White Oak Global Advisors

White Oak Global Advisors, founded in 2007 and based in San Francisco, California, is an SEC-registered investment advisor and private credit firm that specializes in providing financial solutions to small and middle-market businesses. The firm offers a range of services, including direct lending, senior term loans, asset-based lending, equipment financing, and invoice factoring. It also engages in trade finance and treasury management, addressing the diverse needs of its clients. White Oak invests across various industries and stages of the corporate lifecycle, focusing on tailored financial strategies such as special situation loans and supply chain financing to enhance business growth and operational efficiency.

John Felix

Head of Originations and Managing Director

Kevin Grossman

Managing Director, Originations

Allan Marzen

Managing Director - Loan Originations

Barbara J. S. McKee

Co-Founder and Managing Partner

Thomas Otte

Chairman, Partner and Managing Director

17 past transactions

Trecora Resources

Debt Financing in 2022
Trecora Resources manufactures specialty petrochemical products and synthetic waxes. Its specialty petrochemical segment includes products such as high purity hydrocarbons, and other petroleum-based products, which include isopentane, normal pentane, isohexane, and hexane. The specialty synthetic waxes segment produces specialty polyethylene and poly alpha olefin waxes and provides custom processing services. It derives maximum revenue from its specialty petrochemical segment. Geographically, the company operates in the United States.

Prime Plastic Surgery

Private Equity Round in 2022
Provider of plastic surgery and spa services in La Mesa, La Jolla and Del Mar. The company offers face procedures, breast procedures, body contouring, medical spa and other related services to its patients.

Omni Recycling

Debt Financing in 2022
Omni Recycling is a waste disposal and waste disposal company.

Blackstone Products

Debt Financing in 2022
Manufacturer of griddles and accessories intended to create lasting outdoor cooking experiences for large groups or families. The company provides portable equipment for barbequing food at any location of choice and also offers recipes, thereby helping the consumers to carry and enjoy fresh food on the go.

Kepler Analytics

Series B in 2022
Kepler Analytics Pty Ltd, founded in 2014 and based in Fitzroy, Australia, specializes in retail analytics through advanced wireless phone detection technology. The company offers a range of services aimed at enhancing physical store performance, including foot traffic counting, sales conversion tracking, and customer behavior analysis. Utilizing invisible sensors, Kepler Analytics captures data on various metrics such as shopfront and inside foot traffic, return visits, dwell time, and fitting room conversion. Their solutions enable real-time monitoring of conversion rates, integrated sales targets, and flexible performance comparisons, facilitating effective management and decision-making for retailers. By providing insights into shopper behavior, Kepler Analytics helps retail managers optimize customer experiences and unlock new opportunities for improvement across workforce management, merchandising, marketing, and competitive benchmarking. The company operates as a subsidiary of Reinventure Group Pty Ltd.

Finacity

Acquisition in 2021
Finacity Corporation specializes in providing receivables funding programs and accounts receivable servicing for businesses in both the United States and internationally. Founded in 2001 and headquartered in Stamford, Connecticut, the company offers a range of services, including liquidity solutions, risk mitigation, deal structuring, and program management. Its offerings encompass invoice verification, fraud detection, dispute resolution, and customized reporting, enabling clients to optimize their accounts receivable portfolios. Finacity also facilitates alternative liquidity strategies, such as factoring and asset-backed loans, to enhance working capital for companies of various sizes, from large multinational corporations to micro-finance institutions. The company maintains strategic partnerships with several financial institutions and has a global presence, serving clients across North America, Europe, Latin America, and Asia.

GupShup

Series F in 2021
Gupshup Inc. is a prominent messaging platform that facilitates communication and engagement for brands and businesses through various mobile devices. Founded in 2004 and headquartered in San Francisco, California, Gupshup operates globally and serves over 30,000 businesses, including major companies like FlipKart and HDFC. Its platform supports a wide array of messaging services, including SMS, voice, email, and IP messaging, processing over 4 billion messages monthly. Gupshup also offers tools for developers to create and manage bots and smart messaging services, enhancing customer interactions. Additionally, the company developed Teamchat, a smart messaging app that features innovative messaging capabilities, positioning Gupshup as a leader in the enterprise messaging space.

PolicyBazaar

Secondary Market in 2021
Policybazaar Insurance Brokers Private Limited is an online platform based in Gurugram, India, that specializes in offering a wide range of insurance services, including life, health, car, two-wheeler, travel, and home insurance. Founded in 2014, the company operates an insurance comparison portal and mobile application that allows consumers to compare various financial products effectively. By analyzing options such as medical, term life, and motor insurance, Policybazaar helps clients make informed decisions, often resulting in lower premiums due to competitive pricing. The company derives most of its revenue from its insurance services segment, aiming to raise awareness in India about the financial implications of unforeseen events like death and disease.

