Silver Oak

Evanston, United States
A private equity firm focused on lower middle market services.

About Silver Oak

Silver Oak is a company based in Evanston (United States). It operates as a Brokerage / Intermediation and Professional Services. Silver Oak has completed 12 acquisitions, including Altura Communication Solutions, Brilliant FS and Caring People. Silver Oak offers products and services including Private Equity Investment, Business Services Support, Healthcare Services Support, and Consumer Services Support.

  • Headquarter Evanston, United States
  • Sectors
    Financial Services
    Business Services Healthcare
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website silveroaksp.com
  • Social LinkedIn
Key Metrics

Products & Services of Silver Oak

Silver Oak offers a comprehensive portfolio of products and services, including Private Equity Investment, Business Services Support, Healthcare Services Support, and Consumer Services Support.

Private Equity Investment
Financial Services

Investments are made in lower middle market companies.

Business Services Support
Consulting

Support is provided to business services portfolio companies.

Healthcare Services Support
Consulting

Guidance is offered to healthcare services portfolio firms.

Consumer Services Support
Consulting

Assistance is given to consumer services portfolio entities.

People of Silver Oak

15 people are tracked at Silver Oak (8 in leadership, 7 in team).

NameRoleGroup
Z. Taylor Wood
Vice PresidentLeadership
Biren P. Bhansali
Vice PresidentLeadership
Daniel M. Gill
Managing PartnerLeadership
Gregory M. Barr
Managing PartnerLeadership
Linda S. Epstein
Chief Financial OfficerLeadership
Wade D. Glisson
PartnerLeadership
Andrew S. Gustafson
PartnerLeadership
Annie Weinheimer
Vice President Of Business DevelopmentLeadership
Danielle M. Lalli
PrincipalTeam
Daniel B. Wellman
PrincipalTeam
Melissa Segura
Senior AccountantTeam
John W. Munz
ControllerTeam
Justin Plank
Assistant ControllerTeam
Danielle Lalli Glines
PrincipalTeam
Dan Wellman
PrincipalTeam
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  • Team structure
  • Board tenure
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Investments & Acquisitions by Silver Oak

Silver Oak has strategically engaged in corporate development activities, having acquired 12 companies. Notable acquisitions include Altura Communication Solutions, Brilliant FS and Caring People.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Commercial and industrial roofing services are provided.
naroofing.comTampa, United States1979Nov 2018β€’β€’β€’β€’
Search, staffing, and recruitment services are provided by Brilliant.
brilliantfs.comChicago, United States2009Mar 2018β€’β€’β€’β€’
Home health and nursing care services for elders are provided.
caringpeopleinc.comForest Hills, United States1997Nov 2017β€’β€’β€’β€’
Chain dental clinics
redwooddental.comTroy, United States1962Jul 2017β€’β€’β€’β€’
Fruits and vegetables are distributed across the West Coast.
legacyproduce.comAnaheim, United States1991Mar 2017β€’β€’β€’β€’
Automated trading systems and algorithmic trading solutions that empowers traders and investors
isystems.comPalm Harbor, United States1995Jun 2014β€’β€’β€’β€’
Integrated HR management software and services are offered.
evolutionhcm.comAustin, United States1999May 2014β€’β€’β€’β€’
Commercial and industrial supplies are manufactured and distributed by Tranzonic.
tranzonic.comCleveland, United States1933Jul 2013β€’β€’β€’β€’
Managed services for communication and network solutions are provided.
alturacs.comFullerton, United States2001Mar 2011β€’β€’β€’β€’
Advertising, lead generation, and market research services are provided.
nobsinnercircle.com–2018Mar 2011β€’β€’β€’β€’
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Complete acquisition details for Silver Oak

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Silver Oak

10 dated milestones of Silver Oak across 7 years, from founding to its latest funding, stage changes and deals.

  1. Acquisition Acquires Nobsinnercircle.com.
  2. Acquisition Acquires Altura Communication Solutions.
  3. Acquisition Acquires Tranzonic.
  4. Acquisition Acquires Evolution HCM.
  5. Acquisition Acquires iSystems.
  6. Acquisition Acquires Legacy Farms.
  7. Acquisition Acquires Redwood Dental.
  8. Acquisition Acquires Caring People.
  9. Acquisition Acquires Brilliant FS.
  10. Acquisition Acquires North American Roofing Services Inc.

Web traffic of Silver Oak

Websites that share an audience with Silver Oak (silveroaksp.com).

Similar websites

Websites whose visitors overlap most with Silver Oak. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
flexpointford.com
97%
6.4K#2,660,887View details
maranoncapital.com
91%
––View details
vericlaiminc.com
67%
––View details

Latest news on Silver Oak

Silver Oak Services Recaps Keystone Partners
Citybizlist β€’ 7 years ago
Silver Oak Services Recaps Keystone Partners
Citybizlist β€’ 7 years ago
Silver Oak Services Recaps Keystone Partners
Citybizlist β€’ 7 years ago
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Complete news archive for Silver Oak

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Silver Oak

10 companies that operate in the same segment as Silver Oak (Private Equity Funds), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Alternative asset investment management firm
1997Los Angeles, California, United States–USD 6.2 B3,200
Private equity firm and fund of funds focused on multiple sectors
2020India–USD 238.01 M969
Private equity and debt investments are managed for businesses.
2004Los Angeles, California, United States–USD 3.15 B3,200
Multiple sectors are invested in by this private equity firm.
1976New York, New York, United States–USD 20.29 B4,830
Acquisitions are targeted by Novacap, a private equity firm.
1981Brossard, Quebec, Canada––298
Digital infrastructure and real estate investments are managed by DigitalBridge.
2013Manchester, Greater Manchester, United Kingdom–USD 607.03 M324
Limited information is provided about Onex's activities.
1984Toronto, Ontario, Canada–USD 293.91 M373
Data infrastructure companies are targeted for private equity investments.
2001San Francisco, California, United States––60
Private equity investments are directed toward multiple sectors.
1986Washington, District Of Columbia, United States–USD 4.79 B2,300
A private equity firm focused on mid-market software leaders.
1990Menlo Park, California, United StatesUSD 1.67 MUSD 164.06 M–
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Frequently Asked Questions about Silver Oak

Silver Oak is headquartered in Evanston, United States. It is registered at Evanston, Illinois, United States.

Silver Oak Services Partners is engaged in private equity investments targeting lower middle market companies within business, healthcare, and consumer services sectors. The firm is dedicated to fostering growth through collaborative partnerships with management teams. Investments are made in companies with revenues between 15M and 150M, aiming to accelerate growth and scalability. Support is provided through strategic guidance, industry expertise, and a research-driven approach to ensure long-term value creation for portfolio companies.

Silver Oak offers Private Equity Investment, Business Services Support, Healthcare Services Support, and Consumer Services Support.

Silver Oak has made 12 acquisitions, including Altura Communication Solutions, Brilliant FS, and Caring People.

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