Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Oaktree Capital Management has acquired 4 companies. It has also invested in 1 other.

Oaktree Capital Management’s most common sectors for investment arebusiness services (10%) and construction (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and secondary buyout (19%). In total, Oaktree Capital Management has invested in 25 US states and 11 different countries. Its largest (disclosed) acquisition occurred in 1997 when it acquired National Mobile Television for $555M.

In the last 3 years, Oaktree Capital Management has exited 3 companies. The Firm’s most common exit type is trade sale (40%). Oaktree Capital Management’s largest (disclosed) exit occurred in 2012 when it sold Jackson Square Aviation for $1.3B.

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M&A Summary

M&A Total Activity170
- M&A Buy Activity99
- M&A Sell Activity71
Total Sectors Invested 42
Total Countries Invested 11
M&A Buy/Sell Connections 68
M&A Advisors 17

Oaktree Capital Management

Transaction Criteria	Min	Max
Target Revenue	-	-
Target EBITDA	-	-
Investment Size	-	-
Enterprise Value	-	-

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

Enterprise Value

Year	≤ '20	'21	'22	'23	'24	'25	T
Buy (2.4/yr)	#	87	7	3	2	-	-	99
vol	$1.6B						$1.6B
Sell (1.0/yr)	#	66	2	2	1	-	-	71
vol	$6.8B						$6.8B
	170

Year

≤ '20

'21

'22

'23

'24

'25

Buy (2.4/yr)

vol

$1.6B

Sell (1.0/yr)

vol

$6.8B

170

Company	Date	Value	Type
Magnolia Wash Holdings	2023-07-25	-	Growth Capital
Charlotte, North Carolina · www.magnoliawashholdings.com
Environmental 360 Solutions Ltd.	2023-02-16	-	Secondary Buyout
Aurora, Ontario · www.e360s.ca
Enercon Services, Inc.	2023-02-08	-	Secondary Buyout
Kennesaw, Georgia · www.enercon.com
Sani/Ikos Group	2022-09-22	-	Stake Purchase
Halkidiki, Greece · www.saniikos.com
17 Capital LLP	2022-07-19	-	Buyout (LBO, MBO, MBI)
London, United Kingdom · www.17capital.com
INTERBLOCK d.d.	2022-06-07	-	Buyout (LBO, MBO, MBI)
Las Vegas, Nevada · www.interblockgaming.com
Capital Professional Ltd.	2022-04-21	-	Secondary Buyout
Reading, United Kingdom · www.ascotlloyd.co.uk
Hyatt Regency Indian Wells Resort & Spa	2022-04-04	-	Joint Venture
Indian Wells, California
Velocity Risk Underwriters LLC	2021-12-28	-	Divestiture
Nashville, Tennessee · www.velocityrisk.com
LuxVet24 sp. z o.o.	2021-10-01	-	Consolidation
Warsaw, Poland · www.grupaluxvet.pl
View All >>

Company

Date

Value

Type

Magnolia Wash Holdings

2023-07-25

Growth Capital

Charlotte, North Carolina · www.magnoliawashholdings.com

Environmental 360 Solutions Ltd.

2023-02-16

Secondary Buyout

Aurora, Ontario · www.e360s.ca

Enercon Services, Inc.

2023-02-08

Secondary Buyout

Kennesaw, Georgia · www.enercon.com

Sani/Ikos Group

2022-09-22

Stake Purchase

Halkidiki, Greece · www.saniikos.com

17 Capital LLP

2022-07-19

Buyout (LBO, MBO, MBI)

London, United Kingdom · www.17capital.com

INTERBLOCK d.d.

2022-06-07

Buyout (LBO, MBO, MBI)

Las Vegas, Nevada · www.interblockgaming.com

Capital Professional Ltd.

2022-04-21

Secondary Buyout

Reading, United Kingdom · www.ascotlloyd.co.uk

Hyatt Regency Indian Wells Resort & Spa

2022-04-04

Joint Venture

Indian Wells, California

Velocity Risk Underwriters LLC

2021-12-28

Divestiture

Nashville, Tennessee · www.velocityrisk.com

LuxVet24 sp. z o.o.

