Capital That Unlocks Opportunity

o15 Capital Partners provides flexible funding and strategic partnership—meeting companies where they are. Through tailored structures, early engagement, and an embedded impact lens, we help founders, sponsors, and management teams unlock growth and build long-term value.

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How We Invest

We are a hands-on capital partner, structured to move quickly and align meaningfully with founders, sponsors, and management teams. Our investment strategy emphasizes flexibility, impact, and execution.

  • Ownership Models

    We invest in both sponsor-led and non-sponsor opportunities

  • Investment Roles

    o15 can serve as Agent, Co-Agent, or Club Participant

  • Covenants

    Structured to support sustainable growth, not limit it

  • Amortization

    Customized terms to support business planning and reinvestment

  • Investment Committee Involvement

    Early involvement accelerates structuring and decision-making

  • Alignment through Co-investment

    We invest alongside our partners to drive shared success

  • Embedded Impact Lens

    Every deal is evaluated for financial and social return potential

Investment Criteria

EBITDA

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$3-$15 million

$10-$40 million

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INVESTMENT SIZE

SECTORS

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Healthcare

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Business Services

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Education

Technology

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U.S.-based, with attention to underserved regions

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GEOGRAPHICAL FOCUS

Companies that create quality jobs and those operating in and/or serving underserved, LMI, and rural communities.

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IMPACT PROFILE

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“Delivering a superior investment experience means more than just strong financial returns—it’s about building lasting value for our clients, our portfolio companies, and the communities we serve. At o15, we hold ourselves to the highest standards of integrity and performance, ensuring that every investment drives both economic success and meaningful societal impact.”
— Brian Morris, o15 Co-Founder & Chief Investment Officer

Capital We Deploy

We offer a flexible set of investment tools to support growth, liquidity, and strategic expansion.

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Transaction Types

First Lien

Mezzanine /
Sub-Debt

Unitranche

Structured Equity

Second Lien

Equity Co-Invest

Capital Solutions

LBO / MBO

Buy & Build
Platforms

Special Situations

Add-on

Growth Capital

Recapitalizations /
Refinancing

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Why Partner With Us

o15 Capital Partners brings deep industry experience, flexible capital structures, and a commitment to long-term partnership. Our lean, senior-led team is involved early—enabling speed, creativity, and thoughtful structuring from the outset.

With the ability to invest across the capital stack and adapt to the needs of each transaction, we serve as a true partner to both private equity sponsors and management teams.

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o15 Capital Partners
Fact Sheet (PDF)