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.

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About Us

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 mike@tenoaksgroup.com.

Investment Criteria

  • 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
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Why We’re Different

Size Agnostic

We are size agnostic investors and will consider a wide variety of opportunities, ranging from cash flow negative to businesses with approximately $35 million of EBITDA.

Carveout Expertise

Our Principals have deep expertise in the corporate carveout sector and leverage their knowledge base to quickly evaluate potential candidates, allowing Ten Oaks to offer unrivaled speed-to-close in the lower and micro market.

Captive Equity

We invest our own capital, and thus are not dependent upon outside approvals or external sources of funds to move forward on transactions.

Professionals

Meet our leadership team and advisory board.

Leadership Team

Matt Magan
Matt Magan

Partner

Partner at Ten Oaks Group and leads investing efforts. Formerly, Matt was a Principal at Summit Park, a Charlotte-based private investment firm. Prior to Summit Park, he was a Summer Associate at LLR Partners, a middle market private equity firm and an Associate at TZP Group, a New York-based middle market private equity firm. He started his career as an investment banking analyst at Wachovia Securities. Undergraduate degree: University of Maryland. MBA: Wharton School at University of Pennsylvania.

Michael Hahn
Michael Hahn

Partner

Principal at Ten Oaks Group; leads day-to-day investment efforts. Prior to Ten Oaks Group, he spent nearly 5 years in Deloitte Consulting's Strategy & Operations practice. There, he worked across a number of service offerings, particularly turnaround management and M&A. Undergraduate Degree: Carnegie Mellon University. MBA: Columbia Business School, Columbia University.

Alex Huron
Alex Huron

Lead Investment Professional

Lead investment professional at Ten Oaks Group; leads analytical efforts. Prior to Ten Oaks Group, he spent nearly 5 years combined at Citigroup in Structured Finance and M&A banking and The Riverside Company as part of their flagship $1.5 billion fund, RCAF. While at Riverside, he specialized in transactions within the industrials and healthcare industry verticals. Undergraduate Degree: University of Cincinnati.

Advisory Board

Paul Thompson
Paul Thompson

Founder and Chairman of Transportation Insight, a global enterprise logistics provider with more than $3.9 billion in supply chain spend under management and more than 1,500 clients that range from midcap to Fortune 500 companies. Aside from Transportation Insight, he has founded or co-founded five highly successful companies. He serves on the board of several non-profit organizations, including Hickory Christian Academy, Appalachian State University’s Walker College of Business and the Charlotte Foundation YMCA.

John Moorefield
John Moorefield

Director, Executive Vice President and Chief Transformation Officer at Aflac Life Insurance Japan. After joining Aflac in 2005, John has served in several key positions, including Chief Information Officer and First Senior Vice President, strategic management, for Aflac International, where he oversaw various global initiatives. Prior to joining Aflac, John served as a principal in ApproxiCom LLC and held executive leadership positions at Cap Gemini Ernst and Young LLP, Fidelity Investments and NationsBank.

Kevin Nolan
Kevin Nolan

Founder of Nolan Transportation Group (NTG), which provides third-party logistical services for over 7,000 customers across the United States, Canada, and Mexico. In 2015, NTG was recognized on the Inc. 5000 list as one of the fastest-growing companies in America.

Portfolio

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:

Regulatory

A regulatory audit and inspection business helping clients (who are typically in highly regulated industries) maintain compliance with federal and state laws.

Building

A building product manufacturing business focusing primarily on patented bath and shower products.

Technology

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).

E-Commerce Software

proprietary e-commerce platform and payments solution business that provides both front-end marketplace software and a digital payments solution for online merchants operating in Brazil.

Services
A US based pre-owned vehicle and dealer inspection services business for OEMs and captive finance companies.

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Partners

Focused on Transactions

sam_invc_white 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.

enrista-white 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.

sam_invc_white GRIFFIN Solutions Group is a technology consulting firm located in Atlanta, GA. GRIFFIN partners with Ten Oaks to provide mobile and web applications, data services, and IT system solutions to portfolio companies. GRIFFIN operates under a business-oriented development model, working to fully understand the business context in order to shape and deliver the most cost and operationally effective solutions possible. Solutions are designed to be scalable, so that as a business grows, the systems are optimized to handle any change in requirements.

Contact

We look forward to hearing from you.

(310) 283-0567

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