Oakley seeks to acquire controlling stakes in businesses valued between €100 million and €1 billion-plus. Typically, these are founder-led businesses with strong growth potential.
Our investment adviser
Key facts
Expertise
20yrs
of investing
Assets
c. €15bn
under management
Employees
150+
Across 5 offices
How do you create value? How can private equity help companies grow faster? View the full video series here.
Unique network, unique deals
Sourcing unique investment opportunities requires a different approach. Oakley’s investment team works alongside a network of entrepreneurs, leveraging contacts and insights to unearth the most promising deals and avoid expensive auctions. Often, it is Oakley’s entrepreneurial heritage and track record in particular markets that convinces business founders to partner with them.
The first institutional investor in 90% of deals
Backing businesses valued between €100m and €1bn-plus
Finding the best investments. View the full video series here.
Oakley’s sourcing model means some investments can be complex, such as corporate carve-outs. Speedy execution may be required to support founders and management teams who want to move quickly. While these situations require greater due diligence, attention and agility, they also offer strong opportunities to create value.
Focused on four core sectors
Over twenty years Oakley has built a strong track record investing across four core sectors:
Sectors
Our portfolio-
01TechnologyRolling out effective web hosting and cloud-based SaaS solutions. -
02ConsumerLaunching and growing digital marketplaces and D2C channels. -
03EducationBuilding platforms across primary, secondary, tertiary education and professional learning. -
04Business ServicesProviding mission-critical, tech-enabled services that help customers succeed
Oakley's origination network helps them source investments others cannot. Often, they are the first institutional investor in their portfolio companies.
Proven value creation
Post-investment, Oakley works proactively with founders and management teams to create sustainable, long-term value, and to accelerate growth by leveraging four key strategies.
Acquisitions
>150
bolt-ons
Revenues
70%
recurring
EBITDA
~20-30%
YoY growth
1. Business transformation
Completely overhauling a business model – for example, this could mean shifting sales to a SAAS/recurring model to improve the quality of earnings; or building an entire standalone organisation following a corporate carve-out.
2. Performance improvement
Giving management teams the tools to make better informed decisions by: improving management information, data analysis and reporting; launching new sales channels (e.g. e-commerce); or identifying the optimal marketing channel to accelerate growth.
3. Leadership development
Leveraging Oakley’s network to help companies find and retain the best talent by: recruiting senior leaders; establishing standalone management teams in the case of carve-outs; or building succession solutions where founders want to step back.
4. Buy-and-build
Helping founders and management teams identify, execute and integrate acquisitions, including large-scale transformative M&A and platform consolidation in fragmented markets.
Case studies
Responsible investing
Oakely believes that responsible investing helps de-risk investments and create long-term value. Culture and ethical principles guide investment decisions, partnership choices and the way in which successful companies are built in a sustainable way.
Visit the Oakley Capital website to find out more about our investment adviser.
