January 10, 2024
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Industry and Operationally-focused Private Equity
ORIX Capital Partners (“OCP”) is an industry and operationally-focused middle-market private equity team dedicated to utilizing a thematic and industry-driven investment approach and in-house operating expertise to buy and build companies of significant and sustainable value. We provide patient capital, access to transformational industry relationships, and strategic and operational guidance to companies in the industrial services and business services sectors.
About Us
A LEADER IN MIDDLE MARKET PRIVATE EQUITY
OCP*, based in New York City, started investing in 2016, and has deployed approximately $740 million of capital since inception. OCP is a subsidiary of ORIX Corporation USA, the U.S. and Latin American hub for Tokyo-based ORIX Corporation, a publicly traded international financial services company (Tokyo: 8591, NYSE: IX) with operations in 30 countries and over $459 billion in assets under management.**
OCP’s key differentiators enable a rigorous approach to deal sourcing, underwriting, and investment management:
- Thematic investment approach that leads to direct conversations with sellers and “less competitive” processes
- Experienced in-house operating partners and industry advisors provide unique due-diligence, underwriting and investment management support, and emphasize strong and supportive partnerships with management teams to improve operations through strategic value creation programs and tactical enhancements, along with deep add-on integration support
- Collaborative investment team with experience and expertise in finance, operations and strategy across targeted industries, resulting in strong partnerships with aligned management teams
- Leverage of ORIX’s complementary global capital solutions and proprietary knowledge platforms creates competitive due-diligence edge, including support from ORIX’s shared services platforms (e.g., accounting, tax, legal, compliance, IT and HR)
* OCP is the private equity team of ORIX Advisers, LLC, an SEC registered investment adviser.
** As of June 2024.
Approach
FOCUSED AND DISCIPLINED INVESTMENT APPROACH
OCP targets control investments in North American middle market companies with $10M to $75M of EBITDA where we can invest $75M to $250M of equity.
We are focused on fragmented and asset-light industries ripe for consolidation, including automation solutions, environmental services, infrastructure & utility services, marketing services, and telecom services.
OCP looks for profitable and scalable businesses with promising organic and inorganic growth potential, differentiated products and services, excellent leadership, positive culture, and strong customer relationships.
Our in-house portfolio operations team works closely with management teams to improve operations and increase revenue and profitability through strategic value creation programs.
INVESTMENT CRITERIA
CHARACTERISTICS
- EBITDA of $10 – $75 million
- Equity of $75 – $250 million
TRANSACTION TYPES
- Founder-Owned
- Private Equity-Backed
- Corporate Divestitures
SECTOR FOCUS
- Business Services
- Industrial Services
INDUSTRY FOCUS
- Automation Solutions
- Environmental Services
- Infrastructure & Utility Services
- Marketing Services
- Telecom Services
VALUE ADD
OPERATIONALLY FOCUSED.
FUNDAMENTALLY DRIVEN.
OCP is focused on elevating the value of our portfolio companies through strategic and operational improvements. We bring domain expertise in the following fundamental business areas:
Strategic Planning
Human Capital
Voice of Customer
IT Systems
Operating Executive Network
Go-To-Market
Fleet & Procurement
Insurance & Benefits
Team
DEDICATED TEAM OF SKILLED INVESTMENT AND OPERATIONS PROFESSIONALS
OCP consists of 8 dedicated investment professionals with firm leadership experience averaging 30 years. The investment team is supported by four senior portfolio operations professionals and five industry advisors.
News
August 17, 2023
Scott Phillips from ORIX Capital Partners Interviewed for BluWave Private Equity Podcast
December 20, 2021
Specialty Welding and Turnarounds Announces Acquisition Of Midwest Cooling Tower Services
December 15, 2021
ORIX Capital Partners Invests in Odin, a Leading Provider of Environmental and Geotechnical Solutions
October 26, 2021
Network Connex Names Chris Larocca Chief Executive Officer
May 4, 2021
ORIX Capital Partners Invests in Optimad, a Leading Performance Marketing Solutions Provider
April 15, 2021
NETWORK CONNEX ACQUIRES ADVANTAGE ENGINEERS
December 28, 2020
Specialty Welding and Turnarounds Announces Acquisition of Hydroprocessing Associates
September 30, 2020
HOFFMAN SOUTHWEST ANNOUNCES NEW NAME AS NATIONAL UNDERGROUND GROUP
September 28, 2020
NTI CONNECT, LLC CHANGES NAME TO NETWORK CONNEX
January 29, 2020
RoadSafe Traffic Systems Acquires A Cone Zone Inc.
January 14, 2020
Biele Appointed CEO of Hoffman Southwest
January 10, 2020
Peak Utility Services Group Acquires Riley Brothers, Inc.
December 13, 2019
NTI Connect Acquires VERTICOM
October 9, 2019
Craig Kahler Joins ORIX Capital Partners
September 13, 2019
Terry Suzuki Promoted to President and CEO of ORIX USA
May 23, 2019
Hoffman Southwest Acquires Accumark
February 28, 2019
ORIX Adds Tri-State Utilities
December 3, 2018
ORIX Capital Partners Acquires NTI Connect LLC
August 28, 2018
RoadSafe Traffic Systems Acquires Optim Earth
July 24, 2017
RoadSafe Traffic Systems Acquires Beth’s Barricades
February 6, 2017
ORIX Capital Partners Acquires Hoffman Southwest Corporation
November 17, 2016
RoadSafe Traffic Systems Acquires Protection Services Inc.
March 22, 2016