top of page
Business Consultation


As an independent sponsor, Glen Oaks Capital comes across investment opportunities where partnering with a family office or other private investors provides the clearest path to value creation. 

While executing control transactions for our investors is the primary focus of Glen Oaks Capital, in certain limited instances Glen Oaks will provide advisory services to financial sponsors and family offices who seek a partner to execute their acquisition and to assist with operational oversight.  

Advisory roles and middle-market transaction execution services

Clients include family offices making control and minority investments, independent sponsors with staffing and bandwidth shortfalls, and private equity funds needing supplemental execution support. 

Note:  Glen Oaks Capital, LLC provides consulting services to the owners of middle-market companies and not investment advice.  Glen Oaks does not sell securities and is not a registered broker dealer or investment advisor with any government agency.  

1. Platform identification, finder’s fee arrangements

4. Financing structure

2. Negotiation with Sellers and transaction structure

5. Execution and closing

3. Full scope due diligence (accounting, legal, environmental, insurance)

6. Post-close oversight

bottom of page