Direct Private Equity
Oxford’s direct private equity initiatives create a true partnership by investing on the same terms as our clients and exceptional management teams to invest in established, profitable companies.
We seek to invest in companies with:
- Management teams who we believe are exceptional
- Minimum operating cash flow of $5 million
- Niche market leadership with proven scalability
- Defensible market position and intellectual property
- Diverse customer base
- Proven scalability
- Target equity investments of $25 million
Oxford Financial Group, Ltd. employees personally invest in direct private equity transactions on the same terms as our clients and management’s investment. Additionally, we do not charge ongoing management fees to portfolio companies or receive an incentive to carry on the investment, as is common place in the private equity industry.
Over the years, Oxford has engaged in dozens of investments tailored to our high net worth clients. Our focus has been on long-term investments in high cash flow entities that dominate their market. Oxford’s approach to management is to avoid serving as a day-to-day hands-on manager, but instead to contribute to the company’s development and growth through active participation on the board and by the creation of incentives for the management team to take the business to an entirely new level.
Our past direct private equity investments include:
To discuss a potential direct private equity opportunity, please contact Michael Rosen.