Transaction Parameters

The following briefly summarizes the firm’s typical transaction criteria:

Company Size

Companies that generate $20 to $200 million of annual revenue.

Transaction Size

Sand Oak deploys between $10 and $50 million of equity capital in each portfolio company.

Investment Structure

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.

Ownership Type

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 most cases, we acquire economic control, sit on the Board of Directors and guide the strategic direction of the company. We also take day-to-day operational roles, if necessary.