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The White Oak Group
Investment Criteria

We seek strategic investments in companies with the following characteristics:

  • $10M+ revenue
  • $1+ million EBITDA
  • Proven technology/services/capabilities
  • Defensible market position
  • Proven management team

We will selectively consider investments outside these parameters if there is a compelling business case where we can leverage resources to add significant value to the business, or where the technology or customer base is complementary to one of our existing portfolio companies.

We maintain a track record of working with owners/founders and management teams to structure a deal that meets the unique objectives of all stakeholders in each transaction. This can be done through multiple frameworks that include:

  • Cash at closing
  • Retained equity positions
  • Option/equity plans for management and key employees
  • Performance bonuses
    About Us

    The White Oak Group is an Atlanta-based, private equity management firm.  We are focused on lower middle market, IP-rich businesses primed for growth. 

    Contact Us
    The White Oak Group
    5665 New Northside Dr.
    Suite 500
    Atlanta, GA 30328
    404-875-9994
    1-888-333-8984 (fax)
    admin@thewhiteoakgroup.com
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