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White Oak Capital has a wide range of service and capability experience, including:

Turnaround Management and Advisory Services
  • Short term crisis management, including bank default situations
  • Turnaround and transition CEO assistance - short, medium, or long term
  • Development of restructuring plans, including secured lender, landlord and vendor negotiations
  • Asset sales
  • Negotiated settlements
  • Bankruptcy option
Growth and Transition Management Services
  • CEO Services for Owners seeking growth or transition management
  • CEO Services for Owners seeking ownership transitions and equity
  • Assisting Owners to position and prepare their company for sale or investment bank activity
Performance Improvement
  • Operating and Financial Metrics definition and implementation to better manage the business
  • Organizational restructuring and improvement 
  • Cash flow collection and improvement 
  • Gross margin and operating margin improvement
  • Expense management and reduction
  • Quality improvement - at the product and process levels 
  • Information System Effectiveness - to improve performance, quality and customer relationships
  • Strengthening financial and operating controls
Private Equity Fund Assistance
  • CEO services for troubled, transition and new portfolio companies 
  • Business due diligence assistance for prospective companies or acquisitions 
  • Buy or sell side strategy and sourcing assistance
  • Assistance with positioning a new CEO to work effectively under a private equity controlled board
  • Definition and implementation of operating metrics required to manage portfolio companies 

Board of Director and Board Advisory Assistance
  • Board of Director and Advisory Board positions 
  • Business operating and financial metrics development and implementation 
  • Special projects working with CEO and management team 

Funding Needs Assistance
  • Assistance in sourcing private equity, senior secured loans, or subordinated debt