White Oak Global Advisors

White Oak Global Advisors is a SEC-registered investment advisor and private credit firm that focuses on middle-market companies, providing direct lending and a range of financing solutions. Its offerings include term loans, asset-based loans, equipment financing, invoice factoring, trade finance, and treasury management, along with credit and collections support and supply chain financing. Founded in 2007 and headquartered in San Francisco, the firm supports small and middle-market businesses with tailored capital solutions and related financial services.

Albert Brandano

Partner

John Felix

Head of Originations and Managing Director

Kevin Grossman

Managing Director, Originations

Allan Marzen

Managing Director - Loan Originations

Barbara J. S. McKee

Managing Partner

Thomas Otte

Chairman, Partner and Managing Director

Isaac Soleimani

Managing Director and Partner

Past deals in Factoring

Finacity

Acquisition in 2021
Finacity Corporation, founded in 2001 and based in Stamford, Connecticut, specializes in the structuring and provision of capital markets receivables funding programs and accounts receivable servicing. The company offers a range of services including the analysis of clients' receivables portfolios, transaction structuring to comply with rating agency criteria, and backup servicing. Additionally, Finacity provides alternative liquidity solutions, such as factoring, asset-backed loans, and supplier finance options. Their offerings encompass invoice verification, fraud detection, dispute resolution, and customized reporting services. With a global reach, Finacity serves clients across North America, Europe, Latin America, Asia, and other regions, catering to a diverse clientele that includes large multinational corporations as well as smaller financial institutions. The firm also emphasizes risk mitigation and program management in its operational approach.

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.
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