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 partners with founders and management teams with ambitions to grow their businesses and unlock their full potential.
Oakley invests in companies across the life cycle, with the majority of the Private Equity Portfolio covering small-mid and mid-market buyout transactions. In recent years, Oakley has expanded its strategy to also cover venture and growth tech funds. Across these four strategies, Oakley invests in four sectors: Technology, Business Services, Education and Consumer.
Business model / Oakley Capital (Investment Adviser)
Focused on sourcing the best investments...
Deal origination
Oakley's success is underpinned by longstanding relationships with entrepreneurs and business founders, many of whom have partnered with the firm across multiple funds. These repeat partnerships provide access to attractive investment opportunities, enhance Oakley's sector expertise, and align interests through co-investment in subsequent funds.
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.
77%
Founder-led deals since inception
Navigating complexity
Successful track record of navigating complexity across multiple dimensions: carve-outs, founder-led and complex stakeholder management.
71%
Uncontested deals since inception
Business model / Oakley Capital (Investment Adviser)
With deep experience across sectors and megatrends...
Oakley Capital invests across four key sectors, defined by megatrends that have been the focus of prior investments and will continue to be with future investments, leveraging its strong track record and deep experience. The Oakley Funds offer shareholders the opportunity to invest in a diversified portfolio of fast-growing private businesses.
Technology
Trend
Tech infrastructure and data security
Companies looking to deliver efficiency and productivity gains through digitalisation. Alongside our Private Equity Portfolio, our Venture Fund Portfolio also focuses on the Technology 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 help businesses succeed in an increasingly complex, data-driven economy.
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.
Consumer
Trend
Consumer shift to online
Several regions and sectors are ripe for digital disruption, as technology transforms consumer delivery models. The Consumer sector also includes our Direct Investments in North Sails and Time Out.
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 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)
1
Buy and build
To date, Oakley has supported its portfolio companies with more than 400 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 supports management teams with their M&A strategies by advising them on how to optimise capital structures, diversify funding sources and negotiate lending terms.
400+
Oakley has supported its portfolio companies with more than 400 bolt-on acquisitions.
Target mapping and screening
Transformational M&A and platform consolidation
Deal execution and synergies
Business model / Oakley Capital (Investment Adviser)
2
Business transformation
Oakley helps 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.
Leverage and enhance
We leverage digital tools and skills to enhance the way a company does business.
Shift to recurring revenues
Digital adoption
Post carve-out build-out
Business model / Oakley Capital (Investment Adviser)
3
Performance improvement
Oakley provides management teams with the tools to make better-informed decisions by improving management information, data analysis and reporting. Oakley’s Data and 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 and cost savings, and facilitate meaningful strategic decision-making.
Marketing excellence
Pricing and yield optimisation
Management information development
Business model / Oakley Capital (Investment Adviser)
4
Talent acquisition
A key asset in any business is human capital, and Oakley’s Head of Talent, alongside their team, helps 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.
Building out the C-Suite
Succession solutions
Nurturing strong company cultures