Investor Type | Firm |
Type of Fund | Private Equity Fund |
Industries | Software (Web Marketplace Saas..) • Other • Education • Businesses Solutions • FinTech (& Financials services) • HealthTech (& Fitness) • Logistics (& Distribution) |
Stages | Expansion, MBO/LBO, Recapitalization |
Investing | United States |
Investment Range | $10,000,000 - $30,000,000 |
Assets Under Management | $640,000,000 |
Silver Oak Services Partners, LLC is a private equity firm specializing in equity investments in lower middle market service companies. They focus on partnering with leading business, healthcare, and consumer services companies with revenue between $15 million and $150 million, and EBITDA from $4 million to $25 million. Silver Oak typically invests between $10 million and $50 million in companies, aiming for a max investment of $30 million and a minimum of $10 million. Their investment approach is geared towards expansion opportunities, management buyouts/leveraged buyouts (MBO/LBO), and recapitalizations. With assets under management of $640 million, Silver Oak employs a partnership philosophy and a growth-oriented approach, working collaboratively with management teams to accelerate growth and scale their operations. The firm prides itself on their research-driven process that supports proactive thesis development and successful execution of their investment strategies. With over 14 years of average private equity investing experience, Silver Oak's entrepreneurial team has built a history of success in the services sector. They emphasize a collaborative partnership with empowered management teams, aiming to foster long-term value creation and providing companies with the necessary capital and resources to thrive. Silver Oak showcases a portfolio of investments in growing, category-leading service companies and values integrity, thoughtful input, and fulfilling customer service as central to their operations. Executives from their portfolio companies, such as CCS Facility Services, PRN, BBG, SmilePartners-USA, Construction Labor Contractors, and Legacy Farms, affirm Silver Oak's instrumental role in their growth trajectories and their respectful, supportive partnership model.