Oaktree to Acquire Controlling Stake in Atlantic Coast Life From Advantage Capital and Fund Sentinel Security Life via Surplus Note

Oaktree Acquires Majority Interest in 17Capital

July 19, 2022

Financial Services

Oaktree has completed the acquisition of a majority interest in 17Capital, a London-based specialist provider of non-dilutive capital and NAV finance solutions to private equity managers and institutional investors. The deal creates a strategic partnership intended to expand 17Capital's access to Oaktree's global network while adding complementary private capital solutions to Oaktree's product set.

Nordic Capital to acquire Ascot Lloyd

April 21, 2022

Financial Services

Nordic Capital has signed an agreement to acquire Ascot Lloyd, one of the UK’s largest independent financial advice firms, from funds managed by Oaktree alongside interests of Ares. The PE firm plans to partner with Ascot Lloyd's management to develop its digital proposition, accelerate organic and inorganic growth and expand its sustainable savings and wealth-management offering.

JA Mitsui Leasing Acquires Oakmont Capital Services

April 4, 2024

Financial Services

JA Mitsui Leasing, Ltd., through its subsidiary JA Mitsui Leasing USA Holdings, Inc., has acquired 100% of Oakmont Capital Holdings, LLC (dba Oakmont Capital Services), a specialty commercial equipment finance lender based in West Chester, Pennsylvania. The acquisition strengthens JAML's North American capabilities by adding Oakmont's small-ticket equipment finance platform, experienced team and technology-enabled lending capability.

Acorn Capital Completes Single-Asset Continuation Fund for Sentry Aerospares

June 11, 2025

Aerospace & Defense

Acorn Capital Management closed a single-asset continuation fund for Sentry Aerospares, co-led by Kline Hill Partners and LSV Advisors, providing liquidity to existing investors and extending Acorn's partnership with Sentry's management and founders. The new vehicle secures additional capital to support Sentry's global growth plans, including inventory expansion, technology upgrades, and potential acquisitions to strengthen its aftermarket supply chain and AOG capabilities.

Keyes Coverage Acquires A & C Insurance and Suntree Insurance

June 28, 2024

Insurance

Keyes Coverage, a Florida-based insurance broker and platform partner of Keystone Agency Partners, acquired A & C Insurance and Suntree Insurance to expand its footprint north of South Florida and strengthen its presence in the Melbourne area. The transactions broaden Keyes Coverage's commercial and personal lines capabilities as the agency continues an aggressive add-on strategy backed by Keystone Agency Partners.

Blackstone Acquires Allstate Life Insurance Company (Everlake Life) for $2.8B

December 2, 2021

Financial Services

Blackstone-managed entities purchased Allstate Life Insurance Company and certain subsidiaries for $2.8 billion; the business has been renamed Everlake Life Insurance Company. Domain Capital Advisors served as lead lender in a multi-lender syndicate providing and servicing the debt for the transaction. The seller was The Allstate Corporation, which divested the life and annuity business.