“A Lower Middle Market
Private Equity Fund.”

Investment Focus

Investment Size / Location:

•  Enterprise Values: $20 - $100 million
•  Trailing Revenue: $10-$100 million
•  Trailing EBITDA: $3 - $20 million
•  Geography: Headquartered in North America

Industries:

•  Business Services
•  Building Products
•  Consumer Products
•  Transportation
•  Consumer Services
•  Healthcare Services
•  Niche Manufacturing
•  Media

Business Characteristics:

•  Strong Macroeconomic or Demographic Trends
•  Sustainable Competitive Advantages
•  Scaleable Business Models
•  Seasoned Management Team

Management:

Oakcrest seeks to partner with outstanding management teams and then give them the independence to run the business. We contribute to the growth of the company through active board participation, leveraging our skills, experience, and contacts to contribute to the execution of the company's strategic plan. Oakcrest focuses on aligning incentives with management by providing material equity upside and profit sharing with its teams.

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