Oak Capital Group is a boutique merchant banking and financial advisory firm that serves emerging and underperforming lower middle market companies.

Our Merchant Bank Services provide strategic funding to privately owned, small to middle-market firms to facilitate growth plans, management buyouts, capital restructuring, turnarounds and bankruptcy reorganizations. Our funding is typically through partnerships with existing management teams in scalable operating companies that have established revenues and predictable cash flows. Our funding structure provides both financial and human capital to significantly enhance the enterprise value of the core business. A typical Merchant Bank investment candidate will have annual revenues ranging from $3 million to $30 million and will be focused on consumer products, business services, energy, manufacturing, distribution, project finance, and non-profits.

Our Financial Advisory Services provide strategic assessment, knowledge and experience that assist firms in identifying, planning, developing, managing, negotiating and executing optimal capital transactions. Our advisory services for emerging and underperforming firms provides deep and diverse experience delivered in a time sensitive and cost effective manner.

The Principals have over 70 years combined experience in corporate finance and business operations in private and public companies. Our specific expertise includes corporate finance, M&A, commercial real estate, strategic planning, supply chain optimization, product sourcing, project finance, sales and marketing, corporate reorganizations, divestitures, crisis management and bankruptcy reorganizations.