Oaktree Capital Management

Oaktree Capital Management is a global investment management firm based in Los Angeles, specializing in alternative investments across various asset classes. The firm manages a diverse portfolio that includes distressed debt, corporate debt, private equity, real estate, and listed equities. Oaktree focuses on making control investments in undervalued companies, particularly in sectors undergoing structural changes, and employs strategies that encompass credit and equity investments. Their investment approach emphasizes risk control and seeks to achieve superior performance in less efficient markets. Oaktree also has a notable presence in real assets and infrastructure investments, targeting sectors such as energy and transportation. Founded in 1995, the firm has developed a strong track record and substantial assets under management, catering to a wide array of industries, including financial services and healthcare. Oaktree operates both closed-end and open-end funds, with a commitment to delivering value to its clients.

Donna Barnes

Senior Vice President

Nicholas Basso

Managing Director

Guillaume Bayol

Managing Director, GFI Energy Group

John Van Benschoten

Managing Director

Andrew Bierschenk

Senior Vice President, Transportation Infrastructure Investing

Charles Blackburn

Managing Director and Co-Head of Europe Distressed Opportunities

David Brown

Managing Director

Bret Budenbender

Partner and Co Portfolio Manager

James Burchetta

Managing Director, Real Assets

Pablo Vélez Calvo

Managing Director

Michael Cardito

Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group

Atif Chaudhry

Managing Director

Pearlyn Chong

Managing Director

Jay Daryanani

Managing Director

Juan Espinoza

Managing Director

Ashley Frey

Product Specialist Associate

Adam Gray

Managing Director

Steven Gudovic

Managing Director

Andrew Guichet

Senior Vice President

Milwood Hobbs Jr.

Managing Director and Head of Sourcing and Origination

Peter Jonna

Managing Director

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

Charlotte Liu

Vice President

Nidhish Mundra

Senior Vice President

Andrew Murray

Managing Director, Client Relations

Armen Panossian

Co-CEO

Jared Parker

Managing Director and Co-Head of North America

Dante Quazzo

Senior Vice President

Michael Scardigli

Managing Director

David Smolens

Managing Director

James Van Steenkiste

Managing Director and Co-Portfolio Manager, European Principal Group

Robert Sullivan

Managing Director

Steven Tesoriere

Co-Portfolio Manager and Managing Director

Jacky Tian

Senior Vice President

Janet Wang

Managing Director and Co-Portfolio Manager

Matt Wilson

Managing Director and Co-Portfolio Manager

Phil Wilson

Vice President

Past deals in Acquisition

Marini Impianti Industriali

Acquisition in 2021
Manufacturer of railway system products intended for the industrial and military railway sector. The company produces a power supply unit, safe data transmission, stabilized power supply battery charger, signal led indicator, differential detector, rail temperature meter and centralized diagnostic system.

Cloud5 Communications

Acquisition in 2019
Cloud5 Communications specializes in cloud-based telephony solutions, high-speed Internet access, and contact center services tailored for the hospitality industry. Founded in 2006 and headquartered in Chicago, Illinois, the company offers a range of communication services, including SIP trunking and hosted PBX systems. Cloud5 leverages advanced networking and proprietary technology to address the unique operational needs and budget constraints of hotels. By providing 24/7 phone system support, Cloud5 enables hotels to enhance their communication infrastructure and streamline operations. This integrated approach helps hoteliers improve guest services while also unlocking new revenue opportunities.

MWH Constructors

Acquisition in 2018
MWH Constructors is a global project delivery company specializing in engineering, procurement, and construction services, primarily focused on water reclamation and wastewater treatment projects in the United States and the United Kingdom. The firm aims to deliver maximum value to clients and local communities by offering customized, integrated construction services and various project delivery methods. Their expertise encompasses a wide range of projects, including the development of new facilities, infrastructure improvements, and capital construction services. MWH Constructors emphasizes industry-leading preconstruction services and robust safety practices, supported by a multi-disciplined team of engineering and construction professionals dedicated to utilizing advanced construction technologies to ensure projects are completed efficiently and on schedule.

Billabong International

Acquisition in 2018
Billabong International Limited is a company specializing in the marketing, distribution, and retail of apparel, accessories, eyewear, wetsuits, and equipment for board sports. Founded in 1973 and based in Burleigh Heads, Australia, the company offers a range of products under well-known brands such as Billabong, Element, RVCA, Kustom, Palmers, Honolua, Xcel, and Von Zipper. Billabong's merchandise includes surf, skate, and snow apparel, along with associated accessories and hardware. The company operates both physical retail outlets and an online e-commerce platform, distributing its products through specialized board sports retailers and its own branded stores. As of mid-2017, Billabong International managed 372 retail locations under various brand banners. In 2018, it became a subsidiary of Boardriders, Inc., further expanding its reach in the global board sports market.