2021-10-01

Consolidation

Warsaw, Poland · www.grupaluxvet.pl

View All >>

Company	Acquired	Add-On/Sale	Date	#
RAFI GmbH & Co. KG	2019-11-19	Xymox Technologies, Inc.	2023-07-12	1
Ravensburg, Germany · www.rafi.de	Milwaukee, Wisconsin · www.xymox.com
Kamps Pallets, Inc.	2020-01-14	Realm Companies LLC	2022-11-03	2
Grand Rapids, Michigan · www.kampspallets.com	Newton, Iowa · www.realminc.net
NAPEC, Inc.	2017-12-04	Riggs Distler & Co., Inc.	2021-06-29	1
Drummondville, Quebec · www.napec.ca	Cherry Hill, New Jersey · www.riggsdistler.com
Acosta Sales & Marketing, Inc.	2020-01-02	Impact Group	2021-06-24	3
Jacksonville, Florida · www.acosta.com	Boise, Idaho · impactgrp.com
Trench Plate Rental Co.	2016-10-26	National Trench Safety LLC	2021-04-01	1
Downey, California · www.tprco.com	Houston, Texas · www.ntsafety.com
Proserv UK Ltd.	2018-05-14	Proserv Group, Inc. - Drilling Services Business	2019-03-26	1
Aberdeen, United Kingdom · www.proserv-group.com	Aberdeenshire, Norway
Quiksilver, Inc.	2016-02-11	Billabong International Ltd.	2018-01-05	1
Huntington Beach, California · www.quiksilverinc.com	Burleigh Heads, Australia · www.billabongbiz.com

Company

Acquired

Add-On/Sale

Date

RAFI GmbH & Co. KG

2019-11-19

Xymox Technologies, Inc.

2023-07-12

Ravensburg, Germany · www.rafi.de

Milwaukee, Wisconsin · www.xymox.com

Kamps Pallets, Inc.

2020-01-14

Realm Companies LLC

2022-11-03

Grand Rapids, Michigan · www.kampspallets.com

Newton, Iowa · www.realminc.net

NAPEC, Inc.

2017-12-04

Riggs Distler & Co., Inc.

2021-06-29

Drummondville, Quebec · www.napec.ca

Cherry Hill, New Jersey · www.riggsdistler.com

Acosta Sales & Marketing, Inc.

2020-01-02

Impact Group

2021-06-24

Jacksonville, Florida · www.acosta.com

Boise, Idaho · impactgrp.com

Trench Plate Rental Co.

2016-10-26

National Trench Safety LLC

2021-04-01

Downey, California · www.tprco.com

Houston, Texas · www.ntsafety.com

Proserv UK Ltd.

2018-05-14

Proserv Group, Inc. - Drilling Services Business

2019-03-26

Aberdeen, United Kingdom · www.proserv-group.com

Aberdeenshire, Norway

Quiksilver, Inc.

2016-02-11

Billabong International Ltd.

