White Oak Global Advisors

White Oak Global Advisors (White Oak) provides special attention to the following sectors as, Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Liquid Credit, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses.

Paul C. Ahrens

MD, Marketing

Diane C. Altieri

COO

Stuart Barden

VP, Underwriting

Albert Brandano

Senior Associate, Originations

Ronald Buck

MD, Underwriting

Michael Burke

VP, Underwriting

Sandra L. Caruba

Director of Investor Relations

Puneet Chabbewal

VP, Underwriting

Patrick Martin Conner

Partner, MD of Long / Short Event Driven Investing and Portfolio Manager

Teresa Cutter

MD, Investor Relations

Thomas Finnigan IV

MD, Underwriting

Alexandra Gormly

Senior Associate, Investor Relations

Christopher Gouskos

MD, Originations

Kevin Grossman

MD, Originations

Jeffrey Habicht

VP, Underwriting

David Hackett

Partner and Co-President,

Andre Hakkak

Co-Founder and CEO

Stewart Hanlon

Director, Originations

Jennifer Lewis

Associate, Underwriting

Nicholas Comfort Losey

Partner, MD of Long / Short Event Driven Investing and Portfolio Manager

Allan Marzen

MD, Originations

Barbara J. S. McKee

Managing Partner and Co-Founder

Jonathan Moll

MD, Marketing

Darius Mozaffarian

Partner and Co-President (Manufacturing, Transportation and Energy)

Thomas Otte

Partner and MD, White Oak Asset Finance

Landy Pheloung

MD, Marketing

William Pierce

MD, Risk Management

Steven Ruth

Chief Credit Officer and Partner

Steven M. Santiago

VP of Portfolio Servicing

Marcelo Sarago

MD, Originations

Jonathan Setiabrata

Manager, Investor Relations

Gregory Stilson

MD and Portfolio Manager

Austin Szafranski

VP, Underwriting

Megan R. Young

Director, Investor Relations

Geoffrey C. Zbikowski

VP of Originations

25 past transactions

Northern Beef Packers, LP

Northern Beef Packers, LP operates a beef processing and fabrication complex that processes beef products for domestic and international consumption needs. The company was incorporated in 2008 and is based in Aberdeen, South Dakota.
LDF Operations Limited, trading as White Oak UK, provides finance to small and medium sized businesses and professions. The company provides a range of services, including asset finance, commercial mortgages, supplier finance, finance for professionals, corporation tax funding, VAT funding, and vehicle finance. It offers financing solutions that include income and corporation tax loans; equipment purchase loans; professional indemnity loans; client referrals and vendor loans; expansion and relocation loans; business contract hire and lease purchase options for single vehicle to fleet purchases; operating lease solutions for schools and colleges; and short-term funding solutions. The company helps various kinds of organizations from SMEs to large corporates across a multitude of sectors that include engineering, food and leisure, manufacturing, transport, and retail. The company was founded in 1986 and is based in Ewloe, United Kingdom with additional offices in Glasgow; Manchester; Southampton; and Flintshire, United kingdom and Dublin, Ireland. As of June 30, 2018, LDF Operations Limited operates as a subsidiary of White Oak Global Advisors LLC.

Policybazaar

Secondary Market in 2021
Policybazaar Insurance Brokers Private Limited develops a software which offers insurance services. The company’s services include life insurance, health insurance, car insurance, two wheeler insurance, and other insurance including general insurance, travel insurance, and home insurance. The company, formerly known as Policybazaar Insurance Web Aggregator Private Limited, was founded in 2014 and is based in Gurugram, India.

Omni Recycling

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

Finacity

Acquisition in 2021
Finacity Corporation provides accounts receivable securitization services for companies in the United States and internationally. It specializes in providing capital markets receivables funding programs, and servicing and collections in the investment banking and specialty financing industry. The company also offers accounts receivable servicing and collections options, including invoice verification and fraud detection, dispute resolution, pre-claim and post-claim collections, and customized reporting services. In addition, it provides deal structuring, administration, risk mitigation, and program management services, as well as daily, weekly, and monthly reporting services. The company has strategic partnerships with ABN AMRO Bank, Bank of America, Euler Hermes ACI, Amroc Investments, Avenue Capital, Ecoban, and Kleiner Perkins Caufield & Byers. Finacity Corporation serves its customers in North America, the European Union, Latin America, Europe, and Asia. The company was founded in 2001 and is based in Stamford, Connecticut with additional offices in New York, New York; Miami, Florida; and London, the United Kingdom.

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.

Hopebridge

Venture Round in 2017
Hopebridge offers a wide range of outpatient services designed to meet the needs of children requiring behavioral diagnosis and applied behavioral analysis (ABA), occupational, feeding, and speech treatments in the center, home, and school settings. Hopebridge has autism therapy centers in Indiana, Kentucky, Georgia, Ohio, Colorado, and Arizona. Hopebridge has expertise in treating neurological, genetic, sensory processing, and feeding disorders; language delays; and behavioral concerns. Hopebridge was founded in 2005 and headquartered in Indianapolis, Indiana.

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.

