Capital partners
For acquisitions of roughly $1–5 million of EBITDA, Oak Stream invests alongside an established network of search fund investors, operators and advisors. For larger transactions, we invest alongside private equity firms.
Investors
Our network includes founders and executives behind companies such as Asurion and Oracle, and institutional funds dedicated to the search fund model. Select a name to read their background.
Two tiers of capital
Company EBITDA, approximate. Where the ranges overlap, around $3–5M, either type of capital can fit, and some deals may draw on both.
Tier 1 · Search fund investors
~$1–5M EBITDA
For lower-middle-market companies, we invest alongside an established network of search fund investors and operators: founders and executives behind companies such as Asurion and Oracle, and funds dedicated to the search fund model.
Meet the investor networkTier 2 · Private equity firms
~$3–15M EBITDA
For larger companies, we invest alongside institutional private equity firms, which gives us the capacity for larger transactions and follow-on acquisitions.
How our capital worksParticipation by any investor is determined deal by deal and is not a commitment to any particular transaction. Private equity firms are not named publicly.
Confidential conversation
Every conversation is confidential, and you will speak directly with the person who leads the deal. If your company is close to our criteria, call us. We can usually tell you quickly whether there is a fit.