ABOUT
GEORGIA
OAK
PARTNERS

Georgia Oak Partners makes equity investments in Georgia-based founder and family-owned companies. We have the flexibility to complete full buyouts or to invest as a significant minority equity partner. Rooted locally and connected globally, we are investors and partners for management teams and owners who are deeply passionate about the legacy and growth prospects of their businesses.

The
georgia oak
approach

A.

There is no rigid formula for our partnerships–we can make minority or majority investments. Our approach to entering into partnerships is “listen first, talk second”. Some owners want to maintain the chief executive position, retaining a meaningful ownership stake to capitalize on future growth. Others want to retire, perhaps while maintaining a board seat, and take the majority of their chips off the table. We have the resources to support either path, and offer the flexibility you deserve to do what makes sense for you.

We can back your management and broader employee base in becoming co-owners. We enthusiastically partner with strong leadership teams to help drive growth for years to come and continue building upon your legacy.

B.

Why do we exclusively invest in Georgia companies? Georgia is our home—we can’t cut and run if times get tough, and we wouldn’t have it any other way. We are dedicated to Georgia and committed to the long-term, sustainable economic viability of companies and communities in our home state. Investing in Georgia-based companies allows us to harness the power of passion and proximity while fostering stability for your team. 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. Doing business face-to-face also allows us to better support management teams, creating an outsized opportunity for us to add value.

Rooted locally and connected globally: Our team has a deep knowledge of the Georgia business environment and community, but we also have trusted contacts at some of the most successful companies and biggest family offices in the world. It’s what we know and who we know that helps us make a quantum impact on sustainable growth.

C.

No short-term exits. We maintain our investment in your business for longer than a traditional private equity firm would, and only exit our position when the timing and next owner are exactly the right fit. We believe this is the best investment strategy for enabling your business to achieve responsible, sustainable growth and preserving the legacy you have built.

Our underlying investors are some of the world’s most successful families – many of them have been business stalwarts for over 100 years.  These families agree with our philosophy that investing long-term is the most prudent strategy.

D.

Creating value, ensuring a sustainable future for your team, company and community: We fill in the resource gaps that can often stand between companies and their full potential. All of our partner companies benefit from this added value—it’s the essence of our relationships. Our team of seasoned operational and financial executives are experts in working with management teams to accelerate performance and value through key initiatives tailored to the needs of the business, which may include:

  •               Strategy
  •               Operations
  •               Corporate Finance
  •               Mergers and Acquisitions
  •               Sales and Marketing Strategy and Execution
  •               Culture, Recruiting and Retention

We believe the days of “financial engineering” have come and gone. Cultivating stability to foster long-term growth is critical to our shared success and the continuation of your legacy. Before a transaction is completed, and through the duration of our investments, we make sure we are on the same page about where we are headed. Our partnerships start with and thrive upon the alignment and open communication of our teams. Companies live and die by the people involved, and we take that to heart in everything we do.

The
georgia oak
approach

A.

There is no rigid formula for our partnerships–we can make minority or majority investments. Our approach to entering into partnerships is “listen first, talk second”. Some owners want to maintain the chief executive position, retaining a meaningful ownership stake to capitalize on future growth. Others want to retire, perhaps while maintaining a board seat, and take the majority of their chips off the table. We have the resources to support either path, and offer the flexibility you deserve to do what makes sense for you.

We can back your management and broader employee base in becoming co-owners. We enthusiastically partner with strong leadership teams to help drive growth for years to come and continue building upon your legacy.

B.

Why do we exclusively invest in Georgia companies? Georgia is our home—we can’t cut and run if times get tough, and we wouldn’t have it any other way. We are dedicated to Georgia and committed to the long-term, sustainable economic viability of companies and communities in our home state. Investing in Georgia-based companies allows us to harness the power of passion and proximity while fostering stability for your team. 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. Doing business face-to-face also allows us to better support management teams, creating an outsized opportunity for us to add value.

Rooted locally and connected globally: Our team has a deep knowledge of the Georgia business environment and community, but we also have trusted contacts at some of the most successful companies and biggest family offices in the world. It’s what we know and who we know that helps us make a quantum impact on sustainable growth.

C.

