The following briefly summarizes the firm’s typical transaction criteria:
Companies that generate $20 to $200 million of annual revenue.
Sand Oak deploys between $10 to $50 million of capital in each portfolio company.
Sand Oak acquires companies or assets from existing owners, co-invests with management teams to acquire companies or assets, or invests in newly-created entities.
We typically acquire a majority position in target companies. We will consider minority positions in limited circumstances.
Level of Involvement
Our role with each portfolio company depends on what is needed most. In all cases we will acquire economic control, sit on the Board of Directors and take part in strategic discussions. We also take day-to-day operational roles, if necessary.