2018-01-05

Huntington Beach, California · www.quiksilverinc.com

Burleigh Heads, Australia · www.billabongbiz.com

Sector	Current #	Value	All-time #	Value
Business Services	3 (9%)	-	9 (9%)	-
Construction	3 (9%)	320M (100%)	7 (7%)	320M (20%)
Electrical Equipment	1 (3%)	-	7 (7%)	-
Packaging	1 (3%)	-	6 (6%)	485M (30%)
Energy Services and Equipment	2 (6%)	-	5 (5%)	-
Real Estate	2 (6%)	-	5 (5%)	-
Software	-	-	4 (4%)	-
Automotive	2 (6%)	-	3 (3%)	-
Beverages	-	-	3 (3%)	-
Environmental	-	-	3 (3%)	-
Financial Services	2 (6%)	-	3 (3%)	-
Food	1 (3%)	-	3 (3%)	-
Healthcare Services	1 (3%)	-	3 (3%)	-
Renewable Energy	1 (3%)	-	3 (3%)	-
Technology Hardware	2 (6%)	-	3 (3%)	-
Media	-	-	2 (2%)	555M (34%)
Aerospace	-	-	2 (2%)	-
Retail	1 (3%)	-	2 (2%)	-
Safety/Security	1 (3%)	-	2 (2%)	-
Transportation	1 (3%)	-	2 (2%)	-
Infrastructure	-	-	1 (1%)	280M (17%)
Airlines	-	-	1 (1%)	-
Apparel/Textiles	1 (3%)	-	1 (1%)	-
Building Materials	-	-	1 (1%)	-
Chemicals	1 (3%)	-	1 (1%)	-
Consumer Products	-	-	1 (1%)	-
Consumer Services	1 (3%)	-	1 (1%)	-
Diversified	-	-	1 (1%)	-
Electronics	-	-	1 (1%)	-
Engineering	1 (3%)	-	1 (1%)	-
Franchising	1 (3%)	-	1 (1%)	-
Information Services	-	-	1 (1%)	-
Information Technology	1 (3%)	-	1 (1%)	-
Insurance	1 (3%)	-	1 (1%)	-
Leisure	1 (3%)	-	1 (1%)	-
Machinery	-	-	1 (1%)	-
Marine	1 (3%)	-	1 (1%)	-
Marketing	1 (3%)	-	1 (1%)	-
Oil/Gas Exploration	1 (3%)	-	1 (1%)	-
Semiconductors	-	-	1 (1%)	-
Test/Measurement Equipment	-	-	1 (1%)	-
Utilities	-	-	1 (1%)	-
Total	35	$320M	99	$1.6B

Sector

Current #

Value

All-time #

Value

Business Services

3 (9%)

9 (9%)

Construction

3 (9%)

320M (100%)

7 (7%)

320M (20%)

Electrical Equipment

1 (3%)

7 (7%)

Packaging

1 (3%)

6 (6%)

485M (30%)

Energy Services and Equipment

2 (6%)

5 (5%)

Real Estate

2 (6%)

5 (5%)

Software

4 (4%)

Automotive

2 (6%)

3 (3%)

Beverages

3 (3%)

Environmental

3 (3%)

Financial Services

2 (6%)

3 (3%)

Food

1 (3%)

3 (3%)

Healthcare Services

1 (3%)

3 (3%)

Renewable Energy

1 (3%)

3 (3%)

Technology Hardware

2 (6%)

3 (3%)

Media

2 (2%)

555M (34%)

Aerospace

2 (2%)

Retail

1 (3%)

2 (2%)

Safety/Security

1 (3%)

2 (2%)

Transportation

1 (3%)

2 (2%)

Infrastructure

1 (1%)

280M (17%)

Airlines

1 (1%)

Apparel/Textiles

1 (3%)

1 (1%)

Building Materials

1 (1%)

Chemicals

1 (3%)

1 (1%)

Consumer Products

1 (1%)

Consumer Services

1 (3%)

1 (1%)

Diversified

1 (1%)

Electronics

1 (1%)

Engineering

1 (3%)

1 (1%)

Franchising

1 (3%)

1 (1%)

Information Services

1 (1%)

Information Technology

1 (3%)

1 (1%)

Insurance

1 (3%)

1 (1%)

Leisure

1 (3%)

1 (1%)

Machinery

1 (1%)

Marine

1 (3%)

1 (1%)

Marketing

1 (3%)

1 (1%)

Oil/Gas Exploration

1 (3%)

1 (1%)

Semiconductors

1 (1%)

Test/Measurement Equipment

1 (1%)

Utilities

1 (1%)

