White Oak Global Advisors

Watermark Capital Group is a real estate development firm based in Brooklyn, NY, specializing in revitalizing historic neighborhoods. With a focus on comprehensive management of development projects, Watermark Capital Group brings expertise in finance, architecture, and design to each venture. The team, deeply rooted in the Brooklyn area, leverages local knowledge to develop properties that meet the needs of the community. Key personnel include founding partner Wolfe Landau, with over fifteen years in real estate, and associate partner Shulem Kessler, an expert in architecture and design. The firm is committed to fostering growth and revitalization in Brooklyn's historic districts.

Alliance Entertainment is a leading wholesale distributor of home entertainment audio and video software in the United States, specializing in music, movies, and consumer electronics. The company offers a vast selection of over 485,000 products, including vinyl records, compact discs, DVDs, Blu-rays, and video games. It serves a diverse range of customers, from small resellers to large retailers, and provides a comprehensive suite of services to support their distribution needs. In addition to its core entertainment products, Alliance Entertainment also distributes apparel, hardware, and accessories, solidifying its position as a prominent player in the wholesale distribution market.

Trecora Resources is a manufacturer specializing in specialty petrochemical products and synthetic waxes. The company's product offerings include high purity hydrocarbons and various petroleum-based products such as isopentane, normal pentane, isohexane, and hexane. Additionally, Trecora produces specialty polyethylene and poly alpha olefin waxes. The company also provides custom processing services to meet specific customer needs. Most of its revenue is generated from the specialty petrochemical segment, and it primarily operates within the United States.

Prime Plastic Surgery is a provider of cosmetic and reconstructive procedures with locations in La Mesa, La Jolla, and Del Mar. The company specializes in a wide range of services, including facial procedures such as blepharoplasty and brow lifts, breast procedures like breast augmentation, breast lifts, and breast reductions, as well as body contouring options such as Brazilian butt lifts and extended tummy tucks. Additionally, Prime Plastic Surgery offers medical spa services to enhance overall patient satisfaction and aesthetic outcomes. The diverse array of procedures is designed to meet the various needs and preferences of their patients, ensuring a comprehensive approach to plastic surgery and aesthetic care.

Benada Aluminum Products, LLC is an aluminum extrusion company based in Sanford, Florida, founded in 1949. The company specializes in manufacturing and supplying a wide range of aluminum products, including custom engineered solutions such as patios, various types of angles, channels, tubes, pipes, flat bars, and solid bars and rods. Known for its high-quality manufacturing capabilities, Benada Aluminum Products emphasizes precision cutting and fabrication, along with a commitment to quality that sets it apart in the industry. The company prides itself on providing personalized service and building strong customer relationships. In June 2011, it changed its name from Benada Aluminum of Florida, Inc. to its current designation.

Omni Recycling is a waste disposal and waste disposal company.

Blackstone Products is an e-commerce platform specializing in outdoor cooking appliances, particularly innovative griddles and their accompanying accessories. The company focuses on enhancing outdoor cooking experiences for families and large groups by offering portable equipment that allows for a diverse range of culinary options. In addition to its extensive product line, Blackstone Products provides a learning platform featuring cooking recipes, making outdoor cooking more enjoyable and accessible. By combining high-quality griddles with useful cooking resources, Blackstone Products aims to foster a community of outdoor cooking enthusiasts.

Kepler Analytics, established in 2014 and headquartered in Fitzroy, Australia, specializes in retail analytics services. It employs wireless phone detection technology and invisible sensors to track foot traffic, measure conversions, and analyze customer behavior both inside and outside physical stores. The company's offerings include real-time conversion monitoring, sales forecasting, and exception reporting, enabling retailers to optimize store operations, enhance customer experiences, and ultimately drive sales growth. Kepler Analytics operates as a subsidiary of Reinventure Group.

Finacity Corporation, founded in 2001 and based in Stamford, Connecticut, specializes in the structuring and provision of capital markets receivables funding programs and accounts receivable servicing. The company offers a range of services including the analysis of clients' receivables portfolios, transaction structuring to comply with rating agency criteria, and backup servicing. Additionally, Finacity provides alternative liquidity solutions, such as factoring, asset-backed loans, and supplier finance options. Their offerings encompass invoice verification, fraud detection, dispute resolution, and customized reporting services. With a global reach, Finacity serves clients across North America, Europe, Latin America, Asia, and other regions, catering to a diverse clientele that includes large multinational corporations as well as smaller financial institutions. The firm also emphasizes risk mitigation and program management in its operational approach.

