Our Firm

Oakcrest was founded to provide capital to family-owned businesses and their shareholders to support ownership transitions, management buyouts, recapitalizations and growth. The firm seeks to generate long-term capital appreciation by investing alongside seasoned management teams seeking to grow their businesses and accumulate wealth.

Why Oakcrest ?

• Oakcrest brings a unique, national network of resources to its portfolio companies

• The Oakcrest team intends to work in partnership with the management teams of its portfolio companies to materially and sustainable increase the companies’ cash flow

• Profit participation and wealth creation for key managers is a key to each investment

• Oakcrest brings valuable, hands-on experience in creating value at lower middle market companies

• Extensive public and private board experience

• The three partners have over 40 years of investment experience in the lower middle market

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