Investment Strategy

White Oak has a disciplined approach to investing and adheres to strict investment guidelines. We are dedicated to investing in businesses with solid fundamentals and management teams that have a vision for growth and value creation. Most importantly, we invest in people who are in sync with our core values and alignment of interests, integrity, partnerships, patience, respect and who are team players.

White Oak focuses on opportunities to make investments in situations that arise from:

	Management-led buyouts of private companies or divisions of larger companies
	Recapitalizations of solely held family owned companies that provide liquidity to the sellers while allowing for continued ownership
	Companies that need capital to fund internal growth or growth through add-on acquisitions
Sourcing Transactions
	Create proprietary transactions through our broad and extended network of partners
	Industry sector focused vs. company focused
Structuring Transactions
	Exclusive engagements with 'target' companies
	We have co-investment partners that invest with us
	Align our interests with those of senior management through incentive compensation programs that provide an opportunity to participate in the growth of shareholder value