Newsletters

Winter Newsletter 2025

Oakley Capital

04.12.25

Welcome to our Winter newsletter with news and views from across the Oakley Group and our portfolio companies.

In this edition: new investments across all of Oakley’s core sectors, Tech, Business Services, Consumer and Education including three new platform deals for Fund VI after closing at its €4.5bn hard cap in March; updates from the portfolio including Phenna’s continued expansion; plus, after the successful exit of vLex at a $1bn valuation we delve into how Oakley supports founders to scale their businesses and create market leaders.

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Deal news

Fund VI

Founded by siblings Gina and Franz Matheis, Paraty Tech is Spain’s fastest-growing hotel demand generation platform with a growing footprint in LatAm and the US. Read about Oakley’s latest investment in Iberia.

Founder-led Brevo is a leading global customer engagement platform based in France, with 600k customers, 20%+ revenue growth and 99% recurring revenues. Learn more about our investment in the business.

Oakley renews its commitment to K12 investments, including the Affinitas Group which consists of 20 schools providing education to 14,000 students worldwide. Fund VI will support Affinitas to further expand with a strong pipeline of new schools looking to join the group.

Fund V

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Oakley launches Tiger HoldCo, a newly created insurance services platform to consolidate high-growth players in the fragmented insurance services market. Read about Tiger HoldCo’s first acquisition - founder-led ONHC, the Italian leader in private healthcare insurance services.

Fund III

Oakley sells its stake in digital marketplace atHome to Apax Partners. Following completion of the transaction, Fund III will have delivered aggregate gross returns of 2.3x MM and c.23% IRR across its investments in Casa.it and atHome.

Origin II

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The racket sport padel is estimated to be growing at c.25% annually. Find out about Oakley’s investment in founder-led NOX, a premium padel equipment brand used by elite and amateur players alike.

Portfolio News

Phenna group’s continued acquisition strategy

Phenna group’s continued acquisition strategy: new TICC deals in Italy, Ireland and Australia take the total to 21 acquisitions so far in 2025, and total employees to more than 8,000.

Infravadis expands leadership team

Infravadis expands leadership team: Michael Meierhöfer, formerly Global COO at property damage control specialist Polygon, joins the management board alongside David von Waldenfels (Managing Director) and Axel Gränitz (Chairman of the Advisory Board).

JBMC enhances capabilities through new advisory hires

JBMC enhances capabilities through new advisory hires: industry leaders Massimo Tosato and Carlo Enrico join the leading Italian financial services management consultancy as co-investors and Senior Advisors.

IU Group: award winning digital education

IU Group - award winning digital education: Germany’s largest university wins the EdTechX Leviathan Award for the third consecutive year for ‘global impact in education technology’, and Prof. Dr. Johannes Pohl wins "Professor of the Year 2025".

Insights and Oakley news

Read the full story

Supporting founders to scale their business: discover how Oakley helps founders to create market-leaders through building out leadership, shifting to recurring revenue models, strategic M&A and geographic expansion.

Watch the interview

Rebecca Gibson speaks at the BVCA summit 2025: Oakley Capital Partner Rebecca Gibson explains why US investors - both LPs and GPs - are increasingly turning their attention to Europe, and in particular to the mid-market.