Sand Oak Capital LLC
PE/Buy-Out · Sarasota (United States)
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About
Sand Oak Capital LLC is a private equity firm specializing in investments in growth financing, management buyouts, growth capital, acquisition financing, recapitalization or restructuring, direct and secondary direct investments. Within direct investments, it focuses on succession planning, lower middle market, later stage, industry consolidation, emerging growth, and mature companies. The firm seeks to invest in lower middle market. The firm seeks to invest in family-owned and operated businesses that have never had outside management or investor support; in organic and acquisitive growth; strategic acquisitions, expansion of sales efforts, additional production capacity and increases in working capital. It primarily invests in industrials focusing on Industrial services, industrial manufacturing, building products, capital equipment, materials and components; business services focusing on Distribution, Logistics, Environmental services, Building and facilities services, healthcare, testing and inspection; also in Consumer goods with manufacturing component, Packaging components, Construction material and engineering, consumer staples sectors. It seeks to invest in United States with a particular focus on Rust Belt focusing on Northeast, Midatlantic, and Great Lakes. It prefers to invest between $10 and $50 million of capital in each portfolio company. The firm typically invests between $10 million and $50 million in companies with annual revenue between $10 million and $200 million, $10 million to $50 million in invested capital, enterprise values between $10 million and $100 million, and a maximum EBITDA of $20 million. The firm seeks to acquire a majority position in target companies and also considers minority positions in limited circumstances. The firm seeks to acquire companies or assets from existing owners, co-invests with management teams to acquire companies or assets, or invests in newly-created entities. It seeks to acquire economic control and prefers to take day-to-day operating roles and board seats in its portfolio companies. The firm prefers to exit its investments in three to seven years with flexibility. It makes investments using its personal capital. The firm seek Active investor role. Sand Oak Capital LLC was founded in 2009 and is based in Sarasota, Florida.
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