oak hill capital partners aum
Investment Mandates, Video PitchBooks & More! Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. Media Contacts:For Mercer Advisors and Genstar: Chris Tofalli Public Relations, Chris Tofalli 914-834-4334, For Oak Hill: KekstCNC, Jeremy Fielding[emailprotected], Cision Distribution 888-776-0942 OHA has $56 B under management. 2021 - 20232 years. Robert Bass is the lead investor. Detailed Profile of OAK HILL CAPITAL MANAGEMENT, LLC portfolio of holdings. 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. On June 15, 2018, Oak Hill Capital Partners acquired a majority stake in VetCor Group Holdings Corp. Established in 1985, Mercer Global Advisors Inc. (Mercer Advisors) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. We wish the team continued success as the Company writes its next chapter," said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. Aug 25, 2014, 08:00 ET. $6.7 billion in assets under management . Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Oak Hill Capital Partners (Bermuda), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.2 million in assets. 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 . Read. 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]. It seems like Silver Point is a bit of a grind, but maybe a better learning experience as a junior. New York. Oak Hill Advisors Senior Partners Office New York London Hong Kong Sydney Fort Worth San Francisco Luxembourg Glenn R. August Founder & Chief Executive Officer Glenn R. August has overall management responsibility for OHA and serves as global head of the firm's distressed investment activities. Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 Direct links to the EDGAR source material. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". Proven partners to middle market companies; experienced in a wide array of industries, transaction structures and levels of complexity . Dave Welling, Chief Executive Officer of Mercer Advisors, said, "Mercer Advisors' vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. 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. {"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": 51990309, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Aviditi Financial LLC, MPW Capital Advisors Ltd, UBS Securities LLC, Neuberger Berman East Asia Ltd, FPI GERA, ROAM Capital. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. Maybe Silver Point is better for leaving credit, but Oak Hill . For more information on Genstar, please visit: www.gencap.com. This press release features multimedia. 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. The Firm invests on . About Oaktree. Oak Hill Capital is one of several Oak Hill partnerships, each of which has an independent management team. To date, the firm has completed more than 50 portfolio company investments. 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. [1]. Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . The firm has raised. In equity, the complaint contends that the individual defendants and Oak Hill On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. If you know you want to be investing in credit, I would choose either Silver Point or Oak Hill. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. ", 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. 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. Senior Vice President, Strategic Planning. They have performed at a very high level and achieved premier status in wealth management. The partnership with OHCP is a continuation of Wafra's strategy of acquiring minority interests in established alternative asset management firms by utilizing a unique partnership-based approach.. Management owns 16 percent of the fund. We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. SEE OUR INVESTMENTS > 16 percent of the fund is owned by fund of funds. Data from SEC filing. 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. Rank: 9179 out of 30967 registered . When typing in this field, a list of search results will appear and be automatically updated as you type. from 8 AM - 9 PM ET. November 21, 2017. Assets Under Management: $37B+ Capital Raised: . Recent Transactions OHA employs a highly rigorous, fundamental, value-based approach to credit investingthat seeks to generate strong performance through a focus on downside protection and active management. The Company has nearly 35 years of wealth management experience and differentiates itself as a total wealth manager serving investors as a fiduciary and providing a broad range of services including financial planning, investments, estate planning and tax planning and preparation services. 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. Over the past 35+ years, Oak Hill and its predecessors have raised approximately $20 billion of initial capital commitments and co-investments, invested in approximately 100 companies, and completed more than 300 add-on acquisitions representing an aggregate enterprise value at acquisition of over $60 billion. Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. . 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. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Phone Number (203) 226-8346 Oak Investment Partners is a multi-stage venture capital and private equity firm. . We invest in high growth, dynamic situation buyouts and growth capital investments. Since 1986, Oak Hill and its predecessors have raised approximately $20 billion of initial capital commitments and co-investments, invested in approximately 100 companies, and completed more. 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. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. DENVER, Sept. 17, 2019 /PRNewswire/ --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 Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. Oak Hill Capital Partners is an independent private investment firm with offices in New York, California, and Connecticut. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. Oak Hill Capital Partners has closed its latest fund at about $3.8 billion, significantly higher than the fund's target. 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. 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) D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. Oak Hill Capital Management LLC - . Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. 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. 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. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. 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. creating value in middle-market companies. 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. For more information, please visit www.oakhill.com. ACP Investment Group is a private investment firm focused on providing secondary liquidity solutions to investors, companies and private funds. Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $130 million in assets. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. . 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. 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. OHAs industry focused investment platform is fully integrated across asset classes and geographies, enhancing results and promoting a strong culture of teamwork. For more information on Genstar, please visit: www.gencap.com. Adam Nankervis 1 billion in the past five years. The firm prefers to invest in growth-stage companies through buyouts. Over the past 35 years, Oak Hill. Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. It has 51 beneficial owners. 