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Background and Overview

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White Oak Capital, LLC, based in the San Francisco Bay Area, was formed to assist individual business owners, private equity funds, investment bankers, and secured lenders with companies in need of Transition and Turnaround Executive Management, Operational Improvement, and Funding Assistance. We have successfully assisted many business owners in times of business challenge, transition, or rapid growth; helping them to meet their immediate and long term needs.
   
We take pride in working with business owners to define and then meet their needs. We have consistently achieved exceptional outcomes for business owners, and have done so with the objective to invest as little, or no, additional cash in the business as possible. It is our goal to help business owners solve problems, whether they be of growth, of transition, of crisis, or of maximizing an opportunity. We have an impeccable track record of exceeding agreed-to objectives.
     
We have assisted a wide variety of small to mid-sized companies (typically in the $10M - $250M sales range) with a wide range of issues, including:
  • Turnaround Management and Advisory Services
  • Transition Management for Owner's seeking Equity and Management Exit Plans
  • Growth and Transition Management Services
  • Performance Improvement
  • Private Equity Fund Assistance
  • Board of Director and Board Advisory Assistance
  • Funding Needs Assistance