We are highly selective, active investors. Our in-depth investment approach is supported by our broad expertise in the lower-middle market, and our rigorous research platform.
Control investments in leveraged acquisition, recapitalization, build-up and growth transactions.
Typically between $10 million and $30 million in each portfolio company with the ability to invest additional equity capital via co-investment from our limited partners.
Business Services, Healthcare Services, Consumer Services
- Revenue: $15 to $150 million
- EBITDA: $3 to $20 million (no minimum for add-on acquisitions)
Business and Industry Attributes
- Proven business model
- Strong competitive position
- Favorable growth prospects
- Strong value proposition
- Significant recurring revenue base
- Strong margins and free cash flow generation
- Clear value creation opportunities
- Reasonable valuations
Start-ups, project-based revenue models, retail, restaurants
Silver Oak welcomes investment proposals and referrals from business owners, advisors and intermediaries. We will pay reasonable referral fees provided such fees are pre-negotiated and agreed to in writing.