No short-term exits. We maintain our investment in your business for longer than a traditional private equity firm would, and only exit our position when the timing and next owner are exactly the right fit. We believe this is the best investment strategy for enabling your business to achieve responsible, sustainable growth and preserving the legacy you have built.

Our underlying investors are some of the world’s most successful families – many of them have been business stalwarts for over 100 years.  These families agree with our philosophy that investing long-term is the most prudent strategy.

D.

Creating value, ensuring a sustainable future for your team, company and community: We fill in the resource gaps that can often stand between companies and their full potential. All of our partner companies benefit from this added value—it’s the essence of our relationships. Our team of seasoned operational and financial executives are experts in working with management teams to accelerate performance and value through key initiatives tailored to the needs of the business, which may include:

  •               Strategy
  •               Operations
  •               Corporate Finance
  •               Mergers and Acquisitions
  •               Sales and Marketing Strategy and Execution
  •               Culture, Recruiting and Retention

We believe the days of “financial engineering” have come and gone. Cultivating stability to foster long-term growth is critical to our shared success and the continuation of your legacy. Before a transaction is completed, and through the duration of our investments, we make sure we are on the same page about where we are headed. Our partnerships start with and thrive upon the alignment and open communication of our teams. Companies live and die by the people involved, and we take that to heart in everything we do.

Our Team

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 and the broader Southeast.

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. In 2018, he was selected by the Atlanta Business Chronicle as a 40 Under Forty Honoree and by The M&A Advisor as an Emerging Leaders Award Winner. 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, their son Jordan 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

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 Atlanta with his wife Danielle, their children Grace, Luke and Juliette, and their dog Rosie. Danielle is the Director of E-commerce Strategy and Planning at Coca-Cola.

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, marketing, communications, advertising and strategic development.

As a reporter for WAFF 48 NBC News in Huntsville, Ala., Tricia reported live on the weekday morning show and covered a variety of news stories ranging from operations at Redstone Arsenal to the aftermath of devastating tornadoes. Subsequently, she worked with K-12 and higher education nonprofit organizations supporting community involvement programs, strategic partnerships and fundraising. Since joining Georgia Oak Partners in late 2015, Tricia has led the firm’s communications and worked closely with our partner companies on all facets of digital and print marketing and advertising, branding, public relations and comprehensive sales and marketing strategy.

Tricia is a graduate of the Meek School of Journalism and New Media at The University of Mississippi (Ole Miss). She enjoys practicing yoga, visiting family in her hometown of Destin, Fla. and taking her dog Chloe to the park. Tricia lives in Midtown Atlanta.

Darren Miller

Director

Darren Miller develops new Georgia Oak investment partnerships with company owners and management teams. He also contributes operational support for our partner companies and assists on investment diligence.

For over 12 years he has been implementing market driven operational and communication strategies for organizations in healthcare, real estate, digital marketing, IT and private equity.

Prior to joining Georgia Oak, Darren co-founded and served as the COO of Elite Crowdfund, an online equity crowdfunding platform which raised early stage capital for startups. He managed all of the day-to-day operations of the platform and provided support in deal sourcing, investor relations, due diligence and deal execution.

Darren is a graduate of the Terry College of Business at The University of Georgia. An Atlanta native, he enjoys wake surfing, wake boarding, travel and is an avid golfer. He and his wife Julie reside in Peachtree Corners with their son Truett and daughter Zoe.

 

Dean Ditmar

Operating Partner

Dean Ditmar has nearly 30 years of experience in growth culture supporting accountability, execution, empowerment, strategic planning and organizational leadership. As a strategic leader and six sigma black belt, he has successfully translated his experiences with complex large corporate structures and processes to benefit smaller-scale organizations.

He previously served as President of Prime Power Services, supporting critical market sectors in emergency standby power operations. Prior to his leadership at Prime, Dean served as VP & GM of the Western Hemisphere for Tensar in the civil construction market for 10 years, leading a team of over 120 engineers and staff supporting distribution, general contractors, and large OEMs.

Before to moving to Atlanta in 2005, Dean had an eight-year tenure with GE, ultimately managing a $1 Billion business unit as a Global Product Manager, successfully negotiating customer contracts valued up to $50 million. While at GE, he also served as a Regional Sales Manager and Technical Quality Leader.