NAPEC

Acquisition in 2017
NAPEC specializes in construction and maintenance services for the public utility and heavy industrial sectors, primarily operating in Quebec, Ontario, and the eastern United States. The company focuses on building and maintaining electrical transmission and distribution systems, as well as natural gas networks. Additionally, NAPEC installs gas-powered and electric-powered heavy equipment for utilities and industrial facilities, including gas-fired power plants and petrochemical sites across North America. The company also offers environmental construction services and road matting solutions, and it is involved in the installation of solar panels for various applications, including commercial, industrial, residential, and utility settings.

Trench Plate Rental

Acquisition in 2016
Trench Plate Rental Co. specializes in providing trench safety and traffic control equipment rental services to the underground construction and infrastructure sectors. The company offers a variety of products, including trench and manhole shields, trench plates, boxes, shoring equipment, and traffic control devices such as message boards and barriers. Through its TPR-Traffic Solutions division, it addresses the specific needs of traffic management. Additionally, Trench Plate Rental Co. manufactures a comprehensive range of trench safety equipment through its Quik-Shor Manufacturing subsidiary. By supplying essential tools and equipment, the company supports utilities and contractors in maintaining, upgrading, and replacing aging infrastructure.

Solarrus

Acquisition in 2016
Solarrus Corporation is an alternative energy services company that specializes in the development, operations, maintenance, and asset management of solar plants across North America. The company provides a wide range of services, including system commissioning, operations and maintenance, feasibility assessments, site verification, and system cleaning. Its utility-scale asset management services encompass technical operations such as output optimization and warranty monitoring, alongside financial administration tasks like general ledger management and tax preparation coordination. Additionally, Solarrus offers operations management services, which include warranty fulfillment and risk management support. The company also focuses on the development and maintenance of electric vehicle service equipment (EVSE), acting as an authorized technical support contractor for various EVSE manufacturers. Headquartered in Huntington Beach, California, Solarrus has regional offices in Texas and New York, staffed by a team with extensive experience in renewable energy solutions.

Banca Popolare Lecchese

Acquisition in 2015
Banca Popolare Lecchese is the bank's online designed for families and businesses. Banca Progetto SpA, a bank controlled by BPL Holdco S.à.rl - an investment vehicle belonging to the Oaktree Capital Group, was born in a period of profound transformation of the Italian banking sector and aims to become in a short time one of the most important operators in the market credit to households and businesses.

Pulse Electronics

Acquisition in 2015
Pulse Electronics Corporation specializes in the production and sale of precision-engineered electronic components and modules, operating across three primary segments: Network, Power, and Wireless. The Network segment provides passive products such as connectors, filters, and transformers that manage electronic signals for various networking devices. The Power segment focuses on manufacturing power transformers, chokes, and sensors that regulate electrical current and voltage, addressing applications in automotive and military sectors. The Wireless segment develops antennas and related components essential for capturing and transmitting communication signals in mobile devices and vehicles. Pulse Electronics serves a diverse clientele, including original equipment manufacturers and electronic contract manufacturers, leveraging its extensive history of innovation and capability for high-quality production. Founded in 1947 and headquartered in San Diego, California, the company was previously known as Technitrol, Inc. and became a subsidiary of Yageo Corporation in 2018.

AGRO Merchants Group

Acquisition in 2014
AGRO Merchants Group operates a global cold storage logistics platform, managing temperature-controlled warehouses and distribution spaces across North America, Latin America, and Europe. The company specializes in the storage, handling, and distribution of refrigerated and frozen food products, including beef, pork, poultry, seafood, bakery items, fruits, and vegetables. AGRO ensures temperature control and cold chain management integrity for various food commodities through its extensive facility network. In addition to cold storage, the company offers freight forwarding and transportation services via multiple modes, including ship, rail, truck, and air. AGRO operates its own refrigerated trucks for over-the-road and port-drayage services, as well as providing on-demand, non-asset-based transportation management solutions.

