Georgia
on our minds

We are investors and advisors — partners for management teams and incumbent owners who are deeply passionate about the legacy and growth prospects of their businesses.

Georgia oak partners

Georgia Oak Partners buys companies from founders. We also invest growth equity into companies positioned for topline acceleration. As a partner, we work side-by-side with the creators and sustainers of strong organizations. We help companies grow faster by providing the right tools and resources to capture the biggest opportunities.

GO Advisors

We often meet company owners who aren’t ready to sell, but are eager for growth. GO Advisors helps business owners pursue acquisition strategies or prepare for a transition. We work with owners who are either 1-3 years away from an exit or who are seeking to boost shareholder value while maintaining their ownership stake/interest.

The
georgia oak
approach

A.

We believe the days of “financial engineering” have come and gone. More than financial capital, our team of seasoned operational and financial executives are experts in working with management teams to accelerate performance and value. We help owners and managers make sound decisions and get things done.

B.

Your business is part of your legacy—and we take that very seriously. Our long-term view is an alternative to “traditional” investors who often operate with the self-serving short-term in mind. We are committed to promoting economic growth and sustainability, with the highest degree of integrity. The key to this is pretty simple—we don’t forget about the people involved. Each partnership we forge is done with the utmost consideration of businesses’ employees, customers, suppliers, local communities and other key stakeholders.

C.

Our focus is our home state and our backyard. Our local knowledge brings an extensive, grassroots network to the table to unlock a variety of opportunities for our stakeholders. We are uniquely aware of the regional business environment: prospective customers, executive talent, vendors and advisors, bankers/lenders and other advocates.

We work with our partners hands-on at the company, typically on-site multiple times per month. We don’t parachute in on a quarterly basis to decree our self-proclaimed “great ideas”. We become part of the team and contribute consistently.

D.

Your company has a unique story and set of circumstances. Because of this, our approach to entering into partnerships is “listen first, talk second.” We do not have a rigid formula for our partnerships, because companies live and die by the people involved. It’s not just a numbers game to us, and we maintain an open mind throughout the process to ensure you have the flexibility you deserve. Some owners want to maintain an on-going board seat and retain an ownership stake to capitalize in future upside. Some want to retire to the Maldives. We can work with either path.

We are also enthusiastic backers of the “next generation” of leadership that may already be in place. Our structures can incorporate including key managers and the broader employee base in the ownership of the company.

The
georgia oak
approach

A.

We believe the days of “financial engineering” have come and gone. More than financial capital, our team of seasoned operational and financial executives are experts in working with management teams to accelerate performance and value. We help owners and managers make sound decisions and get things done.

B.

Your business is part of your legacy—and we take that very seriously. Our long-term view is an alternative to “traditional” investors who often operate with the self-serving short-term in mind. We are committed to promoting economic growth and sustainability, with the highest degree of integrity. The key to this is pretty simple—we don’t forget about the people involved. Each partnership we forge is done with the utmost consideration of businesses’ employees, customers, suppliers, local communities and other key stakeholders.

C.

Our focus is our home state and our backyard. Our local knowledge brings an extensive, grassroots network to the table to unlock a variety of opportunities for our stakeholders. We are uniquely aware of the regional business environment: prospective customers, executive talent, vendors and advisors, bankers/lenders and other advocates.

We work with our partners hands-on at the company, typically on-site multiple times per month. We don’t parachute in on a quarterly basis to decree our self-proclaimed “great ideas”. We become part of the team and contribute consistently.

D.

Your company has a unique story and set of circumstances. Because of this, our approach to entering into partnerships is “listen first, talk second.” We do not have a rigid formula for our partnerships, because companies live and die by the people involved. It’s not just a numbers game to us, and we maintain an open mind throughout the process to ensure you have the flexibility you deserve. Some owners want to maintain an on-going board seat and retain an ownership stake to capitalize in future upside. Some want to retire to the Maldives. We can work with either path.

We are also enthusiastic backers of the “next generation” of leadership that may already be in place. Our structures can incorporate including key managers and the broader employee base in the ownership of the company.

