11 June 2025

Oakley Capital Investments Limited

Oakley Capital Investments Limited¹ ("OCI") is pleased to announce that Oakley Capital VI² ("the Fund") has acquired a majority stake in G3, a global strategic advisory consultancy. 

OCI's indirect contribution via Fund VI is anticipated to be c.£18 million, which relates to OCI's share of Oakley's investment in G3.

Further details on the transaction can be found in the below announcement from Oakley Capital³.

Oakley Capital invests in global strategic advisory business G3

Oakley Capital, a leading pan-European, mid-market private equity investor, is pleased to announce that Oakley Capital VI ("the Fund") has acquired a majority stake in G3, a global strategic advisory consultancy.  This will be the Fund's first investment since closing at its €4.5 billion hard cap earlier this year.

G3 helps clients manage their risk and enable opportunities by providing reputational and strategic intelligence, dispute advice and cyber consulting. The company's clients include some of the largest private equity and sovereign wealth funds, global corporates and leading law firms. Headquartered in London, G3 also has offices in New York, Singapore, Tokyo and Abu Dhabi. The Company is led by Michael Bevan and Nick Alcock.

G3 has achieved strong, double-digit growth in recent years, driven by increasing client demand for support on critical business decisions and by its expansion into new geographies and high-growth areas such as cyber advisory. The market for strategic risk advisory services is expected to grow significantly as geopolitical tensions, regulation and business complexities continue to increase.

Nick and Michael will remain invested in G3 and continue to manage the business alongside the wider management team. Oakley will support the continued growth of the business including by accelerating G3's international expansion, with a particular focus on the US. 

Oakley Capital Partner, Arthur Mornington said: "Global businesses face an increasingly complex and volatile geopolitical environment. G3 has earned a strong reputation for guiding clients through these challenges as a trusted strategic adviser. We look forward to partnering with Nick and Michael and helping them further elevate G3 to a leading position in the corporate intelligence market."

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For further information please contact:

Oakley Capital Limited

+44 20 7766 6900

Steven Tredget

Greenbrook Communications Limited

+44 20 7952 2000

Rob White / Michael Russell

Deutsche Numis (Financial Adviser & Broker)

+44 20 7260 1000

Nathan Brown / Matt Goss

Notes:

LEI Number: 213800KW6MZUK12CQ815

¹ About Oakley Capital Investments Limited ("OCI")

OCI is a Specialist Fund Segment ("SFS") traded investment vehicle that aims to provide shareholders with consistent long-term capital growth in excess of the FTSE All-Share Index by providing liquid access to private equity returns through investment in the Oakley Funds.

A video introduction to OCI is available at https://oakleycapitalinvestments.com/videos/

The contents of the OCI website are not incorporated into, and do not form part of, this announcement.

² The Oakley Funds

Oakley Capital Private Equity II, Oakley Capital Private Equity III, Oakley Capital IV, Oakley Capital V, Oakley Capital VI, Oakley Capital Origin and Oakley Capital Origin II are unlisted lower-mid to mid-market private equity funds that aim to provide investors with significant long-term capital appreciation. The investment strategy of the Funds is to focus on buy-out opportunities in industries with the potential for growth, consolidation and performance improvement. The Oakley family of funds also includes Oakley PROfounders Fund III and Oakley Touring Venture Fund, which are venture capital funds focused on investments in entrepreneur-led, disruptive, technology led companies.

³ Oakley Capital, the Investment Adviser

Founded in 2002, Oakley Capital Limited has demonstrated the repeated ability to source attractive growth assets at attractive prices. To do this it relies on its sector and regional expertise, its ability to tackle transaction complexity and its deal generating entrepreneur network.

Important information

Specialist Fund Segment securities are not admitted to the Official List of the Financial Conduct Authority. Therefore, the Company has not been required to satisfy the eligibility criteria for admission to listing on the Official List and is not required to comply with the Financial Conduct Authority's Listing Rules.

The Specialist Fund Segment is intended for institutional, professional, professionally advised and knowledgeable investors who understand, or who have been advised of, the potential risk from investing in companies admitted to the Specialist Fund Segment.

This announcement may include "forward-looking statements". These forward-looking statements are statements regarding the Company's objectives, intentions, beliefs or current expectations with respect to, amongst other things, the Company's financial position, business strategy, results of operations, liquidity, prospects and growth. Forward-looking statements are subject to risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future.  Accordingly the Company's actual future financial results, operational performance and achievements may differ materially from those expressed in, or implied by, the statements. Given these uncertainties, prospective investors are cautioned not to place any undue reliance on such forward-looking statements, which speak only as at the date of this announcement. The Company expressly disclaims any obligation or undertaking to update or revise any forward-looking statements contained herein to reflect actual results or any change in the Company's expectations with regard to them or any change in events, conditions or circumstances on which any such statements are based unless required to do so by the Financial Services and Markets Act 2000, the Listing Rules or Prospectus Regulation Rules of the Financial Conduct Authority or other applicable laws, regulations or rules.