WHAT MAKES US DIFFERENT

RiverOak’s management team and investors understand the concerns of privately held and family-owned businesses. We are different than a typical private equity fund because we are committed to acquiring, operating and growing a single business. With this focus, we can make investment decisions quickly and transparently.

RiverOak can help sellers achieve liquidity while ensuring the long-term success of their company. We will bring substantial capital resources to the business we acquire, allowing us to continue to invest in the growth of the business well beyond the initial transaction. We understand that selling your business is a decision with many emotional, financial and practical considerations. We will maintain and look to continuously improve the integrity, commitment and reputation established by previous ownership.

Our Approach

RiverOak seeks to build an exceptional business, a company with which its employees, customers, investors, and other partners are proud to be associated. Our single purpose is to find a compelling business to acquire and manage it to operational and financial success. We place high value on relationships. We won’t expect existing owners to stay in place managing the business in the years to come. Although, we may ask to assist with transitioning management, in a shorter-term role. We also offer owners the opportunity to stay involved at a manageable level for a reasonable period.

RiverOak Holdings is committed to:

• Remaining honest, transparent and timely in our decisions
• Focussing on long-term growth and not short-term financial gain
• Not rushing to replace existing management and employees and instead offer participation in new career advancing opportunities as the company grows
• Maintaining and cultivating relationships with customers, employees and the community
• Respecting strict confidentiality in the acquisition process
• Incorporating the needs of the seller with regards to estate planning, tax issues and ongoing investment
• Leveraging our investors’ decades of relationships as well as operational, transactional and investment experience, adding significant depth to the management at no cost to the company

RiverOak Holdings presents a bespoke exit alternative:

• RiverOak will work closely with the sellers, taking into consideration their unique needs and desires for a smooth ownership transition
• If desired, RiverOak can structure a transaction to provide short term liquidity while sharing in the future upside of the company