Our Team

Mike-Lonergan-Headshot

Michael A. Lonergan

Managing Partner

Michael Lonergan works with Georgia Oak’s partner companies to grow revenue, while also evaluating new investment opportunities. Michael’s Georgia roots helped shape our mission and commitment to promoting economic growth and sustainability throughout the state.

Prior to founding Georgia Oak, Michael was Vice President of Private Equity for Strategic Value Partners (SVP), a global hedge fund. Based in London, Michael led the diligence efforts on control buyout transactions and evaluated credit investments for SVP’s “loan to own” strategy.

Before joining SVP, Michael was with Sun European Partners in London and Sun Capital Partners in Boca Raton, Fla. Sun Capital is one of the world’s most active turnaround private equity investors. While at Sun Capital, he evaluated and facilitated control buyout investments.

Early in his career, Michael worked at the Atlanta offices of Houlihan Lokey and Wells Fargo’s asset-based lending group (legacy Wachovia Bank).

Michael is a proud Board member at Families First, a non-profit organization providing adoption and foster care support, family counseling, housing assistance and other empowering services to vulnerable families across metro Atlanta.

Michael received a B.B.A., cum laude, in Finance and Management from the Terry College of Business at The University of Georgia. He is an active alumnus of the Beta-Lambda chapter of the Kappa Sigma Fraternity. He enjoys working out, tennis, boxing, Georgia Bulldog football and weekend trips to his hometown of St. Simons Island.

Michael lives in Atlanta with his wife Jacqueline and their dogs Lizzy and Murray. Jacqueline serves as Chief Operating Officer for Medic Mobile, a San Francisco-based non-profit that uses communication technologies to improve the health of under-served and disconnected communities.

Doug-Fisher-Headshot

Doug Fisher

Partner

Doug Fisher provides hands-on operational support and financial supervision within our partner/portfolio companies.

He has over 10 years of experience assisting organizations with accounting, finance and operations management, with a focus on performance improvement and business transformation projects. Additionally, Doug is involved in deal sourcing, investment evaluation, due diligence and transaction execution.

Before joining Georgia Oak, Doug served as the Director of Finance for an Atlanta technology & business services company. Doug directed all aspects of finance and operations, while also working closely with the sales & marketing team to achieve growth objectives.

Doug received his M.B.A. from Emory University’s Goizueta Business School, earned a Masters of Accountancy from the Terry College of Business at The University of Georgia, and also holds Accounting & Business Administration degrees from the College of Charleston.

Doug is a member of the Atlanta chapter of the Association for Corporate Growth (ACG) and was selected to participate in the 2016 ACG University Atlanta program. He is active in a number of charitable and community organizations and also volunteers with the Atlanta Technology Angels investor group.

Doug’s interests include golf, international travel, the Green Bay Packers, and spending time with his family. He lives in Morningside (Atlanta) with his wife Danielle, daughter Grace Evelyn, and their dog Rosie. Danielle is the Director of E-commerce Strategy and Planning at Coca-Cola.

Tricia-Forbes-Headshot

Tricia Forbes

Director of Partnerships

Tricia Forbes spearheads Georgia Oak’s communications and promotes topline revenue growth for our partner companies. She has a diverse background, with experience in traditional and new media, nonprofit management, marketing and communications.

As a reporter for WAFF 48 News in Huntsville, Ala., Tricia reported live on the weekday morning show for two years. Subsequently, she served as Community Service Manager for Kappa Delta Sorority National Headquarters in Memphis, Tenn. In that role, she was responsible for strategic planning for the sorority’s community service and partnership programs nationwide. Tricia moved to Atlanta in 2014, continuing her work with nonprofits before joining Georgia Oak Partners in late 2015.

Tricia is a graduate of the Meek School of Journalism and New Media at The University of Mississippi (Ole Miss). She serves on the executive board of the Kappa Delta Sorority Alumnae Chapter for young Atlanta alumnae networking and as an advisor to the collegiate chapter at Kennesaw State University. She enjoys practicing yoga, visiting family in her hometown of Destin, Fla. and taking her dog Chloe to the park. Tricia lives in Buckhead.

AD-Frazier-Headshot

A. D. Frazier

President Emeritus

A.D. Frazier has spent his entire 35-year career as an executive manager in the for-profit, not-for-profit and government sectors. His career has included extensive involvement with corporate and consumer lending, mergers, acquisitions and divestitures, strategic planning, corporate governance, human resource management and marketing.