Railpool

Acquisition in 2014
Railpool GmbH is a Munich-based company specializing in the leasing of rail vehicles, including locomotives, electrical multiple units, and diesel multiple units, to railway operators. Established in 2008, the company offers a range of services, such as leasing solutions for goods and passenger transportation, as well as long-distance travel. Railpool also provides operating lease options, sale and lease-back arrangements for railway cars and fleets, and replacement vehicles. In addition to leasing, the company offers servicing and maintenance, spare parts procurement, workshop organization, asset management, and insurance services. As of March 2019, Railpool operates as a subsidiary of Palladio GmbH.

Millgate Homes

Acquisition in 2014
Millgate Developments Limited is a premium house building company based in Twyford, United Kingdom, that has been operating since 1988. The company specializes in constructing and selling high-quality residential properties, including apartments, penthouses, and houses, primarily in the South East of England. Millgate is known for its commitment to excellence in design and construction, applying rigorous standards to its exclusive developments. The company strategically seeks out desirable locations and focuses on optimizing planning processes to create value through its premium offerings in regions such as Berkshire, Surrey, Buckinghamshire, West Sussex, Kent, and Oxfordshire. Millgate operates as a subsidiary of Millgate UK Holdings Limited.

Cogent Glass

Acquisition in 2013
Manufacturer of glass packaging for pharmaceutical companies. The company manufactures Type I pharmaceutical-glass packaging in tubular and molded forms. The company operates a glass-melting furnace and produces molded vials and glass tubing.

Countryside Properties

Acquisition in 2013
Countryside Properties operates as a home builder and urban regeneration partner in the United Kingdom. It operates through two divisions, Housebuilding and Partnerships. The Housebuilding division develops large-scale sites, and provides private and affordable homes in London and the South East of England.

Integrated Subsea Services

Acquisition in 2012
Integrated Subsea Services is provides diving, remotely operated vehicle (ROV), and survey services for oil and gas operators, and main contractors. It offers saturation and air diving services, such as new and existing field developments and commissioning, support for existing field infrastructures, and decommissioning; and ROV services, including repair and maintenance programs, platform inspection, pipeline inspection, diver observation, construction, and drill support ROV services.

Nord Est

Acquisition in 2012
Nord Est designs, manufactures and sells drug packaging and leaflets for the healthcare industry, paper board cases, plastic and metal caps for the luxury industry and flexible packaging for cosmetics samples.

Ileos

Acquisition in 2012
ILEOS Company designs and manufactures plastic, metal, and cardboard packaging solutions for fragrance, cosmetics, and wine and spirits markets. It offers components, including caps, jars, dispensing caps, galvanized and metallized collars, and jars; and specializes in set-up boxes assembly. ILEOS Company was formerly known as Nord-Est SA and changed its name to ILEOS Company in 2008. The company is based in Paris, France with sales offices and manufacturing sites in France, Spain, China, and the United States. ILEOS Company is a former subsidiary of Harwanne Compagnie De Participations Industrielles Et Financieres SA.

Nordenia International

Acquisition in 2006
Nordenia is an international supplier of consumer packaging and hygiene components with 12 operating facilities located in seven countries across Europe, North America and Asia.

Mondi Consumer Packaging International

Acquisition in 2006
Mondi Consumer Packaging International AG develops, produces, and markets value-added solutions in specialty films, flexible consumer packaging, film-based components, and industrial packaging in Europe, the United States, and Asia. The company operates through two divisions, Advanced Films & Components (AFC) and Consumer Goods Packaging (CGP). T

Spirit Airlines

Acquisition in 2004
Spirit Airlines is an ultra-low-cost carrier based in Miramar, Florida, providing budget-friendly airline services since its founding in 1964. The airline operates approximately 600 daily flights to 77 destinations across the United States, the Caribbean, and Latin America, using a fleet of 145 Airbus single-aisle aircraft. Spirit Airlines is known for its unbundled fare structure, which allows customers to pay only for the services they choose, promoting what it terms "Frill Control." Ticket sales are facilitated through various channels, including online platforms, call centers, airport counters, and traditional travel agents. The company, which was originally established as Clippert Trucking Company, adopted the name Spirit Airlines in 1992.

Lowes Cineplex

Acquisition in 2002
Lowes Cineplex

National Mobile Television

Acquisition in 1997
National Mobile Television, Inc. went out of business. National Mobile Television, Inc. provides television production trucks and crews in North America and Europe. It offers mobile television facilities for the production of television broadcasts from remote locations, such as stadiums, arenas, and conference halls. The company also provides facilities and services for events, including sporting, entertainment, and corporate events for broadcast networks, cable networks, and independent producers.
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