Oaktree Capital

Oaktree Capital operates 2 distinct investment strategies on Termgrid: Direct Lending, Special Situations Fund. Each strategy has its own criteria, ticket-size band and sector appetite, and is profiled separately on the firm's Termgrid page. Sponsors evaluating Oaktree Capital typically look at the specific strategy that fits the deal type — the right contact and capital pool varies by strategy.

Oaktree Capital deploys ABL / Structured Products, ARR Loans, Co-invest, High Yield, Liquid Loans, Preferred Equity, Real Estate / Real Asset Financing, Special Situations, Subordinated / Junior Debt / Mezzanine, and Unitranche / Senior Debt Direct Lending across its 2 strategies. These instruments are used in sponsor-backed transactions and direct corporate financings where Oaktree Capital participates as a lender, with the breadth (10 distinct products) suggesting flexibility on capital structure. Specific tranching, pricing and structuring are negotiated per transaction; the standard band sits in the Investment Criteria section.

Oaktree Capital is active in United States, Canada, South America, Central America, United Kingdom, W.Europe, E.Europe, S.Europe, Nordics, BeNeLux, DACH, France, Italy, and Spain / Iberia. Sponsors running cross-border processes can include Oaktree Capital where any of these geographies match the borrower or transaction. Regional focus reflects current deployment patterns recorded by Termgrid; firms periodically extend their mandate, so check the platform for the most current view.

Yes. Oaktree Capital underwrites credits across sectors on a deal-by-deal basis rather than to a fixed industry mandate. Sector-agnostic lenders are typically preferred for transactions in markets where the borrower's industry is unusual, sits between common categories, or where the credit thesis depends more on capital structure than vertical-specific expertise.

Oaktree Capital was founded in 1995, giving the firm 31 years of track record and currently has around 1400 investment professionals. Firms with longer track records typically have multiple fund vintages and deeper precedent libraries; newer firms can be more flexible on terms but offer less historical performance data.

Termgrid subscribers can route opportunities to Oaktree Capital directly via the platform's deal execution workflow. The platform manages introductions, NDA exchange, materials sharing and term-sheet collaboration end-to-end. If you are not a Termgrid subscriber, request a demo to see the routing options and what the workflow looks like for Oaktree Capital specifically.