Investment Overview

Through its investment in the Oakley Capital Private Equity funds, OCI gains access to their defined strategy

Oakley Capital Investments Limited was listed on AIM in 2007 and aims to meet its objective by investing in the Funds of Oakley Capital Private Equity.

The Company has the following interests in Oakley Capital Private Equity L.P. (“Fund I”), Oakley Capital Private Equity II (“Fund II”) and Oakley Capital Private Equity III (“Fund III”):

  • Fund I – 65.5% of partnership interests
  • Fund II – 38.1% of partnership interests
  • Fund III – €325 million commitment

Information about Oakley Capital Private Equity

Oakley Capital Private Equity (“OCPE”) comprises three mid-market private equity funds with €1.5 billion of commitments, investing primarily in Western Europe. OCPE’s first fund was raised in 2007 and is an upper quartile performer for its vintage. Fund II was raised in 2013 and deployed capital rapidly such that the fund is now essentially fully invested, with one full exit and one partial exit to date.

OCPE has an entrepreneurial approach stemming from its foundations. Often, OCPE buys companies which are owned by families, founders or entrepreneurial managers, who are attracted by its empathetic approach. At times, OCPE  has cultivated relationships with them over many years, becoming a preferred acquirer.

OCPE typically invests in sectors that are growing or where consolidation is taking place, investing both in, performing and under-performing companies, supporting buy and build strategies, rapid growth, or businesses undergoing significant operational or strategic change. It is comfortable with complexity, having invested in businesses that other private equity firms may regard too challenging to undertake. By investing in a diverse range of portfolio companies, OCPE’s objective is to work proactively with investee management teams, together with other stakeholders, to create substantial value for investors.

OCPE has strong credentials and networks in the digital consumer and TMT sectors, having successfully invested in these areas previously. There is strong representation from both of these sectors in its funds.

For more information about Oakley Capital Private Equity and the Investment Adviser team, please visit the following website: www.oakleycapital.com