A.D.’s executive leadership roles have included serving as the Chief Operating Officer and second in command of the Atlanta Committee for the Olympic Games, President and Chief Executive Officer of INVESCO, Inc., Chairman and Chief Executive Officer of Danka Business Systems, Chairman of the Board of Gold Kist, Inc., President and Chief Operating Officer of Caremark Rx, Inc, and Chairman of the Board and Chief Executive Officer of the Chicago Stock Exchange. His board membership experience includes Apache Corporation, Gevity, Inc., Rock Tenn Corp., and R.J. Reynolds Tobacco Co., among others.

He has served on a number of not-for-profit boards including The National Council on the Humanities (Presidential Appointee), The Atlanta Symphony Orchestra Board (Chairman), Georgia Public Television Commission (First Chairman), the Alliance Theater (Atlanta, GA), Georgia Board of Corrections, Evanston Hospital Corporation (Chairman of Finance Committee) (Evanston, IL), Neighborhood Housing Services of Atlanta (First Chairman) and NHS of Chicago. He also served in the Carter Administration (Office of Management and Budget).

A.D. has received numerous professional and civic awards, some of which include The Olympic Order in Gold (only COO to receive the IOC’s highest service award), Georgia Trend Magazine’s Most Influential Georgians, (1995-1996) and Honorary Doctor of Business Administration (Piedmont College). In 2008, he was recognized with the Georgia Distinguished Humanitarian Award by The Australian/New Zealand American Chamber of Commerce (ANZACC) and UNICEF.

A.D. received an AB and JD from The University of North Carolina at Chapel Hill and he completed his Harvard Business School’s Advanced Management Program. He is a member of the North Carolina Bar, the American Bar Association, the North Carolina Bar Association, the Georgia Bar Association, the Atlanta Bar Association, and the Association for Conflict Resolution. He served for six years as an officer in the US Army Reserve.

He and his wife, Clair Wofford Frazier are residents of Atlanta and Mineral Bluff, GA. Mrs. Frazier is a Trustee of Young Harris College.

David-Barr-new

David Barr

Director

David Barr is currently Chairman of Your Pie, an investment partnership of Georgia Oak Partners. In addition, he sits on the Board of Directors of Del Frisco’s Restaurant Group (a NASDAQ restaurant company), BrightStar Care (a franchisor of home healthcare agencies), The Spice & Tea Exchange (a franchisor of spice and tea retail shops), Capriotti’s Sandwich Shops, Inc. (a franchisor of premium sandwich shops), Bistro Group (a large franchisee of TGI Friday’s), and PMTD Restaurants LLC (a franchisee of KFC).

Barr was previously the Chairman of Rita Restaurant Corp. (the owner and operator of Don Pablo’s Mexican Restaurants) from 2009 to 2014, the Chairman of The Jewellery Group ( the third largest retail jeweler in Australia) from 2011 to 2014, and the Chairman of Samuels Jewelers, Inc. (the United States’ 7th largest specialty retail jeweler) from 2000 to 2006. He has also previously held board positions at Mrs. Fields and TCBY, as well as Charles & Colvard. Barr began his career in Atlanta with Price Waterhouse (1986-1991) and then joined Pizza Hut, Inc. within its finance department (1991-1994). From 1994 to 1998, Barr was the CFO and then the CEO of Great American Cookies, a franchisor and operator of 367 mall based cookie stores. In 1998, Barr, on behalf of the shareholders, sold the Great American Cookies Company to Mrs. Fields.

Barr resides in the Atlanta metropolitan area with his wife, Cynthia, and their two boys. He sits on the Board of the International Franchise Association where he has been elected to the Executive Committee of the association. He also sits on the Advisory Board of the University of Virginia’s McIntire School of Commerce.

Tim-Smith-Headshot

Tim Smith, CFA

Tim Smith’s professional background has spanned over eighteen years and includes executive level leadership positions both in the U.S. and in Europe.

Tim has assisted companies with valuation, credit, capital structure, mergers and acquisitions and transactional opinions. He has extensive cross-border transaction experience dealing with complex corporate structures, structured credit, foreign currency, multi-jurisdiction insolvency, distressed debt and financial reporting.

