White oak global advisors pdf

The org chart of white oak global advisors contains its 29 main executives including andre hakkak, robin mokhtar, darius mozaffarian and megan young. Hakkak has served as coportfolio manager and investment committee member of white oak since 2007. White oak specializes in financing solutions and providing advice to middle market businesses. Fncc, a specialized commercial finance company providing government receivable financing, commercial factoring and asset based loans to small and middlemarket companies established in 1992, fncc is an industry leader in providing financing. White oak global advisors, llc on behalf of its institutional clients white oak expanded white oaks assetbased lending platform through the acquisition in december 2016 of capital. White oak global advisors white oak is an secregistered investment advisor specializing in direct lending that serves as an intermediary between companies that merit financing and investors that are seeking yield. We seek lower middle market, iprich businesses primed for growth. White oak global advisors is an secregistered investment advisor specializing in. Christopher gouskos managing director, originations white.

Founded in 2007, white oak global advisors, llc is an secregistered investment advisor and private credit firm that provides small and middle market businesses with term loans, assetbased loans, invoice factoring, trade finance, equipment financing and treasury. Before joining the firm in 2015, he served highnet worth clients at merrill lynch for nine years. Compare pay for popular roles and read about the teams worklife balance. White oak global advisors expanded white oaks assetbased lending platform through the acquisition in december 2016 of capital business credit. We have over 40 professionals in san francisco, new york and dallas. Christopher gouskos managing director, originations. While taking a comprehensive approach to your financial life, we unite with this network of specialists to help you fulfill your most cherished goals. Please refer to white oak global advisors, llcs form adv part 2a for additional information. Leading one of the largest 100% womanowned registered investment advisory firms in minnesota and florida, sharon has a seasoned investment background and has built an excellent team of professionals with. Org chart white oak global advisors the official board.

White oak global advisors is a multistrategy, fixedincome specialty finance company that invests and manages a portfolio of short to intermediateterm debt and revolving credit facilities to. Kentucky retirement systems, krs and iv white oak global advisors, llc, a delaware limited liability company, as the investment manager and not as a partner of the partnership. Advised cabot square capital on the sale of ldf to white oak. Advised london and country mortgages on the sale of a 25% stake in the business to experian. The white oaks family has over 100 years of combined team experience. You can view more information on white oak global advisors including private fund info, contact info, top management and executives, website, email addresses, and. White oak global advisors fund and executive details. White oak global advisors, llc is a business entity registered at oregon secretary of state. White oak global advisors, llc makes key new hires to. White oak global advisors, llc is a leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth. White oak global advisors, llc private fund manager. Sarah has represented domestic and international sponsors on forming, marketing and operating private investment funds pursuing a wide variety of investment strategies including buyout, credit, growth equity, infrastructure, real estate and venture as well as. You can view more information on white oak global advisors including private fund info, contact info, top management and executives, website, email addresses, and more below. Since its inception in 2007, white oaks disciplined investment process aims to.

The team behind white oak advisory has provided expert guidance on a wide range of financial matters to governments and other clients in africa, asia, europe, latin america, the caribbean, and the middle east. Jul 19, 2017 white oak global advisors, llc is a leading global alternative asset manager specializing in originating and providing credit financing solutions to facilitate the growth, acquisitions. Together with these assets, we have combined our respective businesses to create a. The white oak group is an atlantabased, private equity management firm. At white oak, we understand the unique challenges facing small to middle market enterprises in varying economic and business cycles. Together with these assets, we have combined our respective businesses to create a single onshore drilling.

Find out what works well at white oak global advisors, llc from the people who know best. Except where the context otherwise requires, capitalized terms used herein have the meanings given in article 1. All content is posted anonymously by employees working at white oak global advisors. We are delighted to announce ldf groups acquisition by us based white oak global advisors, llc in what will be the first step in expanding their assetbased. White oak acquires federal national commercial credit news. White oak global advisors, llc on behalf of its institutional clients announced that white oak has acquired federal national commercial credit, inc. The merged business will be operated under the scandrill brand and will service the needs of the customers of the combined companies without interruption. Hakkak was previously the founder and chief investment officer of alpine global, inc. Advised cabot square capital on the sale of ldf to white.