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. Oak Hill Capital Partners is a private equity firm with more than $8.2 billion of committed capital from leading entrepreneurs, endowments, foundations, corporations, pension funds and. Dave Welling, Chief Executive Officer of Mercer Advisors, said, Mercer Advisors vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. Oak Hill Capital Partners Iii, L.P. Overview Fund Type: private equity Private Fund ID: 805-4667680538 Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656) Registered Location: Cayman Islands Total Assets: $2.7 billion 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. Partnership-based approach. Motive . Direct links to the EDGAR source material. Portfolio Manager & Partner, Chief Executive Officer - BDCs. Firm Details for OAK HILL CAPITAL MANAGEMENT, LLC, Location: New York, AUM = 10059070248.00, Last Form ADV Filed : 28-October-2022, Officers: SR WAREHOUSE LLC, W-ORACLE MANAGEMENT MIP SPLITTER L.P., WOLFRAM, TYLER, JON. Robert Bass is the lead investor. Oak Hill will continue to target control-oriented private equity investments of $100 million to $400 million in middle-market companies primarily in North America, focused across the following sectors: Services, Industrials, Media & Communications, and Consumer. Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. Total AUM: $130 million. Oak Hill, founded by Robert Bass . Our mission is to generate attractive returns over the long term, in a manner that makes our partners proud. [2], Other investors include the Country of Singapore and Stanford University. Our future is even brighter with Oak Hill being added as a strategic investor. April 25, 2023. . We wish the team continued success as the Company writes its next chapter, said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. 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. Apr 14, 2023. 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 [email protected], Jacob ShulmanDirector, Investor [email protected], Morgan UngerAssociate, Investor [email protected], 2019 Oak Hill Capital, All rights reserved. Oak Hill, the New York-based private-equity . 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. She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director. Under Genstars and Lovell Minnicks ownership since Genstars 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. This systematic and scalable approach spans our four core sectors. 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. About Oak Hill CapitalOak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. Goldman Sachs & Co. served as lead financial advisor, Moelis & Co. assisted as financial advisors, and Willkie Farr & Gallagher served as legal counsel to Mercer Advisors on the transaction. BoardMembers. When typing in this field, a list of search results will appear and be automatically updated as you type. Truck stop chain TravelCenters of America is being purchased by investment firm Oak Hill Capital Partners in a deal worth $731 million. 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. 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. The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . Bloomberg has forecast ESG AUM [assets under management] to hit $53 trillion by 2025, or a third of global assets. Litquidity Capital. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. 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. History Public filings of Oak Hill Capital Partners VI Offshore LP raised by Oak Hill Capital Management LLC. 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. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. In 2017 the company sold Wave Broadband for more than $2.3 billion. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. We have constructed a global and diverse investor base for OHCP V, including more than 100 institutional limited partners from 25 countries, representing leading endowments and foundations, public and corporate pension plans, sovereign wealth funds, insurance companies, financial institutions, consultants, and family offices.". Fund AUM and Sold ($) 90 72 54 36 18 0 2011 2015 2019 2023: Fund Details; Director: OHCP GenPar VI LP: Custodian: Bank of America NA: Auditor: KPMG LLP: SEC Filings include 13F quarterly reports, 13D/G events and more. Broad expertise. Over the past 35 years, Oak Hill Capital and its predecessors have invested in approximately 100 private equity transactions across broad segments of the U.S. and global economies. For more information, please visit: www.oakhill.com. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. Tyler Wolfram, CEO & Managing Partner, said, "We are grateful for our Limited Partners' confidence, trust and conviction in our team and investment strategy. 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. Oral Surgery Management. The current minimum investment for Oak Hill Capital Partners (Bermuda), L.P. is $10000000. . Oak Hill Capital Partners VI Onshore LP: 0.0: 229.5: PE: Ohcmp III BC Ro S LP: 2022-03-29 0.0: PE: OHCP III BC RO-2 LP: 2022-03-29 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. Oak Hill Capital Partners is a private equity firm managing funds from entrepreneurs, endowments, foundations, corporations, pension funds, and global financial institutions. For more information, please visit: www.merceradvisors.com, Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. Dawn DoverKekst CNC917-349-5621[emailprotected], Cision Distribution 888-776-0942 Excludes non-discretionary capital. New Mountain Capital Partners with CenseoHealth and Advance Health. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. Dyal Capital, founded in 2010, is a leading capital provider to institutional private equity and hedge fund managers through minority investments and long-term financing Oak Street, founded in 2009, is a leader in providing real estate solutions and structuring sale leaseback transactions with investment grade and creditworthy tenants 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. News; Wikipedia; The Associated Press 2023-04-28: TRENTON, N.J.--( One Vanderbilt, 16th Floor June 1, 2000 Staff . We are excited to partner with CEO Dave Welling, his outstanding team, and existing investor Genstar to further help the company expand organically and through strategic acquisitions. Organized . Goldman Sachs & Co. served as lead financial advisor, Moelis & Company LLCassisted as financial advisors, and Willkie Farr & Gallagher LLP served as legal counsel to Mercer Advisors on the transaction. Oak Hill Capital traces its roots to Texas billionaire Robert M. Bass's family office, and is led by managing partners Tyler Wolfram, Brian Cherry and Steve Puccinelli. Oak Hills 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. For more information, please visit: www.oakhill.com. Total AUM: $1.4 billion. A province in Spain is a territorial division defined as a collection of municipalities. Previously, she was a healthcare investor at Quaker Partners. Read. View the latest funds and 13F holdings. 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. Mr. Phone Number +1 212 527 8400. The Company has nearly 35 years of wealth management experience and differentiates itself as a total wealth manager serving investors as a fiduciary and providing a broad range of services including financial planning, investments, estate planning and tax planning and preparation services. The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. 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 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) About Mercer AdvisorsEstablished in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. We work hard to see things others do not. We take ownership, embrace change, and add value. 1 percent of the fund is owned by fund of funds. 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. - 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.