British Steel

Debt Financing in 2018
British Steel Limited operates as a producer of steel. It produces steel for construction steel, special profiles, wire rod, and railways markets. The company also has distribution facilities offering additional processing and distribution across the United Kingdom and Ireland. British Steel Limited was formerly known as Jingye Steel (UK) Ltd and changed its name to British Steel Limited in March 2020. The company was founded in 2019 and is based in Scunthorpe, United Kingdom.

LDF Group

Acquisition in 2018
LDF Group operates as a largest independent finance providers for small businesses. The Company’s solutions include asset finance, business loans, commercial mortgages and education leases.
Federal National Payables, Inc. is a provider of factoring (i.e., accounts receivable financing), primarily for businesses with accounts receivable from federal, state and municipal governments.

Hopebridge

Venture Round in 2017
Hopebridge, founded in 2005 and headquartered in Indianapolis, Indiana, provides a comprehensive range of outpatient services tailored to children requiring behavioral diagnosis and applied behavioral analysis (ABA), as well as occupational, feeding, and speech therapies. The organization operates autism therapy centers across multiple states, including Indiana, Kentucky, Georgia, Ohio, Colorado, and Arizona. Hopebridge specializes in addressing various challenges, such as neurological, genetic, and sensory processing disorders, language delays, and other behavioral concerns. In addition to therapy services, the company offers diagnostic assessments to identify the underlying causes of behavioral delays, ensuring that children receive appropriate and effective care in center, home, and school environments.

Keystone NAP

Debt Financing in 2016
Keystone NAP is an advanced data center in the Northeast to combine extreme power durability and comprehensive connectivity with the multi-tenant data center services, security, and capacity that today's web-scale enterprises require. A cut above the traditional data center, Keystone NAP offers enterprise-class services for optimizing and continually managing network connectivity to ensure the highest application performance possible. Built on the site of a former steel mill in Fairless Hills, PA, Keystone NAP has an inherited power infrastructure capable of supporting virtually unlimited expansion, and a diverse telecommunications architecture with connections to many major peering points via nearly 151,000 route miles of fiber. Safe from the hazards of an urban environment, but also convenient to several major cities, Keystone NAP answers a critical market need for advanced data center services on the east coast.

Nanotherapeutics

Debt Financing in 2015
Nanotherapeutics is a privately held specialty biopharmaceutical company with full product development, cGMP manufacturing capabilities, and a proprietary pipeline. The Company's technologies can be used with all drug types ranging from small molecules to proteins and peptides. These technologies can be employed with new chemical entities or with generic drugs and can be used with the spectrum of existing drug types ranging from small synthetic molecules to large recombinant macromolecules.

SurfAir

Debt Financing in 2014
Surf Air is the nation’s first All-You-Can-Fly private air travel membership, providing frequent regional business and leisure travelers with a sophisticated and hassle-free air travel experience that saves valuable time and money. The company operates Pilatus PC-12s in executive interior configuration to and from convenient airports in the San Francisco Bay Area, Los Angeles Metro Area, Santa Barbara, and Truckee Lake Tahoe, with service to additional locations to follow. Prospective members can take advantage of pricing as low as $1,599 per month prior to September 1, at which point membership prices will increase as part of the new service offering. Membership options include Individual, Friends & Family, Group, and Business Memberships.

Aquestive Therapeutics

Debt Financing in 2008
Aquestive Therapeutics, Inc. is a specialty pharmaceutical company focused on developing and commercializing innovative medicines to meet unmet medical needs both in the United States and internationally. The company offers several marketed products, including Sympazan, an oral soluble film for treating Lennox-Gastaut syndrome; Suboxone, a sublingual film for opioid dependence; and Zuplenz, an oral soluble film for nausea and vomiting related to chemotherapy and post-operative recovery. Additionally, Aquestive's proprietary product candidates include Libervant, a buccal film for epileptic seizures, and Exservan, an oral film for Amyotrophic Lateral Sclerosis. The company's pipeline also features AQST-108, a sublingual film for anaphylaxis, AQST-305 for acromegaly, and APL-130277 for Parkinson's disease. Established in 2004 and headquartered in Warren, New Jersey, Aquestive Therapeutics leverages its proprietary technologies to address complex healthcare challenges and partners with other pharmaceutical companies to enhance drug delivery methods.
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