Page 141 - TACC 2023 Program

Silver Oak Services Partners is a lower middle market private

equity firm focused on making investments in leading
business, healthcare, and consumer services companies

Founded in 2005 and based in Evanston, IL, Silver Oak utilizes a differentiated,
$1.1B+ research-driven approach to identify attractive investment opportunities that

Total AUM align with our services industry expertise. We seek to partner with strong
management teams to accelerate growth and create lasting value at each of our
portfolio companies. We are currently investing out of our fourth fund, a $500
30+ million investment vehicle.

Total Platforms

180+ Targeted Sector Research Driven Proactive Sourcing
Identification Process Approach Strategy
Total Add-ons
Investment team identifies Leverage in-house research Focused outreach to our
sectors of interest team to develop thesis extensive network of
intermediaries and executives
$15 - 150M

Revenue

Management Team Certainty & Speed to Flexible & Creative
Focus Close Structures
$4 - 25M
Partner with management to Extensive preliminary Ability to structure deals to
EBITDA drive value creation with research on target sectors solve the unique needs of
alignment through meaningful provides greater certainty and sellers and our management
equity participation speed to close partners

Business Services Healthcare Services Consumer Services

Business Process Outsourcing Center-Based Providers Automotive Care
Engineering Services Healthcare Facilities Services Education
Environmental & Industrial Services Medical Supplies Distribution Financial Services
Facilities Services Mental & Behavioral Health Fitness
Human Resources Outsourcing Outsourced Services to Providers Health & Wellness
IT Services Physician Practice Management In-Home Care
Marketing Services Pharmaceutical Services Location-Based Family Entertainment
Telecom Services Pharmacy Services Pet Care Services
Testing & Inspection Residential Services
Transportation & Logistics Specialty Franchise Services
Value-Added Distribution

For new investment opportunities, please contact our business development team or reach out to [email protected]