Silver Oak Services Partners

Silver Oak executes buyouts, growth recapitalizations, and add-on acquisitions in the lower middle market. The firm invests exclusively in three service sectors: business services, healthcare services, and consumer services. It uses a proprietary, research-driven sourcing model to identify companies before they reach broad auction processes. The current fund is a $500 million vehicle.

Silver Oak maintains an integrated, internal research function that proactively develops investment theses and identifies companies fitting those theses. This thesis-driven approach is designed to surface opportunities in the lower middle market that are not widely marketed. Business development inquiries are directed through the firm's website and deals@silveroaksp.com.

Since inception in 2005, Silver Oak has completed over 250 add-on acquisitions across more than 40 platform investments (per the firm). The add-on strategy is a core part of how the firm accelerates growth and scales portfolio companies within business, healthcare, and consumer services.

Silver Oak is currently investing from its fourth fund, a $500 million vehicle (per the firm). Across all funds and three special purpose vehicles raised since 2005, total capital commitments stand at $1.4 billion.

Silver Oak's headquarters is in Evanston, Illinois, and its investment focus appears concentrated in the United States. No additional offices or declared non-US investment geographies have been publicly disclosed by the firm.