Tim has appeared on CNBC and has spoken at a number of industry events in both the U.S. and the U.K., including in the Turnaround Management Association, The Institute of Chartered Accountants in England & Wales (ICAEW), Financial Executives International and the International Accounting Standards Board. Additionally, Tim has published articles with Strategic Finance and Financier Worldwide.

Tim was a principal with Ernst & Young LLP where he was the lead partner for the firm’s fairness opinion practice. Prior to Ernst & Young LLP, he was a director with Houlihan Lokey, where he was one of two founding partners for the U.K. and European valuation advisory division. During that time, he lived and worked overseas, serving a client base of companies, hedge funds and banks and was heavily involved in assisting clients with complications resulting from the 2007 – 2008 financial crises. Prior to Tim’s investment banking career, he was a corporate banking officer with a regional commercial bank.

Tim holds a B.S. in Biology from Florida State University and an M.B.A. in finance and international business from the University of Florida. He is a CFA charterholder and a member of the Royal Institution of Chartered Surveyors.

Craig-Aronoff-Headshot

Dr. Craig Aronoff

Director

Co-founder and principal of The Family Business Consulting Group, Inc., Craig Aronoff is a leading consultant, speaker, writer, and educator in the family business field.

As the founder of the Cox Family Enterprise Center and current professor emeritus at Kennesaw State University in Marietta, GA, Aronoff invented and implemented the membership-based, professional-service-provider sponsored Family Business Forum, which has served as a model of family business education for some 150 universities world-wide. Until his retirement in January 2005, he held the Dinos Eminent Scholar Distinguished Chair of Private Enterprise and was a professor of management in Kennesaw State’s Coles College of Business.

As a consultant, Aronoff has worked with hundreds of family companies in the U.S. and abroad on issues including generational transitions, developing business and family governance processes and structures; finding and articulating family missions and value,; facilitating decision making and conflict resolution, managerial development, family compensation and dividend policies; family meetings, and more. As an inspiring, informative and entertaining speaker on a variety of family business topics, he speaks regularly to trade and professional groups and has lectured at over 100 universities.

With co-author John L. Ward, Aronoff is perhaps the most prolific writer in the family business field. He has authored, co-authored or been editor of more than thirty books, including the 22-volume Family Business Leadership Series and is the founding editor of The Family Business Advisor.

Listed in Who’s Who and widely acknowledged for his work in the area of family business, Aronoff has received, among other honors: the Family Firm Institute’s Beckhard Award for Outstanding Contributions to Family Business Practice, The Freedom Foundation’s Leavey Award for Excellence in Private Enterprise Education, and the National Federation of Independent Business Foundation’s Outstanding Educator Award. The Aronoff Professorship of Family Business at Kennesaw State University was named in his honor.

His present and past activities in civic and community organizations include: president of the Family Firm Institute (1992-94), president of the Marietta Kiwanis, vice chairman of the Cobb (County, GA) Chamber of Commerce, chairman of the Cobb Transit Advisory Board, member of the Marietta Planning Commission; and president of the Association of Private Enterprise Education.

Aronoff grew up in a family business. He received his bachelor’s degree from Northwestern University, his Masters from the University of Pennsylvania, and his Doctorate from the University of Texas at Austin. The parents of three grown children, Craig and his wife Jane live in Marietta, Georgia.

Bob-Moran-Headshot

Bob Moran

Director

Bob Moran has extensive experience in all phases of operations in both domestic and international markets.

Bob’s storied career with the General Motors Company spanned more than three decades, culminating as the Vice President of Manufacturing for Asia Pacific. In this role, Bob led the manufacturing, manufacturing engineering and human resources for this bellwether $3 billion division, employing more than 50,000 people in 40 facilities (comparable to a Fortune 100 company). During Bob’s tenure, General Motors Asia Pacific experienced substantial success, as volume increased from 150 thousand units in 2002 to 3 million units in 2009, while production standards were elevated yielding the most efficient manufacturing plants in GM and the automobile industry.

