Whiteoak

Managing Partner Gregory Jones and Partner Graham Whitehead lead the investment committee and oversee all deal origination, execution, and portfolio management. Both co-founded the firm in 2010 and are the primary decision-makers on new investments and exits. Their backgrounds in Australian institutional private equity and investment banking shape the firm's operationally focused investment approach.

Whiteoak sources transactions through a network of founder-level relationships, Australian corporate advisors, and accounting firms serving privately held businesses. The firm focuses on proprietary and limited-auction processes where its ability to navigate complex ownership transitions — particularly family successions — provides a competitive advantage. The firm's lower-mid-market focus screens out most large-scale auction processes conducted by global investment banks.

Whiteoak's mandate is restricted to Australia and New Zealand. The firm has completed transactions in both countries, applying its buy-and-build and operational improvement strategy across the trans-Tasman market. There is no public record of investments outside this geography.

Whiteoak does not invest in resources, mining services, or pure-play commodities — sectors it has stated are inconsistent with its operational-value-creation approach and desired risk profile. The firm also avoids early-stage technology businesses, biotech, and real estate development, concentrating instead on business services, industrial technology, healthcare services, and select consumer verticals.