GupShup is a communication platform that enables users to send and receive short messages privately and publicly. Founded in 2004 and headquartered in Cupertino, California, the company facilitates significant customer engagement by handling over 4 billion messages each month, totaling over 150 billion messages delivered since its inception. GupShup offers a smart messaging platform that provides developers with tools to build, test, deploy, monitor, and track bots and other messaging services efficiently. The company also developed Teamchat, a smart messaging app that introduced innovative “smart” messages, a feature that has since been adopted by other messaging applications. GupShup's cloud-based messaging solutions assist brands and businesses in optimizing customer interactions, fostering long-lasting relationships through effective communication on mobile devices.

PolicyBazaar Insurance Brokers Private Limited is an online platform based in Gurugram, India, that offers a range of insurance services, including life, health, car, two-wheeler, travel, and home insurance. Founded in 2014, the company provides a comparison portal and mobile application that enable users to analyze and compare various insurance products based on coverage, premiums, benefits, and exclusions. By doing so, PolicyBazaar helps consumers make informed decisions regarding their insurance needs. The platform also includes tools and calculators to assist users in estimating their insurance requirements. With a focus on creating awareness about financial impacts related to death, disease, and damage, PolicyBazaar generates the majority of its revenue from its insurance services segment, which includes insurance broker services.

British Steel Limited is a prominent steel manufacturer based in Scunthorpe, United Kingdom, specializing in the production of high-quality steel products for various markets, including construction, railways, and custom-designed profiles. Annually, the company produces approximately 3 million tonnes of steel and operates manufacturing facilities in both the United Kingdom and Europe. British Steel also maintains a distribution network that enhances its processing and delivery capabilities across the UK and Ireland, ensuring efficient service to its customers. Originally founded in 2019 as Jingye Steel (UK) Ltd, the company rebranded to British Steel in March 2020 following its acquisition by the Jingye Group, a well-known Chinese multi-industrial company. With a commitment to quality and innovation, British Steel exports its premium products globally, supported by a regional sales team that provides localized customer service.

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, LLC is a healthcare provider that specializes in outpatient services for children requiring behavioral diagnosis and various therapies, including applied behavioral analysis, occupational, feeding, and speech treatments. The company is dedicated to addressing a range of conditions, such as neurological, genetic, sensory processing, and feeding disorders, as well as language delays and behavioral concerns. Founded in 2005, Hopebridge is headquartered in Indianapolis, Indiana, and operates clinics across several states, including Indiana, Kentucky, Georgia, Ohio, Colorado, and Arizona. The organization also provides diagnostic services to identify the underlying causes of behavioral delays, offering care in center, home, and school settings.

Keystone NAP is a Pennsylvania-based company specializing in advanced data center services. Established on the site of a former steel mill in Fairless Hills, PA, Keystone NAP leverages its robust power infrastructure and diverse telecommunications architecture to deliver high-performance network connectivity solutions. The company caters to web-scale enterprises by offering secure, scalable multi-tenant data center services, ensuring optimal application performance. Its strategic location, safe from urban hazards yet convenient to major cities, makes it an attractive option for businesses seeking advanced data center services on the East Coast.

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.

Surf Air Inc. operates a private air travel club that offers an All-You-Can-Fly membership model for frequent regional travelers, including entrepreneurs and leisure clients. Founded in 2011 and based in Hawthorne, California, the company provides private charter services with a fleet of Pilatus PC-12 aircraft configured for executive travel. Surf Air connects members to various destinations in the San Francisco Bay Area, Los Angeles Metro Area, Santa Barbara, and Truckee Lake Tahoe, with plans for additional locations. Membership options include Individual, Friends & Family, Group, and Business memberships, allowing flexibility and convenience for users. The service aims to deliver a sophisticated and hassle-free air travel experience that saves both time and money.

Aquestive Therapeutics, Inc. is a specialty pharmaceutical company focused on developing and commercializing innovative products to address unmet medical needs both in the United States and internationally. The company's commercial offerings include Sympazan, an oral soluble film formulation of clobazam for Lennox-Gastaut syndrome; Suboxone, a sublingual film that combines buprenorphine and naloxone for opioid dependence; and Zuplenz, an oral film formulation of ondansetron for nausea and vomiting related to chemotherapy and post-operative recovery. Additionally, Aquestive's proprietary pipeline features Libervant, a buccal film formulation of diazepam for epileptic seizures, and Exservan, an oral film formulation of riluzole for Amyotrophic Lateral Sclerosis. The company is also advancing products like AQST-108, a sublingual film formulation of epinephrine for anaphylaxis, and AQST-305, a sublingual film formulation of octreotide for acromegaly. Founded in 2004 and headquartered in Warren, New Jersey, Aquestive Therapeutics is recognized for its proprietary technologies and collaborations with pharmaceutical partners to bring novel therapies to market.