Dawn DoverKekst CNC917-349-5621[emailprotected], Cision Distribution 888-776-0942 Oak Hill Advisors Disclaimers All information estimated as of December 31, 2022. We have developed an institutionalized process to theme-based investing. 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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. Detailed Profile of OAK HILL CAPITAL MANAGEMENT, LLC portfolio of holdings. 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. 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. For more information, please visit: www.oakhill.com. OHCP V was significantly oversubscribed, surpassing its target of $3.0 billion and exceeding Oak Hill Capital Partners IV ("OHCP IV") by over 40%. Adam Nankervis On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. Oak Hill, the New York-based private-equity . 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. Oak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. [2], Other investors include the Country of Singapore and Stanford University. The current minimum investment for Oak Hill Capital Partners Iv (Onshore), L.P. is $10000000. The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . For more information, please visit www.oakhill.com. For more information on Genstar, please visit: www.gencap.com. Investment Mandates, Video PitchBooks & More! The current minimum investment for Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is $10000000. We wish the team continued success as the Company writes its next chapter," said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. 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. Over the past 35 years, Oak Hill. About Lovell Minnick PartnersLovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. 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. 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. Robert Bass is the lead investor. 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. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. 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. Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 Rank: 1097 . Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. Our future is even brighter with Oak Hill being added as a strategic investor. Oak Hill Advisors, L.P. is a subsidiary of T. Rowe Price, Oak Hill Advisors, L.P. OHA has $56 B under management. . If you know you want to be investing in credit, I would choose either Silver Point or Oak Hill. 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. 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. They have performed at a very high level and achieved premier status in wealth management. 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 When typing in this field, a list of search results will appear and be automatically updated as you type. 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. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. 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. 2021 - 20232 years. Oral Surgery Management. New Mountain Capital Agrees to Sell SNL Financial to McGraw Hill Financial for $2.225 Billion. Truck stop chain TravelCenters of America is being purchased by investment firm Oak Hill Capital Partners in a deal worth $731 million. [1]. Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm. "We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. 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. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. 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., 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. Motive . It has 51 beneficial owners. Public filings of Oak Hill Capital Management Partners LP raised by Oak Hill Capital Management LLC. 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. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. 16 percent of the fund is owned by fund of funds. 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. Oak Hill Capital Management LLC - . Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. Learn how and when to remove this template message, "Oak Hill Capital Partners | Oak Hill Capital Partners to Sell Wave Broadband for $2.365 Billion", "Bill Gates and Phil Knight invest in new Oak Hill fund - Taipei Times", Investcorp to complete $1.43 billion Berlin Packaging sale to Oak Hill in October, "Oak Hill Capital Partners to Acquire Safe Fleet", "Oak Hill Leads Recapitalization of VetCor", "VetCor Closes Recapitalization | Harvest Partners", Private investment in public equity (PIPE), Taxation of private equity and hedge funds, Private equity and venture capital investors, https://en.wikipedia.org/w/index.php?title=Oak_Hill_Capital_Partners&oldid=1147951375, Financial services companies established in 1986, Private equity firms of the United States, Privately held companies based in Connecticut, Articles needing additional references from April 2017, All articles needing additional references, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 3 April 2023, at 06:06. $6.7 billion in assets under management . As this capital searches for deal flow, the development of workforce and . 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. Tyler Wolfram, CEO & Managing Partner, said, "We are grateful for our Limited Partners' confidence, trust and conviction in our team and investment strategy. 1 billion in the past five years. 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. 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. Data from SEC filing. Assets Under Management: $37B+ Capital Raised: . For more information on Genstar, please visit: www.gencap.com. The firm prefers to invest in growth-stage companies through buyouts. 4 percent of the fund is owned by fund of funds. Oak Hill Capital Partners is an independent private investment firm with offices in New York, California, and Connecticut. We'll assume you're ok with this, but you can opt-out if you wish. The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles. 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) We work hard to see things others do not. 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. 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. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. ", 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. We and our partners store and/or access information on a device, . Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. 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. 