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.
Silver Oak’s investment strategy is consistent with the approach the Silver Oak team has successfully employed over their 75-plus years of collective private equity experience. Key elements of the strategy include: (i) investing in lower middle market business, consumer and healthcare services businesses that meet Silver Oak’s criteria, (ii) deploying a research-driven sourcing model which capitalizes on Silver Oak’s research capabilities and broad relationship networks to generate attractive deal flow, (iii) partnering with proven Services industry executives, (iv) performing rigorous due diligence and strategic planning prior to making an investment, (v) utilizing a conservative approach to leverage and pricing, (vi) working with management teams through active ownership to drive value creation and (vii) positioning portfolio companies for sale to a strategic or larger financial buyer over a three to six-year period.
Services Industry Focus
Capitalize on the significant benefits of specialization in a large, diverse and highly attractive economic sector for private equity investment.
Seek control positions in Services businesses with less than $150 million in enterprise values. Evaluate opportunities against a balanced scorecard of industry, business and financial considerations.
As investors, not operators, we seek to partner with strong management teams. Our philosophy is active involvement at the board level including assisting our management teams with strategic direction, metric-driven reporting and creating detailed 100-day operating and five year financial plans pre-closing to ensure operating accountability and post-closing momentum.
Continually evaluate exit options, via proprietary research. Build larger scale businesses that are attractive to strategic and financial buyers.