Dean began his career with Phillips Petroleum in their Plastics Technical Center in technical development and sales before transitioning to GE in 1997.

Dean received a Bachelor of Science in Mechanical Engineering from Texas A&M University. Following his lifelong desire to become an entrepreneur, Dean became the largest franchisee owner of a fast casual restaurant brand 2017, opening four units in the North Atlanta area. He serves on the Board of The Forsyth County Arts Alliance, a fund of the North Georgia Community Foundation. He and his wife Kelly reside in Cumming, Ga. Their two children, Alexa, a Registered Nurse at Piedmont Hospital, and Trent, a sophomore finance major, are both proud UGA Bulldogs.

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

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. 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.

George Papuashvili

Associate

George Papuashvili provides due diligence and investment evaluation within Georgia Oak’s proprietary deal flow process. He is also involved in deal sourcing, transaction execution and financial supervision of our partner/portfolio companies.

He has experience in finance, operations and accounting, focusing on streamlining business processes and improving performance.

Prior to joining Georgia Oak, George served as a CFO of Gardabani TPP, the first and only combined cycle power plant in the Republic of Georgia with 230MW capacity. George performed finance functions and implemented all of the major control systems (including budgetary, inventory, and IT), leading the project to successful execution and becoming the major pillar for Georgia’s energy independence. George previously served as a CFO of Knowledge Fund Group, a foundation with multiple educational business entities, where he created a shared service center for finance, accounting and treasury.

George received his MBA from Emory University’s Goizueta Business School, distinguished with the Art Dietz Faculty Award for Excellence in Finance and earned a BBA degree, Summa Cum Laude, in Finance from Caucasus University, in his hometown of Tbilisi.

George’s interests include soccer, travel and spending time with his family. He lives in Atlanta with his wife Katerina, who is pursuing her MBA at Goizueta Business School.

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.

Our Partnerships

Sailfish Boats, SouthWind Boats

Cairo, Georgia | Boat Manufacturer

Sailfish Boats designs and manufactures center console, walk around and bay boats with best-in-class value. Made for serious anglers and recreational family boaters alike, Sailfish boats are built to withstand the rigors of inshore and offshore environments without sacrificing comfort, ergonomic functionality and style.

SouthWind Deck Boats are designed for family fun on the water, with high performing, deep-V, fiberglass hulls and comfortable seating and amenities on deck. SouthWind has a full line-up of premium-built, dependable, stylish, deck boat options.

More information can be found at www.SailfishBoats.com and www.SouthWindBoats.com.

Our partnership was formed in June 2017.

Farm Burger

Atlanta, Georgia | Fast Casual Restaurant

Farm Burger is a premier fast-casual burger concept with 11 locations throughout the Southeast and California. Farm Burger makes ethical eating easy, serving humanely raised grass-fed beef and other pasture raised proteins, paired with a variety of fresh, seasonal ingredients sourced from local farms.

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

Our partnership was formed in November 2016.

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 more than 50 locations open across 18 states, 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.

Our Partnerships

Sailfish Boats, SouthWind Boats

Cairo, Georgia | Boat Manufacturer

Sailfish Boats designs and manufactures center console, walk around and bay boats with best-in-class value. Made for serious anglers and recreational family boaters alike, Sailfish boats are built to withstand the rigors of inshore and offshore environments without sacrificing comfort, ergonomic functionality and style.

SouthWind Deck Boats are designed for family fun on the water, with high performing, deep-V, fiberglass hulls and comfortable seating and amenities on deck. SouthWind has a full line-up of premium-built, dependable, stylish, deck boat options.

More information can be found at www.SailfishBoats.com and www.SouthWindBoats.com.

Our partnership was formed in June 2017.

Farm Burger

Atlanta, Georgia | Fast Casual Restaurant

Farm Burger is a premier fast-casual burger concept with 11 locations throughout the Southeast and California. Farm Burger makes ethical eating easy, serving humanely raised grass-fed beef and other pasture raised proteins, paired with a variety of fresh, seasonal ingredients sourced from local farms.

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

Our partnership was formed in November 2016.

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 more than 50 locations open across 18 states, 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.

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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