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Home›
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White Oak Financial
AddedMar 19, 2024
UpdatedJun 28, 2026
White Oak Financial

White Oak Financial

Operating

White Oak Global Advisors: Investing in middle-market companies through direct lending programs.

Location
San Francisco, CA, US
Founded
2007
Firm
Compare
Portfolio
Employees
Website

White Oak provides customized capital solutions to small and middle-market businesses across various sectors. Their lending products cater to companies with changing financing needs, offering flexible options to support growth. White Oak's focus on efficiency and tailored approaches allows them to address diverse funding requirements effectively.

Notable portfolio companies include Aquestive Therapeutics, Blackstone Products, and Gupshup. White Oak's investments span different stages, from Series A to Series F, with a significant emphasis on debt financing. Their expertise in structuring deals and understanding of market dynamics positions them as a valuable partner for growing businesses seeking capital support.

White Oak Financial - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments7
Current Portfolio Count7
Total Portfolio Exits0

Top Investment Stages

Debt Financing5 (71.4%)
Series A1 (14.3%)
Series F1 (14.3%)

Stage Mix

Debt Financing 71%Series A 14%Series F 14%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Blackstone Products logo

Blackstone Products

Gupshup logo

Gupshup

Caregiver logo

Caregiver

LifeCare Health Partners logo

LifeCare Health Partners

Keystone NAP logo

Keystone NAP

We Heart It logo

We Heart It

Aquestive Therapeutics logo

Aquestive Therapeutics

White Oak Financial - Similar Investment Firms

White Oak Equity Partners logo

White Oak Equity Partners

Black Oak Capital logo

Black Oak Capital

blackoakcp.com

White Oak Capital Management logo

White Oak Capital Management

whiteoakindia.com

WhiteHawk Capital Partners logo

WhiteHawk Capital Partners

Oak Investment Partners logo

Oak Investment Partners

oakvc.com

1Oak Financial Group logo

1Oak Financial Group

1oakgroup.com

White Oak Enterprises logo

White Oak Enterprises

Wild Oak Financial logo

Wild Oak Financial

Oakland Capital Partners logo

Oakland Capital Partners

oaklandcp.com

OakNorth logo

OakNorth

oaknorth.co.uk

Georgia Oak Partners logo

Georgia Oak Partners

LO3 Capital logo

LO3 Capital

lo3capital.com

BroadOak Capital Partners logo

BroadOak Capital Partners

Live Oak Bank logo

Live Oak Bank

liveoakbank.com

Valley Oak Investments logo

Valley Oak Investments

White Oak Financial - Classification

Also Known As
  • White OAK Financial, Llc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 12 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end