Oak Capital Group

The Best Financial Outcomes

Oak Capital Group is a boutique Merchant Banking and Financial Advisory firm that serves emerging and underperforming lower-middle market companies.

Our Merchant Bank Services provides strategic funding to privately owned, small to middle-market firms to facilitate growth plans, management buyouts, capital restructuring, turnarounds, and bankruptcy reorganizations.

Our Financial Advisory Services provides strategic assessment, knowledge, and experience that assist firms in identifying, planning, developing, managing, negotiating, and executing optimal capital transactions.

The Principals have over 70 years of combined experience in corporate finance and business operations in private and public companies. Our specific expertise includes corporate finance, M&A, commercial real estate, strategic planning, supply chain optimization, product sourcing, project finance, sales and marketing, corporate reorganizations, divestitures, crisis management, and bankruptcy reorganizations.

Blog & Case Studies

The Value of a Merchant Banker

Merchant bankers work with management and operating partners to enhance the ultimate enterprise value of a company over time. While investment bankers are financial advisors

The Value of a Financial Advisor

Financial advisors offer many of the same services merchant bankers provide yet on a specific, nearer-term consulting basis. Financial advisors work with management and operating