APPROACH

OPTIMIZING PARTNER OUTCOMES
HONORING HISTORY, ACCELERATING GROWTH
We invest in businesses using an operationally-focused approach. Our experience spans a multitude of industries and transaction types. By collaborating with existing management teams, Sand Oak marries successful histories with well-funded, high-growth strategy.
Transaction Types
- Succession Planning
- Growth Equity
- Management Buyouts
- Recapitalizations / Restructurings
Transaction Criteria
- $20-$200 million in annual revenue
- $10-$50 million in invested capital
- Majority or minority ownership stakes
- Active investor role
TARGETED SECTORS
- Industrials
- Consumer
- Healthcare
- Business Services