Our Firm

Our Firm

White Oak is a registered investment advisor focused on direct lending and specialty finance that serves as an intermediary between companies that merit financing and investors that are seeking yield. Our job is to bridge this gap.

White Oak specializes in financing solutions and advice to middle market businesses. Our debt capital supports a variety of growth, acquisition, and recapitalization needs.

At White Oak, we understand the unique challenges facing middle market business. In 2007, when we founded our company, our aspirations were to tap into our expertise, objectivity and creativity to offer customized financing products designed to achieve our clients’ objectives. We provide a high-touch service to every client, and we bring our transparent and efficient process to each transaction.
Our mission is simple: "Financing good businesses run by strong management that has good ideas." Our hope is to work together to finance opportunities that can make our world a better place today and for generations to come. White Oak and its affiliates have grown to approximately 160 professionals. We have financed businesses across industry sectors with loan hold positions as small as $10 million and as large as $80 million. We are headquartered in San Francisco with additional offices in New York, Los Angeles, Denver, Atlanta, Chicago, Fort Lauderdale, Hong Kong and Shanghai.*


*Includes locations of certain entities beneficially owned by White Oak funds and managed accounts.