Oaktree Capital Management

Oaktree Capital Management, established in 1995 and headquartered in Los Angeles, is a global alternative investment firm. It specializes in credit strategies, focusing on less efficient markets and alternative investments. Oaktree's portfolio comprises primarily credit (66%), including private debts, with the remainder in real assets (14%), private equity (13%), and listed equities (7%). The firm aims to deliver consistent, superior performance with a strong emphasis on risk control. Its expertise spans credit, real estate, infrastructure, and private equity, with a track record of success since its inception. Oaktree has expanded its infrastructure investments through strategic acquisitions, such as Highstar Capital in 2014.

Donna Barnes

Senior Vice President

Nicholas Basso

Managing Director

Guillaume Bayol

Managing Director, GFI Energy Group

John Van Benschoten

Managing Director

Charles Blackburn

Managing Director and Co-Head of Europe Distressed Opportunities

David Brown

Managing Director

Bret Budenbender

Partner and Co Portfolio Manager

Pablo Vélez Calvo

Managing Director

Atif Chaudhry

Managing Director

Juan Espinoza

Managing Director

Ashley Frey

Product Specialist Associate

Adam Gray

Managing Director

Steven Gudovic

Managing Director

Andrew Guichet

Senior Vice President

Brook Hinchman

Vice President

Milwood Hobbs, Jr.

Managing Director and Head of Sourcing and Origination

Mary Knobler

Managing Director - External Affairs

Jordon Kruse

Managing Director and Co-Portfolio Manager

Brian Laibow

Assistant Vice President

Sherman Lau

Managing Director

Michael Lavi

Vice President

Nidhish Mundra

Senior Vice President

Andrew Murray

Managing Director, Client Relations

Armen Panossian

Co-CEO

Suzana Peric

Managing Director, Sourcing and Origination

Dante Quazzo

Senior Vice President

Michael Scardigli

Managing Director

David Smolens

Managing Director

Steven Tesoriere

Managing Director and Co-Portfolio Manager of Value Opportunities

Jacky Tian

Senior Vice President

Janet Wang

Managing Director and Co-Portfolio Manager

Matt Wilson

Managing Director and Co-Portfolio Manager

Jordon Kruse

Managing Director and Co-Portfolio Manager

Matthew Wilson

Managing Director and Co-Portfolio Manager

Past deals in Investment Banking

Xenia Capital

Acquisition in 2025
Xenia Capital, established in Spain and Portugal, specializes in alternative financing for real estate development. It provides funding for property acquisition and construction, focusing on residential and hospitality sectors. The company aims to facilitate capital access for diverse real estate projects, supporting both developers and investors.

B. Riley Financial

Post in 2025
B. Riley Financial is a financial services firm based in Woodland Hills, California, founded in 1973. It specializes in providing a wide range of services including investment banking, wealth management, corporate advisory, and financial consulting. The firm caters to both public and private companies, as well as high-net-worth individuals, addressing their capital raising and financial advisory needs. Through its various wholly-owned subsidiaries, B. Riley offers complementary services such as equity research, institutional trading, corporate restructuring, and valuation services. The company serves multiple industries, including aerospace, industrial supplies, food products, and real estate, delivering tailored solutions to meet the diverse needs of its clients.

MSR Asset Vehicle

Private Equity Round in 2024
MSR Asset Vehicle is a specialized investment firm focused on acquiring and managing Mortgage Servicing Rights (MSRs). It offers expertise in navigating economic cycles, portfolio management, and nationwide licensing, helping investors and mortgage originators optimize returns and enhance operational efficiency.

AZ NGA

Private Equity Round in 2024
AZ NGA is an investment company for accounting and financial advisory firms.

Primary Wave

Private Equity Round in 2021
Primary Wave is an entertainment company specializing in talent management, literary representation, and music publishing services. It invests in music intellectual property through strategic partnerships with notable rights holders, aiming to create value for investors, artists, and estates.
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