Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Oaktree Capital Management has acquired 14 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) (35%) 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 10 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 Activity185
    • M&A Buy Activity108
    • M&A Sell Activity77
  • Total Sectors Invested 44
  • Total Countries Invested 11
  • M&A Buy/Sell Connections 73
  • 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 (4.6/yr) # 85 4 8 3 6 2 108
vol $1.6B $216M $1.9B
Sell (2.8/yr) # 63 4 2 2 3 3 77
vol $6.8B $6.8B
  185

Most Recent M&A

Company Date Value Type
atomos 2024-10-03 - Trade Sale
London, United Kingdom · www.atomos.co.uk
Proserv UK Ltd. 2024-07-24 - Unknown
Aberdeen, United Kingdom · www.proserv.com
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
ABC Technologies Holdings, Inc. 2023-09-05 - Going Private
Toronto, Ontario · www.abctechnologies.com
Aqseptence Group GmbH 2023-09-04 - Add-on Acquisition
Aarbergen, Germany · www.aqseptence.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 4
Jacksonville, Florida · www.acosta.com Boise, Idaho · impactgrp.com
System One Services, Inc. 2020-12-08 Quadel Consulting & Training LLC 2021-06-08 4
Pittsburgh, Pennsylvania · www.systemoneservices.com Indianapolis, Indiana · www.quadel.com
National Trench Safety LLC 2016-10-26 National Trench Safety LLC (old) 2021-04-01 1
Downey, California · www.ntsafety.com Houston, Texas · www.ntsafety.com
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 (8%) -
Construction 2 (5%) 320M (100%) 7 (6%) 320M (17%)
Electrical Equipment 1 (3%) - 7 (6%) -
Real Estate 3 (8%) - 6 (6%) -
Packaging - - 5 (5%) 485M (26%)
Financial Services 3 (8%) - 5 (5%) 216M (12%)
Energy Services and Equipment 1 (3%) - 5 (5%) -
Software - - 4 (4%) -
Automotive 1 (3%) - 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%) -
Consumer Services 2 (5%) - 2 (2%) -
Machinery 1 (3%) - 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%) -
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%) -
Marine - - 1 (1%) -
Marketing 1 (3%) - 1 (1%) -
Oil/Gas Exploration 1 (3%) - 1 (1%) -
Semiconductors - - 1 (1%) -
Staffing 1 (3%) - 1 (1%) -
Test/Measurement Equipment - - 1 (1%) -
Utilities - - 1 (1%) -
Total 38 $320M 108 $1.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (61%) - 71 (66%) 835M (45%)
  California 5 (13%) - 16 (15%) 555M (30%)
  Texas 1 (3%) - 7 (6%) -
  Nevada 2 (5%) - 4 (4%) -
  Pennsylvania 1 (3%) - 4 (4%) 280M (15%)
  Florida 1 (3%) - 4 (4%) -
  New York 1 (3%) - 4 (4%) -
  Georgia 1 (3%) - 4 (4%) -
  Illinois 2 (5%) - 3 (3%) -
  Ohio - - 3 (3%) -
  Tennessee 1 (3%) - 2 (2%) -
  New Jersey 1 (3%) - 2 (2%) -
  Minnesota 1 (3%) - 2 (2%) -
  Massachusetts 1 (3%) - 2 (2%) -
  New Hampshire - - 2 (2%) -
  Connecticut 1 (3%) - 1 (1%) -
  Virginia 1 (3%) - 1 (1%) -
  North Carolina 1 (3%) - 1 (1%) -
  Michigan 1 (3%) - 1 (1%) -
  Kansas 1 (3%) - 1 (1%) -
  District of Columbia - - 1 (1%) -
  Colorado - - 1 (1%) -
  Arizona - - 1 (1%) -
  Washington - - 1 (1%) -
  Vermont - - 1 (1%) -
  New Mexico - - 1 (1%) -
  Kentucky - - 1 (1%) -
United Kingdom 5 (13%) - 11 (10%) 701M (38%)
Canada 3 (8%) 320M (100%) 7 (6%) 320M (17%)
  Ontario 1 (3%) - 3 (3%) -
  Quebec 2 (5%) 320M (100%) 2 (2%) 320M (17%)
  British Columbia - - 2 (2%) -
Germany 3 (8%) - 7 (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 $320M 108 $1.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (29%) - 37 (34%) -
Secondary Buyout 8 (21%) - 21 (19%) -
Growth Capital 4 (11%) - 12 (11%) -
Divestiture 1 (3%) - 8 (7%) 1.1B (57%)
Stake Purchase 3 (8%) - 6 (6%) -
Recapitalization 1 (3%) - 3 (3%) 485M (26%)
Going Private 2 (5%) 320M (100%) 3 (3%) 320M (17%)
Consolidation 2 (5%) - 3 (3%) -
Joint Venture 1 (3%) - 3 (3%) -
PIPE - - 3 (3%) -
Special Situations/Distressed 2 (5%) - 3 (3%) -
Venture 1 (3%) - 3 (3%) -
Acquisition Financing 1 (3%) - 1 (1%) -
Add-on Acquisition 1 (3%) - 1 (1%) -
Merger - - 1 (1%) -
Total 38 $320M 108 $1.9B

Exits by Deal Type

Type Total # Value
Secondary Sale 23 (30%) 1.0B (17%)
Trade Sale - Public Company 21 (27%) 4.6B (76%)
Trade Sale 12 (16%) 420M (7%)
IPO 11 (14%) -
Merger 3 (4%) -
Divestiture 2 (3%) -
Stake Sale 2 (3%) -
Bankruptcy 1 (1%) -
Sold to Management 1 (1%) -
Unknown 1 (1%) -
Total 77 $6.1B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 3
Barclays Investment Bank
 2
Lazard Ltd.
 1
Legal Deals
Kirkland & Ellis
 8
Weil Gotshal & Manges
 2
Stikeman Elliott
 2

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%
23 (21%)
Strategic(s)
6%
7 (6%)
Exited to
Investor(s)
32%
25 (32%)
Strategic(s)
48%
37 (48%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

Established

1995

Specialist/Generalist

Generalist

Leadership

Bruce Karsh

Co-founder & Co-Chairman, CIO

Sheldon Stone

Founding Principal & Co-Portfolio Manager

Armen Panossian

Co-CEO & Head of Performing Credit

Robert O'Leary

Co-CEO & Portfolio Manager

Howard Marks

Co-Chairman

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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