Oak Stream Partners

Overview

Oak Stream Partners is a private equity firm focused on acquiring and growing service businesses with annual earnings between $2 and $15 million in fragmented industries. The firm operates as a search fund for companies with EBITDA between $2 and $5 million and as a private equity sponsor for those with EBITDA between $5 and $15 million. Their investment strategy emphasizes long-term growth and value creation. The firm's investment criteria include companies with annual revenues ranging from $5 to $150 million, continuous profitability for at least five years, and strong financial metrics such as gross margins over 50% and net margins over 15%. Oak Stream Partners primarily targets industries such as financial services, insurance, consumer products, and light manufacturing, with a particular focus on the insurance and warranty sectors. They prefer North American headquartered companies and avoid capital-intensive industries like retail, heavy manufacturing, and food services. Oak Stream Partners is led by a team of successful entrepreneurs, operating executives, and investors with experience in managing and growing multi-billion dollar operations. The firm is committed to providing flexible and creative solutions to business owners seeking to sell their companies, aiming to preserve and enhance the legacy of the businesses they acquire.