Middle market private equity firm

Oak Hill Capital

  • HeadquartersNew York, NY S6
  • Founded1986 S2
  • Websiteoakhill.com
  • Last verifiedOctober 22, 2026

At a glance

Check size$100M to $400M S5
Deal typesPlatform, Add-on, Minority S5
GeographyNorth America S6
SectorsInsurance Brokerage, Wealth Management, HVAC, Plumbing & Electrical, Veterinary, Dental, Healthcare Services, Distribution, Industrial & Manufacturing

What Oak Hill Capital buys

Oak Hill Capital is a New York private equity firm that started in 1986 as the family office of investor Robert M. Bass. It says it has raised more than $25 billion of fund commitments and co-investments since then. It invests by theme in three areas: digital infrastructure, meaning fiber internet providers and data centers; financial services, mainly insurance brokerage and wealth management; and essential services for businesses and households, such as packaging, engineering and consulting, residential HVAC and plumbing, garage door repair and veterinary care. Most of its companies are in North America.

Oak Hill usually leads control-oriented deals. When it closed its fifth fund in 2021, it said it aims to put $100 million to $400 million of equity into each company, and its sixth fund made its tenth investment in April 2026. It also takes minority stakes, as it did in the 2026 IMA Financial Group recapitalization. A smaller company is most likely to meet Oak Hill as an add-on to one of its platforms, such as Guild Garage Group.

Recent deals

Announced in the 24 months before October 22, 2026.

DateCompanyTypeSectorSource
Sep 2026Prutch's Garage DoorColorado garage door company with five locations joined Guild Garage GroupAdd-onSource
Aug 2026Trinity ConsultantsAgreement to sell to Veritas Capital; Oak Hill will reinvest and keep a minority stakeExitAccounting & Professional ServicesSource
Jun 2026Garage Door SpecialistFamily-owned garage door company in Raleigh and Wilmington, North Carolina joined Guild Garage GroupAdd-onSource
May 2026IMA Financial GroupMinority position in a recapitalization valuing the broker at $4.0 billion; employees keep majority ownershipMinorityInsurance BrokerageSource
Apr 2026GoNetspeed and Greenlight NetworksAgreement to combine the two fiber providers in a 50/50 joint venture with T-MobileExitSource
Apr 2026Dover & CompanyFlint, Michigan garage door company founded in 1936 joined Guild Garage GroupAdd-onSource
Apr 2026Guild Garage GroupOrlando network of 28 residential garage door service brands; management and local operators stay significant ownersPlatformSource
Mar 2026Hunter CommunicationsAcquisition of a Medford, Oregon fiber internet provider completedPlatformSource
Jan 2026Global Technical RealtyAbout $400 million committed alongside KKR to a European data center developerInvestmentSource
Jul 2025MetronetSale to a T-Mobile and KKR joint venture completed after more than ten years; Oak Hill invests in the new partnershipExitSource
Jul 2025Socket Telecom and IdeaTek TelcomInvestments with Pamlico Capital in Missouri and Kansas fiber providers that are being combinedPlatformSource

Portfolio by sector

From the firm's portfolio page S4.

Current Portfolio

  • American Veterinary Group
  • Berlin Packaging
  • Calero
  • Galway Insurance
  • GoNetspeed
  • Greenlight Networks
  • Global Technical Realty (GTR)
  • Guild Garage Group
  • Hunter Communications
  • IdeaTek
  • Kestra Holdings
  • Mercer Advisors
  • Metronet
  • Omni Fiber
  • Petauri Health
  • Race Communications
  • Socket
  • Technimark
  • Trinity Consultants
  • U.S. Oral Surgery Management
  • Vexus
  • Wire 3
  • Wrench Group

Greymont’s take

How Oak Hill Capital fits a seller

Oak Hill is a buyer for owners of larger, established service businesses rather than small companies looking for their first outside investor. Its typical new company can anchor one of its themes and take in $100 million or more of equity. For smaller owners, the realistic route is a sale to an Oak Hill platform. Guild Garage Group added garage door companies in Michigan, North Carolina and Colorado in the months after Oak Hill invested, and its model lets local owners keep running their own brands.

Oak Hill often leaves founders and managers with real ownership. Guild's management and local operators stayed significant shareholders, and Socket Telecom's co-founder moved to the board. An owner who rolls equity into a deal should ask how long Oak Hill plans to hold the platform, since it has recently sold or partly sold businesses such as Metronet and Trinity Consultants to larger buyers.

Questions owners ask

How large a company does Oak Hill Capital invest in?

Oak Hill does not publish revenue or EBITDA limits. When it closed its fifth fund in January 2021, it said it targets control-oriented equity investments of $100 million to $400 million in middle market companies, mostly in North America.

Does Oak Hill buy home services and other essential services companies?

Yes. Essential services is one of its three investment themes. Current holdings include Wrench Group (residential HVAC and plumbing), American Veterinary Group and Guild Garage Group, a garage door service network it invested in on April 1, 2026.

Does Oak Hill take minority stakes?

Sometimes. In May 2026 it took a minority position in IMA Financial Group's recapitalization, which kept the broker majority employee owned. It also stayed on as a minority owner of Kestra Holdings when Stone Point agreed to buy control in October 2024.

Sources

  1. S1Oak Hill Capital home page Accessed October 22, 2026
  2. S2Oak Hill Capital: Firm Accessed October 22, 2026
  3. S3Oak Hill Capital: Strategy Accessed October 22, 2026
  4. S4Oak Hill Capital: Investments Accessed October 22, 2026
  5. S5Oak Hill Capital Closes OHCP V at Approximately $3.8 Billion (January 5, 2021) Accessed October 22, 2026
  6. S6Oak Hill Capital Partners with Guild Garage Group (PR Newswire, April 1, 2026) Accessed October 22, 2026
  7. S7IMA Financial Group Completes Equity Recapitalization Led by Oak Hill Capital, New Mountain Capital, and HarbourVest (May 13, 2026) Accessed October 22, 2026
  8. S8Oak Hill Capital: News Accessed October 22, 2026
  9. S9Oak Hill and Cinelli Family Complete Sale of Metronet (July 24, 2025) Accessed October 22, 2026
  10. S10Socket Telecom Announces Strategic Investment from Oak Hill Capital and Pamlico Capital (July 8, 2025) Accessed October 22, 2026
  11. S11Guild Garage Group releases on PR Newswire Accessed October 22, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Oak Hill Capital. Figures are as reported on the dates shown and may have changed. Request a correction

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