Great Oak Advisors

Great Oak Advisors is a merchant bank focused on middle-market technology and business services. Backed by large family offices and institutional investors who invest alongside our private equity strategies. Great Oak Advisors utilizes its vast experience, global network, and access to capital to help companies build better businesses. We provide solutions: whether for an equity fund looking to grow an asset base and desiring to increase the size of assets under management, or for an operating company with strong potential needing capital, advisory work or introductions to reach the next level. Our team’s experience is both broad and deep. Our professionals, who have each built and sold companies, in combination with those possessing decades of Wall street experience, combine their knowledge and understanding in order to provide timely solutions that create the link for the attainment of your goals and a satisfied client. Great Oak Advisors was founded in 2011 and is headquartered in New York City.