Live Oak was founded based on the principles of partnership, performance, and transparency

LIVE OAK MerchanT partners

Live Oak draws on our collective experiences and resources to provide advisory services and investment capital to create and grow best in class middle-market companies. We are driven to provide great outcomes for customers, employees, communities, and owners across a wide range of industries.

Our approach is to partner with owners and management teams by providing capital and management advice that supports continued profitable growth and aids in attracting additional capital and/or strategic partners in order to maximize value to all stakeholders.

Our team comprises former CEOs and senior executives with decades of experience leading teams and businesses through growth, restructuring, capital formation, and successful exits. We have experience providing capital and advice to companies from $5mm to over $5B in equity value and have successfully worked with family-owned, financial sponsor-backed, and public companies.

informed advice

We have over 100 years of collective experience investing in businesses, serving as trusted advisors, and creating sustainable shareholder value.

enlightened capital

We have decades of experience building companies, managing through dramatic growth, and following through on transformational change.
 

committed partners

We believe in the power of high performing teams with a common goal.