Oaktree Capital Management
Investments
121Portfolio Exits
55Funds
110Partners & Customers
10Service Providers
3About Oaktree Capital Management
Oaktree Capital Management (NYSE: OAK-B) is an American global asset management firm specializing in alternative investment strategies. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities.
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Research containing Oaktree Capital Management
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CB Insights Intelligence Analysts have mentioned Oaktree Capital Management in2 CB Insights research briefs, most recently onApr 5, 2022.
Apr 5, 2022report
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LatestOaktree Capital ManagementNews
Apr 28, 2023
Seres Therapeutics, a leading microbiome therapeutics company, entered into a new $250 million senior secured debt facility ("Term Loan Facility") provided by funds managed by Oaktree Capital Management. The Company drew the first tranche of $110... Read Story
Oaktree Capital Management Investments
121 Investments
Oaktree Capital Management has made121 investments.Their latest investment was inLATAM Airlines Groupas part of theirCorporate Minority - P2P - IVon2022年12月12日.
Oaktree Capital Management Investments Activity
Date |
Round |
Company |
Amount |
New? |
Co-Investors |
Sources |
|---|---|---|---|---|---|---|
|
12/14/2022 |
Corporate Minority - P2P - IV |
LATAM Airlines Group |
$4,250M |
Yes |
Banco Santander,Knighthead Capital Management,Oaktree Capital Management,andUndisclosed Investors |
1 |
|
11/28/2022 |
Unattributed - II |
RedCat Pub |
|
No |
1 |
|
|
9/8/2022 |
Debt |
Delta Financial Group |
|
Yes |
1 |
|
|
4/19/2022 |
PIPE |
|||||
|
2/22/2022 |
Debt |
Date |
12/14/2022 |
11/28/2022 |
9/8/2022 |
4/19/2022 |
2/22/2022 |
|---|---|---|---|---|---|
Round |
Corporate Minority - P2P - IV |
Unattributed - II |
Debt |
PIPE |
Debt |
Company |
LATAM Airlines Group |
RedCat Pub |
Delta Financial Group |
||
Amount |
$4,250M |
|
|
||
New? |
Yes |
No |
Yes |
||
Co-Investors |
Banco Santander,Knighthead Capital Management,Oaktree Capital Management,andUndisclosed Investors |
||||
Sources |
1 |
1 |
1 |
Oaktree Capital ManagementPortfolio Exits
55 Portfolio Exits
Oaktree Capital Managementhas55portfolioexits. Their latest portfolio exit wasCastello SGR onFebruary 27, 2023.
Date |
Exit |
Companies |
Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.
|
Acquirer |
Sources |
|---|---|---|---|---|---|
|
2/27/2023 |
Corporate Majority |
1 |
|||
|
2/16/2023 |
Corporate Majority - III |
1 |
|||
|
10/10/2022 |
Acq - P2P |
3 |
|||
Date |
2/27/2023 |
2/16/2023 |
10/10/2022 |
||
|---|---|---|---|---|---|
Exit |
Corporate Majority |
Corporate Majority - III |
Acq - P2P |
||
Companies |
|||||
Valuation |
|||||
Acquirer |
|||||
Sources |
1 |
1 |
3 |
Oaktree Capital ManagementAcquisitions
86 Acquisitions
Oaktree Capital Managementacquired86 companies. Their latest acquisition wasEnercon onFebruary 08, 2023.
Date |
Investment Stage |
Companies |
Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.
|
Total Funding |
Note |
Sources |
|---|---|---|---|---|---|---|
|
2/8/2023 |
|
|
Acq - Fin - II |
5 |
||
|
7/19/2022 |
|
|
Acq - P2P |
1 |
||
|
3/9/2022 |
|
|
Acq - Fin |
5 |
||
|
12/28/2021 |
Other |
|||||
|
9/20/2021 |
|
Date |
2/8/2023 |
7/19/2022 |
3/9/2022 |
12/28/2021 |
9/20/2021 |
|---|---|---|---|---|---|
Investment Stage |
|
|
|
Other |
|
Companies |
|||||
Valuation |
|||||
Total Funding |
|
|
|
||
Note |
Acq - Fin - II |
Acq - P2P |
Acq - Fin |
||
Sources |
5 |
1 |
5 |
Oaktree Capital ManagementFund History
110 Fund Histories
Oaktree Capital Managementhas110 funds, includingOaktree European Capital Solutions Fund III.
