Partnership
Philosophy
Passion for growing businesses in collaboration with exceptional management teams
Collaborative partnerships, empowered management teams
Silver Oak is a trusted partner in growing lower middle market services companies
Who We Are
Silver Oak Services Partners is a lower middle market private equity firm focused on making investments in leading business, healthcare, and consumer services companies
$15 - 150M
Revenue
$4 - 25M
EBITDA
$10 - 50M
Investment Size
Control
Recapitalization
Build-up
Growth
Transaction Type
Business Services
View PortfolioHealthcare Services
View PortfolioConsumer Services
View PortfolioWhat Sets Us Apart
Partnership
Research Driven
Process
Integrated, internal research capability to support proactive thesis development and execution
Growth-Oriented
Approach
Proven success in supporting lower middle market services companies as they accelerate growth and scale
History of
Services Success
Over 14 years of average private equity investing experience with a dedicated focus on the services sector
Experienced, collaborative services investors
Our entrepreneurial team has a passion for partnering with management teams to accelerate growth and help portfolio companies reach their full potential
View TeamPortfolio
We invest in growing, category-leading business, healthcare, and consumer services companies in the lower middle market, led by exceptional management teams focused on long-term value creation
Executive Testimonials
Silver Oak is a true partner to CCS Facility Services. They ask insightful questions and provide thoughtful input that has helped us grow while always allowing our management team to lead. Importantly, they act with integrity: engaging in forthright conversation, delivering on the support they promise, and respecting the importance of satisfying our customers and taking care of our employees.
Troy Coker, CEO of CCS Facility Services
Silver Oak has been a great partner for PRN, providing valuable support and guidance that has enabled PRN to scale meaningfully while never losing sight of our goal to provide top quality care to patients through our clinician partners.
Ajay Gupta, CEO of PRN
Silver Oak was an instrumental partner for BBG. Together we made significant investments in the management team, and operations, that enabled us to build a scalable framework that greatly accelerated our pace of growth. BBG is now well positioned as an industry leader because of our partnership with Silver Oak.
Chris Roach, CEO of BBG
Our partnership with Silver Oak has exceeded our expectations, and is rooted in trust and mutual respect. They have allowed us the freedom to handle the day to day operations with thoughtful guidance and feedback, and have provided the capital and resources needed to scale quickly. We would have never realized our growth trajectory without their help.
Vito Dacchille, CEO of SmilePartners-USA
Aside from bringing capital and resources to the business, Silver Oak provides industry expertise, strategic focus and an in-depth understanding of their portfolio companies. Silver Oak has a strong desire to get to know and build relationships with management teams, both personally and professionally. They treat them with respect and engage them as partners. They were supportive partners, in the truest sense of the word, every step of the way.
Brad Chesin, CEO of Construction Labor Contractors
Our partnership with Silver Oak is truly fantastic. They provide strategic insight, support and robust resources to Legacy Farms while still creating the perfect blend of autonomy to manage the day-to-day operations of the business. We share the same long-term growth and value creation goals with a continued focus on providing best in class service to our customers.
Dan Madsen, CEO of Legacy Farms
