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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 $750 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 28 countries and over $374 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 September 2022.

Approach

FOCUSED AND DISCIPLINED INVESTMENT APPROACH

OCP targets control investments in North American middle market companies with $20M to $50M of EBITDA where we can invest $100M 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 $20 – $50 million
Equity of $100 – $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

Portfolio

PROVEN PARTNERSHIPS FOR LONG-TERM VALUE

We’re committed to helping our partners reach untapped potential. Since 2016, we have invested approximately $750 million of capital across nearly 25 transactions.

Team

DEDICATED TEAM OF SKILLED INVESTMENT AND OPERATIONS PROFESSIONALS

OCP consists of 9 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.