[2], Other investors include the Country of Singapore and Stanford University. Proven partners to middle market companies; experienced in a wide array of industries, transaction structures and levels of complexity . Permira assets under management - zss.lapiz-fliesen.de Tim Byerly Joins Sage Mountain as Wealth Advisor On June 15, 2018, Oak Hill Capital Partners acquired a majority stake in VetCor Group Holdings Corp. [5] No value of the deal was mentioned. About Oak Hill Capital PartnersOak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. Firm Details for OAK HILL CAPITAL MANAGEMENT, LLC, Location: New York, AUM = 10059070248.00, Last Form ADV Filed : 28-October-2022, Officers: SR WAREHOUSE LLC, W-ORACLE MANAGEMENT MIP SPLITTER L.P., WOLFRAM, TYLER, JON. Motive . EXPERTISE {"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. Chris Williams - Chairman of the Board - LinkedIn The current minimum investment for Oak Hill Capital Partners Iv (Onshore), L.P. is $10000000. Advised Oak Hill Advisors on an innovative $500m sustainable forestry joint venture with Bluesource targeting the purchase of one million acres of woodland for the generation of carbon offsets. Financial Knowledge | Healthcare Experience | 1315 Capital A leading private equity firm in Houston, TX, ZT Corporate is an operationally-oriented firm of entrepreneurs dedicated to developing and growing income-producing lower-middle market companies. Checkers gains added $20M investment from Oak Hill Capital | Nation's Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. 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. creating value in middle-market companies. About Genstar CapitalGenstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. New Mountain Capital Acquires Zep Inc. Read. OHCP V was significantly oversubscribed, surpassing its target of $3.0 billion and exceeding Oak Hill Capital Partners IV ("OHCP IV") by over 40%. Oak Hill Advisors Disclaimers All information estimated as of December 31, 2022. Oak Hill Capital Management, LLC 65 East 55Th Street 32nd Floor New York, NY 10022 United States Phone: 212-527-8400 Fax: 212-527-8450 Website: http://www.oakhillcapital.com Main Email: jmills@oakhillcapital.com Overview of Oak Hill Capital Management Org. Tyler Wolfram, CEO & Managing Partner, said, "We are grateful for our Limited Partners' confidence, trust and conviction in our team and investment strategy. She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director. We invest in high growth, dynamic situation buyouts and growth capital investments. This website uses cookies to improve your experience. Litquidity Capital. The New York midmarket firm initially set a $3 billion fundraising goal . This decision refers to them collectively as "Oak Hill." 2 redemptions. $6.7 billion in assets under management . Wafra Announces Strategic Partnership with Oak Hill Capital Partners Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. When typing in this field, a list of search results will appear and be automatically updated as you type. OAK HILL CAPITAL MANAGEMENT, LLC | Form ADV - RADiENT Adam Nankervis Custodian(s): Credit Suisse Securities (USA) LLC, , Rank: 498 out of 30967 registered private funds, Rank: 1262 out of 30967 registered private funds, Rank: 11730 out of 30967 registered private funds. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. Terms of the transaction were not disclosed.[6][7]. New Mountain Capital Partners with CenseoHealth and Advance Health. Oak Hill Capital Partners V is a Private Equity Fund in Connecticut with $1.30 bn assets under management, with a minimum investment of $100.00 k. It has 92 beneficial owners. 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. Oak Hill Capital | LinkedIn Over the past 33 years, Oak. Partnership-based approach. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. 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 This systematic and scalable approach spans our four core sectors. Media Contacts:For Mercer Advisors and Genstar: Chris Tofalli Public Relations, Chris Tofalli 914-834-4334, For Oak Hill: KekstCNC, Jeremy Fielding[emailprotected], Cision Distribution 888-776-0942 from 8 AM - 9 PM ET. June 1, 2000 Staff . 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. 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. . Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. DENVER, Sept. 17, 2019 /PRNewswire/ --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. Key to our process in selecting Oak Hill as our partner was the unique combination of cultural alignment and their expertise in supporting management teams leading growth and change. For more information on Genstar, please visit: www.gencap.com. BROOKFIELD, NEWS, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Brookfield Asset Management Inc. (NYSE: BAM; TSX: BAM.A) ("Brookfield") and Oaktree Capital Management, L.P. ("Oaktree") today announced the completion of the previously announced transition of the advisory role of Oaktree Real Estate Income Trust, Inc. ("Oaktree REIT") to Brookfield and have renamed the non-traded REIT . 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. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. A history of partnering with proven . This press release features multimedia. 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. 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. New Mountain Capital - Building Great Businesses New York, NY 10017 They have performed at a very high level and achieved premier status in wealth management. VC History - Venture Forward 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. Oak Hill Capital Investor Profile: Portfolio & Exits | PitchBook 2021 - 20232 years. 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 VI Offshore LP | AUM 13F 16 percent of the fund is owned by fund of funds. Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . We and our partners store and/or access information on a device, . The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. 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. Data from SEC filing. When typing in this field, a list of search results will appear and be automatically updated as you type. Oak Hill Capital Partners is a private equity firm managing funds from entrepreneurs, endowments, foundations, corporations, pension funds, and global financial institutions. 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. OHAs industry focused investment platform is fully integrated across asset classes and geographies, enhancing results and promoting a strong culture of teamwork. Oak Hill Capital Partners Iv (Onshore), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $1.4 billion in assets. 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. 