Total

$320M

$1.6B

State/Country	Current #	Value	All-time #	Value
United States	18 (51%)	-	65 (66%)	835M (51%)
	California	4 (11%)	-	15 (15%)	555M (34%)
	Texas	-	-	6 (6%)	-
	Nevada	2 (6%)	-	4 (4%)	-
	New York	1 (3%)	-	4 (4%)	-
	Georgia	1 (3%)	-	4 (4%)	-
	Florida	1 (3%)	-	4 (4%)	-
	Illinois	2 (6%)	-	3 (3%)	-
	Pennsylvania	-	-	3 (3%)	280M (17%)
	Ohio	-	-	3 (3%)	-
	Tennessee	1 (3%)	-	2 (2%)	-
	Massachusetts	1 (3%)	-	2 (2%)	-
	New Hampshire	-	-	2 (2%)	-
	North Carolina	1 (3%)	-	1 (1%)	-
	Michigan	1 (3%)	-	1 (1%)	-
	Kansas	1 (3%)	-	1 (1%)	-
	Connecticut	1 (3%)	-	1 (1%)	-
	Colorado	1 (3%)	-	1 (1%)	-
	Arizona	-	-	1 (1%)	-
	Washington	-	-	1 (1%)	-
	Vermont	-	-	1 (1%)	-
	New Mexico	-	-	1 (1%)	-
	New Jersey	-	-	1 (1%)	-
	Minnesota	-	-	1 (1%)	-
	Kentucky	-	-	1 (1%)	-
	District of Columbia	-	-	1 (1%)	-
United Kingdom	6 (17%)	-	11 (11%)	485M (30%)
Canada	4 (11%)	320M (100%)	7 (7%)	320M (20%)
	Ontario	2 (6%)	-	3 (3%)	-
	Quebec	2 (6%)	320M (100%)	2 (2%)	320M (20%)
	British Columbia	-	-	2 (2%)	-
Germany	4 (11%)	-	6 (6%)	-
Poland	2 (6%)	-	3 (3%)	-
France	-	-	2 (2%)	-
Australia	1 (3%)	-	1 (1%)	-
Spain	-	-	1 (1%)	-
Czech Republic	-	-	1 (1%)	-
Finland	-	-	1 (1%)	-
Netherlands	-	-	1 (1%)	-
Total	35	$320M	99	$1.6B

State/Country

Current #

Value

All-time #

Value

United States

18 (51%)

65 (66%)

835M (51%)

California

4 (11%)

15 (15%)

555M (34%)

Texas

6 (6%)

Nevada

2 (6%)

4 (4%)

New York

1 (3%)

4 (4%)

Georgia

1 (3%)

4 (4%)

Florida

1 (3%)

4 (4%)

Illinois

2 (6%)

3 (3%)

Pennsylvania

3 (3%)

280M (17%)

Ohio

3 (3%)

Tennessee

1 (3%)

2 (2%)

Massachusetts

1 (3%)

2 (2%)

New Hampshire

2 (2%)

North Carolina

1 (3%)

1 (1%)

Michigan

1 (3%)

1 (1%)

Kansas

1 (3%)

1 (1%)

Connecticut

1 (3%)

1 (1%)

Colorado

1 (3%)

1 (1%)

Arizona

1 (1%)

Washington

1 (1%)

Vermont

1 (1%)

New Mexico

1 (1%)

New Jersey

1 (1%)

Minnesota

1 (1%)

Kentucky

1 (1%)

District of Columbia

1 (1%)

United Kingdom

6 (17%)

11 (11%)

485M (30%)

Canada

4 (11%)

320M (100%)

7 (7%)

320M (20%)

Ontario

2 (6%)

3 (3%)

Quebec

2 (6%)

320M (100%)

2 (2%)

320M (20%)

British Columbia

2 (2%)

Germany

4 (11%)

6 (6%)

Poland

2 (6%)

3 (3%)

France

2 (2%)

Australia

1 (3%)

1 (1%)

Spain

1 (1%)

Czech Republic

1 (1%)

Finland

1 (1%)

Netherlands

1 (1%)

