Oaktree Capital Management

Oaktree Capital Management, established in 1995 and headquartered in Los Angeles, is a global alternative investment firm. It specializes in credit strategies, focusing on less efficient markets and alternative investments. Oaktree's portfolio comprises primarily credit (66%), including private debts, with the remainder in real assets (14%), private equity (13%), and listed equities (7%). The firm aims to deliver consistent, superior performance with a strong emphasis on risk control. Its expertise spans credit, real estate, infrastructure, and private equity, with a track record of success since its inception. Oaktree has expanded its infrastructure investments through strategic acquisitions, such as Highstar Capital in 2014.

Donna Barnes

Senior Vice President

Nicholas Basso

Managing Director

Guillaume Bayol

Managing Director, GFI Energy Group

John Van Benschoten

Managing Director

Charles Blackburn

Managing Director and Co-Head of Europe Distressed Opportunities

David Brown

Managing Director

Bret Budenbender

Partner and Co Portfolio Manager

Pablo Vélez Calvo

Managing Director

Atif Chaudhry

Managing Director

Juan Espinoza

Managing Director

Ashley Frey

Product Specialist Associate

Adam Gray

Managing Director

Steven Gudovic

Managing Director

Andrew Guichet

Senior Vice President

Brook Hinchman

Vice President

Milwood Hobbs, Jr.

Managing Director and Head of Sourcing and Origination

Mary Knobler

Managing Director - External Affairs

Jordon Kruse

Managing Director and Co-Portfolio Manager

Brian Laibow

Assistant Vice President

Sherman Lau

Managing Director

Michael Lavi

Vice President

Nidhish Mundra

Senior Vice President

Andrew Murray

Managing Director, Client Relations

Armen Panossian

Co-CEO

Suzana Peric

Managing Director, Sourcing and Origination

Dante Quazzo

Senior Vice President

Michael Scardigli

Managing Director

David Smolens

Managing Director

Steven Tesoriere

Managing Director and Co-Portfolio Manager of Value Opportunities

Jacky Tian

Senior Vice President

Janet Wang

Managing Director and Co-Portfolio Manager

Phil Wilson

Vice President

Matt Wilson

Managing Director and Co-Portfolio Manager

Matthew Wilson

Managing Director and Co-Portfolio Manager

Jordon Kruse

Managing Director and Co-Portfolio Manager

Past deals in Acquisition

Xenia Capital

Acquisition in 2025
Xenia Capital, established in Spain and Portugal, specializes in alternative financing for real estate development. It provides funding for property acquisition and construction, focusing on residential and hospitality sectors. The company aims to facilitate capital access for diverse real estate projects, supporting both developers and investors.

Great American Group

Acquisition in 2024
Great American Group, LLC is a prominent advisory and valuation services firm based in Los Angeles, California, founded in 1973. The company specializes in asset disposition, auction solutions, and commercial lending services, effectively leveraging its sector expertise to maximize asset value for a diverse clientele, including companies, lenders, capital providers, private equity investors, and professional service firms. Great American Group provides a range of services, including financial reporting advisory, transaction advisory, dispute advisory, and tax valuation advisory, serving industries such as automotive, consumer goods, energy, manufacturing, retail, and transportation. As a wholly-owned subsidiary of B. Riley Financial, it plays a critical role within a broader network of financial and business advisory services.

Close Brothers Group - Wealth Management Business

Acquisition in 2024
Close Brothers Group - Wealth Management Business provides lending, deposit taking, wealth management, and securities trading.

Consolidated Chassis Management

Acquisition in 2023
Consolidated Chassis Management is a transportation company that specializes in providing chassis management services tailored for the intermodal marketplace. The company develops a chassis pool that allows ocean carriers, leasing companies, and motor carriers to access international container chassis under a unified management system. This approach streamlines fleet management by reducing inventory levels, achieving economies of scale in maintenance and repair, and minimizing repositioning expenses through collaborative synergies among members of the pool. By facilitating comprehensive management of chassis maintenance and repair activities, Consolidated Chassis Management enhances operational efficiency for businesses in the transportation sector.

