Laurel Oak Capital Partners

Laurel Oak Capital Partners is an independent sponsor that creates value for investors by enhancing the performance of and growing lower middle market businesses. Our focus is on businesses with $2-15mm in EBITDA with strong margins, and we are currently targeting the transportation & logistics, industrials, and business services industries. With over 40 years of combined business experience and over $2bn in transactions, our team provides strategic and operational expertise to achieve efficiencies and drive business growth. We are highly analytical and critical when assessing a business, with an uncompromising commitment and determination to achieve long-term success. Investment Criteria Transactions types ▪ Management buyouts ▪ Family business ▪ Corporate carve-outs ▪ Underinvested businesses ▪ Industry consolidations Business characteristics ▪ Long-term diversified customer relationships ▪ Recurring revenue ▪ Strong outlook and growth opportunities ▪ Defensible market position ▪ Solid management team ▪ Operational improvement opportunities ▪ Headquartered in the U.S. Investment size ▪ $2M – $15M EBITDA ▪ Target at least $10M in revenue ▪ $5M – $50M in equity per transaction ▪ Control and minority positions with board involvement Industry sectors ▪ Industrial products & services ▪ Business services ▪ Supply chain and logistics ▪ Transportation components & aftermarket ▪ Healthcare products & services ▪ Food and agricultural products & services ▪ Infrastructure and infrastructure products and services ▪ Commercial real estate and commercial real estate products and services