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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, and investment bankers 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 spectrum of small to mid-sized companies with a wide range of issues, including:
  • Turnaround Management and Advisory Services
  • Growth and Transition Management Services
  • Performance Improvement
  • Private Equity Fund Assistance
  • Board of Director and Board Advisory Assistance
  • Funding Needs Assistance