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Office Locations:
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4401 Northside Pkway., NW SUITE 500
Atlanta, GA 30327
Phone: 404-875-9994
Fax: 888-333-8984
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Defense & Homeland Security
Energy & Clean Tech
Life Sciences & Healthcare
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The White Oak Group, founded in 2002, is an Atlanta based, lower middle market private equity management firm. White Oak focuses on opportunities to make investments in situations that arise from: Management-led buyouts of private companies or divisions of larger companies; Recapitalizations of solely held family owned companies that provide liquidity to the sellers while allowing for continued ownership; and companies that need capital to fund internal growth or growth through add-on acquisitions. Typical target company characteristics include: Large, sustainable, defensible market; Proven technologies & solutions; $10M+ in revenue; and minimum EBITDA of $1,000,000. White Oak is primarily focused on investing in the following industries: Aerospace & Defense, Healthcare Technologies, and Power & Alternative Energy. The White Oak Guggenheim Aerospace & Defense Fund, LP (WOGAD) is a fund managed by The White Oak Group. The fund was created in 2006 to capitalize on White Oak's industry experience, and is currently deployed in a variety of technology companies in the aerospace and defense industry.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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