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
- SectorsFinancial ServicesBusiness Services Healthcare
- Phoneβ’β’β’β’ β’β’β’β’
- Website silveroaksp.com
- Social LinkedIn
- Investments & AcquisitionsAltura Communication Solutions
& 11 more
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.
Investments are made in lower middle market companies.
Support is provided to business services portfolio companies.
Guidance is offered to healthcare services portfolio firms.
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).
| Name | Role | Group |
|---|---|---|
Z. Taylor Wood | Vice President | Leadership |
Biren P. Bhansali | Vice President | Leadership |
Daniel M. Gill | Managing Partner | Leadership |
Gregory M. Barr | Managing Partner | Leadership |
Linda S. Epstein | Chief Financial Officer | Leadership |
Wade D. Glisson | Partner | Leadership |
Andrew S. Gustafson | Partner | Leadership |
Annie Weinheimer | Vice President Of Business Development | Leadership |
Danielle M. Lalli | Principal | Team |
Daniel B. Wellman | Principal | Team |
Melissa Segura | Senior Accountant | Team |
John W. Munz | Controller | Team |
Justin Plank | Assistant Controller | Team |
Danielle Lalli Glines | Principal | Team |
Dan Wellman | Principal | Team |
Complete people profiles for Silver Oak
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- Team structure
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Commercial and industrial roofing services are provided. | naroofing.com | Tampa, United States | 1979 | Nov 2018 | β’β’β’β’ | |
Search, staffing, and recruitment services are provided by Brilliant. | brilliantfs.com | Chicago, United States | 2009 | Mar 2018 | β’β’β’β’ | |
Home health and nursing care services for elders are provided. | caringpeopleinc.com | Forest Hills, United States | 1997 | Nov 2017 | β’β’β’β’ | |
Chain dental clinics | redwooddental.com | Troy, United States | 1962 | Jul 2017 | β’β’β’β’ | |
Fruits and vegetables are distributed across the West Coast. | legacyproduce.com | Anaheim, United States | 1991 | Mar 2017 | β’β’β’β’ | |
Automated trading systems and algorithmic trading solutions that empowers traders and investors | isystems.com | Palm Harbor, United States | 1995 | Jun 2014 | β’β’β’β’ | |
Integrated HR management software and services are offered. | evolutionhcm.com | Austin, United States | 1999 | May 2014 | β’β’β’β’ | |
Commercial and industrial supplies are manufactured and distributed by Tranzonic. | tranzonic.com | Cleveland, United States | 1933 | Jul 2013 | β’β’β’β’ | |
Managed services for communication and network solutions are provided. | alturacs.com | Fullerton, United States | 2001 | Mar 2011 | β’β’β’β’ | |
Advertising, lead generation, and market research services are provided. | nobsinnercircle.com | – | 2018 | Mar 2011 | β’β’β’β’ |
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.
- Acquisition Acquires Nobsinnercircle.com.
- Acquisition Acquires Altura Communication Solutions.
- Acquisition Acquires Tranzonic.
- Acquisition Acquires Evolution HCM.
- Acquisition Acquires iSystems.
- Acquisition Acquires Legacy Farms.
- Acquisition Acquires Redwood Dental.
- Acquisition Acquires Caring People.
- Acquisition Acquires Brilliant FS.
- Acquisition Acquires North American Roofing Services Inc.
Web traffic of Silver Oak
Websites that share an audience with Silver Oak (silveroaksp.com).
Websites whose visitors overlap most with Silver Oak. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| flexpointford.com | 97% | 6.4K | #2,660,887 | View details | |
| maranoncapital.com | 91% | – | – | View details | |
| vericlaiminc.com | 67% | – | – | View details |
Latest news on Silver Oak
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
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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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | – | USD 238.01 M | 969 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Acquisitions are targeted by Novacap, a private equity firm. | 1981 | Brossard, Quebec, Canada | – | – | 298 | |
Digital infrastructure and real estate investments are managed by DigitalBridge. | 2013 | Manchester, Greater Manchester, United Kingdom | – | USD 607.03 M | 324 | |
Limited information is provided about Onex's activities. | 1984 | Toronto, Ontario, Canada | – | USD 293.91 M | 373 | |
Data infrastructure companies are targeted for private equity investments. | 2001 | San Francisco, California, United States | – | – | 60 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
A private equity firm focused on mid-market software leaders. | 1990 | Menlo Park, California, United States | USD 1.67 M | USD 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.

