Global Private Equity, Est. 2026

Capital
Without
Borders.

Ocasio Capital Partners is a global private equity firm built for the modern era, remote first by design, conviction-driven by nature, and anchored in the United States with reach across every continent on earth.

$50M
Fund I Target
15%
Target Net IRR
4.4%
10Y Yield
Live Market Opportunity Feed
$50M
Target AUM
6+
Continents
4.4%
10Y Yield
Live Market Data
US Macroeconomic Indicators
Investment Thesis

We find businesses the market hasn't priced correctly.

Ocasio Capital Partners was built on a simple but powerful belief, that disciplined, patient capital deployed into the right businesses at the right price creates returns that endure. We are not interested in financial engineering. We are interested in building real value inside real companies.

We target the global middle market where complexity is highest, competition is lowest, and the opportunity to create transformational value is greatest. Our edge is insight, not scale. Our advantage is patience, not momentum.

01
Price Discipline Above Everything

We never pay for a story. Every entry multiple must survive a cycle downturn on its own merits. Overpaying is the most common and most permanent mistake in private equity, and we have built our entire process around avoiding it.

02
Operational Transformation as the Engine

We embed ourselves in our businesses, challenge management assumptions, restructure where necessary, and build value that shows up in EBITDA, not just on a multiple expansion spreadsheet.

03
Exit Engineering, Not Luck

Returns are realized at exit, not on paper. We begin planning the exit from the day we close the acquisition, identifying the right buyer universe, the right timing, and the right narrative before we need to tell it.

Market Intelligence
How We Operate

Conviction over
convention.

We operate without the friction of legacy PE infrastructure, no unnecessary hierarchy, no geographic constraints, no investment committee that moves at the speed of bureaucracy. We move when conviction is high and opportunity is real.

01
Originate

We source deals through proprietary networks, sector expertise, and geographic reach that large-cap competitors cannot replicate. The best deals are never on an auction book.

02
Underwrite

We stress test every assumption, build three scenarios instead of one, and only proceed when our downside case still generates acceptable returns. Rigor is non-negotiable.

03
Transform

We become genuine partners to management teams, bringing strategic clarity, operational expertise, and global network access to every portfolio company from day one.

04
Return Capital

We execute the optimal exit at the optimal moment, whether that is a strategic sale, a sponsor to sponsor transaction, or a well-timed path to public markets.

Real-Time Data

Global Markets

We monitor the markets that matter, US equities, fixed income, commodities, and currencies, because understanding macro context is inseparable from making sound investment decisions in private markets.

US Equity Indices
S&P 500 Sector Performance
Federal Reserve Watch
Current Fed Funds Rate
4.25, 4.50%
Target range, last adjusted December 2024
Hold Probability
68%
Cut Probability
32%
Upcoming FOMC Meetings 2026
June 11, 2026Next Meeting
July 30, 2026,
September 17, 2026,
November 5, 2026,
December 10, 2026Year-End
Where We Invest

Target Acquisition Sectors

Ocasio Capital Partners is actively building its deal pipeline across six core sectors where we have identified structural tailwinds, fragmented market structures, and genuine opportunity for operational transformation. These are not passive interests. These are active targets.

Active Acquisition Mandate
Our Deal Criteria
Enterprise Value
$5M, $50M

We focus on the lower middle market where competition from large PE firms is lowest and hands on operational value creation is highest.

EBITDA Profile
$1M, $10M

Profitable businesses with defensible margins and clear paths to meaningful EBITDA expansion under our ownership.

Geography
Global

US anchored with active deal origination across Europe, Asia Pacific, Latin America, and the Middle East.

Have a business that fits our mandate?

We review every inbound opportunity seriously. If your business or a business you represent falls within our target criteria, we want to hear from you.

LP Relations

Investor Relations

We are building long term partnerships with institutional investors, family offices, and sovereign wealth funds who understand that the best private equity relationships are built on alignment, transparency, and a shared conviction that patient capital wins.

Fund I, Key Terms
$50M
Target Fund I Size
15%
Target Net IRR
2.0x
Target Net MOIC
5yr
Investment Period
◈
Quarterly Reporting

Every LP receives institutional grade quarterly reports covering portfolio performance, valuation updates, deal activity, and macroeconomic context. We believe transparency is a competitive advantage, not an obligation.

⬡
LP Portal Access

Secure 24/7 digital access to your capital account, fund documents, K-1 tax statements, and performance dashboards from anywhere in the world. Built for institutions that operate across time zones.

◎
Co-Investment Rights

Select LPs receive preferential co investment rights on transactions above $100M. This allows our highest conviction partners to take concentrated direct exposure alongside the fund at economics that make institutional sense.

◇
Annual LP Summit

Once a year, we bring our LP community together with portfolio company leadership and global macro thinkers for a full day summit. It is the most valuable day in our LP calendar, and we intend to keep it that way.

Begin the Conversation

We are selectively building our LP base for Fund I.

Ocasio Capital Partners prioritizes alignment over capital quantity. We are looking for LPs who share our long term orientation, understand the illiquidity premium, and want a genuine partnership, not just a fund subscription. If that resonates, complete the form and we will respond within 48 hours.

Minimum Commitment
$250,000
Accredited investor minimum, lower commitment available for strategic LPs
The Firm

About Ocasio
Capital Partners

We are not building another private equity firm. We are building the private equity firm that the modern era demands, global in scope, remote in infrastructure, relentless in conviction, and uncompromising in integrity.

