Ten Oaks Group is the family office investment vehicle for a small consortium of private equity investors with significant experience investing in the lower middle market.
We combine the long-term mindset of a family office with the speed-to-close of a professional investor.
Ten Oaks Group was founded by a group of private equity investors seeking to execute transactions in the lower middle market. We target small companies, typically focusing on opportunities with EBITDA less than $35 million. We prefer corporate carveouts or companies in transition but will consider an investment in any opportunity with long-term value creation potential. Please send potential investment opportunities to email@example.com.
- Size: EBITDA typically under $35 million
- Transaction Types: Specifically focused on corporate carveouts, buyouts, and majority recapitalizations
- Industries: Food Processing/Distribution, Industrial & Business Services, Light Manufacturing, Transportation & Logistics, Financial Services, Aerospace, Software, and Hardware
- Financing: Ten Oaks is highly flexible with respect to capital structure
Meet our leadership team and advisory board.
Representative Transactions – Ten Oaks Group operates with a high level of discretion and does not typically publicize the names of its holdings given these investments are usually sensitive transactions with parent corporations who prefer to limit the details and nature of the deal to direct stakeholders only. With that in mind, Ten Oak’s current portfolio consists of 5 businesses:
A regulatory audit and inspection business helping clients (who are typically in highly regulated industries) maintain compliance with federal and state laws.
A building product manufacturing business focusing primarily on patented bath and shower products.
A middleware media asset management software business that produces a solution that enables customers to retrieve data from multiple different storage formats before organizing it for presentation via large scale, front-end displays (such as Adobe Premier).
Focused on Transactions
AcquireTek is an IT Mergers & Acquisitions Partner located in Alpharetta, GA, specializing in acquisition strategy, data, infrastructure, and support integrations. We utilize our industry knowledge to help clients develop clear acquisition strategies and goals, while using six sigma operational processes to execute implementation. Our goal is to provide our clients with the integration wisdom and technical support necessary to achieve and maintain the optimal solutions as their business grows.
Ironwood Insurance Services is a 3rd party provider of Corporate Risk and Insurance, Employee Benefits Brokerage and Consulting Services, and Private Client Services. Ten Oaks Group leverages Ironwood’s insurance and benefits capabilities to provide portfolio companies with best in category services. Ironwood’s expertise involves all different industry groups and company sizes, making them the provider of choice for Ten Oaks’ diverse portfolio and opportunity set.