Discovering potential, realizing value 

 

Red Oak’s combination of operational expertise, industry knowledge, and investment experience provides a unique edge in identifying and driving growth that makes a difference.               

                                                                                                                       

Beyond capital, Red Oak invigorates, empowers, and motivates its management teams to uncover potential, drive change, and create sustainable value.

Why Partner with us?

Partnership focus

  • We are a dedicated partner to our portfolio companies and support management by providing a broad base of experience and strategic resources

     

  • We have a deep network of industry executives and experts who are willing to get involved in supporting portfolio company management

Alignment

  • Our preference is to invest in common equity alongside management teams

     

  • We partner exclusively with management-owned businesses and we only invest when we have alignment with operating managers through ownership

     

  • Our investment team has significant capital at risk in the firm’s investment funds, demonstrating our strong belief in alignment

Long-term perspective

  • We invest with a long-term perspective and we prefer longer hold periods

     

  • With patient capital, we have flexibility and time to execute growth strategies

     

  • We prefer continued growth over arbitrary deadlines and we collaborate with management on exit timing and planning

Flexibility

  • We are flexible on transaction structuring and are willing to be minority, non-control investors

     

  • We are comfortable in a substantial minority position because we believe alignment with management through ownership facilitates strong partnerships and better outcomes

Growth-oriented

  • We have a value-added approach to drive growth that includes a focus on organizational development, product and service expansion, sales strategy and various acquisition and inorganic initiatives

     

  • Our capital is used to fund growth initiatives, address partial shareholder liquidity needs or support acquisition opportunities

 

Strong history

  • Our team has a wide variety of backgrounds and substantial investment experience in numerous industries and situations

  • We have deep experience investing in the following industries: business services, value-added resellers and consumer products

Limited financial leverage

  • We view financial leverage cautiously and we focus on value creation through growth

     

  • With our low-leverage model, portfolio companies can pursue growth without substantial restrictions from covenants or mandatory payments

Stewardship

  • We have a proven record of being a value-added partner given our experience, resources and relationships while preserving the culture and legacy of the founders

Investor base

  • We have a diverse and long-tenured limited partner base with a foundation of sophisticated institutions that have entrusted us with ever increasing levels of capital

Red Oak Value Creation Plan

Red Oak Investment Company works with management teams to implement a plan for value enhancement based upon prior experiences with similar operating company characteristics.


Investment Focus