PE/FI  O2 Investment Partners

https://o2investment.com/





     Office Locations:

40900 Woodward Ave, Suite #200
Bloomfield Hills, MI 48304
Phone: 248-554-4227

 

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 transaction values are between $5 million to $75 million in companies with EBITDA of $2 million to $10 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

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Gregg Orley Principal
    Jay Hansen Managing Partner
    Joseph Vallee Senior Associate
    Larry Lax Principal
    Luke Plumpton Partner

     

    Portfolio companies include:


      1 Priority Environmental Services
        web link


      Clio Holdings
        web link


      EMEX
        web link


      Greco Aluminum Railings
        web link


      MHC Software
        web link


      NTI Connect
        web link


      O2 Specialty Manufacturing


      Packaging Concepts and Design
        web link


      RheTech
        web link


      Silbond
        web link


     

    Recent News: