15+
Year Team Attachment
50+
Operator Bench
12.2x
EBITDA Improvement
$2B+
Exit Value Created
13,000+
Jobs Preserved
LET'S REBUILD THE WORLD TOGETHER
Building and Maintaining Your Trust Starts With Our Values
Integrity
We prioritize honesty and integrity above everything
Collaboration
We create trust through transparency; we share in our collective successes and failures;
and we assist each other in achieving personal and professional growth.
and we assist each other in achieving personal and professional growth.
Excellence
We relentlessly pursue a high standard for excellence, constantly working to be better than we have been.
Intellectual Honesty
We are independent thinkers and
encourage a diversity of viewpoints in search of genuine truths.
encourage a diversity of viewpoints in search of genuine truths.
Accountability
We take accountability for our own actions and decisions, and we strive to learn from each of our inevitable mistakes.
Building and Maintaining Your Trust Starts With Our Values
Adaptability
We embrace change and adaptability in our approach. Understanding that each deal is unique, we tailor our strategies to meet specific needs, ensuring the best possible outcome for all involved parties.
Innovation
Our commitment to innovation drives us to explore creative and unconventional deal structures. We believe in thinking outside the box to find solutions that benefit our clients in novel and effective ways.
Partnership
Strong partnerships are at the heart of our flexible deal structures. We engage closely with our clients, understanding their visions and goals, to build deals that are mutually beneficial and forward-thinking.
Risk Management
In our flexible deal structures, we maintain a keen focus on risk management. By balancing opportunities with prudent risk assessment, we strive to create deals that are not only innovative but also secure and reliable.
Long-Term Vision
Our approach to deal structuring is guided by a long-term vision. We look beyond immediate gains to consider the broader impact and sustainability of our deals, ensuring they are beneficial in the long run for all stakeholders involved.
Building and Maintaining Your Trust Starts With Our Values
Strategic Execution
We pride ourselves on our proven ability to execute strategies effectively. Our track record of operational success is built on meticulously planned and flawlessly executed business plans, ensuring optimal results for our clients.
Experience-Driven Insight
Our team brings a wealth of industry experience, offering deep insights that are grounded in years of successful operational management. This expertise allows us to navigate complex business landscapes and add significant value to our operations.
Efficiency Optimization
At the core of our operational expertise is a relentless focus on efficiency. We identify and implement processes that streamline operations, reduce costs, and enhance productivity, driving sustainable growth and profitability.
Innovative Problem Solving
We leverage our operational expertise to tackle challenges with innovative solutions. Our approach combines traditional methods with new ideas, ensuring we stay ahead in a rapidly evolving business world.
Quality Leadership
Our team is composed of leaders who have demonstrated excellence in their respective fields. This leadership quality ensures that every project we undertake is guided by seasoned professionals, guaranteeing the highest standards of operational success.
Building and Maintaining Your Trust Starts With Our Values
Global Connections
Our expansive commercial network spans the globe, providing us with a unique ability to connect businesses across borders. This international reach enables us to facilitate cross-cultural partnerships and tap into diverse markets.
Industry Alliances
We pride ourselves on our strong alliances across various industries. These connections not only enhance our understanding of different sectors but also allow us to bring together complementary businesses for synergistic opportunities.
Strategic Partnerships
At OLP, our network is more than a list of contacts; it's a web of strategic partnerships. We foster long-term relationships that bring sustained value, ensuring our clients have access to the best resources and expertise in their respective fields.
Market Insight and Access
Our expansive network provides unparalleled insight into market trends and consumer behaviors. This access allows us to anticipate shifts in the marketplace and position our clients at the forefront of their industries.
Accountability
Through our network, we facilitate a culture of knowledge and resource sharing. This collaborative environment ensures that our clients benefit from shared expertise and innovations, keeping them ahead in a competitive business landscape.
“Oakland Partners is a wonderful group that I have trusted with my companies assets for over 20 years.” - Person
Name
Title
Increase your Portfolio
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Protect your assets
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Tax advantages
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About Us
Oak Lane's approach, while creative and flexible, is also calculated, systematic and, most of all, proven ... over decades of
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
Structure Intelligently
Value is not defined by price alone.
Stabilize Prudently
Value is not defined by price alone.
Position Astutely
Position for the result, not the exposure.
Grow Sensibly
Growth beyond revenue creates upside.
Oak Lane's approach, while creative and flexible, is also calculated, systematic and, most of all, proven ... over decades of
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
Target Situations
- Businesses requiring creative debt or equity capital to address complex or urgent strategic, operational, financial or growth challenges
- Owners/Entrepreneurs desiring liquidity, creative succession planning or a sale
- Management teams needing strategic capital and experienced partner to execute a recapitalization or buyout
- Parent companies/institutional owners desiring to spin out, sell, liquidate, or restructure non-core, under-resourced or underperforming businesses
- Shareholder groups desiring take-privates of public companies
- Out-of-Court or in-court restructurings, debt-to-equity conversions, reorganizations or turnarounds
Screening Criteria
- Investment Size: Up to $50M equity
- Revenues: Up to $500M
- EBITDA: No minimum threshold
- Geography: North America
- Industry: All, including hard asset-working capital intensive industries
- Governance: Control or active involvement
Deal Types
- Control and non-control equity investments
- Capital stack for spin-outs, carveouts or divestitures
- Asset or equity/loan portfolio purchases
- Senior, subordinated, bridge or mezzanine financing
- Working capital or cash alternatives
- Rescue, DIP and Exit Financing
- Secondary market purchase of debt, bonds or trade claims
Oak Lane's approach, while creative and flexible, is also calculated, systematic and, most of all, proven ... over decades of
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
experience and across industries, geographies and situations. Oak Lane's team works hand-in-hand with management
teams to achieve measurable, lasting change with demonstrable financial impact.
Unbounded Capital Access
Oak Lane managers each investment individually and does not have defined holding periods, scripted exit scenarios, structure/size limitations or complex decision-making processes.
Flexible Deal Structures
Oak Lane prides itself on innovatively structuring each investment to meet the needs of all stakeholders. While there may be temptation to force-fit every investment into a standardized template, Oak Lane exhausts its debt and equity expertise to craft the "deal" that best fits the situation and dynamics.
Proven Operational Expertise
Oak Lane's proven operators possess deep industry experience, operational expertise, functional capabilities and financial intelligence.
Expansive Commercial Network
With decades of experience leading large companies and advising smaller innovative enterprises, Oak Lane's Partners and Advisors have built strong and vast business, commercial, political and social networks that they actively access to help each portfolio company advance its strategic objectives.
Our Team
Bhavin Shah
Founder & Managing Partner
Mike Horne
Senior Managing Director, Stabilization
Articles & News
Contact
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