Stages:

• Middle Market

 

Industries:

Business Services

Information Technology

Manufacturing & Industrial

Real Estate & Construction

Transportation & Distribution

 

Description:

O2 Investment Partners is a Midwestern-based, family operated, private equity firm that seeks to acquire a majority interest in lower middle market manufacturing, niche distribution, and select service and technology businesses. The Orley family has been successfully investing in operating businesses and real estate since 1950. Gregg and Rob Orley, along with their brother in-law, Lawrence Lax, have been private equity investors together for nearly 30 years. They have invested in and led the operation of a wide variety of businesses, including manufacturing, distribution, technology and financial service businesses. In addition to the O2 Investment Partners platform, the Orley family and O2's affiliated companies own substantial real estate and other holdings. The firm invests in companies throughout the United States and Canada with a preference for the Midwest and Great Lakes region. O2's enterprise values are between $10 million to $100 million in companies with EBITDA of $4 million to $15 million (less for add-ons). The types of situations the firm looks for include: Experienced management looking for capital and/or strategic assistance in taking a business to its next stage of development; Industry buy and build - expansion capital; Management buyout or re-capitalization; Corporate carve out or orphan; and Family business - ownership succession.

 

Funds:

Fund Name	Amount	Date
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