Closing Date |
Fund |
Fund Type |
Status |
Amount |
Sources |
|---|---|---|---|---|---|
|
4/27/2023 |
Oaktree European Capital Solutions Fund III |
|
|
$1,325.56M |
1 |
|
11/16/2021 |
Oaktree Opportunities Fund XI |
|
|
$15,900M |
1 |
|
11/30/2020 |
Oaktree Employee Investment Fund |
|
|
$0.23M |
8 |
|
8/20/2020 |
PE Premier Oaktree Opportunities XI Offshore Feeder |
||||
|
8/5/2020 |
Oaktree Opportunities Fund XI Feeder 3 (Cayman) |
Closing Date |
4/27/2023 |
11/16/2021 |
11/30/2020 |
8/20/2020 |
8/5/2020 |
|---|---|---|---|---|---|
Fund |
Oaktree European Capital Solutions Fund III |
Oaktree Opportunities Fund XI |
Oaktree Employee Investment Fund |
PE Premier Oaktree Opportunities XI Offshore Feeder |
Oaktree Opportunities Fund XI Feeder 3 (Cayman) |
Fund Type |
|
|
|
||
Status |
|
|
|
||
Amount |
$1,325.56M |
$15,900M |
$0.23M |
||
Sources |
1 |
1 |
8 |
Oaktree Capital Management Partners & Customers
10 Partners and customers
Oaktree Capital Management has10 strategic partners and customers.Oaktree Capital Management recently partnered withStack InfrastructureonJanuary 1, 2022.
Date |
Type |
Business Partner |
Country |
News Snippet |
Sources |
|---|---|---|---|---|---|
|
1/14/2022 |
Partner |
United States |
Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region . |
1 |
|
|
1/13/2022 |
Partner |
United States |
堆棧的基礎設施擴展與n亞太區的足跡ew 36MW campus in Inzai, Japan - STACK INFRASTRUCTURE This partnership pairs STACK Infrastructure 's global excellence in data center development and operations with Oaktree Capital Management 's leading real estate platform and local resources which enables accelerated entry into the Japanese data center market . |
1 |
|
|
12/31/2021 |
Client |
United Kingdom |
Oaktree Capital Group, LLC. Oaktree and 17Capital Announce Strategic Partnership The partnership will give 17Capital access to Oaktree 's deep global network and add to Oaktree 's extensive suite of private capital solutions . |
1 |
|
|
8/2/2021 |
Partner |
||||
|
2/17/2021 |
Partner |
Date |
1/14/2022 |
1/13/2022 |
12/31/2021 |
8/2/2021 |
2/17/2021 |
|---|---|---|---|---|---|
Type |
Partner |
Partner |
Client |
Partner |
Partner |
Business Partner |
|||||
Country |
United States |
United States |
United Kingdom |
||
News Snippet |
Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region . |
堆棧的基礎設施擴展與n亞太區的足跡ew 36MW campus in Inzai, Japan - STACK INFRASTRUCTURE This partnership pairs STACK Infrastructure 's global excellence in data center development and operations with Oaktree Capital Management 's leading real estate platform and local resources which enables accelerated entry into the Japanese data center market . |
Oaktree Capital Group, LLC. Oaktree and 17Capital Announce Strategic Partnership The partnership will give 17Capital access to Oaktree 's deep global network and add to Oaktree 's extensive suite of private capital solutions . |
||
Sources |
1 |
1 |
1 |
Oaktree Capital ManagementService Providers
4 Service Providers
Oaktree Capital Managementhas4service providerrelationships
Service Provider |
Associated Rounds |
Provider Type |
Service Type |
|---|---|---|---|
|
Acq - Fin |
Investment Bank |
Financial Advisor |
|
Service Provider |
|||
|---|---|---|---|
Associated Rounds |
Acq - Fin |
||
Provider Type |
Investment Bank |
||
Service Type |
Financial Advisor |
Partnership data by VentureSource
Oaktree Capital ManagementTeam
52 Team Members
Oaktree Capital Managementhas52 team members,including,.
Name |
Work History |
Title |
Status |
|---|---|---|---|
|
Steven Kaplan |
|
Founder |
Current |
Name |
Steven Kaplan |
||||
|---|---|---|---|---|---|
Work History |
|
||||
Title |
Founder |
||||
Status |
Current |
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