Mayfair Capital Partners™

Mayfair Capital Partners (MCP) makes direct private equity investments on behalf of its underlying LP base, Oxford Financial Group, Ltd., and its clients.

Flexibility. Patience. A Supportive Approach.

About Us

The development of Mayfair Capital Partners is an extension of the Mayfair direct investment program, which has been an in-house division of Oxford since 2003, historically managing approximately $800 million of AUM in aggregate exclusively for the benefit of Oxford’s 700+ high net worth families and institutional clients. The formation of MCP represents a significant commitment of Oxford resources in order to better serve the needs of its client base and meet the growing demand for private equity allocations. Oxford began making private equity investments in the early 1980s and, in addition to direct private equity investments led by Mayfair Capital Partners, it will continue to be a meaningful limited partner with independent private equity fund managers under its Regent Street strategy. The firm currently has aggregate commitments of more than $1 billion in approximately three dozen private equity funds, along with managing a series of successful co-investment funds. MCP has been seeded with approximately $500 million of initial AUM and Oxford has earmarked more than $300 million of incremental capital to support MCP’s investment pace over the next three years. MCP is a flexible capital solution provider that targets investments between $50-125 million per deal and can pursue control and non-control opportunities.

Investment Philosophy

At Mayfair Capital Partners we seek to partner with exceptional management teams to enhance the inherent strengths of the company’s people and products. We seek to invest in the brand and maximize the long-term value of the business. Mayfair’s independence and sophisticated multi-family office capital base creates structural advantages when compared to traditional private equity fund structures. We bring flexibility, patience and a supportive approach.

Flexibility

MCP offers flexibility in terms of both deal structure and ownership percentage

Patience

No fund timing pressures for "hold periods" or timing limitations on additional capital deployment and realization windows

A Supportive Approach

No three letter acronym playbook to follow or onerous re orting requirements to fulfill; just partnership and thoughtful board of director-level participation

Partnership Criteria

We are industry agnostic, however, we have significant experience in consumer products and services, essential business services, software and tech-enabled services and value-added distribution. We seek control buyout opportunities in businesses with $10 million to $30 million of EBITDA or non-control growth equity investments in companies at or near EBITDA break-even.

We are looking to partner with great management teams of businesses with:

  • High margins
  • Market leadership
  • Recurring revenue business models
  • Business models with a strong return on assets
  • End markets with attractive long‐term prospects
  • Sustainability attributes and ESG (Environmental, Social and Governance) commitments

Team

Robert "BO" D. Ramsey III

JD, MBA, CFA, CAIA

Co-Managing Partner & Chief Investment Officer
317.805.5124
rramsey@mayfaircappartners.com

BEN A. AULT

MSc

Managing Director, Private Equity & Oxford Investment Fellow
612.444.5852
bault@mayfaircappartners.com

Brittany J. Barney

Mayfair Coordinator & Aspirational Pipeline Manager
317.805.5125
bbarney@mayfaircappartners.com

Chase J. Bunnell

Senior Associate
612.616.2540
cbunnell@mayfaircappartners.com

Carl S. Jackson

Mba, Cfa

Senior Investment Analyst
317.805.5065
cjackson@mayfaircappartners.com

David M. Luebbe

Senior Associate
317.805.5160
dluebbe@ofgltd.com

Jared A. Nishida

CFA

Managing Director &
Oxford Investment Fellow
612.379.4511
jnishida@mayfaircappartners.com

Ty F. Schlobohm

Managing Director,
Mayfair Capital Partners
612.379.4501
tschlobohm@mayfaircappartners.com

Ryan T. Shidler

CFA, CAIA

Managing Director &
Oxford Investment Fellow
317.805.5161
rshidler@mayfaircappartners.com

Portfolio

Current Partnerships

Founded in 2009 and headquartered in Fargo, North Dakota, Baseline Fitness is a leading franchisee of Planet Fitness health clubs with 100 gym locations.

Planet Fitness Inc. (NYSE: PLNT), the franchisor, is one of the largest and fastest-growing franchisors and operators of fitness centers in the United States with more than 2,500 gym locations systemwide and more than 18 million members. Planet Fitness is the leader in high value, low-price (“HVLP”) fitness, offering its members a “Judgement Free Zone®” state-of-the-art workout facility that is welcoming to all.

Founded in 2000, Innovative Display Works is a leading designer and distributor of missioncritical refrigeration and display units used to increase consumption sales, impulse purchases and cross-selling opportunities.