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. The firm has raised. A history of partnering with proven . 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.". 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: $2.7 billion Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . Over the past 33 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Maybe Silver Point is better for leaving credit, but Oak Hill . Brook Scardina serves as a Managing Partner of Capital Markets & Investments for Michigan-based Oak Real Estate Partners (affiliate of Red Oak Capital). It seems like Silver Point is a bit of a grind, but maybe a better learning experience as a junior. . Oak Hills experienced team applies an industry-focused, theme-based approach to investing and works actively in partnership with management to implement strategic and operational initiatives to create franchise value. StamfordOne Stamford Plaza263 Tresser Boulevard, 15th FloorStamford, CT 06901203-328-1600, New York65 East 55th Street32nd FloorNew York, NY 10022212-527-8400, Menlo Park3000 Sand Hill RoadBldg 2, Suite 160Menlo Park, CA 94025650-234-0500, Andrew BurdickPartner & Head of Investor Relationsaburdick@oakhill.com, Jacob ShulmanDirector, Investor Relationsjshulman@oakhill.com, Morgan UngerAssociate, Investor Relationsmunger@oakhill.com, 2019 Oak Hill Capital, All rights reserved. Fund AUM and Sold ($) 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: 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 . We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. 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. Total AUM: $1.4 billion. To date, the firm has completed more than 50 portfolio company investments. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. 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. SEC Filings include 13F quarterly reports, 13D/G events and more. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Terms of the transaction were not disclosed.[6][7]. 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 - 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. Over the past 33 years, Oak. Mr. They have performed at a very high level and achieved premier status in wealth management. VC investors had several quarters of strong fundraising, and the industry started 2022 with about 2,900 active firms, $995 billion in assets under management, and $223 billion in dry powder (i.e., capital still to deploy to startups), which puts the industry in a good position to face potential headwinds on the horizon. Broad expertise. For more information, please visit: www.merceradvisors.com. Type: Limited Liability Company Registration Country: United States 0 SEC#: 801-64749 Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. 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. Company Directory AUM Accelerator Program (designed for investment managers) Over 450K+ Industry Headlines, Posts and . June 25, 2015. Total AUM: $130 million. Robert Bass is the lead investor. 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. Company Profile. [5] No value of the deal was mentioned. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. 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. ATLANTA--(BUSINESS WIRE)--Apr 11, 2023-- Sage Mountain Advisors, an independent wealth management firm, announced today it has deepened its advisory team with the addition of Tim Byerly as Wealth Advisor. On June 15, 2018, Oak Hill Capital Partners acquired a majority stake in VetCor Group Holdings Corp. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. 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. 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. 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. 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. Robert Bass, who was an early investor in leveraged buyouts in the 1980s and employed David Bonderman and Jim Coulter the founders of Texas Pacific Group, is the lead investor in Oak Hill Capital 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. 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. {"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": 51990306, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, WAY Fund II, a series of Tiny Supercomputer Investment Compa, Wayfinder, a series of TBD Angels Master LLC, Credit Suisse Securities USA LLC, JP Morgan Chase Bank NA. Attentive Energy Partners with MRV Group to Launch State-wide Surveys to Gather Recommendations for Improved . 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. 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 (Bermuda), L.P. is one of the . BoardMembers. 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. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. Stonyrock acquires economic interests in firms that manage strategies across asset classes, including private equity, credit, hedge funds, real estate, venture, and infrastructure. 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. We work hard to see things others do not. 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) 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. 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. Phone Number +1 212 527 8400. 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. View the latest funds and 13F holdings. These Oak Hill partnerships comprise over $18 billion of investment capital across multiple asset classes, including private equity, special situations, high yield and bank debt, venture capital, real estate and a public equity exchange fund. Compare against similar firms. 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. Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. About Oaktree. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. 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. EXPERTISE When typing in this field, a list of search results will appear and be automatically updated as you type. SEE OUR INVESTMENTS > Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Services, Industrials, Media & Communications, and Consumer. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". Language links are at the top of the page across from the title. Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. In 2017 the company sold Wave Broadband for more than $2.3 billion. Partnership-based approach. 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. 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. Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors.