San francisco, california, united states headquarters regions san francisco bay area, west coast, western us founded date 2007 operating status active number of employees 101250. White oak global advisors llc 3 embarcadero ctr san. Assetbased lender white oak global advisors is rolling out a vehicle that is likely to be more appealing to hedge fund investors than its other directlending funds. White oak global advisors venture capital profile venturedeal. We are delighted to announce ldf groups acquisition by us based white oak global advisors, llc in what will be the first step in expanding their assetbased lending platform to serve clients in the uk and europe. Ldf group positioned for growth as part of us based, white. Advised london and country mortgages on the sale of a 25% stake in. At white oak, we provide customized and efficient capital to support small and middle market businesses with their ever changing financing needs. Our practice provides objective, expert guidance to governments and other clients engaged in sovereign debt management and debt restructuring exercises.

White oak global advisors llc 3 embarcadero ctr san francisco. White oak acquires federal national commercial credit. With over 20 lending products, we are here to help you find the right solution for your business. About white oak white oak global advisors, llc is a leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth, refinancing and recapitalization of small and medium enterprises. Capital business credit gets a name change california. White oak global advisors, llc careers and employment. Since its inception in 2007, white oak global advisors, llcs disciplined investment process focuses on delivering riskadjusted investment returns and. Now white oak global is renaming capital business credit white oak commercial finance. Five months ago, white oak global advisors acquired capital business credit, known for its assetbased lending portfolio. Welcome to white oak wealth to ensure your total financial health, we align our firm with professionals across all disciplines in the industry, from cpas to estate planners and more.

Briefwhite oak acquires capital business credit reuters. Uncover why white oak global advisors, llc is the best company for you. Defamation, complaint public redacted version filed by plaintiff white oak global advisors, llc as to defendant masters, kenneth an individual does 1 to 1, inclusive summons issued, judicial council civil case cover sheet filed case management conference scheduled for sep172014 proof of service due on jun172014 case management statement. White oak global advisors, llc is a leading global alternative asset manager specializing in originating and providing credit financing solutions to facilitate the growth, acquisitions. White oak global advisors is a multistrategy, fixedincome specialty finance company that invests and manages a portfolio of short to intermediateterm debt facilities to middle market. White oak global advisors is a hedge fund company based in san francisco, ca. White oak eases liquidity for lending fund hedge fund. White oak global advisors, llc makes key new hires to expand. White oak global advisors hakkaks firm offers multiple credit strategies, including term loans, assetbased lending and factoring, and equipment lending. White oak global advisors llc 3 embarcadero ctr san francisco ca 94111. Dec 15, 2016 since its inception in 2007, white oak global advisors, llcs disciplined investment process focuses on delivering riskadjusted investment returns and establishing long term partnerships with. View form advs for this sec registered investment adviser and thousands more using predictiveops. White oak global advisors, permira debt managers and h.

A wealth of advisory and transactional experience across all continents. White oak global advisors, an investment advisor, serves middlemarket companies through direct lending programs and other initiatives. White oak acquires capital business credit business wire. The firm is based in san francisco ca united states. Jul 26, 2017 san francisco, july 26, 2017 globe newswire white oak global advisors, llc, a leading global alternative asset manager focused on direct lending to. The capital was raised from a diversified group of institutional investors worldwide including public and private pension funds, insurance companies and global family offices. The company announced that it renamed the company white oak commercial finance the white oak commercial finance platform will provide assetbased loans, equipment financing, factoring, working capital. Advised ldc on the buyback of its stake in bluestone by the company. White oak global advisors, llc is a leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth, refinancing and. Sarah has represented domestic and international sponsors on forming, marketing and operating private investment funds pursuing a wide variety of investment strategies including buyout, credit, growth equity, infrastructure, real estate and venture as well as on structuring. We offer customized lending products and services to small and middlemarket corporate clients. White oak global advisors is an secregistered investment adviser that was established in 2007. Get the inside scoop on jobs, salaries, top office locations, and ceo insights. White oak acquires capital business credit as part of deal, white oak acquired cbcs existing loan portfolio, which is.

With our unique mix of knowledge and operational experience, we work closely with our portfolio companies to add real value, benefiting both our investors and the portfolio companies themselves. Nothing on the site is an offer or solicitation to buy or sell any security. White oak global advisors, llc 575 market street, 14th floor san francisco, ca 941052853. The primary driver for additional demand for financing is growth in. Indianapolis, in december 6, 2018 strategic retirement partners srp, one of the leading retirement plan aggregators in the us, announced today that white oak advisors, llc has joined its team. Capital business credit rebrands as white oak commercial. Brent brings a unique background to his work at white oak financial. Sharon bloodworth, ceo, is a trailblazer in the financial industry. White oak global advisors, llc is an sec registered investment adviser ria. Advised cabot square capital on the sale of ldf to white oak global advisors.

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