Oak Hill, founded by Robert Bass . Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. 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. 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. 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. 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.. About - Oaktree Capital Management A history of partnering with proven . Oak Hill, the New York-based private-equity . 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. Public filings of Oak Hill Capital Partners VI Offshore LP raised by Oak Hill Capital Management LLC. Oak Hill Advisors Senior Partners Office New York London Hong Kong Sydney Fort Worth San Francisco Luxembourg Glenn R. August Founder & Chief Executive Officer Glenn R. August has overall management responsibility for OHA and serves as global head of the firm's distressed investment activities. ", 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. 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. Over the past 35 years, Oak Hill. Provinces of Spain - Wikipedia 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. 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. 1 billion in the past five years. Oak Hill Capital Partners (Bermuda), L.P. - Fund Data 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. 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. 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." creating value in middle-market companies. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. 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. For more information, please visit: www.merceradvisors.com. 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. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. About Mercer AdvisorsEstablished in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. {"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 Partners (Bermuda), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.2 million in assets. . The New York midmarket firm initially set a $3 billion fundraising goal . Charlesbank | a leading middle-market private investment firm In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. Oak Hill Capital Management - Fund and Executive Details Oak Hill Capital Management, Llc (Crd# 136656), Oak Hill Capital Management Partners Bermuda Lp, Oak Hill Capital Management Partners Ii Cayman Lp, Oak Hill Capital Management Partners Ii Lp, Oak Hill Capital Management Partners Iii Lp, Oak Hill Capital Partners Ii Cayman Ii Lp, Oak Hill Capital Partners Iv Management Lp, Oak Hill Capital Partners Iv Offshore 892 Lp, Oak Hill Capital Partners Iv Onshore Tax Exempt Lp, Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. 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. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. 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. Data from SEC filing. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. View the latest funds and 13F holdings. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. In 2017 the company sold Wave Broadband for more than $2.3 billion. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Services, Industrials, Media & Communications, and Consumer. 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. . It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. Oak Hill Capital Investment Management New York, New York 2,499 followers A private equity firm focused on North American middle-market buyouts Recent Transactions They have performed at a very high level and achieved premier status in wealth management. {"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. Type: Limited Liability Company Registration Country: United States 0 SEC#: 801-64749 Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Oak Hill Capital Partners - CrunchBase Apr 14, 2023. Direct links to the EDGAR source material. The firm conducts buyout investments targeting mid-market businesses in the consumer, retail, distribution, industrial, media, communications, and services sectors. 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. Excludes non-discretionary capital. Maybe Silver Point is better for leaving credit, but Oak Hill . $6.7 billion in assets under management . Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $130 million in assets. Texas based private equity firms. Average Founded Date Dec 7, 2005 4 percent of the fund is owned by fund of funds. Oak Hill Capital Partners Iv (Onshore), L.P. - Fund Data The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. 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. 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. It seems like Silver Point is a bit of a grind, but maybe a better learning experience as a junior. Oak Investment Partners - Crunchbase Investor Profile & Investments OHA has $56 B under management. For more information, please visit: www.oakhill.com. Oak Hill Capital Partners VI - PitchBook Data Oak Hill Capital Investor Profile: Portfolio & Exits | PitchBook 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. New Mountain Capital Agrees to Sell SNL Financial to McGraw Hill Financial for $2.225 Billion. 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. 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. 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) Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins 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. Checkers gains added $20M investment from Oak Hill Capital | Nation's Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Chris Williams - Chairman of the Board - LinkedIn News; Wikipedia; The Associated Press 2023-04-28: TRENTON, N.J.--( You are here. 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, L.P. | LinkedIn 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. Wafra Announces Strategic Partnership with Oak Hill Capital Partners 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. SEC Filings include 13F quarterly reports, 13D/G events and more. 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. Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. Read. Over a period of nearly twenty years, Oak Hill Capital has invested in more than fifty significant private equity transactions, including: In October 2014, Oak Hill Capital Partners acquired Berlin Packaging for a fee of $1.43 billion from Investcorp.[4]. For the avoidance of doubt, the strategies listed overlap and therefore figures do not sum to the total capital under management. Language links are at the top of the page across from the title. 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. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. 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. 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. 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) We work hard to see things others do not. 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. Oak Hill Capital Partners VI Offshore LP | AUM 13F Jefferies Nears Deal to Sell its Oak Hill Capital Stake to Kuwait 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. She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director.