PE Firm · Capital Allocator
OI

O2 Investment Partners

Medium
Midwestern based · Website
Private equityAcquiring majority interestsLower middle market investmentsFamily/Founder owned business investmentsNiche servicesTechnologySelect industrial companies
Last verified
11/11/2026

Firm Overview

28
Portfolio tracked
3
Sectors
0
Regions
11/11/2026
Last verified

O2 Investment Partners is a Midwestern based private equity firm that seeks to acquire majority interests in lower middle market family and founder owned businesses. The firm targets niche services, technology, and select industrial companies with earnings growth potential and a clear path to value creation.

O2 Investment Partners is a Midwestern based private equity firm that seeks to acquire majority interests in lower middle market Family/Founder owned businesses in niche services, technology, and select industrial companies. The firm invests in businesses with earnings growth potential and a clear path to the creation of shareholder value.

O2 invests with a view toward partnering with management to build and grow the business and take it to its next stage of development. This requires not only a clear vision and strategic plan to create shareholder value, but a close partnership and alignment of interest with management.

The firm focuses on non-sponsor owned companies with strong management teams, a history of growth and profitability with healthy margins, and a diversified customer base. Their geographic focus includes the United States and Canada.

HeadquartersMidwestern based
StrategiesPrivate equity, Acquiring majority interests, Lower middle market investments, Family/Founder owned business investments
Sector focusNiche services, Technology, Select industrial companies

Leadership

Luke K. Plumpton
Managing Partner
He leads the team at O2 Investment Partners in building businesses in partnership with management and founders.
Patrick R. Corden
Partner
He serves as a Partner at O2 Investment Partners, bringing deep experience in mergers and acquisitions.
Michael G. Cotant
Partner
He is a Partner focused on niche services, technology, and select industrial companies.
Micah Dawson
Operating Partner
He serves as an Operating Partner, supporting the execution of strategic business plans.
Andrew Faubel
Partner
He is a Partner at the firm involved in the execution of O2’s investment thesis.
Todd Fink
Partner
He serves as a Partner at O2 Investment Partners with extensive transaction experience.
Jimmy Frye
Partner
He is a Partner at O2 Investment Partners.
Jay Hansen
Partner
He serves as a Partner at O2 Investment Partners.
Derek Wardlaw
Partner, Head of Business Development
He serves as Partner and Head of Business Development.
Rob Calice
Senior Director, Portfolio Operations
He is the Senior Director of Portfolio Operations.
Robert Hays
Head of Investor Relations
He serves as the Head of Investor Relations.
Charles Miller
Principal
He is a Principal at O2 Investment Partners.
Judy Wallace
Chief Financial & Compliance Officer
She serves as the Chief Financial & Compliance Officer.
TIM ADDISON
Chief Tax Officer
He serves as the firm's Chief Tax Officer.
Luke FarRell
Chief of Staff
He serves as the Chief of Staff at O2 Investment Partners.
Gregg Orley
Senior Advisor
He serves as a Senior Advisor to the firm.
Rob Orley
Senior Advisor
He serves as a Senior Advisor to the firm.
Larry Lax
Senior Advisor
He serves as a Senior Advisor to the firm.

Portfolio on record

Portfolio by sector
  • Unclassified27 of 28
  • Industrials1 of 28

28 portfolio companies on record in the index, grouped by sector hub.

Current and exited
Current: 28 of 28Exited: 0 of 28
Portfolio size among all firms

28 companies on record, more than 46% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

CompanySectorStatusWebsite
44MNot on recordCurrentVisit ↗
APAlpha Precision GroupNot on recordCurrentVisit ↗
AFAqua ForgeNot on recordCurrentVisit ↗
AAzureonNot on recordCurrentVisit ↗
CCCentex ConstructionNot on recordCurrentVisit ↗
DDDenbright Dental LabNot on recordCurrentVisit ↗
DDDynamic Drain TechnologiesNot on recordCurrentVisit ↗
EHEIS HoldingsNot on recordCurrentVisit ↗
EPEvolution Physical Therapy & FitnessNot on recordCurrentVisit ↗
FEFlip ElectronicsNot on recordCurrentVisit ↗
GAGreco Aluminum RailingsNot on recordCurrentVisit ↗
HEHarley ExteriorsNot on recordCurrentVisit ↗
IPIroncore PavingNot on recordCurrentVisit ↗
MIMantis Innovation GroupNot on recordCurrentVisit ↗
MSMHC SoftwareNot on recordCurrentVisit ↗
MDModular DevicesNot on recordCurrentVisit ↗
NCNTI ConnectNot on recordCurrentVisit ↗
OSO2 Specialty ManufacturingNot on recordCurrentVisit ↗
OOrchestraNot on recordCurrentVisit ↗
PCPackaging Concepts and DesignNot on recordCurrentVisit ↗
SSIBNot on recordCurrentVisit ↗
SSilbondNot on recordCurrentVisit ↗
STStraightaway Tire & AutoNot on recordCurrentVisit ↗
SSStronghouse SolutionsNot on recordCurrentVisit ↗
TSTrue Sports Physical TherapyNot on recordCurrentVisit ↗
UBunWired BroadbandNot on recordCurrentVisit ↗
VVesscoNot on recordCurrentVisit ↗
XXobeeNot on recordCurrentVisit ↗

Source: https://o2investment.com/portfolio/

Firms that also back O2 Investment Partners' companies

Co-investor web
O2InvestmentPartnersDifferential VenturesDifferential Ventures: 1 shared companies on recordGryphon InvestorsGryphon Investors: 1 shared companies on record

Line width shows shared portfolio companies on record in the index. Top 2 co-investors shown.

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with O2 Investment Partners and does not provide investment advice.

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