Founder
Jorge Ocasio
Jorge Ocasio
Founder and Managing Partner
Wharton School of Business
US Private Equity and Capital Markets
Leveraged Buyouts and Cross-Border M&A
Global Investment Strategy
Remote-First Operating Model

Jorge Ocasio founded Ocasio Capital Partners with a conviction that the private equity industry was ready and overdue for reinvention. In a field defined by legacy institutions, physical presence, and conventional wisdom, Jorge saw an opportunity to build something fundamentally different: a firm that operates at the speed of insight, not the pace of bureaucracy.

"I did not want to build another PE firm. I wanted to build the PE firm, the one that I always wished existed."

Trained at the Wharton School of Business and forged through deep immersion in US private markets, Jorge brings a rigorous analytical framework to every investment decision. His approach combines the discipline of institutional finance with the agility and intellectual honesty of an entrepreneur, moving decisively when conviction is high, maintaining patience and restraint when it is not.

Ocasio Capital Partners is remote first by design, not by necessity. The firm operates globally because the best businesses exist everywhere, and the best investors go where the opportunity is, not where tradition says they should be. Jorge built this firm to be unconstrained by geography, hierarchy, or the expectations of an industry that has not changed enough.

At its core, Ocasio Capital Partners is built on three beliefs that Jorge holds with equal conviction: that price discipline protects capital, that operational excellence creates it, and that integrity with every stakeholder, including LPs, management teams, and counterparties, compounds over time more reliably than any financial structure ever could.

Investment Philosophy
01
Price Discipline

We never pay for a story. Every entry multiple must be defensible through a cycle downturn on its own merits. Margin of safety is not a conservative option. It is the entire strategy.

02
Operational Edge

Financial engineering is table stakes. We embed in our businesses, challenge management assumptions, restructure where necessary, and build value that is real, durable, and visible in EBITDA.

03
Exit Discipline

Returns are realized at exit, not on paper. We engineer the right outcome at the optimal moment, whether that is a strategic sale, sponsor to sponsor, or a carefully timed path to public markets.

The Team
Jorge Ocasio
Founder and Managing Partner

Wharton trained. Leads firm strategy, deal origination, and LP relationships across all geographies and sectors.

VP
Open Role
Partner, Investments

We are actively recruiting a senior investment partner. Interested candidates with PE deal experience should reach out directly.

CF
Open Role
Chief Financial Officer

Seeking a world class CFO to lead fund administration, LP reporting, and financial operations from day one.

GC
Open Role
General Counsel

In house legal leadership for fund structuring, deal execution, regulatory compliance, and LP documentation.

Get In Touch

Contact Us

Whether you are an institutional investor, a business owner exploring a partnership, a banker with a deal, or a talented professional who wants to help build something great, we want to hear from you.

Headquarters
United States of America
Remote First Operations
Global Coverage
Investor Relations
ir@ocasiocapital.com
We respond to all LP inquiries within 48 hours
Deal Origination
deals@ocasiocapital.com
We review every inbound opportunity that fits our mandate
Careers
careers@ocasiocapital.com
We are always looking for exceptional people
New York Time
Market Intelligence

Insights

Our perspective on the forces shaping private markets. We track the macro signals, deal dynamics, and structural shifts that inform how we deploy capital across the global economy.

Latest Briefings
Dealmaking
2026
A Selective Recovery Takes Hold

After two subdued years, private equity is regaining its footing. Easing interest rates are restoring confidence, narrowing valuation gaps, and supporting a gradual return of liquidity. Leadership will belong to firms that deploy capital creatively and deliver real operational value.

Source: PwC US Deals Outlook
AI and Technology
2026
AI Reshapes the Investment Map

Software sub-segments galvanized by AI adoption, from process automation to cloud and network security, are expanding rapidly. Capital is concentrating on technology, healthcare, financial services, and energy infrastructure as the defining growth verticals of the cycle.

Source: Cherry Bekaert PE Report
Strategy
2026
Value Creation Over Financial Engineering

Buyouts are moving beyond financial engineering toward real growth and productivity gains. Firms with deep operational expertise are gaining an edge as investors back fewer managers and reward clear strategies, sector depth, and a proven ability to create value.

Source: PwC Global M&A Trends
Liquidity
2026
The Secondaries Market Matures

More investors are using secondaries for liquidity and portfolio management, while co-investments become a cornerstone of portfolios as deal sizes rise. Investors increasingly seek control, transparency, and cost efficiency alongside their fund commitments.

Source: BlackRock Private Markets Outlook
Lower Middle Market
2026
Where Fragmentation Means Opportunity

Private equity continues to favor non cyclical, fragmented, cash generative businesses. Insurance brokers, home services, and HVAC remain attractive precisely because consolidation creates durable value, the kind of structural tailwind we target in the lower middle market.

Source: With Intelligence PE Outlook
Macro
2026
Megadeals Return as Conviction Builds

Private capital is pursuing larger, more complex transactions as financing conditions stabilize. Megadeals are re emerging where conviction is high and assets offer clear value creation pathways, even as macro and policy uncertainty persists across global markets.

Source: Bain Global Private Equity Report

These briefings summarize publicly available industry research and reflect our reading of current market conditions. They are provided for informational purposes only and do not constitute investment advice or a solicitation of any kind.