O2 Investment Partners Closes Oversubscribed Fund IV at $445 Million

 

Metric Point Capital served as exclusive advisor

April 2023

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 IV (“Fund IV”) with $445 million in capital commitments. Metric Point Capital (“Metric Point”) served as exclusive advisor for the fundraise. Kirkland & Ellis provided legal counsel.

Founded in 2010, O2 leverages its family office roots to partner with the entrepreneurial management teams of family- and founder-owned businesses that are positioned for long-term growth.

Todd Fink, Managing Partner, said “We are grateful for the trust that our longstanding and new investors place in our team and strategy, especially in light of broader macroeconomic uncertainties and market conditions.” Luke Plumpton, Managing Partner, said, “Our approach to ‘honoring the entrepreneur’ is well-positioned as we guide growth-oriented companies through a rapidly shifting market environment.”

Kevin Imhoff, Partner at Metric Point, stated, “We are once again pleased to have assisted O2 in achieving its fundraising goals as the Firm welcomed a diverse group of investors to Fund IV.” Messrs. Fink and Plumpton added, “The Metric Point team again provided us with outstanding advice and tailored support that allowed us to navigate a challenging fundraising environment while maintaining our focus on investing. We appreciate their longstanding partnership and look forward to working together in the future.”

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.

Contact:

Luke Plumpton

O2 Investment Partners

lplumpton@o2investment.com

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