Aqseptence Group

Acquisition in 2023
Aqseptence Group, established in 1884 and headquartered in Aarbergen, Germany, is a global provider of specialized products, equipment, and services in the water and wastewater technology sector. The company develops, builds, maintains, and operates plants and buildings for various industries, offering a wide range of solutions including filtration and separation systems, screening technology, vacuum technology, water processing services, and water well equipment. With a presence in Europe, North America, South America, Asia, and Australia, Aqseptence Group serves diverse applications such as industrial, energy, real estate, pulp and paper, food and beverage, mining, and more.

Magnolia Wash Holdings

Acquisition in 2023
Magnolia Wash Holdings is a car wash company headquartered in Charlotte, North Carolina. It operates a chain of car wash centers that provide a range of services, including chemical wash treatments, vacuuming, mat cleaning, and foam washing. The company focuses on meeting the car wash and maintenance needs of its customers through its comprehensive offerings, which also include detailing services.

Energy Systems Group

Acquisition in 2023
Energy Systems Group is a provider of energy and infrastructure solutions focused on various sectors, including government, education, healthcare, corrections, aviation, commercial, and industrial. The company specializes in a comprehensive range of services, which encompass facility-wide audits, engineering and design, construction and project management, as well as operations and maintenance. Additionally, Energy Systems Group is dedicated to measuring and verifying energy savings, enabling its clients to enhance operational efficiencies and improve the livability, workability, and resiliency of their facilities. Through its innovative approach, the company aims to support customers and communities in achieving their energy goals.

Enercon Services

Acquisition in 2023
Enercon Services is a prominent provider of multi-disciplinary engineering and environmental services, with a strong emphasis on the efficient production, delivery, and utilization of energy. The company specializes in various sectors, including nuclear energy, where it offers licensing and regulatory services, as well as electrical analysis and real-time project intelligence. Enercon also conducts natural resources assessments and provides permitting and power delivery services. By consistently meeting and exceeding client expectations, Enercon has established long-term relationships with its clients, some of whom have been with the company since its inception. This focus on reliability and client satisfaction has positioned Enercon as a major player in the industry, helping clients gain a competitive advantage in their respective markets.

TSG

Acquisition in 2022
TSG is a collection of organizations that provide technical experts on a project-by-project basis.

Interblock Gaming

Acquisition in 2022
Interblock is a developer and producer of high-end electronic table gaming systems. Their multi-player gaming devices continually set industry standards and provide the ultimate in luxury interactive entertainment experiences for their customers’ players.

17Capital

Acquisition in 2022
17Capital LLP is a private equity firm founded in 2008, based in London with an additional office in New York. The firm specializes in providing preferred equity financing for private equity portfolios, primarily in North America and Europe. It engages in both fund of funds and direct investments, focusing on middle market, later stage, and growth capital opportunities. 17Capital invests in various sectors, including oil and gas, healthcare, technology, and consumer goods, with the capacity to deploy between €10 million and €500 million in global portfolios. The firm works with a diverse range of investors, including private equity fund managers seeking flexible funding solutions and investors looking for liquidity options. 17Capital is recognized for its agility and responsiveness in the market, backed by a team experienced in primary and secondary private equity as well as debt markets.

Velocity Risk Underwriters

Acquisition in 2021
Velocity Risk Underwriters, LLC, also known as Velocity Risk Insurance Agency, LLC, is a Nashville-based company that provides personal and commercial property insurance services. Incorporated in 2014, it operates as a subsidiary of Caravel Holdings Ltd. The company specializes in excess and surplus specialty property insurance for the U.S. market, focusing on small- and mid-market commercial property risks. By utilizing innovative technology and maintaining strong collaboration with brokers and agents, Velocity Risk Underwriters delivers customized underwriting and claims management services. The company aims to instill confidence in its clients by offering insurance programs designed to protect residential and commercial properties, thereby promoting financial stability in the face of unforeseen events.

Marini Impianti Industriali

Acquisition in 2021
Marini Impianti Industriali specializes in the production of electronic and automation systems, focusing primarily on the industrial and military railway sector. The company manufactures a range of products including power supply units, safe data transmission devices, stabilized power supply battery chargers, signal LED indicators, differential detectors, rail temperature meters, and centralized diagnostic systems. Through its innovative solutions, Marini Impianti Industriali addresses the critical needs of railway operations, ensuring safety and reliability in transportation and signaling systems.