As Manufacturing Manager for GM Powertrain, Bob managed a $1 billion organization, including total responsibility for operations, budgeting, planning, human resources, program management, product engineering, safety and quality for all engines and transmissions built in the United States, Mexico and Europe. During this time, the division experienced a 27% improvement in Quality as reported by JD Powers and Associates, while improving plant labor efficiency by 31% and was ranked as the most improved Powertrain Plants in North America as reported by Ron Harbor and Associates.

Bob’s previous positions include a myriad of manufacturing leadership positions, including the Plant Manager of GM’s Doraville, Georgia facility. In this role, Bob Managed a $300 million plant with total responsibility for manufacturing of cars, safety and quality, union relations and budgeting. Bob led a team-oriented organization of over 2,500 employees with total capacity of over 250,000 cars per year.

Bob received a BS Electrical Engineering (BSEE) from Youngstown State University and a Masters in Industrial Management (MIM) from Carnegie Mellon University. In addition, Bob was a graduate of the Senior Executive Management Program at Harvard University.

David-McElmoyle-Pic

David McElmoyle

Director

David McElmoyle has extensive expertise in manufacturing, management, process improvement, sales operations, pricing, purchasing and change management.

David was most recently a Director of Operations at Genuine Parts Company’s U.S. Heavy Vehicle Parts Group, where he was responsible for all facets of the operations including P & L, distribution, logistics, information technology, customer service, purchasing, and inventory management.

David spent the majority of his career in various executive roles at Atlantic Envelope Company/National Envelope. In his 30+ years there, he served as Vice President and General Manager; National Account Group Manager; and East Region Sales, Inventory and Operations Planning Manager.

David received a Bachelor of Science in Industrial Engineering with a focus on Engineering Economic Systems from Georgia Tech.  He is an alumnus of the Phi Delta Fraternity where he served as President. He enjoys tennis, exercise and Georgia Tech sports. David lives in Roswell, Ga. with his wife Debbie.

Tom Lamb Headshot

Tom Lamb

Director

Tom has a wealth of knowledge and expertise in the industrial and technology sectors, having spent over 30 years driving organic growth and managing businesses within those industries. He has extensive experience with facilitating successful acquisitions and organizational leadership transitions.

Tom has served in several executive leadership roles, including Chairman, President and CEO of Agilex Flavors and Fragrances; President and CEO of J.M. Huber Corporation; President of the Customer Solutions Group for Lexmark International; and Vice President and General Manager for Allied-Signal Corporation/General Chemical Corporation.

Tom has served on the boards of several for-profit companies, including SoloHealth Inc., Evo-Shield, Inc. and Hydrodynamics Inc. His non-profit board membership has included service to the Nicholas House for Homeless Families, the All About Developmental Disabilities and the Greater Lexington (KY) Chamber of Commerce.

Tom received an MBA from the Stanford Graduate School of Business and a BA, Magna Cum Laude, in Economics from Union College.

Tom enjoys golfing, traveling and raising Bernese Mountain dogs. He also formerly played and coached competitive rugby.

Our Partnerships

logo-team-one
logo-your-pie
logo-spectrum
logo-prong
logo-excent

TeamOne Logistics

Alpharetta, Georgia | Third Party Logistics

With 800 employees across 34 states, TeamOne provides strategic transportation workforce solutions with a focus on long-term and short-term driver and warehouse staffing needs. TeamOne is well-positioned to assist companies in managing the various complexities of transportation workforce management, including the shortage of truck drivers, increased regulations and rising insurance costs are trends that are expected to continue.

More information can be found at www.TeamOneLogistics.com.

Our partnership was formed in December 2012.

Your Pie

Athens, Georgia | Franchised, Fast Casual Restaurant

With 28 locations throughout the Southeast, Your Pie is the world’s originator of the fast casual, brick-oven, customized pizza concept. Drawing from authentic family recipes from the Italian island of Ischia, Your Pie uses only fresh ingredients, homemade pizza sauces and salad dressings, and offers vegan, vegetarian and gluten-free pizzas, as well as traditional pizzas.

More information can be found at www.YourPie.com.

Our partnership was formed in July 2013.

Spectrum Staffing

Duluth and Alpharetta, Georgia | Specialty Manufacturing Staffing

Serving advanced manufacturers across Georgia since 1999, Spectrum Staffing is a leading provider of highly skilled, technically focused workforce solutions to specialty manufacturers. Spectrum offers its clients a high touch, consultative approach in filling temp-to-hire, direct placement, and contract positions.

