# Whiteoak

Whiteoak is a Private Equity based in Sydney, Australia.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, Australia
- **Founded:** 2010
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** www.whiteoak.com
- **LinkedIn:** https://www.linkedin.com/company/whiteoak

## Regulatory record

- **CRD number:** 319057
- **SEC file number:** 802-125784
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319057

## About

Whiteoak has partners including Richard Whiteoak, Greg Garvin, Lorcan Barden, and Udhav Goenka who serve as Managing Directors. The firm also has principals such as Jason Wu and Oliver Kirkland who serve as Investment Directors.

## Sectors

- Business Services
- Industrial Tech
- Healthcare Services
- Consumer

## People

- Gregory Jones — Managing Partner
- Graham Whitehead — Partner

## Questions

### Who runs investment decisions at 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.

### How does Whiteoak source its deals?

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.

### Does Whiteoak invest outside Australia and New Zealand?

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.

### Which sectors does Whiteoak explicitly avoid?

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.

## Related profiles

- [White Mountains Partners](https://altss.com/profile/white-mountains-partners)
- [Whiteport Capital](https://altss.com/profile/whiteport-capital)

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Last updated: 2026-07-10T13:13:17.000Z

Canonical page: https://altss.com/profile/whiteoak

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