Total

$320M

$1.6B

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	10 (29%)	-	35 (35%)	-
Secondary Buyout	6 (17%)	-	18 (18%)	-
Growth Capital	4 (11%)	-	12 (12%)	-
Divestiture	2 (6%)	-	7 (7%)	835M (51%)
Stake Purchase	4 (11%)	-	6 (6%)	-
Recapitalization	1 (3%)	-	3 (3%)	485M (30%)
Joint Venture	1 (3%)	-	3 (3%)	-
PIPE	-	-	3 (3%)	-
Special Situations/Distressed	3 (9%)	-	3 (3%)	-
Venture	1 (3%)	-	3 (3%)	-
Going Private	1 (3%)	320M (100%)	2 (2%)	320M (20%)
Consolidation	1 (3%)	-	2 (2%)	-
Acquisition Financing	1 (3%)	-	1 (1%)	-
Merger	-	-	1 (1%)	-
Total	35	$320M	99	$1.6B

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

10 (29%)

35 (35%)

Secondary Buyout

6 (17%)

18 (18%)

Growth Capital

4 (11%)

12 (12%)

Divestiture

2 (6%)

7 (7%)

835M (51%)

Stake Purchase

4 (11%)

6 (6%)

Recapitalization

1 (3%)

3 (3%)

485M (30%)

Joint Venture

1 (3%)

3 (3%)

PIPE

3 (3%)

Special Situations/Distressed

3 (9%)

3 (3%)

Venture

1 (3%)

3 (3%)

Going Private

1 (3%)

320M (100%)

2 (2%)

320M (20%)

Consolidation

1 (3%)

2 (2%)

Acquisition Financing

1 (3%)

1 (1%)

Merger

1 (1%)

Total

$320M

$1.6B

Type	Total #	Value
Secondary Sale	22 (31%)	1.0B (17%)
Trade Sale - Public Company	20 (28%)	4.6B (76%)
IPO	11 (15%)	-
Trade Sale	10 (14%)	420M (7%)
Merger	3 (4%)	-
Divestiture	2 (3%)	-
Stake Sale	2 (3%)	-
Sold to Management	1 (1%)	-
Total	71	$6.1B

Type

Total #

Value

Secondary Sale

22 (31%)

1.0B (17%)

Trade Sale - Public Company

20 (28%)

4.6B (76%)

IPO

11 (15%)

Trade Sale

10 (14%)

420M (7%)

Merger

3 (4%)

Divestiture

2 (3%)

Stake Sale

2 (3%)

Sold to Management

1 (1%)

Total

$6.1B

Financial	Deals
Houlihan Lokey	3
Barclays Investment Bank	2
J.P. Morgan Securities	1

Financial

Deals

Houlihan Lokey

Barclays Investment Bank

J.P. Morgan Securities

Legal	Deals
Kirkland & Ellis	6
Weil Gotshal & Manges LLP	2
Simpson Thacher & Bartlett	1

Legal

Deals

Kirkland & Ellis

Weil Gotshal & Manges LLP

Simpson Thacher & Bartlett

buy	#	Total
$100M to $1B	4	$1.6B
TOTAL	$1.6B
Largest	National Mobile Television, Inc. $555M (1997-02-09)

buy

Total

$100M to $1B

$1.6B

TOTAL

$1.6B

Largest

National Mobile Television, Inc.
$555M (1997-02-09)

sell	#	Total
> $1B	1	$1.3B
$100M to $1B	13	$5.4B
< $100M	3	$144M
TOTAL	$6.8B
Largest	Jackson Square Aviation LLC $1.3B (2012-10-04)

sell

Total

> $1B

$1.3B

$100M to $1B

$5.4B

< $100M

$144M

TOTAL

$6.8B

Largest

Jackson Square Aviation LLC
$1.3B (2012-10-04)

		Deals
Acquired from
Investor(s)	20%	20 (20%)
Strategic(s)	6%	6 (6%)
Exited to
Investor(s)	34%	24 (34%)
Strategic(s)	48%	34 (48%)

Deals

Acquired from

Investor(s)

20 (20%)

Strategic(s)

6 (6%)

Exited to

Investor(s)

24 (34%)

Strategic(s)

34 (48%)

Oaktree Capital Management Mergers and Acquisitions Summary

Asset Manager Profile

M&A Summary