White Oak Global Advisors

White Oak Global Advisors is an SEC-registered investment advisor and private credit firm founded in 2007 and headquartered in San Francisco, California. The firm specializes in serving small and middle-market companies by offering a range of financial solutions, including term loans, asset-based loans, invoice factoring, trade finance, equipment financing, and treasury management. By investing across various industries and stages of the corporate lifecycle, White Oak aims to support the growth and development of its clients through tailored lending programs and initiatives.

Albert Brandano

Partner

John Felix

Head of Originations and Managing Director

Barbara J. S. McKee

Managing Partner

Isaac Soleimani

Managing Director and Partner

19 past transactions

Watermark Capital Group

Debt Financing in 2024
Watermark Capital Group is a real estate development firm based in Brooklyn, NY, specializing in revitalizing historic neighborhoods. With a focus on comprehensive management of development projects, Watermark Capital Group brings expertise in finance, architecture, and design to each venture. The team, deeply rooted in the Brooklyn area, leverages local knowledge to develop properties that meet the needs of the community. Key personnel include founding partner Wolfe Landau, with over fifteen years in real estate, and associate partner Shulem Kessler, an expert in architecture and design. The firm is committed to fostering growth and revitalization in Brooklyn's historic districts.

Alliance Entertainment

Post in 2023
Alliance Entertainment is the largest wholesale distributor of home entertainment audio and video software in the United States as well as an accomplished distribution channel for apparel, hardware and accessories.

Trecora Resources

Debt Financing in 2022
Trecora Resources is engaged in the manufacturing of specialty petrochemical products and synthetic waxes, primarily serving the United States market. The company's specialty petrochemical segment includes high purity hydrocarbons and various petroleum-based products such as isopentane, normal pentane, isohexane, and hexane. Additionally, Trecora produces specialty synthetic waxes, which encompass specialty polyethylene and poly alpha olefin waxes. The company also offers customer processing services, further enhancing its product offerings. The majority of Trecora's revenue is generated from its specialty petrochemical segment, reflecting its focus on high-quality, specialized products in the petrochemical industry.

Prime Plastic Surgery

Private Equity Round in 2022
Prime Plastic Surgery specializes in a range of cosmetic and reconstructive procedures, catering to patients in La Mesa, La Jolla, and Del Mar. The clinic offers an array of services, including facial surgeries such as blepharoplasty and brow lifts, breast procedures like augmentation, lifts, reconstruction, and reductions, as well as body contouring options, including Brazilian butt lifts and extended tummy tucks. Additionally, Prime Plastic Surgery features a medical spa that enhances the overall patient experience with various aesthetic treatments. Through its comprehensive offerings, the clinic aims to meet the diverse needs of individuals seeking both aesthetic improvements and reconstructive solutions.

Benada Aluminum Products

Debt Financing in 2022
Benada Aluminum Products, LLC is an aluminum extrusion company based in Sanford, Florida, founded in 1949. The company specializes in manufacturing and supplying a wide range of aluminum products, including custom engineered solutions such as patios, angles, channels, tubes, pipes, flat bars, and solid bars and rods. Known for its high-quality paint, fabrication, and precision cutting capabilities, Benada Aluminum Products emphasizes a commitment to quality and customer service, fostering personal relationships with its clients. The company, previously known as Benada Aluminum of Florida, Inc., rebranded to its current name in June 2011.

Omni Recycling

Debt Financing in 2022
Omni Recycling is a waste disposal and waste disposal company.

Blackstone Products

Debt Financing in 2022
Blackstone Products operates as an e-commerce platform specializing in outdoor cooking appliances, particularly innovative griddles designed for preparing a diverse array of foods efficiently. The company offers a comprehensive range of products, including griddles, accessories, and consumables, aimed at enhancing outdoor cooking experiences for families and large gatherings. In addition to its manufacturing capabilities, Blackstone Products also provides a learning platform featuring cooking recipes, making outdoor cooking more enjoyable and accessible. Their portable equipment allows consumers to barbecue and enjoy fresh meals at various locations, catering to the needs of outdoor enthusiasts.

Kepler Analytics

Series B in 2022
Kepler Analytics specializes in retail analytics technology that enhances the understanding of shopper behavior to improve customer experiences. The company employs innovative wireless sensors, which monitor foot traffic and detect unique shoppers both inside and outside retail environments. By leveraging artificial intelligence, Kepler Analytics offers real-time monitoring and forecasting capabilities, allowing retailers to make data-driven decisions that can boost sales and productivity. This approach equips retail managers with valuable insights, enabling them to optimize store operations and enhance overall performance.

