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