O2 Investment Partners, a Midwestern private equity firm focused on lower middle-market businesses, announced the final closing of its fifth fund with $670 million in capital commitments, exceeding its original target.
Fund V was oversubscribed and closed within five months, with Metric Point Capital serving as exclusive placement advisor. Kirkland & Ellis LLP provided legal counsel for the fundraise.
Founded in 2010, O2 Investment Partners acquires majority interests in growth-oriented, privately held North American businesses, particularly family- and founder-owned companies. The firm focuses on lower middle market B2B services, technology, and select industrial companies, aiming to scale portfolio companies through organic growth initiatives, add-on acquisitions, and operational integration strategies.
The firm emphasized its continued commitment to partnering closely with entrepreneurial management teams to drive long-term shareholder value creation.
KEY QUOTES:
“We are unwavering in our commitment to our time-tested strategy of ‘honoring entrepreneurs,’ which allows us to distinctively partner with growth-driven companies to help them effectively scale in dynamic market and economic environments. We deeply value the trust our investors have placed in both our team and our business approach.”
Luke Plumpton, Managing Partner of O2 Investment Partners
“We are proud to have supported O2’s successful oversubscription of Fund V.”
Alex Leykikh, Partner at Metric Point Capital
“Metric Point’s strategic advice and execution capabilities were instrumental in allowing us to complete the fundraise within five months. The streamlined process allowed our investment team to remain focused on our existing portfolio companies and on originating investments in new platforms.”
Luke Plumpton, Managing Partner of O2 Investment Partners
