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Asset/Investment Management
FINANCE | Asset/Financial Management
oaktreecapital.com

Investments

145

Portfolio Exits

66

Funds

113

Partners & Customers

10

Service Providers

3

About Oaktree Capital Management

Oaktree Capital Management (NYSE: OAK-A) operates a global asset management firm specializing in alternative investment strategies. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The company was founded in 1995 and is based in Los Angeles, California.

Headquarters Location

333 South Grand Avenue 28th Floor

Los Angeles, California, 90071,

United States

213-830-6300

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Research containing Oaktree Capital Management

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Oaktree Capital Management in 1 CB Insights research brief, most recently on Apr 5, 2022.

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Apr 5, 2022 report

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Latest Oaktree Capital Management News

Establishment Labs Announces Amended Credit Facility with Oaktree

Feb 22, 2024

Establishment Labs Announces Amended Credit Facility with Oaktree February 22, 2024 at 08:04 am EST Share - Amendment of commercial and regulatory milestones for $50 million of additional non-dilutive capital to support launch of Motiva Implants® in U.S. Establishment Labs Holdings Inc. (NASDAQ: ESTA), a medical technology company focused on women’s health, initially in the breast aesthetics and reconstruction market, today announced that it has amended its $225 million term loan facility with funds managed by Oaktree Capital Management, L.P. (“Oaktree”). The terms on the two tranches already drawn under the facility, which total $175 million, are unchanged. The remaining two $25 million tranches are amended as follows: Tranche C of $25 million available before December 31, 2024 and upon FDA approval of Motiva Implants® in the U.S. Tranche D of $25 million available before June 30, 2025 and upon both Tranche C being drawn and trailing twelve-month sales exceeding $195 million. Interest will accrue on Tranches C and D at a fixed rate of 10.0% per annum. “This amended facility provides access to additional capital, should we need it, to ensure our successful launch of Motiva Implants in the United States,” said Juan José Chacón-Quirós, CEO and Founder of Establishment Labs. “Even with this access to additional capital, we are focused on getting our current business to EBITDA positive in 2024 and cash flow positive in 2025, and our timeline for US market entry remains unchanged. Oaktree has proven to be a valuable partner in our journey to transform breast aesthetics and reconstruction, and we thank them for their continued confidence.” “In the two years since we partnered with Establishment Labs, the company has achieved a number of key milestones on their path to global leadership in this industry,” added Aman Kumar, Co-Portfolio Manager of Life Sciences Lending at Oaktree. “The pending launch of Motiva Implants into the United States is perhaps the most significant of them all. We look forward to continuing our long-term relationship with Establishment Labs and are excited for what lies ahead.” A Form 8-K outlining the full terms of the credit facility will be filed with the Securities and Exchange Commission. About Establishment Labs Establishment Labs Holdings Inc. is a global medical technology company dedicated to improving women’s health and wellness through the power of science, engineering, and technology. The Company offers a portfolio of Femtech solutions for breast health, breast aesthetics and breast reconstruction. The over three million Motiva® devices Establishment Labs has delivered to plastic and reconstructive surgeons since 2010 have created a new standard for safety and patient satisfaction in the over 85 countries in which they are available. The Motiva Flora® tissue expander is used to improve outcomes in breast reconstruction following breast cancer and it is the only regulatory-approved expander in the world with an integrated port using radio-frequency technology that is MR conditional. Mia Femtech™, Establishment Lab’s unique minimally invasive experience for breast harmony, is the Company’s most recent breakthrough innovation. These solutions are supported by over 200 patent applications in 25 separate patent families worldwide and over 50 scientific studies and publications in peer reviewed journals. Establishment Labs manufactures at two facilities in Costa Rica compliant with all applicable regulatory standards under ISO13485:2016 and FDA 21 CFR 820 under the MDSAP program. In 2018, the Company received an investigational device exemption (IDE) from the FDA for Motiva Implants® and began a clinical trial to support regulatory approval in the United States. Please visit our website for additional information at www.establishmentlabs.com. Establishment Labs’ Motiva silicone gel-filled implants are currently not approved for commercial distribution in the United States. The Company’s implants are undergoing PMA clinical investigation pursuant to U.S. FDA regulations for investigational medical devices. Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). You can find many (but not all) of these statements by looking for words such as “approximates,” “believes,” “expects,” “anticipates,” “estimates,” “intends,” “plans,” “intends to,” “would,” “will,” “may” or other similar expressions in this press release. Any statements that refer to expectations regarding the private placement, such as its closing date and use of proceeds, as well as the Company’s projections of our future financial or operating performance are forward-looking statements. We claim the protection of the safe harbor contained in the Private Securities Litigation Reform Act of 1995. We caution investors that any forward-looking statements presented in this report, or that we may make orally or in writing from time to time, are expressions of our beliefs and expectations based on currently available information at the time such statements are made. Such statements are based on assumptions, and the actual outcome will be affected by known and unknown risks, trends, uncertainties, and factors that are beyond our control. Although we believe that our assumptions are reasonable, we cannot guarantee future performance, and some will inevitably prove to be incorrect. As a result, our actual future results and the timing of events may differ from our expectations, and those differences may be material. Factors, among others, that could cause actual results and events to differ materially from those described in any forward-looking statements include risks and uncertainties relating to: our ability to successfully, timely and cost-effectively develop, seek and obtain regulatory clearance for and commercialize our product offerings; the rate of adoption of our products by healthcare providers or other customers; the success of our marketing initiatives; the safe and effective use of our products; our ability to protect our intellectual property; our future expansion plans and capital allocation; our ability to expand upon and/or secure sources of credit or capital; our ability to develop and maintain relationships with qualified suppliers to avoid a significant interruption in our supply chains; our ability to attract and retain key personnel; our ability to scale our operations to meet market demands; the effect on our business of existing and new regulatory requirements; and other economic and competitive factors. These and other factors that could cause or contribute to actual results differing materially from our expectations include, among others, those risks and uncertainties discussed in the company’s annual report on Form 10-K filed on March 1, 2023 and discussed in the Company's quarterly report on Form 10-Q filed on November 8, 2023, which risks and uncertainties may be updated in the future in other filings made by the company with the SEC. The risks included in those documents are not exhaustive, and additional factors could adversely affect our business and financial performance. We operate in a very competitive and rapidly changing environment. New risk factors emerge from time to time, and it is not possible for us to predict all such risk factors, nor can we assess the impact of all such risk factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. We are not undertaking any obligation to update any forward-looking statements. Accordingly, investors should use caution in relying on past forward-looking statements, which are based on known results and trends at the time they are made, to anticipate future results or trends. View source version on businesswire.com: https://www.businesswire.com/news/home/20240222313537/en/ Share

