Oculus Advisors | Principal investing
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PRINCIPAL INVESTING

We have a strong track record of principal investing, whether alongside clients or as an advisor.

Working with clients as co-investors from the outset, through to realisation or their transition to become long-term, core holdings.

We advised a consortium comprising STAR Capital Partners, Morgan Stanley Infrastructure and 3i Infrastructure on their GBP2.1bn acquisition of Eversholt Rail Group, one of the three major railway rolling stock leasing companies in the UK This investment was ultimately sold to Hong Kong-based CKI Group, generating strong returns for investors.

We also co-invested with STAR in Oxford Aviation Academy, subsequently sold to CAE Group of Canada.

Wishford Schools is a leading group of independent preparatory schools in the UK. With the backing of Reddy Group and co-investment from Oculus Advisors, it has grown from two to seven schools and continues to be on the lookout for high quality acquisitions. Gavin Rowland of Oculus Advisors is a director of Wishford Schools Limited.

Ozone Coffee is high-quality, specialty coffee wholesaler and retailer, with operations in the UK and New Zealand. With the backing of Reddy Group and co-investment from Oculus Advisors, it is expanding rapidly. Mark Lewis of Oculus Advisors is a director of OCR International Limited, the group holding company.

Industry roll-ups have also been a feature of our work, particularly in aviation:

  • 3i (on the European MRO industry roll-up, using SR Technics as a platform investment)
  • STAR Capital Partners on Oxford Aviation Academy (the aviation training industry roll-up using GCAT and SAS Flight Academy as joint platform investments)

Start-ups:

Jetwing Symphony – hotels start-up in Sri Lanka

OpenBorder – online translation marketplace

Datam8 – consolidated product information for retail

VIOS – US healthcare monitoring equipment

Wishford Schools – UK primary schools roll-up