What We Seek

Investment Strategy

 

The White Oak Group is dedicated to investing in businesses with solid fundamentals led by management teams with a defined vision for growth. 

What we seek

Our primary focus is on investment opportunities arising from the following situations…

Management-led buyouts

Private companies or divisions of larger companies

Recapitalizations

Private companies to provide liquidity to the sellers while allowing for partial retained ownership

Our current portfolio is available upon request

SectorsCriteria