Investment Approach

Black Oak Capital Partners provides flexible financing solutions to lower middle market companies in the form of both debt and equity investments. Black Oak’s investment criteria and approach is outlined below:

  • Dependable revenue streams, strong growth, and potential double-digit EBITDA margin
  • Investment categories including Business Services, Branded Consumer Products, and Manufacturing
  • Revenue of $5 million to $25 million (more with co-investment)
  • National footprint with a special focus on the Western U.S.
  • Invest in majority or minority transactions
  • Unique ability to fund debt and/or equity for a tailored investment structure
  • Management incentive plans that powerfully align management to achieve operating and financial objectives
  • Capitalize companies through prudent leverage and crucial growth equity