O2 Investment Partners Closes Oversubscribed Fund V at $670 Million
Bloomfield Hills, Michigan
O2 Investment Partners, LP (“O2” or the “Firm”) — a private equity firm investing in growth-oriented, privately-held businesses in the North American lower middle market — announces the final closing of O2 Investment Partners Fund V (“Fund V”) with $670 million in capital commitments. Metric Point Capital (“Metric Point”) served as exclusive advisor for the fundraise. Kirkland & Ellis LLP provided legal counsel.
Founded in 2010, O2 seeks to acquire majority interests in lower middle market companies with entrepreneurial management teams of family- and founder-owned businesses that are positioned for long-term growth. The Firm aggressively scales initial platforms via organic growth initiatives, tactical add-on acquisitions, and by implementing comprehensive operational integration strategies.
Luke Plumpton, O2’s Managing Partner, said, “We are unwavering in our commitment to our time-tested strategy of ‘honoring entrepreneurs,’ which allows us to distinctively partner with growth-driven companies to help them effectively scale in dynamic market and economic environments. We deeply value the trust our investors have placed in both our team and our business approach.”
Alex Leykikh, Partner at Metric Point, stated, “We are proud to have supported O2’s successful oversubscription of Fund V.” Luke Plumpton, O2’s Managing Partner added, “Metric Point’s strategic advice and execution capabilities were instrumental in allowing us to complete the fundraise within five months. The streamlined process allowed our investment team to remain focused on our existing portfolio companies and on originating investments in new platforms.”
About O2 Investment Partners
O2 Investment Partners is a Midwestern-based private equity firm that seeks to acquire majority interests in lower middle market B2B services, technology, and select industrial companies. The firm invests in businesses with earnings growth potential and a clear path to the creation of shareholder value. O2 invests with a view toward partnering with management to build and grow the business and take it to its next stage of development. This requires not only a clear vision and strategic plan to create shareholder value, but a close partnership and alignment of interest with management. Additional information is available at www.o2investment.com.
About Metric Point Capital (Member FINRA and SIPC)
Metric Point is a boutique private capital advisory firm that specializes in raising institutional capital and executing transactions across the full spectrum of primaries, secondaries, and tailored liquidity solutions for alternative investment managers. To learn more, please visit www.metricpoint.com.
For more information please contact:
O2 Investment Partners, L.P.
Luke Plumpton, Managing Partner
lplumpton@o2investment.com
Metric Point Capital
Alex Leykikh, Partner
aleykikh@metricpoint.com