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Oceans Equity
Empowering ambitious leaders. Elevating exceptional businesses. | We invest in ambitious leaders, serving not only as a source of capital, but also as...
Oceans Equity
Empowering ambitious leaders. Elevating exceptional businesses. | We invest in ambitious leaders, serving not only as a source of capital, but also as committed advisors, strategic guides, and growth catalysts. We embrace modern, forward-thinking, cooperative methods to drive change while defying traditional approaches to private equity.
General information
Firm type
Private Equity
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
3444 Main Highway, 2nd FL, Miami, FL 33133, United States
Principals
Josh Bilmes
Managing Partner
Scott Bartnick
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Oceans Equity?
Josh Bilmes and Scott Bartnick co-lead the investment committee and oversee all investment activities, portfolio management, and firm operations. Both are Managing Partners with nearly 20 years of investing and M&A experience each. There is no evidence of a separate investment committee beyond the two named principals.
How is Oceans Equity structured — is it a single family office or a private equity firm?
Oceans Equity operates as a private equity firm, not a family office. Its website describes it as a private equity firm targeting founder-owned businesses. The firm's principals previously held investment roles at other private equity firms including Boyne Capital Partners, Aterian Investment Partners, and Sun Capital Partners.
Does Oceans Equity participate in fund commitments or only direct deals?
Oceans Equity's disclosed strategy focuses on direct investments in small businesses, with an emphasis on buyout and growth transactions. The firm's marketing materials frame it as a hands-on strategic partner to its portfolio companies, consistent with a direct investing model. There is no public mention of making fund commitments to other GPs.
What investment stages does Oceans Equity typically target?
The firm targets founder-owned and operated small businesses, executing both buyout and growth investments. The principals emphasize bringing institutional-grade M&A capabilities to companies that are typically underserved at that scale. Known portfolio companies span manufacturing, business process outsourcing, healthcare services, and franchised retail.
How does Oceans Equity source proprietary deal flow?
The firm does not publicly detail its sourcing model. However, the principals' nearly 20-year investing careers, including prior roles at Boyne Capital, Aterian Investment Partners, Tavistock Group, and Sun Capital Partners, suggest a network-driven origination approach focused on founder-owned businesses in the lower middle market.
Does Oceans Equity maintain philanthropic structures, and how are they separated?
There is no publicly disclosed philanthropic foundation or charitable vehicle associated with Oceans Equity or its named principals. The firm's materials focus exclusively on its investment activities, and no structural separation between investment and philanthropic activities is noted.
What is Oceans Equity's posture on co-investments alongside external GPs?
Oceans Equity has not publicly stated its position on co-investing. The firm's direct, partnership-heavy model and lack of disclosed fund vehicle suggest that co-investments are not a prominent part of the current strategy, but no explicit exclusion has been published.
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