Focus

Four Core Sectors

We target $100 million – $300 million equity investments in four Core Sectors primarily in North America.

Consumer, Retail & Distribution

Consumer, Retail & Distribution

Read More
Industrials

Industrials

Read More
Media & Communications

Media & Communications

Read More
Services

Services

Read More
Consumer, Retail & Distribution

Consumer, Retail & Distribution

The Consumer, Retail & Distribution team has developed multiple investment theses through a disciplined evaluation of the sector’s trends and key growth drivers, including:

  • Demographic and consumer behavior trends
  • Evolving channel dynamics and operating strategies associated with winning retail concepts
  • Change agents, such as technology and globalization
  • Macroeconomic factors influencing consumer expenditure patterns

Today, we are specifically targeting opportunities in the following sub-sectors:

  • Strong consumer brands
  • Branded and private label strategic suppliers to retail channel winners
  • Multi-channel direct-to-consumer business models
  • Specialty retailers
  • Value-added distributors

Industrials

Industrials

The Industrials team has developed multiple investment theses through a disciplined evaluation of the sector’s trends and key growth drivers, including:

  • Aging domestic infrastructure in need of maintenance and replacement
  • Heightened regulations and compliance requirements across industrial end-markets
  • Increased U.S. manufacturing productivity driven by innovation, flexible labor markets, and investments in automation
  • Growing global middle class with an increasing urbanization rate
  • Reliance on outsourcing as industrial businesses focus on core capabilities and driving efficiency
  • Water management and treatment driven by physical scarcity and inefficient use of existing resources

Today, we are specifically targeting opportunities in the following sub-sectors:

  • Building products
  • Testing, inspection, and certification
  • Packaging
  • Industrial outsourced services
  • Engineered products
  • Industrial distribution
  • Systems and equipment

Media & Communications

Media & Communications

The Media & Communications team has developed multiple investment theses through a disciplined evaluation of the sector’s trends and key growth drivers, including:

  • Increasing residential bandwidth demand associated with the rise of the consumer internet, social media, and online video
  • Growth in enterprise communications resulting from data center connectivity, cloud & hosted services, videoconferencing, and data storage & analysis
  • Emergence of big data analytics to enhance business operations and customer targeting
  • Shifting media consumption behavior to “anytime, anywhere, any device” enabled by wireless mobility

Today, we are specifically targeting opportunities in the following sub-sectors:

  • Cable
  • Fiber infrastructure
  • Communications-related software and services
  • Information services
  • Marketing and advertising services
  • Local and niche media and entertainment

Services

Services

The Services team has developed multiple investment theses through a disciplined evaluation of the sector’s trends and key growth drivers, including:

  • Ongoing movement of non-core activities to third party outsourced service providers, in order to increase corporate efficiency, improve service levels, and reduce costs
  • Evolving manner in which services are delivered and procured due to the availability of low cost information technology (IT) and communications
  • Increased security and compliance requirements impacting all businesses
  • Overall economy’s increased dependence on the sector, with Services increasing to nearly half of overall GDP today (vs. 30% in the 1960s)

Today, we are specifically targeting opportunities in the following sub-sectors:

  • Providers of value-added outsourced services (human capital, asset/facilities, and/or technology-based)
  • Data and information-based providers of subscription or consulting services
  • Niche/specialty finance and insurance services
  • Vertical specific technology-enabled services, including software, that serve Oak Hill’s core sector areas