Cloud5 Communications

Acquisition in 2019
Cloud5 Communications is a provider of cloud-based telephony solutions and communication services tailored specifically for the hospitality industry. Established in 2006 and headquartered in Chicago, Illinois, the company offers a range of services including SIP trunking, hosted PBX, guest Internet access, and contact centers. Cloud5 Communications leverages advanced networking and proprietary technology to deliver high-performance, guest-centric communications that address the unique service demands and cost constraints of hotels. By adopting an integrated approach to communication, the company enables hoteliers to streamline their technology infrastructure and operations, ultimately enhancing guest experiences and creating new revenue opportunities. Additionally, Cloud5 provides 24/7 phone system support services to ensure reliable communication and operational efficiency for its clients.

David's Bridal

Acquisition in 2019
David's Bridal, LLC is a prominent retailer specializing in wedding dresses, bridesmaid gowns, and accessories for various special occasions. Founded in 1950 and based in Conshohocken, Pennsylvania, the company offers a comprehensive range of products, including bridal gowns, shoes, veils, lingerie, shapewear, jewelry, and handbags. In addition to bridal apparel, David's Bridal provides attire for bridesmaids and party guests, as well as ceremony and reception items such as belts, robes, and wedding gifts. The retailer also offers in-store alterations, enhancing the customer experience by serving as a one-stop shop for wedding planning needs. David's Bridal operates both online and through retail locations across the United States, ensuring accessibility for a wide customer base.

MWH Constructors

Acquisition in 2018
MWH Constructors is a global project delivery company specializing in engineering, procurement, and construction services, with a primary focus on water reclamation and wastewater treatment projects in the United States and the United Kingdom. The company aims to deliver maximum value to clients and local communities by offering customized, integrated construction solutions and a diverse range of project delivery methods. MWH Constructors employs industry-leading preconstruction services and safety practices, supported by a multi-disciplined team of engineering and construction professionals. Their portfolio includes new facilities, infrastructure improvements, expansions, and capital construction services, ensuring the use of advanced construction technologies to meet client needs effectively and maintain project timelines.

Billabong

Acquisition in 2018
Billabong International Limited, established in 1973, is a global retailer specializing in board sports apparel and accessories. Headquartered in Burleigh Heads, Australia, the company markets, distributes, and retails products under brands such as Billabong, Element, RVCA, and Xcel. Its portfolio includes surf, skate, snow, and sports apparel, accessories, and hardware, along with wetsuits and eyewear. Billabong operates through specialized retailers and its own branded stores, with 372 retail outlets worldwide as of June 30, 2017. Since 2018, it has been a subsidiary of Boardriders, Inc.

NAPEC

Acquisition in 2017
NAPEC is a company that provides construction and maintenance services primarily to the public utility and heavy industrial sectors, focusing on markets in Quebec, Ontario, and the eastern United States. The company specializes in building and maintaining electrical transmission and distribution systems, as well as natural gas networks. In addition, NAPEC installs gas-powered and electric-powered heavy equipment for utilities, gas-fired industrial power plants, and petrochemical facilities across North America. The company also offers environmental construction and road matting services and is involved in the installation of solar panels for various settings, including commercial, industrial, residential, and utility environments.

Trench Plate Rental

Acquisition in 2016
Trench Plate Rental Co. specializes in the rental of trench safety and traffic control equipment, catering primarily to the underground construction and infrastructure sectors. The company offers a diverse range of products, including trench and manhole shields, trench plates, boxes, shoring equipment, and traffic control devices such as message boards and barriers. Through its TPR-Traffic Solutions division, it also focuses on traffic management solutions. Additionally, Trench Plate Rental manufactures a variety of trench safety equipment under its Quik-Shor Manufacturing subsidiary. By providing these essential tools and services, the company supports utilities and contractors in maintaining, upgrading, and replacing aging infrastructure.

Solarrus

Acquisition in 2016
Solarrus Corporation is an alternative energy services company focused on the development, operations, maintenance, and asset management of solar plants across North America. The company provides a range of services, including system commissioning, operational maintenance, feasibility assessments, site verification, and system audits. In addition to these core offerings, Solarrus specializes in utility scale asset management, which encompasses technical operations, financial administration, and comprehensive operations management services. The firm also develops and maintains electric vehicle service equipment (EVSE) and serves as an authorized technical support contractor for various EVSE manufacturers. Headquartered in Huntington Beach, California, Solarrus maintains regional offices in Texas and New York to better serve its clients.

Banca Popolare Lecchese

Acquisition in 2015
Banca Popolare Lecchese is the bank's online designed for families and businesses. Banca Progetto SpA, a bank controlled by BPL Holdco S.à.rl - an investment vehicle belonging to the Oaktree Capital Group, was born in a period of profound transformation of the Italian banking sector and aims to become in a short time one of the most important operators in the market credit to households and businesses.

Pulse Electronics

Acquisition in 2015
Pulse Electronics Corporation is a manufacturer of precision-engineered electronic components and modules, operating in three main segments: Network, Power, and Wireless. The Network segment focuses on passive products such as connectors, filters, and transformers that manage electronic signals for local and wide area networks. The Power segment specializes in power transformers, chokes, and sensors, ensuring proper current and voltage management across various applications, including military and aerospace products. The Wireless segment produces antennas and modules that facilitate communication in mobile devices and automobiles. With a history of innovation since its founding in 1947, Pulse Electronics serves original equipment manufacturers, original design manufacturers, and electronic contract equipment manufacturers globally. The company, which was previously known as Technitrol, Inc., is headquartered in San Diego, California, and operates as a subsidiary of Yageo Corporation.

AGRO Merchants Group

Acquisition in 2014
AGRO Merchants Group is a global operator of temperature-controlled warehouses and distribution spaces, with a presence in North America, Latin America, and Europe. The company specializes in cold storage and warehousing services, focusing on the storage, handling, and distribution of refrigerated and frozen food products, including beef, pork, poultry, seafood, bakery items, fruits, and vegetables. AGRO ensures temperature control and cold chain management integrity for various food commodities. In addition to its warehousing capabilities, the company offers freight forwarding and transportation services across multiple modes, including ship, rail, truck, and air. It operates a fleet of refrigerated trucks for over-the-road and port-drayage services, along with providing on-demand non-asset based transportation management services.

RAILPOOL

Acquisition in 2014
RAILPOOL GmbH is a Munich-based company that specializes in leasing rail vehicles, including locomotives, electrical multiple units, and diesel multiple units, to railway operators. Established in 2008, RAILPOOL offers a range of services such as leasing for goods traffic, passenger transportation, and long-distance services, as well as operating lease solutions and sale and lease-back options for railway fleets. The company also provides comprehensive support through servicing and maintenance, spare parts procurement, workshop organization, asset management, and insurance services. By managing the complexities of railway operations, RAILPOOL enables its clients to concentrate on their core business activities.

Millgate Homes

Acquisition in 2014
Millgate Developments Limited is a premium house building company based in Twyford, United Kingdom, that has been operating since 1988. The company specializes in constructing and selling high-quality residential properties, including apartments, penthouses, and houses, primarily in the South East of England. Millgate is known for its commitment to excellence in design and construction, applying rigorous standards to its exclusive developments. The company strategically seeks out desirable locations and focuses on optimizing planning processes to create value through its premium offerings in regions such as Berkshire, Surrey, Buckinghamshire, West Sussex, Kent, and Oxfordshire. Millgate operates as a subsidiary of Millgate UK Holdings Limited.

Cogent Glass

Acquisition in 2013
Cogent Glass is a manufacturer specializing in glass packaging specifically designed for pharmaceutical companies. The company produces Type I pharmaceutical glass packaging in both tubular and molded forms, which are essential for ensuring the safety and integrity of pharmaceutical products. With operations that include a glass-melting furnace, Cogent Glass is capable of manufacturing molded vials and glass tubing, catering to the unique requirements of the pharmaceutical industry.

