White Oak Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, White Oak Equity Partners has invested in 1 company.

White Oak Equity Partners’ most common sector for investment is information technology (100%). The Firm’s most common investment types include growth capital (100%). In total, White Oak Equity Partners has invested in 1 US state.

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M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

White Oak Equity Partners

250 Park Avenue 7th Floor,
New York, New York 10177
United States
(646) 766-1446
www.whiteoakequity.com
info@whiteoakequity.com

White Oak Equity Partners is a private investment firm specialized in acquiring minority interests in hedge funds. White Oak looks to partner with hedge funds managing up to $1 billion with the potential to be multi-billion institutionally recognized fund managers. White Oak Equity Partners was formed in 2015 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Information Technology, Manufacturing

Target Transaction Types: Growth Capital, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.2/yr) # - - 1 - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Blueshift Asset Management LLC 2018-01-23 - Growth Capital
Red Bank, New Jersey · www.blueshift.am
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 1 (100%) - 1 (100%) -
Total 1 - 1 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 1 (100%) -
  New Jersey 1 (100%) - 1 (100%) -
Total 1 - 1 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (100%) - 1 (100%) -
Total 1 - 1 -

Investor Summary

Size

Small

Established

2015

Specialist/Generalist

Specialist

Leadership

Bruce Wilson

Founding Member

Jeffrey Walsh

founding investor

Brendan Kelly

Partner

Robert Stockton

Partner

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