AUSTIN, Texas-(BUSINESS WIRE)-Kestra Holdings, an industry-leading wealth management platform, today announced the recapitalization of its parent partnership as Oak Hill Capital takes over the minority equity position held by funds managed by Stone Point Capital, a partner of the firm since 2016.Warburg Pincus will remain the majority investor as it has been since 2019. 1 The specific funds are defendants Oak Hill Capital Partners III, L.P., Oak Hill Capital Management Partners III, L.P., OHCP GenPar III, L.P., OHCP MGP Partners III, L.P., and OHCP MGP III, Ltd. ACP Investment Group is a private investment firm focused on providing secondary liquidity solutions to investors, companies and private funds. Read. 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. Total AUM: $130 million. Direct links to the EDGAR source material. For more information, please visit: www.merceradvisors.com, 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 Advisors 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. Previously, she was a healthcare investor at Quaker Partners. Oak Hill, the New York-based private-equity . By evaluating opportunities across the credit universe, OHAs investment teams have a broad perspective that positions OHA to capture both relative and absolute value across asset classes. We wish the team continued success as the Company writes its next chapter, said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. About - Oaktree Capital Management Over the past 35 years, Oak Hill. We work hard to see things others do not. Luis Miguel Ochoa - Stanford University - LinkedIn This website uses cookies to improve your experience. In equity, the complaint contends that the individual defendants and Oak Hill Oak Hill Advisors ULI Roundtable Discusses Innovative Financing Strategies for Affordable ACP-Invs Rank: 9179 out of 30967 registered . Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. 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. Portfolio Manager & Partner, Chief Executive Officer - BDCs. Oak Hill Capital Partners - Wikipedia For more information, please visit: www.oakhill.com, Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. To date, the firm has completed more than 50 portfolio company investments. OAK HILL CAPITAL MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com For more information on Genstar, please visit: www.gencap.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. 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. BoardMembers - Community Affairs | The University of Alabama 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. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. SEE OUR INVESTMENTS > The firm has raised. [3]. The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. {"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": 51990305, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. Oak Hill Capital Management - Fund and Executive Details Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins 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. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. In 2017 the company sold Wave Broadband for more than $2.3 billion. Language links are at the top of the page across from the title. Chris Williams - Chairman of the Board - LinkedIn Oak Hill Capital Partners (Bermuda), L.P. - Fund Data Recent Transactions To date, the firm has completed more than 50 portfolio company investments. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. For over 30 years and across multiple credit cycles, OHAs team of professionals has collaborated to successfully navigate the high yield credit, leveraged loan, structured products, distressed investment and private credit markets. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. This systematic and scalable approach spans our four core sectors. It seems like Silver Point is a bit of a grind, but maybe a better learning experience as a junior. You are here. Financial Knowledge | Healthcare Experience | 1315 Capital November 21, 2017. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. In addition, in 2018, Mercer Advisors opened a new, full-service "Central Hub" headquarters in Denver to house multiple teams and functions to better support the dozens of Mercer Advisors' regional offices. 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. Oak Hill Capital Partners offers investment management services. . When typing in this field, a list of search results will appear and be automatically updated as you type. Public filings of Oak Hill Capital Management Partners LP raised by Oak Hill Capital Management LLC. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. {"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. For more information, please visit www.oakhill.com. In addition, in 2018, Mercer Advisors opened a new, full-service Central Hub headquarters in Denver to house multiple teams and functions to better support the dozens of Mercer Advisors regional offices. We'll assume you're ok with this, but you can opt-out if you wish. 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. Oak Hill Capital Partners VI Offshore LP | AUM 13F The current minimum investment for Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is $10000000. New York. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. 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 Advisors . The current minimum investment for Oak Hill Capital Partners Iv (Onshore), L.P. is $10000000. It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. Oak Investment Partners is a private equity firm focusing on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and retail. (212) 326-1500, Copyright 2023 Oak Hill Advisors L.P. All Rights Reserved. Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. Goldman Sachs & Co. served as lead financial advisor, Moelis & Co. assisted as financial advisors, and Willkie Farr & Gallagher served as legal counsel to Mercer Advisors on the transaction. Recent Transactions | Greenhill & Co Experienced across a range of industries, transaction types and capital structures. creating value in middle-market companies. Over the past 33 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Oak Hill Capital Partners has closed its latest fund at about $3.8 billion, significantly higher than the fund's target. TravelCenters of America Sold To Investment Group In thinking about how to fund the capital stack, I would be remiss if I did not again mention the enormous rise of capital that is focused on ESG right now. Over the past 33 years, Oak. Oak Hill Advisors, L.P. is a subsidiary of T. Rowe Price, Oak Hill Advisors, L.P. 