Oaktree Capital Management Investments

145 Investments

Oaktree Capital Management has made 145 investments. Their latest investment was in TriMark USA as part of their Private Equity on December 19, 2023.

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Oaktree Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/19/2023

Private Equity

TriMark USA

$350M

Yes

2

10/23/2023

Corporate Minority

Aecon Utilities

$108.07M

Yes

3

8/22/2023

Loan

Finastra

$4,800M

Yes

6

7/25/2023

Unattributed

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10

7/11/2023

Private Equity

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10

Date

12/19/2023

10/23/2023

8/22/2023

7/25/2023

7/11/2023

Round

Private Equity

Corporate Minority

Loan

Unattributed

Private Equity

Company

TriMark USA

Aecon Utilities

Finastra

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Amount

$350M

$108.07M

$4,800M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

3

6

10

10

Oaktree Capital Management Portfolio Exits

66 Portfolio Exits

Oaktree Capital Management has 66 portfolio exits. Their latest portfolio exit was MWH Constructors on January 11, 2024.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/11/2024

Acquired

$99M

2

8/10/2023

Divestiture

Saloro

$99M

2

5/4/2023

Corporate Majority

$99M

2

2/27/2023

Corporate Majority

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$99M

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10

2/16/2023

Corporate Majority - III

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$99M

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10

Date

1/11/2024

8/10/2023

5/4/2023

2/27/2023

2/16/2023

Exit

Acquired

Divestiture

Corporate Majority

Corporate Majority

Corporate Majority - III

Companies

Saloro

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

2

2

10

10

Oaktree Capital Management Acquisitions

88 Acquisitions

Oaktree Capital Management acquired 88 companies. Their latest acquisition was Consolidated Chassis Management on October 03, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/3/2023

$99M

Acq - Fin

1

9/4/2023

$99M

Acq - Fin

2

2/8/2023

$99M

Acq - Fin - II

5

7/19/2022

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$99M

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10

3/9/2022

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$99M

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10

Date

10/3/2023

9/4/2023

2/8/2023

7/19/2022

3/9/2022

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - Fin

Acq - Fin

Acq - Fin - II

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Sources

1

2

5

10

10

Oaktree Capital Management Fund History

113 Fund Histories

Oaktree Capital Management has 113 funds, including Oaktree Special Situations Fund III.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/14/2023

Oaktree Special Situations Fund III

$3,000M

1

8/10/2023

Oaktree Opportunities Fund XII

$3,000M

1

6/24/2023

Oaktree Capital Management Life Sciences Lending Fund I

1

4/27/2023

Oaktree European Capital Solutions Fund III

$99M

10

11/16/2021

Oaktree Opportunities Fund XI

$99M

10

Closing Date

12/14/2023

8/10/2023

6/24/2023

4/27/2023

11/16/2021

Fund

Oaktree Special Situations Fund III

Oaktree Opportunities Fund XII

Oaktree Capital Management Life Sciences Lending Fund I

Oaktree European Capital Solutions Fund III

Oaktree Opportunities Fund XI

Fund Type

Status

Amount

$3,000M

$3,000M

$99M

$99M

Sources

1

1

1

10

10

Oaktree Capital Management Partners & Customers

10 Partners and customers

Oaktree Capital Management has 10 strategic partners and customers. Oaktree Capital Management recently partnered with Arixa Capital on August 8, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

8/24/2023

Partner

United States

15:34 ET ARIXA CAPITAL ANNOUNCES STRATEGIC JOINT VENTURE WITH OAKTREE

This partnership has fueled Arixa Capital Advisors , LLC 's growth as one of the fastest growing private companies in both the Inc. 5000 and the Los Angeles Business Journal rankings .

2

6/12/2023

Partner

United States

3

1/14/2022

Partner

United States

Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility

Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region .

1

1/13/2022

Partner

United States

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10

12/31/2021

Client

United Kingdom

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10

Date

8/24/2023

6/12/2023

1/14/2022

1/13/2022

12/31/2021

Type

Partner

Partner

Partner

Partner

Client

Business Partner

Country

United States

United States

United States

United States

United Kingdom

News Snippet

15:34 ET ARIXA CAPITAL ANNOUNCES STRATEGIC JOINT VENTURE WITH OAKTREE

This partnership has fueled Arixa Capital Advisors , LLC 's growth as one of the fastest growing private companies in both the Inc. 5000 and the Los Angeles Business Journal rankings .

Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility

Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region .

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Sources

2

3

1

10

10

Oaktree Capital Management Service Providers

4 Service Providers

Oaktree Capital Management has 4 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

Provider Type

Investment Bank

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Service Type

Financial Advisor

Partnership data by VentureSource

Oaktree Capital Management Team

54 Team Members

Oaktree Capital Management has 54 team members, including , .

Name

Work History

Title

Status

Steven Kaplan

Founder

Current

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Name

Steven Kaplan

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Work History

Title

Founder

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Status

Current

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