Sand Oak Capital Partners

Managing Partner Jeremy Schwimmer leads all aspects of private equity investing. He founded the firm and, according to the firm's website, combines transactional experience from his time at Oppenheimer and Co. with senior operating roles across portfolio companies. The firm also draws on a network of operating and advisory professionals to evaluate and structure deals, but Schwimmer is the named decision-maker.

Sand Oak is a generalist private equity firm. Its disclosed portfolio includes plastic injection molding, fireproofing subcontracting, metal recycling, high-end steakhouses, fertility clinics, and benefits-enrollment software. The firm applies a common operational-improvement and restructuring lens across all holdings rather than concentrating on one industry vertical.

The firm targets situations including management buyouts, succession transitions, recapitalizations, and restructuring. While the website does not explicitly state a control-only mandate, the description of 'actively managing the portfolio' and collaborating with management teams, combined with the concentrated equity check size, points to influence-driven or control positions.

Sand Oak describes its posture as 'engaged leadership' — collaborating with management to drive strategy and elevate operational efficiency. Jeremy Schwimmer has personally held board seats and senior operating roles at portfolio companies, including consumer product manufacturers, hospitality businesses, and fertility clinic chains.