For the purpose of pursuing value-enhancing investments into small and medium-sized enterprises (SMEs), we established �Oak Capital No.1 Fund�Ewith the participation and capital contributed by major financial institutions. This Fund capitalizes on Oak Capital�s expertise and faculties and is additionally supported by a solid, cooperative framework consisting of leading Japanese financial institutions such as Resona Bank, Shinko Securities and The Shoko Chukin Bank whose services are geared towards middle-sized firms and SMEs.
Outline of the Fund
| Name |
: Oak Capital No.1 Limited Partnership for Investments |
Establishment |
: December 8, 2006 |
General Partner |
: Oak Capital Corporation (TSE 2nd Section, 3113) |
Fund Capitalization |
: 10 billion yen |
Investors |
: Resona Bank, Shinko Securities, others |
Investment Focus and Size
Value-enhancing investments in mid-cap and small and medium sized firms.
Cooperative Framework with The Shoko Chukin Bank
The collaboration between both organizations calls for Oak Capital providing consultations on M&As, business succession matters and other specific needs of SMEs that are clients of The Shoko Chukin Bank.
Parallel Investments with Oak Capital
While Oak Capital continues to actively pursue proprietary investments as before, we also pursue parallel investments with the Fund in order to further expand the scope of Oak Capital�s investment activities.
