White Oak Global Advisors

Andre Hakkak, as CEO and co-founder, leads the firm's investment committee alongside a senior team that has worked together since the firm's 2007 launch. The investment committee approves all credit facilities above a specified threshold, with Hakkak retaining final authority on deal structuring and portfolio allocation decisions. Day-to-day underwriting is handled by sector-focused deal teams reporting through the committee structure.

White Oak sources primarily through its network of private equity sponsor relationships built over 17 years of middle-market lending. The firm also originates directly with non-sponsored companies through its commercial finance subsidiary and industry-specific banking relationships. This dual-channel model — sponsor and direct — reduces reliance on intermediary-led auctions and supports the firm's claim of proprietary origination.

White Oak provides direct loans to middle-market companies, typically with $10M–$150M in EBITDA, across first-lien, second-lien, mezzanine, and unitranche structures. Loan sizes range from $20M to $200M. The firm also operates specialty finance arms covering asset-based lending, equipment finance, and real estate bridge lending, giving it reach beyond traditional sponsor-backed corporate credit.

White Oak Global Advisors is an institutional asset manager, not a family office. The firm raises capital from a broad limited-partner base including public pension funds, insurance companies, sovereign wealth funds, and endowments. It is regulated as an SEC-registered investment adviser.

White Oak Global Advisors operates as the parent entity, with specialty lending activities conducted through wholly-owned subsidiaries including White Oak Commercial Finance and White Oak Europe. These subsidiaries extend the firm's origination capability into asset-based lending, factoring, and European direct lending, all under the same investment committee and risk framework.

White Oak targets established middle-market companies — not early-stage or venture-backed firms — across healthcare services, energy transition, business services, manufacturing, and transportation. The firm typically provides financing for acquisitions, recapitalizations, refinancings, and growth capital. It does not invest in startups or pre-revenue enterprises.

White Oak's primary product is its own commingled funds and separately managed accounts, where it acts as the direct lender. The firm does not typically commit as a limited partner into third-party private credit funds — it originates, underwrites, and manages its own loan portfolios. In structured credit, it also issues collateralized loan obligations backed by its own originated assets.