DFX Intelligence
Private Equity Intelligence
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Firms / O•• H••• C•••••• M••••••••• L•• / S••••• G••• P•••••••••
S••••• G••• P•••••••••
10 current roles0 former roles3 attributed deals (3 confirmed)0 current board seats
Roles
10 current, 0 former
- O•• H••• C•••••• M••••••••• L•• · Member“Schedule A: PUCCINELLI, STEVEN, GARY, MEMBER, since 10/2019, ownership C, control person Y”Oct 1, 2019 to present
- R•• G•• L•• · Partner“Schedule A: PUCCINELLI, STEVEN, GARY, PARTNER, since 04/2014, ownership C, control person Y”Apr 1, 2014 to present
- O•• H••• C•••••• M••••••••• L•• · a partner“Steve P•••••••••, a partner at Oak H•••, added, “We believe V••••• is well-positioned to continue its long history of consistent growth.”start unknown to present
- O•• H••• C•••••• a•• T•• C•••••• G•••• · Managing Partner“Steve P•••••••••, Managing Partner of Oak H••• said, “Since our original 2017 investment in EPIC, John Hahn and his top-tier team have more than tripled the business, significantly expanding that company’s unique platfor”start unknown to present
- O•• H••• C•••••• M••••••••• L•• · Partner“Steve P•••••••••, Partner at Oak H••• said, “The acquisition of Frenkel & Company represents a key next step in the execution of Oak H•••’s vision to create a leading national insurance brokerage platform.”start unknown to present
- O•• H••• C•••••• a•• T•• C•••••• G•••• · Managing Partner“Steve P•••••••••, Managing Partner of Oak H••• said, “Since our original 2017 investment in EPIC, John Hahn and his top-tier team have more than tripled the business, significantly expanding that company’s unique platfor”start unknown to present
- O•• H••• C•••••• M••••••••• L•• · a partner“Steve P•••••••••, a partner at Oak H•••, added, “We believe V••••• is well-positioned to continue its long history of consistent growth.”start unknown to present
- O•• H••• C•••••• M••••••••• L•• · Partner“P••••’s integrated business fits well within EPIC and further bolsters our northeast hub, which has been a critical focus during our partnership with EPIC,” said Steve P•••••••••, Partner at Oak H•••.”start unknown to present
- O•• H••• C•••••• M••••••••• L•• · Managing Partner“team page https://oakhill.com/team/: S••••• P••••••••• / Managing Partner”start unknown to present
- O•• H••• C•••••• M••••••••• L•• · Partner“P••••’s integrated business fits well within EPIC and further bolsters our northeast hub, which has been a critical focus during our partnership with EPIC,” said Steve P•••••••••, Partner at Oak H•••.”start unknown to present
Transactions naming this person
3
- Dec 11, 2020 Exit to a strategic buyer of N•• E••••• I••••••••• as deal partner, confirmed oakhill.com
- Oct 15, 2019 Add-on acquisition of N••••••• 3••• L•••••• R••••• I•••••••• B••••• P•••• R••• P••••••• as deal partner, confirmed oakhill.com
- Jun 15, 2018 Majority recapitalization of V••••• a•••••••• H•••••• P••••••• as deal partner, confirmed oakhill.com
Portfolio investments attributed to this person
1
- N••••••• 3••• L•••••• R••••• I•••••••• B••••• P•••• R••• P••••••• Add-on for O•• H••• C•••••• M••••••••• L••, confirmed
Board seats
0
No board seat collected for this person yet.
Events
1
- Oct 1, 2019S••••• G••• P••••••••• joined Schedule A of O•• H••• C•••••• M••••••••• L•• as Member