InvestorsAffiliates of Oaktree Capital ManagementAffiliates-of-oaktree-capital-management
Affiliates of Oaktree Capital Management
Overview
Affiliates of Oaktree Capital Management is part of Oaktree Capital Management, a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Oaktree emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SumUp | May 2024 | Debt | Co-investor |
| Tata Technologies | Oct 2023 | Private Equity | Co-investor |
| Batomic | Feb 2022 | Seed | Lead |
| Montana Renewables | Nov 2021 | Convertible Debt | Lead |
| Thrasio | Oct 2021 | Series D | Co-investor |
Key People
Howard Marks
Co-chairman Co-founder
Stephen Kaplan
Co-Founder and Advisory Partner
Stephen Kaplan
Co-Founder & Advisory Partner
Steve Kaplan
Co-Founder and Advisory Partner
Alessandro Nuti
Managing Director
Alexander Simoes
Managing Director
Andrew Loeb
Managing Director
Andrew Moir
Managing Director
Ben Bianchi
Managing Director
Brian Benvenisty
Managing Director
Bryan Sather
Managing Director
Carolyn Fair-Tis
Managing Director
Charles Blackburn
Managing Director
Chris McKown
Managing Director
Frederick Powles
Managing Director
Jarrad Solomons
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
