Business model / Oakley Capital (Investment Adviser)
The Oakley Difference
Why does OCI choose Oakley Capital as its valued Investment Adviser? Oakley Capital is a pan-European private equity investor that is the partner of choice for founders and management teams with ambitions to grow their businesses and unlock their full potential.
Oakley develops companies across the life cycle, with the majority of the portfolio across the private equity funds which cover small – mid and mid buyout. In recent years, Oakley has expanded its strategy to also cover venture and growth tech funds. Alongside these four strategies, Oakley invests across four sectors; Technology, Education, Consumer and Business Services.
Business model / Oakley Capital (Investment Adviser)
Focused on sourcing the best investments...
Deal origination
Oakley’s success is built on its network of entrepreneurs and business founders, a number of whom it has previously backed. Oakley develops and benefits from repeat partnerships with these entrepreneurs from fund to fund, as they help to unlock new investment opportunities, deepen their understanding and expertise within sub-sectors, and invest alongside Oakley in future funds.
Oakley's entrepreneurial DNA means we are the partner of choice for many entrepreneurs: we empathise with founders, we understand their mindset, we anticipate their priorities and concerns.
Business model / Oakley Capital (Investment Adviser)
From a proprietary deal network...
Business founder network
Oakley Capital's business founder network provides privileged access to off-market opportunities and creates frequent repeat partnerships.
72%
Founder-led deals since inception
Navigating complexity
Successful track record of navigating complexity across multiple dimensions: carve-outs, founder-led and complex stakeholder management.
74%
Uncontested deals since inception
Business model / Oakley Capital (Investment Adviser)
With deep experience across sectors and megatrends...
Oakley Capital invests across four core sectors, leveraging its strong track record and deep experience. The Oakley Private Equity and Venture Funds offer shareholders the opportunity to invest in a diversified portfolio of fast-growing private businesses.
Technology
Trend: Business migration to the cloud
Companies looking to deliver efficiency and productivity gains through digitisation. Alongside our flagship Private Equity Funds, our Venture Funds also focus on the Technology sector.
Consumer
Trend: Consumer shift to online
Several regions and sectors are ripe for digital disruption, as technology transforms the consumer delivery models. The Consumer sector also includes our Direct investments in North Sails and Time Out.
Education
Trend: Growing global
demand for high-quality accessible learning
Global demand for quality, accessible education is growing, and online platforms and market consolidation are satisfying demand. Oakley has a strong track record as one of Europe’s leading investors in this sector.
Business services
Trend: Growth in demand for
mission-critical tech-enabled services
Growing regulation and demand for productivity are driving international demand for services and information that helps businesses succeed in an increasingly complex data-driven economy.
Business model / Oakley Capital (Investment Adviser)
And proven value creation drivers...
Oakley’s Investment Team works closely with founders and management teams to accelerate growth and create sustainable value by deploying a range of strategies including mergers & acquisitions (M&A), business transformation, performance improvement, and talent acquisition. Increasingly, this is done in partnership with Oakley’s Portfolio Team of in-house experts.
Business model / Oakley Capital (Investment Adviser)
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Buy and build
To date, Oakley has supported its portfolio companies with more than 250 bolt-on acquisitions, often providing the expertise and resources to help source and execute acquisitions. These include transformative deals that enable them to scale up quickly and expand into new products or markets, as well as roll-up strategies that enable consolidation in fragmented markets. Oakley's capital markets team, led by the Capital Markets Director supports management teams with their M&A strategies by advising them on how to optimise capital structures, diversify funding sources and negotiate lending terms.
250+
Oakley has supported its portfolio companies with more than 250 bolt-on acquisitions
Business model / Oakley Capital (Investment Adviser)
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Business transformation
Helping portfolio companies to meaningfully enhance the way they do business, increasing their value. This can include shifting to a recurring revenue or software as a service (SaaS) business model to improve the quality of earnings, launching a new e-commerce sales channel, or building an entire standalone organisation following a corporate carve-out. More recently, several portfolio companies have launched highly successful AI-powered products to help customers work more effectively, and others have developed sustainable products, helping customers better understand their environmental impacts.
We leverage digital tools and skills to enhance the way a company does business.
Business model / Oakley Capital (Investment Adviser)
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Performance improvement
Giving management teams the tools to make better informed decisions by improving management information, data analysis and reporting. Oakley's Data & Analytics team helps unlock value across the portfolio by providing expert guidance to management teams on the introduction of AI-powered software solutions, developing data analytics to optimise M&A due diligence and sales origination, and driving internal operational efficiencies by leveraging data and analytics tools. Meanwhile, Oakley’s Sustainability Team works with portfolio companies to gather, analyse, and understand non-financial metrics, which in turn can drive operational efficiency, cost savings, and facilitate in meaningful strategic decision-making.
Business model / Oakley Capital (Investment Adviser)
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Talent acquisition
A key asset in any business is human capital, and Oakley's Head of Talent alongside the team, help portfolio companies attract and retain the best talent, while also advising on the optimal organisational structure to support a long-term business plan. Oakley will often strengthen management by building out a team to support founders or formulating a succession plan. In the case of corporate carve-outs, Oakley can assemble entire new management teams as well as recruit for critical roles such as sales, marketing, technology and finance.