Countryside Properties

Acquisition in 2013
Countryside Properties is a home builder and urban regeneration partner based in the United Kingdom. The company operates through two main divisions: Housebuilding and Partnerships. The Housebuilding division focuses on developing large-scale sites, offering both private and affordable housing primarily in London and the South East of England. Through its Partnerships division, Countryside Properties engages in collaborative projects aimed at regenerating urban areas, thereby enhancing community infrastructure and living conditions.

Integrated Subsea Services

Acquisition in 2012
Integrated Subsea Services specializes in providing essential diving, remotely operated vehicle (ROV), and survey services for oil and gas operators and major contractors. The company delivers both saturation and air diving services, supporting new and existing field developments, commissioning, infrastructure maintenance, and decommissioning efforts. Additionally, Integrated Subsea Services offers a range of ROV capabilities, including repair and maintenance programs, platform and pipeline inspections, diver observation, construction assistance, and drill support. With a focus on the subsea sector, the company plays a critical role in enhancing operational efficiency and safety in challenging underwater environments.

Nord Est

Acquisition in 2012
Nord Est designs, manufactures and sells drug packaging and leaflets for the healthcare industry, paper board cases, plastic and metal caps for the luxury industry and flexible packaging for cosmetics samples.

ILEOS

Acquisition in 2012
ILEOS Company specializes in the design and manufacture of packaging solutions made from plastic, metal, and cardboard, catering primarily to the fragrance, cosmetics, and wine and spirits markets. The company provides a range of components, including caps, jars, dispensing caps, and specialized set-up boxes. Originally known as Nord-Est SA, it rebranded to ILEOS Company in 2008. Headquartered in Paris, France, ILEOS operates sales offices and manufacturing facilities in France, Spain, China, and the United States, enabling it to serve both domestic and international clients effectively.

Caerus Oil and Gas

Acquisition in 2009
Caerus Oil and Gas specializes in the development, production, and acquisition of oil and natural gas assets. The company operates primarily in the oil and gas sector, providing services to both private and public entities. It focuses on acquiring and merging oil and gas reserves while emphasizing the production of clean-burning and affordable natural gas. By enabling clients to expand their acreage and explore new opportunities, Caerus aims to foster sustainable and efficient energy solutions.

Mondi Consumer Packaging International

Acquisition in 2006
Mondi Consumer Packaging International AG develops, produces, and markets value-added solutions in specialty films, flexible consumer packaging, film-based components, and industrial packaging in Europe, the United States, and Asia. The company operates through two divisions, Advanced Films & Components (AFC) and Consumer Goods Packaging (CGP). T

Nordenia International

Acquisition in 2006
Nordenia International is a global supplier specializing in consumer packaging and hygiene components, operating 12 facilities across Europe, North America, and Asia. The company manufactures flexible packaging and technical films, utilizing advanced technology for the production, printing, coating, and processing of its products. Nordenia's diverse portfolio caters to a wide range of industries, including automotive, beauty and healthcare, beverages, construction, chemicals, consumer packaging, food, hygiene, and more. With a commitment to high-quality standards, Nordenia serves various sectors, providing tailored solutions to meet the specific needs of its clients.

Spirit Airlines

Acquisition in 2004
Spirit Airlines, Inc. is a low-fare airline headquartered in Miramar, Florida, providing air transport services primarily across the United States, the Caribbean, and Latin America. The company operates approximately 600 daily flights to 77 destinations and maintains a fleet of 145 Airbus single-aisle aircraft, including various models such as the A319ceo, A320ceo, A320neo, and A321ceo. Spirit Airlines offers an unbundled fare structure, allowing customers to pay for only the services they choose, with additional options available for an extra charge. The airline's straightforward operational model facilitates efficient maintenance and crew interchangeability across its aircraft. Spirit Airlines sells tickets through its website, call centers, airport ticket counters, and various third-party travel agents. Originally founded in 1964 as Clippert Trucking Company, the company rebranded to Spirit Airlines, Inc. in 1992.

National Mobile Television

Acquisition in 1997
National Mobile Television, Inc. went out of business. National Mobile Television, Inc. provides television production trucks and crews in North America and Europe. It offers mobile television facilities for the production of television broadcasts from remote locations, such as stadiums, arenas, and conference halls. The company also provides facilities and services for events, including sporting, entertainment, and corporate events for broadcast networks, cable networks, and independent producers.
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