Oakwood Equity Partners.
Most businesses that run on relationships run on little else. They were built in an era when trust was the only infrastructure that mattered, and for a long time it was enough.
The businesses Oakwood acquires share a profile: strong fundamentals, durable customer bases, and operations that have not meaningfully changed in decades. The ceiling on each is not demand. It is the absence of the systems modern businesses take for granted.
“The ceiling is not demand. It is the absence of the systems modern businesses take for granted.”
Oakwood’s work is to install those systems without disturbing what already works. Customer relationships are preserved. What changes is the information the business has access to, and the speed at which it can act on it.
- EBITDA
- $1M to $15M
- Geography
- United States; no regional preference
- Sectors
- Industry-agnostic
- Situations
- Generational ownership transitions, succession events, partial liquidity, and operationally underoptimized businesses with durable customer bases
- Hold Period
- Long-term; we are operators, not flippers
- Structure
- Flexible; majority recapitalizations preferred, minority and partnership structures considered
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01
Introduction
A conversation with the operator, owner, or representative.
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02
Evaluation
Confidential review of financials, operations, and continuity considerations.
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03
Transition
Structuring around the owner’s goals, timeline, and obligations to employees and customers.
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04
Partnership
Long-term ownership with operating support and relationship continuity.
A home for the businesses
you’ve built.
Simmy Goldberger
Software operator and capital allocator. Founded a software company acquired privately; has deployed institutional capital across a range of private-market strategies and vehicles.
Aiden Sausen
Operator and capital allocator. President of Operations at a B2B distribution business; previously led a private-client platform managing high-value relationships and multi-million-dollar monthly transaction volume for family offices and high-net-worth individuals.
If you operate, own, or represent a business that fits our thesis, we’d like to hear from you.