluating opportunities across the credit universe, OHAs investment teams have a broad perspective that positions OHA to capture both relative and absolute value across asset classes. In equity, the complaint contends that the individual defendants and Oak Hill We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. StamfordOne Stamford Plaza263 Tresser Boulevard, 15th FloorStamford, CT 06901203-328-1600, New York65 East 55th Street32nd FloorNew York, NY 10022212-527-8400, Menlo Park3000 Sand Hill RoadBldg 2, Suite 160Menlo Park, CA 94025650-234-0500, Andrew BurdickPartner & Head of Investor Relationsaburdick@oakhill.com, Jacob ShulmanDirector, Investor Relationsjshulman@oakhill.com, Morgan UngerAssociate, Investor Relationsmunger@oakhill.com, 2019 Oak Hill Capital, All rights reserved. Oak Hill Capital Partners offers investment management services. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. Over a period of nearly twenty years, Oak Hill Capital has invested in more than fifty significant private equity transactions, including: In October 2014, Oak Hill Capital Partners acquired Berlin Packaging for a fee of $1.43 billion from Investcorp.[4]. When typing in this field, a list of search results will appear and be automatically updated as you type. They have performed at a very high level and achieved premier status in wealth management. Through a dynamic blend of organic and inorganic growth, the business has rapidly achieved scale and established itself as a market-leading RIA with immense future potential. Previously, she was a healthcare investor at Quaker Partners. Genstar currently has approximately $17 billion of assets under management and targets investments focused on targeted segments of the financial services, healthcare, industrial technology, and software industries. Oak Hill Capital Management Partners III, L.P. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". - Mercer Advisors Continues With Current Leadership, Culture and Brand, - Significant Additional Capital to Support Investments in Expanding Client Offering and Momentum as a Leading RIA platform, - Genstar Capital to remain involved as strategic partner. New York. Rank: 1097 . Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656), Private Funds Managed by Oak Hill Capital Management, Llc (25): Ohcp Iv Img Coi Lp, Oak Hill Capital Management Partners Bermuda Lp , Oak Hill Capital Management Partners Ii Cayman Lp , Oak Hill Capital Management Partners Ii Lp , Oak Hill Capital Management Partners Iii Lp , Oak Hill Capital Management Partners Lp , Oak Hill Capital Partners Bermuda Lp , Oak Hill Capital Partners Ii Cayman Ii Lp , Oak Hill Capital Partners Ii Cayman Lp , Oak Hill Capital Partners Ii Lp , Oak Hill Capital Partners Iii Aiv I Lp , Oak Hill Capital Partners Iii Aiv Ii Lp , Oak Hill Capital Partners Iii Lp , Oak Hill Capital Partners Iv Management Lp , Oak Hill Capital Partners Iv Offshore 892 Lp , Oak Hill Capital Partners Iv Offshore Lp , Oak Hill Capital Partners Iv Onshore Tax Exempt Lp , Oak Hill Capital Partners Iv Onshore Lp , Oak Hill Capital Partners Lp , Ohcp Dr Co Investors 2007 Llc , Ohcp Dr Co Investors 2009 Llc , Ohcp Dr Co Investors Llc , Ohcp Iii Bc Coi Lp , Ohcp Iii Fr Coi Lp , Ohcp Iii Hc Ro Lp. November 21, 2017. Detailed Profile of OAK HILL CAPITAL MANAGEMENT, LLC portfolio of holdings. For more information, please visit: www.oakhill.com, Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. . Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . The University of Alabama established the Division of Community Affairs Board of Advisors (BOA) in 2016. In 2017 the company sold Wave Broadband for more than $2.3 billion. The firm partners with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Oak Investment Partners is a private equity firm focusing on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and retail. BROOKFIELD, NEWS, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Brookfield Asset Management Inc. (NYSE: BAM; TSX: BAM.A) ("Brookfield") and Oaktree Capital Management, L.P. ("Oaktree") today announced the completion of the previously announced transition of the advisory role of Oaktree Real Estate Income Trust, Inc. ("Oaktree REIT") to Brookfield and have renamed the non-traded REIT . As this capital searches for deal flow, the development of workforce and . For over 30 years and across multiple credit cycles, OHAs team of professionals has collaborated to successfully navigate the high yield credit, leveraged loan, structured products, distressed investment and private credit markets. We'll assume you're ok with this, but you can opt-out if you wish. ", Tony Salewski, Managing Director of Genstar, said, "We are extremely gratified by the success of Mercer Advisors, having worked with management to create a strategic wealth management platform that delivers a truly integrated and robust client experience. Oak Hill Capital Partners Iv (Onshore), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $1.4 billion in assets. 16 percent of the fund is owned by fund of funds. With $57 billion of capital as of December 31, 2022, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. Since its inception, OHA has embraced a partnership approach to developing long term strategic relationships with its clients as well as borrowers and other market participants to address their evolving needs in creative ways. You are here. . Since its inception in 1999, Lovell Minnick Partners has become a leader in their chosen space, raising $3.3 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. [3]. For more information, please visit: www.oakhill.com. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $16.5 billion in client assets. Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Oak Hill Capital Partners IV is a Private Equity Fund in Texas with $493.5M assets under management, with a minimum investment of $10M. The deep continuity of OHAs senior management team has enabled a consistent investment philosophy, process and a strong culture whichwe believe contributes to attractive performance. OHCP V is already over 40% committed with six platform investments to date, including Mercer Global Advisors, Calero-MDSL, Metronet Holdings, Future Fiber Holdings, Race Communications, and Galway Insurance. Oak Hill, founded by Robert Bass . oakhill.com Year Founded 1986 Investor Status Actively Seeking New Investments Trade Association Principles for Responsible Investment (PRI) Primary Investor Type PE/Buyout Primary Office One Stamford Plaza 263 Tresser Boulevard, 15th Floor Stamford, CT 06901 United States +1 (203) 000-0000 Oak Hill Capital Investments & Acquisitions (327) Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm. SEE OUR INVESTMENTS > For more information on Genstar, please visit: www.gencap.com. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Oak Hill Capital Partners VI (Onshore Tax Exempt) Open Date 0000-00-00 Fund Family Oak Hill Capital Partners Native Currency USD Fund Manager's Location One Stamford Plaza 263 Tresser Boulevard, 15th Floor Stamford, CT 06901 United States +1 (203) 000-0000 Fund Domiciles United States: Delaware Oak Hill Capital Partners VI Investments (4) We have constructed a global and diverse investor base for OHCP V, including more than 100 institutional limited partners from 25 countries, representing leading endowments and foundations, public and corporate pension plans, sovereign wealth funds, insurance companies, financial institutions, consultants, and family offices.". Our future is even brighter with Oak Hill being added as a strategic investor. Home Our Business Recent Transactions. Under Genstar's and Lovell Minnick's ownership since Genstar's original investment in 2015, Mercer Advisors' AUM has grown dramatically, driven by addition of new client assets and acquisitions of other advisory firms from less than $5.8 billion in AUM to over $16.5 billion in AUM. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. June 25, 2015. DENVER, September 17, 2019 Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) exceeding $16.5 billion, announced today a recapitalization whereby Oak Hill Capital will acquire an equity stake in the company from current private equity owners Genstar Capital (Genstar) and Lovell Minnick Partners. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. Terms of the transaction were not disclosed.[6][7]. Mercer Advisors is one of the largest independent wealth managers in the U.S., serving clients with a focus on the mass affluent and high net-worth markets. New Mountain Capital Agrees to Sell SNL Financial to McGraw Hill Financial for $2.225 Billion.
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