Investment Focus

Red Oak invests in companies with potential – not just for financial return but to make a difference. The firm specializes in corporate divestitures, carve outs, and turnaround situations across a wide range of industries.

Transaction characteristics

  • Equity investments of $1 million-$10 million

  • Majority or minority positions

  • Growth equity investments, management buyouts and recapitalizations

  • Management-friendly capital, typically holding common equity alongside management

People

  • Established management teams with a demonstrated track record for growth and profitability

  • Managers with a significant ownership position in the company, representing most of their financial net worth

Company

  • Headquartered in North America

  • Annual revenue of at least $2 million

  • Demonstrated profitability

  • Proven business models, an established customer base and market share

  • Scalable businesses with a preference for recurring revenue

Markets

  • Markets with favorable growth prospects – either through participation in growing industries, market share expansion, industry consolidation or innovative business strategies

Industries

  • Distribution

  • Retail, E-commerce, Branding, and Consumer Products

  • Business Services

  • Food & Beverage

 

Strong & Scalable Business Models

  • An Existing and reliable customer base with recurring revenues streams

  • Placement in markets with high growth potential