Proactive & Results Oriented

Oak Capital Group is a boutique merchant banking and financial advisory firm that serves emerging and underperforming lower-middle market companies.

Oak CG demonstrates success in assisting smaller emerging companies as well as underperforming companies.

Our Principals bring a strategic vision, market knowledge, corporate finance expertise, and transaction experience to each client.

Our firm’s responsive “one-stop” solutions are based on the extensive experience of its proactive, results-oriented principals.