Stone Oak Capital

David M. Schizer and James L. G. O'Toole serve as Co-Founders and Managing Principals, overseeing all investment decisions. Schizer previously worked at a large family office, while O'Toole held roles at alternative asset managers. Together, they lead a small team that sources and executes transactions.

Stone Oak sources opportunities through its co-investment network, which includes relationships with institutional GPs like KKR, Blackstone, and Brookfield. The firm also relies on its direct origination efforts in middle-market private equity and real estate sectors.

Stone Oak operates as a multi-family office, serving a small group of family offices, endowments, and foundations. It also manages a discretionary pool of capital for direct investments, effectively functioning as both an advisor and a principal investor.

Stone Oak primarily focuses on direct investments and co-investments alongside institutional partners. It does not typically commit to blind pool funds but may participate in sidecar vehicles or SPVs tied to specific deals.

The firm targets control and minority stakes in middle-market and large-cap companies across private equity, real estate, and infrastructure. It pursues both growth equity and buyout transactions, with a preference for situations requiring operational or strategic support.

Stone Oak has not publicly stated sector exclusions. However, its disclosed investments center on traditional private equity, real estate, and infrastructure sectors, suggesting a focus on tangible, cash-flow-generating assets rather than early-stage venture or distressed situations.

Stone Oak Capital and the Stone Oak Foundation are separate entities. The foundation is the philanthropic arm, funded by the firm's principals, and makes grants in education and community development. The investment decisions of the firm and the foundation are managed independently.