White Oak Commercial Finance, LLC

Merger/Acquisition in 2016
White Oak Commercial Finance, LLC provides advances and credit guarantees through the sale of receivables for companies and businesses in the United States and Asia. It offers trade finance, asset based lending, customized factoring, accounts receivable purchasing, advance payment programs, commercial services, full-service factoring, letters of credit, inventory lending, and international financing. The company serves suppliers, importers, non-domestic exporters, wholesalers, manufacturers, distributors, service providers, and retailers. White Oak Commercial Finance, LLC was formerly known as Capital Business Credit LLC and changed its name to White Oak Commercial Finance, LLC in December 2016. The company was founded in 1987 and is based in New York, New York with additional offices and locations in Charlotte, North Carolina; Los Angeles, California; Fort Lauderdale, Florida; Hong Kong; and Shanghai, China. White Oak Commercial Finance, LLC operates as a subsidiary of Capital Factors, Inc.

GupShup

Series F in 2021
GupShup Technology (India) Private Limited operates an omni-channel messaging platform. It provides SMS, voice, email, unstructured supplementary service data, and IP messaging services. The company was founded in 2005 and is based in Mumbai, India. It has additional offices in Delhi, Bengaluru, and Chennai. GupShup Technology (India) Private Limited operates as a subsidiary of Webaroo Inc.
White Oak Business Capital, Inc. provides working capital financing solutions for government contractors and other small businesses. It offers asset based lending services; invoice factoring; payroll funding for staffing firms; government contract financing and information; and receivables financing and other commercial credit solutions. The company also provides earned/unbilled financing, escrow and payment direction services, financing letters of intent, and accounts receivable management. It serves business to business or business to government, staffing or staffing related business, hi-tech or IT service, medical service, value-added resellers, manufacturing, and other segments. White Oak Business Capital, Inc. was formerly known as Federal National Commercial Credit, Inc. The company was founded in 1992 and is based in Bethesda, Maryland.

Kepler Analytics

Series B in 2022
Kepler Analytics provides retail managers with unprecedented insight into shopper behavior to create amazing customer experiences. This is achieved using a revolutionary wireless sensor that detects unique shoppers both inside and outside stores.

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.
White Oak Commercial Finance, LLC provides advances and credit guarantees through the sale of receivables for companies and businesses in the United States and Asia. It offers trade finance, asset based lending, customized factoring, accounts receivable purchasing, advance payment programs, commercial services, full-service factoring, letters of credit, inventory lending, and international financing. The company serves suppliers, importers, non-domestic exporters, wholesalers, manufacturers, distributors, service providers, and retailers. White Oak Commercial Finance, LLC was formerly known as Capital Business Credit LLC and changed its name to White Oak Commercial Finance, LLC in December 2016. The company was founded in 1987 and is based in New York, New York with additional offices and locations in Charlotte, North Carolina; Los Angeles, California; Fort Lauderdale, Florida; Hong Kong; and Shanghai, China. White Oak Commercial Finance, LLC operates as a subsidiary of Capital Factors, Inc.

White Oak Business Capital, Inc.

Merger/Acquisition in 2018
White Oak Business Capital, Inc. provides working capital financing solutions for government contractors and other small businesses. It offers asset based lending services; invoice factoring; payroll funding for staffing firms; government contract financing and information; and receivables financing and other commercial credit solutions. The company also provides earned/unbilled financing, escrow and payment direction services, financing letters of intent, and accounts receivable management. It serves business to business or business to government, staffing or staffing related business, hi-tech or IT service, medical service, value-added resellers, manufacturing, and other segments. White Oak Business Capital, Inc. was formerly known as Federal National Commercial Credit, Inc. The company was founded in 1992 and is based in Bethesda, Maryland.

LDF Operations Limited

Merger/Acquisition in 2018
LDF Operations Limited, trading as White Oak UK, provides finance to small and medium sized businesses and professions. The company provides a range of services, including asset finance, commercial mortgages, supplier finance, finance for professionals, corporation tax funding, VAT funding, and vehicle finance. It offers financing solutions that include income and corporation tax loans; equipment purchase loans; professional indemnity loans; client referrals and vendor loans; expansion and relocation loans; business contract hire and lease purchase options for single vehicle to fleet purchases; operating lease solutions for schools and colleges; and short-term funding solutions. The company helps various kinds of organizations from SMEs to large corporates across a multitude of sectors that include engineering, food and leisure, manufacturing, transport, and retail. The company was founded in 1986 and is based in Ewloe, United Kingdom with additional offices in Glasgow; Manchester; Southampton; and Flintshire, United kingdom and Dublin, Ireland. As of June 30, 2018, LDF Operations Limited operates as a subsidiary of White Oak Global Advisors LLC.

Aquestive Therapeutics

Debt Financing in 2008
Aquestive Therapeutics is a specialty pharmaceutical company that advances and commercializes medicines to solve critical healthcare problems and meaningfully improve people’s lives. Aquestive is committed to addressing immediate CNS challenges by furthering its strong pipeline of products. As the undisputed leader in developing and delivering drugs via its proprietary technologies, the Company also collaborates with pharmaceutical partners to bring new molecules to market in differentiated and highly-marketable dosage forms.

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.

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.
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.
Alliance Entertainment is the largest wholesale distributor of home entertainment audio and video software in the United States as well as an accomplished distribution channel for apparel, hardware and accessories.