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Oak Stream Partners
Oak Stream Partners is a private equity search fund for lower middle market company acquisitions. The team is composed of successful entrepreneurs, operating...
Oak Stream Partners
Oak Stream Partners is a private equity search fund for lower middle market company acquisitions. The team is composed of successful entrepreneurs, operating executives and investors who have acquired and operated leading companies in a variety of industries. The firm’s goal is to purchase and grow great service businesses with $2 to $15 mil in EBITDA and long-term opportunities in a fragmented industry.
General information
Firm type
Private Equity
Year founded
2013
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Principals
Ryan Addis
Chief Executive Officer
Steve Dallas
Senior Consulting Advisor
Sector focus
Frequently asked questions
How does Oak Stream Partners source deals?
The firm sources deals through a public call for business owners to entertain a direct offer, emphasizing confidentiality and speed. It markets primarily to owners of profitable lower middle market companies who are considering a sale for retirement, legacy preservation, or new entrepreneurial pursuits. Rather than an intermediated auction process, Oak Stream solicits direct contact and initiates a confidential negotiation.
Is Oak Stream Partners a fund or an operating company?
Oak Stream Partners is structured as a search fund, a vehicle designed to acquire and actively operate a single business rather than assemble a diversified portfolio. After acquiring a company, the firm's principals step into management roles. This gives it an operational posture distinct from traditional private equity funds that oversee multiple portfolio companies simultaneously.
Who backs Oak Stream Partners financially?
Oak Stream Partners states it is backed by a consortium of unnamed industry leaders and institutional funds. The identities of its limited partners and investment committee members are not publicly disclosed. This structure is common among search funds, where a small group of high-net-worth operators and family offices provide committed capital for an acquisition search.
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