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Combined Years of Experience
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Invested Capital
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Portfolio Companies
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Funds
Based in Columbus, Ohio, Oxer Capital partners with private equity firms, independent sponsors, family offices, and management teams to provide junior capital to lower middle market companies throughout the United States. Since 2016, Oxer has invested over $648 million across 105 portfolio companies. We are currently investing out of our third fund, totaling ~$229 million.
Our Strategy
Oxer seeks to provide flexible, tailored solutions aligned with client needs which may consist of subordinated debt, structured equity, and minority equity stakes. Our typical investment size ranges from $2 – 12 million, although we may lead or participate in larger investments by co-investing with our limited partners or other junior capital providers.
Our Values
Our investment professionals strive to be diligent, thoughtful, and responsive in evaluating new opportunities. Our collaborative and nimble approach provides speed to close and certainty of execution. We work to cultivate trust and nurture long-term relationships with our investors and investment partners.
Investment Criteria
$10 – 100 Million
Revenue
$1 – 10 Million
EBITDA
$2 – 12 Million
Investment Size
Company Characteristics
- Sustainable Margins
- Proven Business Strategy
- Stable or Expanding Industry
- Competitive Market Position
- Experienced & Invested Management Team
- Based in U.S.
Transaction Types
- Acquisitions
- Growth
- Leveraged Buyouts
- Recapitalizations
- Shareholder Liquidity
- Management Buyouts
- ESOP Transactions
Investment Structures
- Subordinated Debt
- Structured Equity
- Minority Equity
- One-Stop Financing
Our Team
With over 110 years of collective experience investing in and advising lower middle market companies, we understand the needs and concerns of owners and managers. We have originated over $869 million in investments in 165 companies across a diverse group of industries. Our networks and experience are shared to benefit our clients and partners.
Frank Capella
Founding Partner
Daniel D. Phlegar
Founding Partner
Michael O’Brien
Partner
Blake Sousa
Managing Director
Derek Snyder
Vice President
Carter Richardson
Associate
Michael Affinito
CFO
Andi Tobe
Accounting ManagerOur Portfolio
AllFund IFund IIFund IIICurrentExited
Ascot Enterprises
Signum
Pies & Pints
Calimira (Rusty Bucket)
BA Securities
Undisclosed HVAC Business
Cornerstone
EDSCO
Rugs Direct
Specialty Tile Products
Mason Structural Steel
PC Server
Encore Boat Builders
Auxo Die Holdings
Nu-Life Environmental
Hub Plastics
Matri Holdings
Gem City Engineering
Blue Ridge Mountain Rentals
Insight 2 Design
Securit Metal Products
Encap
Integrated Behavioral Health
C&M Conveyor
Fecon Holdings
Antenna Research Associates
Futuri Media
Davidson Steel
W.A. Jones
Quaker Hospitality
Managed Packaging Systems
Rosman Search
Advanced Communications Technology
Mediu
D&H United
Integrated Laboratory Systems
Service Star
PEScience
Kelly Roofing
Electromechanical Research Laboratories
Nickson Industries
Integrated Behavioral Health
GreenTech Environmental
Peerless Midwest
Kabinart
Financial Aid Services
Miljoco
Ecotone
Westwater Supply Corp
Bridgestone Restaurant Group
Titanus
Steel City Wash
Rainier
Yak Attack
Boride
Safe-Way Garage Doors
Securit Metal Products
CW Conveyor Holdings
Jeni’s Ice Creams
Henry’s Wrecker
Tuff Turf
Stylecraft
Paxton Patterson
Sticker Cabana
American Professional Quilting Systems
LaserGifts
Traverse City Products
Barefoot Mosquito & Pest Control
Vigilnet
Smile Source
West Kentucky Correctional Healthcare
Empower Manufacturing
Cosmetic Skin & Laser Center
ShopSabre
Jurassic Quest
Spire Collective
The Brighton Group
SisTech Manufacturing
Sweet Tooth
ARK Therapeutic
Kosmos Q
Current Tools
Salt River Aviation
Heritage Imaging
Dynamic Facility Services
American Roadway Logistics
Fairwood Brands
ASAP Garage Door Repair
Chippewa Concrete Services
Royal Arc
Iron City Waste Holdings
Science Interactive
Floorguard Products
Library Furniture Holdings
Amspak
Glass Concepts
Midwest Fasteners
Chamblee Fence Company
Tatum Lawn Care
Eyenavision
Comtec
Bay West
Pinson Valley Heat Treating