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O2 Investment Partners, LP (“O2” or the “Firm”), a private equity firm focused on growth-oriented, privately held businesses in the North American lower middle market, has announced the final closing of O2 Investment Partners Fund V (“Fund V”) with $670 million in capital commitments on March 3, 2026.
The fundraise exceeded its initial target, highlighting strong investor demand and confidence in O2’s differentiated investment strategy. Metric Point Capital served as exclusive placement advisor, while Kirkland & Ellis LLP provided legal counsel throughout the process.
Founded in 2010, O2 Investment Partners specializes in acquiring majority interests in lower middle market companies, particularly family- and founder-owned businesses led by entrepreneurial management teams. The Firm focuses on businesses with strong growth potential and aims to scale them through a combination of organic initiatives, targeted add-on acquisitions, and operational integration strategies.
Luke Plumpton, Managing Partner at O2, emphasized the Firm’s continued dedication to its core philosophy: “We are unwavering in our commitment to our time-tested strategy of ‘honoring entrepreneurs,’ which allows us to distinctively partner with growth-driven companies to help them effectively scale in dynamic market and economic environments. We deeply value the trust our investors have placed in both our team and our business approach.”
Metric Point Capital played a key role in the successful raise. Alex Leykikh, Partner at Metric Point, noted, “We are proud to have supported O2’s successful oversubscription of Fund V.” Plumpton added that Metric Point’s strategic advice and execution capabilities were instrumental in completing the fundraising process within five months, allowing O2’s investment team to remain focused on managing its existing portfolio and sourcing new opportunities.
O2 Investment Partners targets investments across B2B services, technology, and select industrial sectors. The Firm seeks to partner closely with management teams to drive long-term value creation, emphasizing alignment of interests, strategic clarity, and operational excellence.
By combining capital investment with hands-on collaboration, O2 aims to help portfolio companies accelerate growth and transition to their next stage of development.
O2 Investment Partners is a Midwestern-based private equity firm dedicated to investing in lower middle market companies with strong earnings growth potential. The Firm focuses on building long-term partnerships with management teams, supporting businesses through strategic expansion and value creation initiatives.
Since its founding, O2 has maintained a consistent approach centered on empowering entrepreneurs and fostering sustainable growth across its portfolio.
