South Oak Capital Partners

Private Equity Lafayette, United States ·Founded 2013

Overview

South Oak Capital Partners is a private equity firm specializing in early-stage investments across various industries. The firm focuses on building lasting and valuable businesses by implementing solid business and leadership principles, with a team of talented individuals possessing the necessary skills and mindset in the right type of business. Their approach emphasizes active, aligned, and patient partnerships, understanding that both the individual and the business foundation are vital to the success of the ventures they participate in. They value people and relationships, believing in true partnerships that improve the business's economic status and also benefit team members as family, community stakeholders, and spiritual beings. The leadership team includes Ben Moody as Founder and Managing Partner, Kevin Moody as Advisory Partner, Andrew Richard as Partner, and Clayton George as Operating Partner. The firm has a portfolio that showcases its expertise in diverse industries, driving its success. They collaborate with accomplished entrepreneurs who have a shared vision of combining their strong ambition with a rewarding and mutually beneficial professional partnership.

Investment Focus

  • Proven management team
  • Established history of profitability
  • Predictable cash flows
  • Strong free cash flow conversion
  • Located in the United States
  • Strategic use of capital proceeds
  • At least $1 million in EBITDA
  • Flexible and customized structures

Portfolio Companies

VestedThe StoneWall GroupAccess Health Urgent CarePESMediTrans

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Frequently asked questions about South Oak Capital Partners

What sectors does South Oak Capital Partners invest in?

South Oak Capital Partners invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Lafayette, United States. South Oak Capital Partners is listed as a private equity in the ConnectSafely investor database.

What stage does South Oak Capital Partners invest at?

South Oak Capital Partners backs companies at Early Stage, Growth and Buyout, writing cheques of 1M - 50M.

Which regions does South Oak Capital Partners invest in?

South Oak Capital Partners invests across United States.

Who are the partners at South Oak Capital Partners?

Team members listed for South Oak Capital Partners include Ben Moody (Founder & Managing Partner) and Andrew Richard (Partner).

What companies has South Oak Capital Partners invested in?

South Oak Capital Partners's portfolio includes Vested, The StoneWall Group, Access Health Urgent Care, PES and MediTrans.

How do I contact South Oak Capital Partners?

South Oak Capital Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database