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. Dave Welling, Chief Executive Officer of Mercer Advisors, said, Mercer Advisors vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. 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., Steve Puccinelli, Partner of Oak Hill, said, Mercer Advisors is a unique integrated registered investment adviser with multiple levers to compound value and is well positioned to further accelerate its already impressive growth. 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. June 1, 2000 Staff . from 8 AM - 9 PM ET. 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 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. Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. Oak Hill Capital Partners is an independent private investment firm with offices in New York, California, and Connecticut. For more information on Genstar, please visit: www.gencap.com. When typing in this field, a list of search results will appear and be automatically updated as you type. 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. Insight on Oak Hill Advisors? | Wall Street Oasis The current provinces of Spain correspond by and large to the provinces created under the purview of the 1833 territorial re-organization of Spain, with a similar predecessor from 1822 (during the Trienio Liberal) and an earlier precedent in the 1810 Napoleonic division of Spain into 84 prefectures. Wafra Announces Strategic Partnership with Oak Hill Capital Partners Management owns 16 percent of the fund. OAK CIRCLE CAPITAL PARTNERS LLC: PARENT: indirect: 2005-04-01: ALPHA4X ASSET . Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. - Fund Data ", Steve Puccinelli, Partner of Oak Hill, said, "Mercer Advisors is a unique integrated registered investment adviser with multiple levers to compound value and is well-positioned to further accelerate its already impressive growth. Senior Vice President, Strategic Planning. Company Profile. Since 1986, 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. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. Attentive Energy Partners with MRV Group to Launch State-wide Surveys to Gather Recommendations for Improved . TSG Consumer Partners & Oak Hill Partner with Leonard Green and Assets Under Management: $37B+ Capital Raised: . NEW YORK and CHICAGO, Aug. 25, 2014 /PRNewswire/ -- Oak Hill Capital Partners (" Oak Hill "), a leading private equity firm, announced today that it has entered into a . 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. Home - Blue Owl 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 is a leading alternative investment firm with $57 B under management as of December 31, 2022 across performing and distressed credit related investments in North America, Europe and other geographies. Proven partners to middle market companies; experienced in a wide array of industries, transaction structures and levels of complexity . Paul Hastings LLP > Chicago, United States > Firm Profile History Brookfield Completes Transition of Non-traded REIT from Oaktree 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. This decision refers to them collectively as "Oak Hill." 2 redemptions. 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. 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. 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. . Dave Welling, Chief Executive Officer of Mercer Advisors, said, "Mercer Advisors' vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. Apr 14, 2023. Our future is even brighter with Oak Hill being added as a strategic investor. Data from SEC filing. 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. Senior Partners - Oak Hill Advisors View the latest funds and 13F holdings. About Oaktree. 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. 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. Oak Hill Advisors 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. Organized . 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 Partners IV is a Private Equity Fund in Texas with $493.5M assets under management, with a minimum investment of $10M. New York, NY 10017 OAK HILL CAPITAL MANAGEMENT, LLC | Form ADV - RADiENT Oak Hill Capital Partners to Acquire Berlin Packaging for $1.43 Billion Permira assets under management - zss.lapiz-fliesen.de Compare against similar firms. Oak Hill Capital Partners IV News | Private Equity Fund Research Company Directory AUM Accelerator Program (designed for investment managers) Over 450K+ Industry Headlines, Posts and . Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. A history of partnering with proven . SEC Filings include 13F quarterly reports, 13D/G events and more. The New York midmarket firm initially set a $3 billion fundraising goal . Oak Hill Capital Partners (Bermuda), L.P. is one of the . UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. Our mission is to generate attractive returns over the long term, in a manner that makes our partners proud. Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part Experienced professionals who value partnership and transparency, Success driven by people and partnerships, Oak Hill Capital Announces Formation of Petauri Health, Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins Partnership Alongside Warburg Pincus, Oak Hill Commits $250M to Omni Fiber to Expand Broadband Access in Underserved Towns Across the Midwest, Oak Hill Capital Names David Pryor Senior Advisor, Oak Hill Capital Names Jamie Jacobs Chief Talent Officer and Senior Advisor, Greenlight Networks Announces Majority Investment from Oak Hill Capital, MetroNet and Vexus Announce Merger to Accelerate Industry-Leading FTTH Expansion, Oak Hill Capital and CPP Investments Lead the Recapitalization of Berlin Packaging, Oak Hill Capital to Partner with U.S.