PE  Oaktree Capital Management

http://www.oaktreecapital.com





     Office Locations:

333 South Grand Ave., 28th Floor
Los Angeles, CA 90071
Phone: 213-830-6300
Fax: 213-830-6293

Get all office locations for this firm with a National Database subscription or Southern California Database subscription.
 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Energy & Clean Tech
  • Food & Agriculture
  • Manufacturing & Industrial
  • Transportation & Distribution

  •  

    Description:

    Oaktree Capital Management, LLC was founded in April 1995 by Principals of Trust Company of the West who had directed TCW's high yield bond, convertible value, distressed debt, principal investment and distressed real estate activities. The founders were joined at Oaktree by 90% of their former TCW investment staff, including 100% of the senior investment professionals. Oaktree is comprised of nine Principals and over 900 staff members in Los Angeles, New York, London, Frankfurt, Singapore, Tokyo, Hong Kong, and Stamford, Connecticut. The firm's Private Equity strategy is to invest in companies in which it can obtain control or substantial influence, often (although not necessarily), through the medium of distress. The firm's use of leverage is very limited. In 2001, Oaktree established a new strategy in mezzanine investments with a targeted investment size of $20-$75 million, addressing the need for capital to help finance leveraged buyouts, recapitalizations, acquisitions or corporate growth. The firm's GFI Energy Group, which executes the Power Opportunities investment strategy, seeks to make controlling equity investments. Formed in 1995 as GFI Energy Ventures LLC, the team has originated and financed over seventy transactions, deploying over $2 billion of equity capital in the electricity and natural gas sectors.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    Bruce Karsh Co-Chairman and Chief Investment Officer
    David Kirchheimer Chief Financial and Administrative Officer
    Howard Marks Co-Chairman
    Jay Wintrob Chief Executive Officer
    John Frank Vice Chairman

     

    Portfolio companies include:


      Bristol Farms
        web link


      Energy Solutions International
        web link


      GoodCents
        web link


      Infrastructure & Energy Alternatives
        web link


      Integrated Pipeline Services
        web link


      Nordenia International
        web link


      OpTerra Energy Group
        web link


     

    Recent News:


      There is no recent news for Oaktree Capital Management.