Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Oaktree Capital Management has acquired 11 companies. It has also invested in 5 others.

Oaktree Capital Management’s most common sectors for investment arebusiness services (9%) and construction (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and secondary buyout (20%). In total, Oaktree Capital Management has invested in 26 US states and 11 different countries. Its largest (disclosed) acquisition occurred in 1997 when it acquired National Mobile Television for $555M.

In the last 3 years, Oaktree Capital Management has exited 8 companies. The Firm’s most common exit type is trade sale (41%). Oaktree Capital Management’s largest (disclosed) exit occurred in 2012 when it sold Jackson Square Aviation for $1.3B.

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M&A Summary

  • M&A Total Activity178
    • M&A Buy Activity104
    • M&A Sell Activity74
  • Total Sectors Invested 43
  • Total Countries Invested 11
  • M&A Buy/Sell Connections 72
  • M&A Advisors 18

Oaktree Capital Management

333 South Grand Ave., 28th Floor,
Los Angeles, California 90071
United States
(213) 830-6300
www.oaktreecapital.com
mediainquiries@oaktreecapital.com

Oaktree Capital Management LLP is a global alternative investment firm with a variety of investment strategies spanning corporate debt, convertible securities, distressed debt, control investing, real estate, and public investing. The Firm's control investing group is spread across several disciplines, including Global Principal, European Principal, Power, and Infrastructure. Oaktree was formed in 1995 and is based in Los Angeles.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Energy Services and Equipment, Information Services, Information Technology, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.8/yr) # 85 3 8 3 3 2 104
vol $1.6B $216M $1.9B
Sell (2.4/yr) # 62 4 2 2 3 1 74
vol $6.8B $6.8B
  178

Most Recent M&A

Company Date Value Type
LPW Group Holdings, Inc. 2024-03-17 - Secondary Buyout
Houston, Texas · www.lpw-group.com
Electro-Mechanical LLC 2024-03-01 - Secondary Buyout
Bristol, Virginia · www.electro-mechanical.com
MWH Constructors, Inc. 2024-01-11 - Trade Sale
Broomfield, Colorado · www.mwhconstructors.com
Avenga Germany GmbH 2023-12-15 - Trade Sale
Cologne, Germany · www.avenga.com
Saber Power Service LLC 2023-11-01 - Secondary Sale
Rosharon, Texas · www.saberpower.com
Consolidated Chassis Management LLC 2023-10-03 - Buyout (LBO, MBO, MBI)
Rockaway, New Jersey · www.ccmpool.com
Magnolia Wash Holdings 2023-07-25 - Growth Capital
Charlotte, North Carolina · www.magnoliawashholdings.com
Environmental 360 Solutions Ltd. 2023-02-16 - Secondary Sale
Aurora, Ontario · www.e360s.ca
Enercon Services, Inc. 2023-02-08 - Secondary Buyout
Kennesaw, Georgia · www.enercon.com
Sani/Ikos Group 2022-09-22 - Stake Sale
Halkidiki, Greece · www.saniikos.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
RAFI GmbH & Co. KG 2019-11-19 Xymox Technologies, Inc. 2023-07-12 1
Ravensburg, Germany · www.rafi-group.com Milwaukee, Wisconsin · www.xymox.com
Kamps Pallets, Inc. 2020-01-14 Realm Companies LLC 2022-11-03 3
Grand Rapids, Michigan · www.kampspallets.com Newton, Iowa · www.realminc.net
NAPEC, Inc. 2017-12-04 Riggs Distler & Co., Inc. 2021-06-29 1
Drummondville, Quebec · www.napec.ca Cherry Hill, New Jersey · www.riggsdistler.com
Acosta Sales & Marketing, Inc. 2020-01-02 Impact Group 2021-06-24 3
Jacksonville, Florida · www.acosta.com Boise, Idaho · impactgrp.com
Trench Plate Rental Co. 2016-10-26 National Trench Safety LLC 2021-04-01 1
Downey, California · www.tprco.com Houston, Texas · www.ntsafety.com
Proserv UK Ltd. 2018-05-14 Proserv Group, Inc. - Drilling Services Business 2019-03-26 1
Aberdeen, United Kingdom · www.proserv-group.com Aberdeenshire, Norway
Quiksilver, Inc. 2016-02-11 Billabong International Ltd. 2018-01-05 1
Huntington Beach, California · www.quiksilverinc.com Burleigh Heads, Australia · www.billabongbiz.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (8%) - 9 (9%) -
Construction 2 (5%) 320M (60%) 7 (7%) 320M (17%)
Electrical Equipment 1 (3%) - 7 (7%) -
Real Estate 3 (8%) - 6 (6%) -
Packaging - - 5 (5%) 485M (26%)
Energy Services and Equipment 2 (5%) - 5 (5%) -
Financial Services 3 (8%) 216M (40%) 4 (4%) 216M (12%)
Software - - 4 (4%) -
Automotive 2 (5%) - 3 (3%) -
Beverages - - 3 (3%) -
Environmental - - 3 (3%) -
Food 1 (3%) - 3 (3%) -
Healthcare Services 1 (3%) - 3 (3%) -
Manufacturing 3 (8%) - 3 (3%) -
Renewable Energy 1 (3%) - 3 (3%) -
Technology Hardware 2 (5%) - 3 (3%) -
Transportation 2 (5%) - 3 (3%) -
Media - - 2 (2%) 555M (30%)
Aerospace - - 2 (2%) -
Retail 1 (3%) - 2 (2%) -
Safety/Security 1 (3%) - 2 (2%) -
Infrastructure - - 1 (1%) 280M (15%)
Airlines - - 1 (1%) -
Apparel/Textiles 1 (3%) - 1 (1%) -
Building Materials - - 1 (1%) -
Chemicals 1 (3%) - 1 (1%) -
Consumer Products - - 1 (1%) -
Consumer Services 1 (3%) - 1 (1%) -
Diversified - - 1 (1%) -
Electronics - - 1 (1%) -
Engineering 1 (3%) - 1 (1%) -
Franchising 1 (3%) - 1 (1%) -
Information Services - - 1 (1%) -
Information Technology - - 1 (1%) -
Insurance 1 (3%) - 1 (1%) -
Leisure 1 (3%) - 1 (1%) -
Machinery - - 1 (1%) -
Marine 1 (3%) - 1 (1%) -
Marketing 1 (3%) - 1 (1%) -
Oil/Gas Exploration 1 (3%) - 1 (1%) -
Semiconductors - - 1 (1%) -
Test/Measurement Equipment - - 1 (1%) -
Utilities - - 1 (1%) -
Total 38 $536M 104 $1.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 20 (53%) - 68 (65%) 835M (45%)
  California 4 (11%) - 15 (14%) 555M (30%)
  Texas 1 (3%) - 7 (7%) -
  Nevada 2 (5%) - 4 (4%) -
  New York 1 (3%) - 4 (4%) -
  Georgia 1 (3%) - 4 (4%) -
  Florida 1 (3%) - 4 (4%) -
  Illinois 2 (5%) - 3 (3%) -
  Pennsylvania - - 3 (3%) 280M (15%)
  Ohio - - 3 (3%) -
  Tennessee 1 (3%) - 2 (2%) -
  New Jersey 1 (3%) - 2 (2%) -
  Massachusetts 1 (3%) - 2 (2%) -
  New Hampshire - - 2 (2%) -
  North Carolina 1 (3%) - 1 (1%) -
  Michigan 1 (3%) - 1 (1%) -
  Kansas 1 (3%) - 1 (1%) -
  Connecticut 1 (3%) - 1 (1%) -
  Virginia 1 (3%) - 1 (1%) -
  New Mexico - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Kentucky - - 1 (1%) -
  District of Columbia - - 1 (1%) -
  Colorado - - 1 (1%) -
  Arizona - - 1 (1%) -
  Washington - - 1 (1%) -
  Vermont - - 1 (1%) -
United Kingdom 7 (18%) 216M (40%) 11 (11%) 701M (38%)
Canada 4 (11%) 320M (60%) 7 (7%) 320M (17%)
  Ontario 2 (5%) - 3 (3%) -
  Quebec 2 (5%) 320M (60%) 2 (2%) 320M (17%)
  British Columbia - - 2 (2%) -
Germany 3 (8%) - 6 (6%) -
Poland 3 (8%) - 5 (5%) -
France - - 2 (2%) -
Australia 1 (3%) - 1 (1%) -
Spain - - 1 (1%) -
Czech Republic - - 1 (1%) -
Finland - - 1 (1%) -
Netherlands - - 1 (1%) -
Total 38 $536M 104 $1.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (29%) - 37 (36%) -
Secondary Buyout 8 (21%) - 20 (19%) -
Growth Capital 4 (11%) - 12 (12%) -
Divestiture 2 (5%) 216M (40%) 8 (8%) 1.1B (57%)
Stake Purchase 4 (11%) - 6 (6%) -
Recapitalization 1 (3%) - 3 (3%) 485M (26%)
Joint Venture 1 (3%) - 3 (3%) -
PIPE - - 3 (3%) -
Special Situations/Distressed 3 (8%) - 3 (3%) -
Venture 1 (3%) - 3 (3%) -
Going Private 1 (3%) 320M (60%) 2 (2%) 320M (17%)
Consolidation 1 (3%) - 2 (2%) -
Acquisition Financing 1 (3%) - 1 (1%) -
Merger - - 1 (1%) -
Total 38 $536M 104 $1.9B

