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White Oak Global Advisors

North America, California, United States, San Francisco

Description

White Oak Global Advisors, an investment advisor, serves middle-market companies through direct lending programs and other initiatives.

Investor Profile

White Oak Global Advisors has made 16 investments, with 1 in the past 12 months and 63% as lead.

Stage Focus

  • Debt Financing (63%)
  • Series F (6%)
  • Post Ipo Debt (6%)
  • Private Equity (6%)
  • Series B (6%)
  • Secondary Market (6%)
  • Series Unknown (6%)

Country Focus

  • United States (81%)
  • United Kingdom (6%)
  • Australia (6%)
  • India (6%)

Industry Focus

  • Manufacturing
  • Information Technology
  • Health Care
  • Finance
  • Cooking
  • E-commerce
  • Recipes
  • Sales
  • Crm
  • Messaging
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does White Oak Global Advisors frequently co-invest with?

Wells Fargo
North America, California, United States, San Francisco
Co-Investments: 1
Reinventure
Oceania, New South Wales, Australia, Sydney
Co-Investments: 1
Malabar Investment Advisors
North America, New York, United States, New York
Co-Investments: 1
Think Investments
North America, California, United States, San Francisco
Co-Investments: 1
InterValley Ventures Pty Ltd
Oceania, Victoria, Australia, Melbourne
Co-Investments: 1
NB
North America, Illinois, United States, Chicago
Co-Investments: 1
OneVentures
Oceania, New South Wales, Australia, Sydney
Co-Investments: 1
HS
North America, New York, United States, New York
Co-Investments: 1
Tiger Global Management
North America, New York, United States, New York
Co-Investments: 1
Fidelity
North America, Massachusetts, United States, Boston
Co-Investments: 1

Which angels does White Oak Global Advisors often collaborate with?

NA
North America, California, United States, Mountain View
Shared Deals: 1

What are some of recent deals done by White Oak Global Advisors?

Watermark Capital Group

Brooklyn, New York, United States

Watermark Capital Group specializes in real estate development, focusing on revitalizing historic Brooklyn neighborhoods.

FinanceFinancial ServicesProperty ManagementReal Estate
Debt FinancingDec 10, 2024
Amount Raised: $70,000,000
Alliance Entertainment

Sunrise, Florida, United States

Alliance Entertainment is a distributor of music, movies, and consumer electronics.

ElectronicsSoftware
Post Ipo DebtDec 21, 2023
Amount Raised: $120,000,000
Trecora Resources

Sugar Land, Texas, United States

Trecora Resources specializes in specialty petrochemical products and synthetic waxes, as well as provides customer processing services.

Manufacturing
Debt FinancingJul 21, 2022
Amount Raised: $130,000,000
Prime Plastic Surgery

La Mesa, California, United States

Prime Plastic Surgery is a healthcare firm that offers surgical and nonsurgical cosmetic procedures services.

Cosmetic SurgeryHealth CareWellness
Private EquityJun 21, 2022
Benada Aluminum Products

Sanford, Florida, United States

Benada Aluminum Products, LLC is a full-service American-owned and operated aluminum extruder located in Sanford, Florida USA.

Building MaterialIndustrialIndustrial EngineeringManufacturing
Debt FinancingJun 13, 2022
Amount Raised: $32,500,000
Omni Recycling

Pitman, New Jersey, United States

Omni Recycling is a waste disposal and waste disposal company.

Recycling
Debt FinancingMay 9, 2022
Amount Raised: $21,300,000
Blackstone Products

Logan, Utah, United States

Blackstone Products is an e-commerce platform that serves kitchen appliances and is also a learning platform for cooking recipes.

CookingE-CommerceRecipesSales
Debt FinancingApr 11, 2022
Amount Raised: $75,000,000
Kepler Analytics

Fitzroy, Victoria, Australia

Kepler Analytics provides bricks-and-mortar retailers with the best tools to make profitable data-driven decisions.

AnalyticsBig DataRetail
Series BFeb 10, 2022
Amount Raised: $15,756,491
GupShup

San Francisco, California, United States

GupShup develops a conversational messaging platform designed to automate business conversations.

CRMInformation TechnologyMessaging
Series FJul 28, 2021
Amount Raised: $240,000,000
PolicyBazaar

Gurgaon, Haryana, India

Policybazaar is an insurance broker that offers a platform to compare and buy insurance policies from various insurance providers.

Auto InsuranceCommercial InsuranceFinanceHealth InsuranceLife Insurance
Secondary MarketMar 3, 2021
Amount Raised: $45,000,000