IDW provides some of the world’s largest beverage companies custom point-of-sales and point-of-purchase refrigeration and display units that drive high-margin sales and brand recognition.

Tile Redi manufactures highly engineered, patented shower product solutions. Tile Redi is a market leader in one-piece, customizable shower pans that are leak-proof, easy to install and UL certified.

Manufactured in the United States at company-owned facilities, Tile Redi focuses on quality control and innovation in order to create one of the best performing functional bathroom solutions in the market.

Past Investments

Founded in 1990, Poly-Wood Inc. is a leading provider of high-quality outdoor furniture using plastic lumber made from recycled materials. Poly-Wood’s products are sold through leading retailers throughout the United States.

Unlike others in the industry, Poly-Wood provides superior design and innovation of products, state-of-the-art manufacturing and ships directly to the end user

Ontario Systems, founded in 1978, is the leading provider of proprietary, state-of-the-art software solutions and related services for accounts receivable management and collections.

Ontario’s software solutions are utilized by third-party collection agencies and other creditors, including healthcare service providers.

Parkway Aerospace, a division of Parkway Products, Inc., was founded in 1946 and is a leading manufacturer of highly engineered components and sub-assemblies made from composites and plastic material.

Parkway EMP, a division of Parkway Products Inc., is a leading manufacturer of highly engineered components and sub-assemblies made from composites, plastics, magnesium and elastomers.

Founded in 2006, PayLink Payment Plans, LLC is a leading provider of short-term collateralized financing and transaction processing for the sale of Vehicle Service Contracts (VSC).

Working with direct marketers, administrators and auto dealers, Paylink’s payment plans allow consumers to pay for VSCs over time, which is critical to the industry.

The above is a complete list of Mayfair investments as of 3.20.24

Contact Information

For more information please contact us at info@mayfaircappartners.com or Ty Schlobohm. To submit a new investment idea, please contact Ty Schlobohm or Brittany Barney or send a note directly to newinvestments@mayfaircappartners.com.

This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by Oxford Financial Group, Ltd. Such an offer will only be made by a confidential offering memorandum, a copy of which is available to qualifying potential investors upon request. The information provided here should not be considered a recommendation to purchase or sell any particular investment. It should not be assumed that any of the information shown here was or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Private companies may be more volatile due to their limited product lines, markets or financial reserves, their susceptibility to competitors’ actions or major economic downturns. The portfolio companies held by the fund may also depend on the management talents and efforts of a small group of persons and, as a result, the death, disability, resignation or termination of one or more of those persons could have a material adverse impact on the prospective business opportunities and the investments made. Returns are presented net of actual investment advisory fees and after the deduction of all trading expenses and include the reinvestment of all income. The utilization of margin, lines of credit and other borrowing in relation to a particular investment or brokerage account will adversely impact the overall return of investment. Aspirational investments will likely be illiquid. Clients will not have access to their funds invested for an extended number of years. Investors must be able to bear significant risk, volatility and illiquidity. Investors must be able to bear a significant or complete loss of their investment. Investment in a privately held company may require a long-term commitment with no certainty of return of capital. Investments made by clients will in general be highly illiquid, and there can be no assurance that a client will be able to realize on such investments in a timely manner. Because private investment vehicles are not registered investment companies, they are not subject to the same regulatory reporting or oversight as registered entities. There are numerous risks in investing in these types of securities. Investors should consult the fund’s private placement memorandum and/or other documents explaining such risks prior to investing. Past performance is not indicative of future results. OFG-2405-4

Investment Philosophy

In the pursuit of achieving your wealth objectives, we are committed to managing portfolio risks, avoiding conflicts of interest and pursuing innovative private market strategies.

Manager Selection

Oxford’s dedicated investment team reviews hundreds of opportunities annually and employs a best-in-class due diligence process, combining a breadth of sourcing with extensive research to help ensure we partner with top investment managers.

Private Market Solutions

Oxford’s dedicated investment team reviews hundreds of opportunities annually and employs a best-in-class due diligence process, combining a breadth of sourcing with extensive research to help ensure we partner with the top investment managers.

Mayfair Capital Partners™

Mayfair Capital Partners (MCP) makes direct private equity investments on behalf of its underlying LP base, Oxford Financial Group, Ltd., and its clients.

Oxford Investment Fellows®

As a client of Oxford you work with two Managing Directors supported by our highly experienced and credentialed investment team, the Oxford Investment Fellows.

Professional Fees

Oxford is a true a fee-only financial advisor and has been for over 43 years.