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. In equity, the complaint contends that the individual defendants and Oak Hill Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. {"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": 51990309, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Aviditi Financial LLC, MPW Capital Advisors Ltd, UBS Securities LLC, Neuberger Berman East Asia Ltd, FPI GERA, ROAM Capital. Oak Hill Capital Partners to Acquire Berlin Packaging for $1.43 Billion . Senior Vice President, Strategic Planning. 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. 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. The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . Home Our Business Recent Transactions. Assisting 8minute Solar Energy to secure incidental take permits and related mitigation for four solar projects totaling more than 3,000 MW that, when . We take ownership, embrace change, and add value. Investment Mandates, Video PitchBooks & More! For more information, please visit www.oakhill.com. They have performed at a very high level and achieved premier status in wealth management. For more information, please visit: www.oakhill.com. Oak Hill Capital Partners Iii, L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.7 billion in assets. 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. Oak Hill Capital Partners IV News | Private Equity Fund Research (212) 326-1500, Copyright 2023 Oak Hill Advisors L.P. All Rights Reserved. Luis Miguel Ochoa - Stanford University - LinkedIn In 2017 the company sold Wave Broadband for more than $2.3 billion. Total AUM: $130 million. Oak Investment Partners - Wikipedia Oak Hill Capital Partners - Wikipedia We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". Oak Hill Capital Management LLC - . Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. Rank: 1097 . We are especially pleased to note that over 90% of OHCP IV's interests re-upped into OHCP V. We appreciate the continued support from our existing investor base and are pleased to welcome our new investors to the Oak Hill family. Management owns just 4 percent of the fund. We work hard to see things others do not. Oak Hill Capital Partners Iii, L.P. - Fund Data Provinces of Spain - Wikipedia 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 Motive Partners is a specialist private equity platform, combining Investors, Operators and Innovators, to build, back and buy the technology companies that enable the financial economy. SEE OUR INVESTMENTS > BoardMembers. It has 51 beneficial owners. Oak Hill Advisors Oak Hill Advisors, L.P. is a subsidiary of T. Rowe Price, Oak Hill Advisors, L.P. Oak Hill Capital Partners has closed its latest fund at about $3.8 billion, significantly higher than the fund's target. As this capital searches for deal flow, the development of workforce and . 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." 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. Over the past 35 years, Oak Hill. 4 percent of the fund is owned by fund of funds. Robert Bass is the lead investor. Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. Our future is even brighter with Oak Hill being added as a strategic investor. Over the past 35 years, Oak Hill Capital and its predecessors have invested in approximately 100 private equity transactions across broad segments of the U.S. and global economies. Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part - 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. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. Brook popped into the Scary oloo lol poo o plan lommjonlmknb New York, NY. Jessica joined 1315 Capital as Partner in 2022, bringing significant healthcare investing experience in growth stage companies. In March 2017, Oak Hill Capital Partners bought Checkers Drive-In Restaurants Inc. from Sentinel Capital Partners in a deal valued at $525 million. SEC Filings include 13F quarterly reports, 13D/G events and more. Brook Scardina serves as a Managing Partner of Capital Markets & Investments for Michigan-based Oak Real Estate Partners (affiliate of Red Oak Capital). Fox and CNN dropped Tucker Carlson and Don Lemon, earnings are outperforming pessimistic estimates, hedge funds are shorting treasuries, LVMH surpassed a $500B market cap, China guided banks to cut deposit rates, and 48% of US voters support a TikTok ban. Oak Hill Capital traces its roots to Texas billionaire Robert M. Bass's family office, and is led by managing partners Tyler Wolfram, Brian Cherry and Steve Puccinelli. Contact: Dawn . "We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. For more information, please visit: www.oakhill.com. Oak Hill Capital Closes OHCP V at Approximately $3.8 Billion, Exceeding Oak Hill Advisors Rank: 9179 out of 30967 registered . New Mountain Capital Agrees to Sell SNL Financial to McGraw Hill Financial for $2.225 Billion. 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. 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. The partnership with OHCP is a continuation of Wafra's strategy of acquiring minority interests in established alternative asset management firms by utilizing a unique partnership-based approach.. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. 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. 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. 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. ACP Investment Group is a private investment firm focused on providing secondary liquidity solutions to investors, companies and private funds. It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. The board, consisting of former students who provided exemplary leadership and service to the University during a period of accelerated growth and changes in the student body from, developed its mission to support campus-wide . Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part [1]. 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. Paul Hastings LLP > Chicago, United States > Firm Profile 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) Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. 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. We have developed an institutionalized process to theme-based investing. The current minimum investment for Oak Hill Capital Partners (Bermuda), L.P. is $10000000. Senior Partners - Oak Hill Advisors 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) 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. 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. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. Bloomberg has forecast ESG AUM [assets under management] to hit $53 trillion by 2025, or a third of global assets. The University of Alabama established the Division of Community Affairs Board of Advisors (BOA) in 2016. Oak Hill Capital Partners is a private equity firm headquartered in New York City, with more than $19 billion of committed capital from entrepreneurs, endowments, foundations, corporations, pension funds and global financial institutions. Fund AUM and Sold ($) 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: 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.