More information can be found at www.TeamSpectrum.com.

Our partnership was formed in April 2014.

Prong

New York City - Atlanta, Georgia I Consumer Products, Technology

Prong, Inc. is a fast-growing company that is changing the way smartphone users keep their devices charged. Prong’s phone cases allow users to “live cord free” with built-in A/C charging plugs for easy, on-the-go charging. Prong’s revolutionary PWR case incorporates a detachable back-up battery with plugs built in to a protective, durable iPhone case. Prong has garnered praise from publications including the New York Times, Washington Post, CNET, Gizmodo and Engadget.

More information can be found at www.Prong.com.

Our partnership was formed in December 2014.

Excent

Roswell, Georgia | Educational Software (SaaS)

Excent® provides data solutions and direct training services to empower students and educators in both special and general education. School district success and students reaching their potential is our passion. Excent’s solutions include:

  • Enrich IEP, which assists in meeting State and IDEA compliance requirements with less time and effort. Enrich IEP delivers functional, easy to navigate screens with prompts that guide teachers through the Special Education process from Referral to finalized IEP
  • Enrich State, which assists States in meeting the rigorous demands of Results Driven Accountability, Enrich State offers a new and unique solution for Departments of Education in the collection of LEA data; compliance, performance, and fiscal monitoring; communication between state agencies and local districts, and drill-down displays of performance on SPP Indicators
  • Excent Medicaid, which assist in the outsourcing of full service billing, designed to make Medicaid billing accessible to all districts and schools

More information can be found at www.Excent.com.

Our partnership was formed in July 2015.

Our Partnerships

logo-team-one

TeamOne Logistics

Alpharetta, Georgia | Third Party Logistics

With 800 employees across 34 states, TeamOne provides strategic transportation workforce solutions with a focus on long-term and short-term driver and warehouse staffing needs. TeamOne is well-positioned to assist companies in managing the various complexities of transportation workforce management, including the shortage of truck drivers, increased regulations and rising insurance costs are trends that are expected to continue.

More information can be found at www.TeamOneLogistics.com.

Our partnership was formed in December 2012.

logo-your-pie

Your Pie

Athens, Georgia | Franchised, Fast Casual Restaurant

With 28 locations throughout the Southeast, Your Pie is the world’s originator of the fast casual, brick-oven, customized pizza concept. Drawing from authentic family recipes from the Italian island of Ischia, Your Pie uses only fresh ingredients, homemade pizza sauces and salad dressings, and offers vegan, vegetarian and gluten-free pizzas, as well as traditional pizzas.

More information can be found at www.YourPie.com.

Our partnership was formed in July 2013.

logo-spectrum

Spectrum Staffing

Duluth and Alpharetta, Georgia | Specialty Manufacturing Staffing

Serving advanced manufacturers across Georgia since 1999, Spectrum Staffing is a leading provider of highly skilled, technically focused workforce solutions to specialty manufacturers. Spectrum offers its clients a high touch, consultative approach in filling temp-to-hire, direct placement, and contract positions.

More information can be found at www.TeamSpectrum.com.

Our partnership was formed in April 2014.

logo-prong

Prong

New York City - Atlanta, Georgia I Consumer Products, Technology

Prong, Inc. is a fast-growing company that is changing the way smartphone users keep their devices charged. Prong’s phone cases allow users to “live cord free” with built-in A/C charging plugs for easy, on-the-go charging. Prong’s revolutionary PWR case incorporates a detachable back-up battery with plugs built in to a protective, durable iPhone case. Prong has garnered praise from publications including the New York Times, Washington Post, CNET, Gizmodo and Engadget.

More information can be found at www.Prong.com.

