Assets Under Management AUM

Oxford Financial Group, Ltd. announces the creation and financing of Mayfair Capital Partners (MCP)

CARMEL, Ind .– (COMMERCIAL THREAD) – Oxford Financial Group, Ltd. announced the formation and funding of Mayfair Capital Partners (MCP), an in-house private equity investment team based in Carmel, Indiana and Minneapolis, Minnesota. The division has approximately $ 500 million in initial assets under management to support MCP’s planned investment pace of one to two transactions per year with an equity ticket size of $ 50 to $ 125 million per year. transaction ; Oxford has allocated $ 300 million in additional capital. Oxford’s sophisticated multi-family office structure enables MCP to create long-term value by focusing on aligning goals and incentives. We believe that this structure also offers advantages over traditional private equity, so that MCP can be a flexible, patient and supportive capital partner.

Oxford brought in Ben Ault (MSc), former managing director of mid-market buyout firm Gray Mountain Partners, and Bo Ramsey (JD, MBA, CFA, CAIA), formerly co-CIO of Pendyne Capital, to lead MCP effort and serve as co-chairs of the MCP investment committee. Additionally, Ben and Bo are active board members of two companies in MCP’s current portfolio: Indiana-based POLYWOOD and California-based IDW. POLYWOOD is an industry-leading exterior products company that collects and turns plastic from landfills and oceans into furniture that will last for generations. IDW is a provider of in-store marketing solutions, custom refrigeration units and point-of-sale displays for some of the world’s largest consumer packaged goods (CPG) companies.

Brittany Barney, also formerly at Gray Mountain Partners, has joined to coordinate MCP’s contract research efforts. Oxford Fellows and Managing Directors Jared Nishida (CFA) and Ryan Shidler (CFA, CAIA), and Carl Jackson (MBA, CFA), Oxford Senior Investment Analyst, complete the initial core investment team at Oxford. Mayfair Capital Partners. The company plans to add more investment professionals to the team in the coming year.

MCP has the option of making buyout investments, minority growth equity investments and co-investments. The company will focus on partnering with excellent management teams to make buyout investments in companies with $ 10-30 million in EBITDA (earnings before interest, taxes, depreciation and amortization) and investments in growth capital without control in companies at or better than breaking EBITDA. -even. MCP will invest primarily in high margin category leaders with sustainability attributes in consumer products and services, business services, software and technology services, and end markets related to health and wellness.

The development of Mayfair Capital Partners is an extension of Mayfair’s direct investment program, which has been an in-house division of Oxford since 2003, historically managing approximately $ 800 million in total assets under management exclusively for the benefit of the more than 700 wealthy Oxford families. and institutional clients. The formation of MCP represents a significant commitment of Oxford resources to better meet the needs of its clientele and to meet the growing demand for private equity allocations.

The Oxford team began investing in private equity in the 1980s and currently hold over $ 1 billion in limited partner commitments (LPs) in around three dozen private equity funds. * The The company also manages a series of $ 100 million co-investment funds, including a recently raised 2021 vintage 2021 co-investment fund. Oxford is actively investing in new private equity partnerships and plans to invest in 4-6 new general partner (GP) relationships per year.

About Oxford:

Oxford Financial Group, Ltd. ™ is the Midwest’s premier multi-family office and one of the nation’s largest independent RIA firms, overseeing approximately $ 26.7 billion in assets under advice. (which include assets under management). Oxford was founded in 1981 and provides multigenerational estate planning advice and forward-thinking investment solutions to more than 700 significant families and amazing institutional clients in 37 states. ** Oxford remains a private company with over 150 professionals including CPAs, lawyers and CFAs. and CFP® certified, with sites in Chicago, Cincinnati, Grand Rapids, Indianapolis and Minneapolis. Oxford is an independent, fee-only, partner-owned company with particular expertise in tailor-made generational solutions, suction solutions and diversification strategies. The company provides conflict-free consulting services with one-time compensation and no proprietary products, commissions, soft dollars or finder’s fees.

For more information, please visit www.mayfaircappartners.com or send a request to [email protected] For new investment ideas, please contact the MCP team at [email protected]

The information in this presentation is for educational and illustrative purposes only and does not constitute investment, tax or legal advice. This report does not constitute an offer to sell or a solicitation of an offer to buy any securities. The views expressed are those of Oxford Financial Group, Ltd. Opinions are valid as of the date posted and are subject to change due to changing market or economic conditions and may not necessarily materialize. Oxford Financial Group, Ltd. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Carmel, Indiana. Registration does not imply a certain level of skill or training. For more information about our company or to receive a copy of our ADV Disclosure Form and Privacy Policy, call 800.722.2289 or contact us at [email protected] OFG-2016-42

See ofgltd.com/disclaimer for more information on disclaimers.

* As of 6.01.21

** As of 12.31.19

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