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OCI Summer Newsletter 2023

Oakley Capital
17.07.23
5 min read

Welcome to the Summer newsletter, designed to keep you up to date with all the news and views from OCI, its Investment Adviser Oakley Capital and the portfolio of tech-enabled businesses.

In this edition: Oakley partners with premium schools group Thomas’s; IU Group partnership extended with continuation vehicle; plus read all about the importance of ESG at Oakley. ​

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Next news: 26th July 2023 - Q2 NAV update

New Oakley deals 

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Oakley has entered into a strategic partnership with Thomas’s

To provide growth capital to the group of premium schools in order to fund capex and development projects across the group. Read the full story here.

 

IU Group

Oakley extends IU Group partnership with continuation vehicle

The business has performed significantly ahead of its original investment case with Fund III realising a gross return of 85% IRR on its exit. Read the full story here.

 

Oakley Portfolio Insights 

Sustainability at Oakley

We are pleased to share Oakley’s second ESG report, reflecting their responsible investment progress in 2022. Hear from Aga Siemiginowska, Head of Sustainability, on why ESG is important to Oakley.

Schülerhilfe

We caught up with Schuelerhilfe CEO, Dieter Werkhausen, on the company's tremendous growth, the challenges of pivoting the entire business model to remote learning during COVID, and his ambitious plans to expand Schuelerhilfe.

 

News and insights from across Oakley and OCI

The Origin Fund

The Origin Fund applies Oakley’s proven investment strategy to the lower mid-market, backing profitable, high-growth, but smaller-sized European businesses that are cut out for success. In this three-part video series, the fund’s dedicated team explains:

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The 'origin' of Origin

Key takeaways from the Oakley Capital Sales & Marketing Forum

Oakley’s Portfolio Company Programme provides entrepreneurs and management teams with the ideal platform to network, and share insights and best practice. From social media influencers to TikTok reels, loyalty clubs and simple mailshots, they look at the best marketing hacks to drive growth.

Watch our video

DACH Deal of the Year Award

We’re delighted that Oakley has won DACH Deal of the Year at the Real Deals Private Equity Awards 2023. All credit to co-investors and web-hosting entrepreneurs Thomas Strohe, Jochen Berger and Thomas Vollrath, along with CEO Thomas Noglik and CFO Thomas Schimmel, who together have driven Contabo’s success.

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Oakley's Rebecca Gibson Speaks to Bloomberg at SuperReturn

“The PE industry has a very good track record producing very good returns over longer cycles” Rebecca speaks to Dani Berger at SuperReturn in Berlin, including: deploying dry powder in a downturn, Oakley’s record fundraise, and how AI is impacting PE.

 

Watch our video

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Key takeaways from Invest Europe’s Forum in Geneva

As investors gathered in Geneva to celebrate Invest Europe’s 40-year anniversary, it seemed the ideal time to consider what the next 40 years might hold for private equity. Oakley's Steven Tredget shares his key takeaways from the forum.

Find out more.

What the Oakley team are reading

Harry Gobourn - Investor Relations Analyst

The Places in between by Roy Stewart 

Giorgia Monterubbiano - Senior Investment Associate

A Flaw in Human Judgement by Daniel Kahneman, Olivier Sibony and Cass Sunstein

Olga Ludkova - Portfolio Reporting Manager

How Women Rise by Sally Helgesen & Marshall Goldsmith

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