Our partnership was formed in December 2014.

logo-excent

Excent

Roswell, Georgia | Educational Software (SaaS)

Excent® provides data solutions and direct training services to empower students and educators in both special and general education. School district success and students reaching their potential is our passion. Excent’s solutions include:

  • Enrich IEP, which assists in meeting State and IDEA compliance requirements with less time and effort. Enrich IEP delivers functional, easy to navigate screens with prompts that guide teachers through the Special Education process from Referral to finalized IEP
  • Enrich State, which assists States in meeting the rigorous demands of Results Driven Accountability, Enrich State offers a new and unique solution for Departments of Education in the collection of LEA data; compliance, performance, and fiscal monitoring; communication between state agencies and local districts, and drill-down displays of performance on SPP Indicators
  • Excent Medicaid, which assist in the outsourcing of full service billing, designed to make Medicaid billing accessible to all districts and schools

More information can be found at www.Excent.com.

Our partnership was formed in July 2015.

Value creation

Our Perspective

Strategy

Operations

Corporate Finance

Financial engineering is obsolete. Vanilla financial engineering has thrived during the peaks of economic cycles, when high growth and high debt lined the pockets of many investors. But as things normalize, many fundamentally sound businesses can be left without the capital they need… some with equity owners who are unmotivated or unable to assist management in adapting and growing. We ensure those detrimental gaps don’t continue to exist.

Operational skills are essential. Running and growing a business is not easy, especially in today’s increasingly complex and competitive environment. It demands a more thoughtful, hands-on approach. We dedicate significant time and resources to ensuring the operational success of our partnerships.

Establishing the Value Creation Plan

  • Planning and positioning: developing long-term objectives and positioning in the market
  • Industry expertise: providing best practices and market intelligence
  • Geographic expansion: advising on expansion of regional reach; harnessing global sales or procurement opportunities
  • Acquisition strategy: identifying optimal game-plan for acquisition targets (share, vertical, horizontal, geographic, etc.)

Executing the Value Creation Plan

  • Resource planning: ensuring access to sufficient systems, people and capital to achieve short and long-term objectives
  • Process improvement: providing a framework and evaluation methodology to drive continuous process improvement
  • Supply chain: introduce lean strategies, including procurement strategies and efficient physical exchange from suppliers
  • Sales and marketing: assisting in evaluation of customer focus and advertising/promotion methods
  • Identifying and motivating talent: ensuring top management and other employees are retained and remunerated appropriately

Enabling the Value Creation Plan

  • Providing capital: through equity investment and comprehensive balance sheet resetting
  • Banking and liquidity: assure robust funding lines with appropriate lending terms
  • Acquisition identification and execution: assessing and facilitating the acquisition of suitable targets

Value creation

Our Perspective

Financial engineering is obsolete. Vanilla financial engineering has thrived during the peaks of economic cycles, when high growth and high debt lined the pockets of many investors. But as things normalize, many fundamentally sound businesses can be left without the capital they need… some with equity owners who are unmotivated or unable to assist management in adapting and growing. We ensure those detrimental gaps don’t continue to exist.

Operational skills are essential. Running and growing a business is not easy, especially in today’s increasingly complex and competitive environment. It demands a more thoughtful, hands-on approach. We dedicate significant time and resources to ensuring the operational success of our partnerships.

Strategy

Establishing the Value Creation Plan

  • Planning and positioning: developing long-term objectives and positioning in the market
  • Industry expertise: providing best practices and market intelligence
  • Geographic expansion: advising on expansion of regional reach; harnessing global sales or procurement opportunities
  • Acquisition strategy: identifying optimal game-plan for acquisition targets (share, vertical, horizontal, geographic, etc.)

Operations

Executing the Value Creation Plan

  • Resource planning: ensuring access to sufficient systems, people and capital to achieve short and long-term objectives
  • Process improvement: providing a framework and evaluation methodology to drive continuous process improvement
  • Supply chain: introduce lean strategies, including procurement strategies and efficient physical exchange from suppliers
  • Sales and marketing: assisting in evaluation of customer focus and advertising/promotion methods
  • Identifying and motivating talent: ensuring top management and other employees are retained and remunerated appropriately

Corporate Finance

Enabling the Value Creation Plan

  • Providing capital: through equity investment and comprehensive balance sheet resetting
  • Banking and liquidity: assure robust funding lines with appropriate lending terms
  • Acquisition identification and execution: assessing and facilitating the acquisition of suitable targets

Contact

We encourage you to call or email us directly. Alternatively, please use the form below to relay your inquiry.

Main: +1 404 961 7201
Email: info@georgiaoakpartners.com

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