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Navigant Oak
Navigant Oak was formed in 2015 by Greg Boll after the 2014 exit of Cummins Bridgeway, the Midwest distributor of Cummins engines. The office manages family...
Navigant Oak
Navigant Oak was formed in 2015 by Greg Boll after the 2014 exit of Cummins Bridgeway, the Midwest distributor of Cummins engines. The office manages family capital originating from that transaction and maintains headquarters in Northville, Michigan. Capital is allocated across buyouts and growth equity in manufacturing, distribution, services and real estate. Positions include direct co-investments and SPVs alongside fund commitments and secondaries. Geographic reach remains limited to North America. Confirmed holdings reference stakes in Calculated Risk Motorcycle Group and commercial properties in Michigan and Texas. The team consists of three named principals. Greg Boll serves as Principal and CEO. Aaron Cozart and Ethan Allen act as Managing Partners and co-founders. Both are sons-in-law of Greg Boll and participate in the Turnaround Management Association. The John and Marlene Boll Foundation operates as the adjacent philanthropic vehicle. Ownership remains fully controlled by the Boll family with no external limited partners disclosed. Decision authority rests with the three principals who also hold operating roles in portfolio companies.
General information
Firm type
Single Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Northville
Corporate office
Northville, MI, United States
Principals
Greg Boll
Principal and CEO
Aaron Cozart
Managing Partner and Co-Founder
Ethan Allen
Managing Partner and Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Navigant Oak?
Greg Boll serves as Principal and CEO. Aaron Cozart and Ethan Allen act as Managing Partners and co-founders. All three participate directly in investment selection and portfolio oversight.
Where does the underlying wealth come from?
Wealth originates from the Boll family’s 2014 divestiture of Cummins Bridgeway, a Midwest distributor of Cummins engines and related services.
Does Navigant Oak participate in fund commitments or only direct deals?
The office uses both direct co-investments and SPVs as well as fund-of-funds commitments and secondaries.
What investment stages does Navigant Oak typically target?
Activity centers on buyouts and growth equity in lower-middle-market companies.
How is Navigant Oak related to the John and Marlene Boll Foundation?
The foundation serves as the family’s separate philanthropic structure alongside the investment office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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