White Oak Global Advisors

San Francisco, United States Founded: 2007 • Age: 19 yrs
Offers customized capital and lending products to support business growth needs.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 400 Tracked headcount
Investors - Known backers
Products 4 Services tracked
Competitors 9 Brand Intelligence

About White Oak Global Advisors

White Oak Global Advisors is a company based in San Francisco (United States) founded in 2007 by Barbara J S McKee and Andre A Hakkak. It operates as a B2B and Financial Services. The company has 400 employees as of December 31, 2022. White Oak Global Advisors has completed 5 acquisitions, including Capital Business Credit, Federal National and Finacity. White Oak Global Advisors offers products and services including Asset Based Lending, Factoring, Equipment Leasing, and Trade Finance. White Oak Global Advisors operates in a competitive market with competitors including Moniepoint, eCapital, Golub Capital, Choice and Benefit Street Partners, among others.

  • Headquarter San Francisco, United States
  • Employees 400 as on 31 Dec, 2022
  • Founders Barbara J S McKee, Andre A Hakkak
  • Sectors
    Financial Services
    Technology
  • Email
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  • Phone
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  • Website
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  • Legal Name White Oak Global Advisors, Llc
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    400

    as on Dec 31, 2022

  • Investments & Acquisitions
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Products & Services of White Oak Global Advisors

White Oak Global Advisors offers a comprehensive portfolio of products and services, including Asset Based Lending, Factoring, Equipment Leasing, and Trade Finance.

Product name locked
Category locked
Primary

Provides loans secured by business assets for growth funding.

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Offers accounts receivable financing to improve cash flow.

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Facilitates equipment acquisition through financing options.

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Supports global trade with tailored credit solutions.

People of White Oak Global Advisors

Headcount 50-200
Employee Profiles 54
Board Members and Advisors 1
Employee Profiles
People
Thomas F. Finnigan
Head of Complex Credits, White Oak Global Advisors
People
Andy Davies
Managing Director, Leases & Loans, White Oak U.K.
People
Meredith Fitz
Managing Director, Head Of Portfolio
People
Jean-Marc Torre
CEO, White Oak U.K.

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Board Members and Advisors
people
Erik Bethel
Senior Advisor

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Funding Insights of White Oak Global Advisors

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Detailed funding history for White Oak Global Advisors

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Investments & Acquisitions by White Oak Global Advisors

White Oak Global Advisors has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Capital Business Credit, Federal National and Finacity.

Investments
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Investment portfolio details for White Oak Global Advisors

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial services are provided by Finacity in the United States.
Locked Locked 2001 Locked
Family-oriented entertainment and event spaces are provided for various activities.
Locked Locked 1992 Locked
Business credit services are provided to commercial clients.
Locked Locked 1988 Locked
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Complete acquisition details for White Oak Global Advisors

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Financial Statements - White Oak Global Advisors

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White Oak Global Advisors Comparisons

White Oak Global Advisors Primary company
Description
Offers customized capital and lending products to support bu...
Location
San Francisco, United States
Founded Year
2007
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
400
As of 2022
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Peer comparison for White Oak Global Advisors

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Competitors of White Oak Global Advisors

White Oak Global Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Moniepoint, eCapital, Golub Capital, Choice and Benefit Street Partners, among others.

Company Name Domain Founded year HQ Location Description
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Integrated financial services are provided for businesses and individuals.
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Provider of asset-based, supply chain, and invoice financing solutions
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Private debt investments are managed for U.S. middle market companies.
Locked Locked Locked
A full-service stockbroker offering diverse investment options in India.
Locked Locked Locked
Credit-focused alternative asset management firm
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Detailed competitors of White Oak Global Advisors

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Latest news on White Oak Global Advisors

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Complete news archive for White Oak Global Advisors

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Frequently Asked Questions about White Oak Global Advisors

White Oak Global Advisors was founded in 2007.

White Oak Global Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Andre A Hakkak is the current CEO of White Oak Global Advisors. They have also founded this company.

As of Dec 31, 2022, the latest employee count at White Oak Global Advisors is 400.

White Oak Global Advisors specializes in delivering efficient capital through over 20 lending products, including asset-based lending and trade finance, to help small and middle market businesses manage their financing needs. The company operates via an SEC-registered investment advisor model, focusing on industries like healthcare and technology. Based in multiple locations such as San Francisco and New York, it supports clients by tailoring solutions to evolving market demands while maintaining regulatory compliance.

White Oak Global Advisors's top competitors include eCapital, Golub Capital and Clearinghouse CDFI.

White Oak Global Advisors offers Asset Based Lending, Factoring, Equipment Leasing, and Trade Finance.

White Oak Global Advisors has made 5 acquisitions, including Capital Business Credit, Federal National, and Finacity.

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