Finacity

Acquisition in 2021
Finacity Corporation provides accounts receivable securitization services for companies in the United States and internationally. It specializes in providing capital markets receivables funding programs, and servicing and collections in the investment banking and specialty financing industry. The company also offers accounts receivable servicing and collections options, including invoice verification and fraud detection, dispute resolution, pre-claim and post-claim collections, and customized reporting services. In addition, it provides deal structuring, administration, risk mitigation, and program management services, as well as daily, weekly, and monthly reporting services. The company has strategic partnerships with ABN AMRO Bank, Bank of America, Euler Hermes ACI, Amroc Investments, Avenue Capital, Ecoban, and Kleiner Perkins Caufield & Byers. Finacity Corporation serves its customers in North America, the European Union, Latin America, Europe, and Asia. The company was founded in 2001 and is based in Stamford, Connecticut with additional offices in New York, New York; Miami, Florida; and London, the United Kingdom.

GupShup

Series F in 2021
GupShup is a company founded in 2004 and headquartered in Cupertino, California, that specializes in smart messaging software aimed at enhancing customer engagement. Its platform facilitates communication and sharing of short messages both privately and publicly. GupShup handles over 4 billion messages each month and has delivered more than 150 billion messages in total. The company has developed tools that enable brands and businesses to interact with customers effectively across mobile devices, thereby fostering long-lasting relationships. A notable product is Teamchat, a smart messaging app that introduced innovative "smart" messages in 2014. Additionally, GupShup offers a smart messaging platform that provides developers with resources to build, test, deploy, monitor, and track bots and other messaging services efficiently.

PolicyBazaar

Secondary Market in 2021
PolicyBazaar Insurance Brokers Private Limited is an online platform based in Gurugram, India, specializing in insurance services. Founded in 2014, the company offers a wide range of insurance products, including life, health, car, two-wheeler, travel, and home insurance. The platform features a comparison portal and mobile application that allow users to compare different insurance plans based on coverage, premiums, benefits, and exclusions. This enables consumers to make informed decisions about their insurance needs. Additionally, PolicyBazaar provides tools and calculators for users to estimate their insurance requirements and premiums. The company primarily generates revenue from its insurance brokerage services, while also aiming to enhance financial awareness in India regarding the implications of death, disease, and damage.

British Steel

Debt Financing in 2018
British Steel Limited is a prominent steel manufacturer based in Scunthorpe, United Kingdom, producing approximately 3 million tonnes of high-quality steel annually. The company specializes in a range of steel products, including construction steel, rail products, custom-designed steel, wire rod, and semi-finished products tailored for the construction and railway industries. British Steel operates manufacturing facilities in the United Kingdom and Europe, complemented by a distribution network that enhances processing and delivery services across the UK and Ireland. Acquired by Jingye Group, a notable Chinese multi-industrial company, in March 2020, British Steel has established a global presence and maintains regional sales teams to effectively serve its international customers.

LDF Group

Acquisition in 2018
LDF Group operates as a largest independent finance providers for small businesses. The Company’s solutions include asset finance, business loans, commercial mortgages and education leases.

Federal Nationalmmercial Credit

Acquisition in 2018
Federal National Payables, Inc. is a provider of factoring (i.e., accounts receivable financing), primarily for businesses with accounts receivable from federal, state and municipal governments.

Hopebridge Autism Therapy Center

Venture Round in 2017
Hopebridge Autism Therapy Center offers a wide range of outpatient services designed to meet the needs of children requiring behavioral diagnosis and applied behavioral analysis, occupational, feeding, and speech treatments in the center, home, and school settings.

Keystone NAP

Debt Financing in 2016
Keystone NAP operates an advanced data center located in Fairless Hills, Pennsylvania, on the site of a former steel mill. It provides multi-tenant data center services that emphasize power durability and extensive connectivity, catering to the demands of modern web-scale enterprises. The facility is built to support significant expansion, benefiting from an inherited power infrastructure and a diverse telecommunications architecture. Keystone NAP connects to numerous major peering points through approximately 151,000 route miles of fiber, ensuring optimized network performance. Designed to be safe from urban hazards while remaining accessible to major cities, Keystone NAP addresses a critical need for high-quality data center services on the East Coast.

Nanotherapeutics

Debt Financing in 2015
Nanotherapeutics is a privately held specialty biopharmaceutical company with full product development, cGMP manufacturing capabilities, and a proprietary pipeline. The Company's technologies can be used with all drug types ranging from small molecules to proteins and peptides. These technologies can be employed with new chemical entities or with generic drugs and can be used with the spectrum of existing drug types ranging from small synthetic molecules to large recombinant macromolecules.

Surf Air

Debt Financing in 2014
Surf Air Inc. operates a private air travel club that offers an all-you-can-fly membership model for frequent regional travelers, including entrepreneurs and leisure passengers. Founded in 2011 and based in Hawthorne, California, the company provides private charter services to various destinations, including the San Francisco Bay Area, Los Angeles Metro Area, Santa Barbara, and Truckee in Lake Tahoe. Surf Air utilizes Pilatus PC-12 aircraft configured for executive travel, ensuring a sophisticated and hassle-free flying experience. Membership options include Individual, Friends & Family, Group, and Business Memberships, with introductory pricing available for new members. The service aims to save valuable time and money for its members, making private air travel more accessible.
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