Ten Oaks Group

What is Ten Oaks Group?

Ten Oaks Group is a family office headquartered in Charlotte, North Carolina, United States. The firm stands out with its exclusive focus on corporate divestitures and take-private transactions.

It was founded by the Magan and Hahn families who sought to use their capital to specialize in a subset of the private equity market where they saw an opportunity to apply a flexible, customized approach. Unlike typical investment firms, Ten Oaks is geographically agnostic, considering investments across the globe regardless of the location.

This global reach enables them to tap into a wider range of investment opportunities, with a particular focus on companies that typically have less than $50 million in EBITDA. Ten Oaks Group prides itself on its unique, frictionless approach to transactions, emphasizing its ability to close deals as quickly as the seller can accommodate.

This speed and efficiency in execution are key characteristics that set the firm apart from its competitors. At its core, Ten Oaks Group is deeply committed to operating with agility and aims to create seamless transitions during their investment process.

The firm's strategy is built around providing a smooth and rapid transition for corporate carve-out and take-private transactions, which often require a patient and thorough execution. This strategy is further supported by the independent operational structure of the companies within the Ten Oaks Group, as each company in their portfolio is a separate legal entity, independently operated, and solely responsible for its own obligations and liabilities.

Their team is geared towards forging strong relationships with sellers and creating value through their focused investment thesis. Additionally, the firm's commitment to philanthropy indicates a broader interest in creating positive societal impacts beyond their financial investments.