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.

The firm states it deploys $10 million to $50 million in capital per investment. This range targets the lower middle market, typically in control or significant-influence positions where the firm can drive operational change directly alongside management.

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.

Sand Oak does not publicly detail a proprietary origination channel. Its website emphasizes partnerships with company founders, owners, and management teams considering succession, liquidity events, or new growth strategies. The firm's operating advisor network, built over Schwimmer's career, likely generates a portion of its in-bound opportunities.

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.

Sand Oak does not disclose its funding sources or limited partners. The firm operates as a committed private equity manager executing a lower-middle-market buyout strategy, and its capital likely comes from a mix of family offices, institutional investors, and high-net-worth individuals — but no specific backers are named on its website.