Exits by Deal Type

Type Total # Value
Secondary Sale 23 (31%) 1.0B (17%)
Trade Sale - Public Company 21 (28%) 4.6B (76%)
Trade Sale 11 (15%) 420M (7%)
IPO 11 (15%) -
Merger 3 (4%) -
Divestiture 2 (3%) -
Stake Sale 2 (3%) -
Sold to Management 1 (1%) -
Total 74 $6.1B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 3
Barclays Investment Bank
 2
Harris Williams & Co.
 1
Legal Deals
Kirkland & Ellis
 7
Weil Gotshal & Manges LLP
 2
Proskauer Rose LLP
 1

Deal Values

buy # Total
$100M to $1B 5 $1.9B
TOTAL $1.9B
Largest National Mobile Television, Inc.
$555M (1997-02-09)
sell # Total
> $1B 1 $1.3B
$100M to $1B 13 $5.4B
< $100M 3 $144M
TOTAL $6.8B
Largest Jackson Square Aviation LLC
$1.3B (2012-10-04)

M&A Connections

Deals
Acquired from
Investor(s)
21%
22 (21%)
Strategic(s)
7%
7 (7%)
Exited to
Investor(s)
34%
25 (34%)
Strategic(s)
49%
36 (49%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

Established

1995

Specialist/Generalist

Generalist

Leadership

Jay Wintrob

CEO

Bruce Karsh

Co-founder & Co-Chairman, Chief Investment Officer

Howard Marks

Co-Chairman

Rachel Chao

General Manager & Managing Director, Co-Head of APAC Marketing

Andrew Adler

Head of Business Development, Power Opportunities

FAQ

When was Oaktree Capital Management founded?

Oaktree Capital Management was founded in 1995.

What type of investor is Oaktree Capital Management?

Oaktree Capital Management is an asset manager.

Where is Oaktree Capital Management headquartered?

Oaktree Capital Management is headquartered in Los Angeles, California.

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