About White Oak Global Advisors
White Oak Global Advisors is a Financial Services company based in San Francisco (United States) founded in 2007 by Barbara J S McKee and Andre A Hakkak. It offers customized capital and lending products to support business growth needs. It operates on a B2B and Financial Services model in Financial Services and Technology sectors. The company has 400 employees. White Oak Global Advisors has completed 5 acquisitions, including Capital Business Credit, Federal National and Finacity. Its chief executive, as recorded, is Andre A Hakkak. White Oak Global Advisors offers products and services including Asset Based Lending, Factoring, Equipment Leasing, and Trade Finance. Its focus areas include Finance, Lending, Asset Based and Commercial Finance. Its legal entity is White Oak Global Advisors, LLC. Its competitors include eCapital, Golub Capital and Benefit Street Partners; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Employees 400
- Founders Barbara J S McKee, Andre A Hakkak
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website whiteoaksf.com
- Legal Name White Oak Global Advisors, Llc
- Employee Count400
- Investments & AcquisitionsCapital Business Credit
& 4 more
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.
Provides loans secured by business assets for growth funding.
Offers accounts receivable financing to improve cash flow.
Facilitates equipment acquisition through financing options.
Supports global trade with tailored credit solutions.
People of White Oak Global Advisors
55 people are tracked at White Oak Global Advisors (48 in leadership, 1 in board & advisors, 6 in team); the tracked headcount is 400.
| Name | Role | Group |
|---|---|---|
Barbara J S McKee | Co-Founder | Leadership |
Andre A Hakkak | Co-Founder, CEO | Leadership |
Thomas F. Finnigan | Head of Complex Credits, White Oak Global Advisors | Leadership |
Andy Davies | Managing Director, Leases & Loans, White Oak U.K. | Leadership |
Meredith Fitz | Managing Director, Head Of Portfolio | Leadership |
Jean-Marc Torre | CEO, White Oak U.K. | Leadership |
Isaac Soleimani | Chairman & CEO, White Oak Healthcare Finance | Leadership |
Kenneth Gould | Managing Principal, White Oak Healthcare Partners | Leadership |
Thomas K. Otte | CEO, White Oak Commercial Finance & Head, White Oak Europe | Leadership |
Matt Debernardo | Managing Director, White Oak Commercial Finance | Leadership |
Teresa J. Cutter | Head of ESG & Impact | Leadership |
Daniel T. Reilly | EVP & Head of Real Estate Debt Finance, White Oak Healthcare Finance | Leadership |
Lisa Lersner | CFO, White Oak Healthcare Finance | Leadership |
Michael A. Fortino | CFO & COO, White Oak Commercial Finance | Leadership |
Nathalie Schallock | Managing Director, Client Solutions, White Oak Global Advisors | Leadership |
Jon Patty | Managing Director, White Oak Global Advisors | Leadership |
Celine Hannett | CFO, White Oak Global Advisors | Leadership |
Ben Kalmanowicz | Managing Director, Client Solutions | Leadership |
Matt Owings | Senior Vice President/director Underwriting | Leadership |
Mark Smith | Managing Director, Originations | Leadership |
35 more people are available in the full profile.
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided by Finacity in the United States. | finacity.com | Stamford, United States | 2001 | Aug 2021 | $7M | |
Multi-product finance is provided to UK small businesses. | ldf.co.uk | Ewloe, United Kingdom | 1986 | Apr 2018 | $197.82M | |
Family-oriented entertainment and event spaces are provided for various activities. | federalnational.com | 1992 | Feb 2018 | •••• | ||
Business credit services are provided to commercial clients. | capitalbusinesscredit.com | New York, United States | 1988 | Dec 2016 | •••• | |
Beef is produced and supplied from Aberdeen, United States. | northernbeefpackers.com | Aberdeen, United States | 0 | Dec 2013 | $44.3M |
Complete acquisition details for White Oak Global Advisors
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Timeline of White Oak Global Advisors
6 dated milestones of White Oak Global Advisors across 14 years, from founding to its latest funding, stage changes and deals.
- Founded White Oak Global Advisors is founded.
- Acquisition Acquires Northern Beef Packers.
- Acquisition Acquires Capital Business Credit.
- Acquisition Acquires Federal National.
- Acquisition Acquires Ldf Group.
- Acquisition Acquires Finacity.
Competitors of White Oak Global Advisors
White Oak Global Advisors has 3 listed competitors in our database, 1 of them funded. They include eCapital, Golub Capital and Benefit Street Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ecapital.com | 2006 | Miami, United States | 49 | Provider of asset-based, supply chain, and invoice financing solutions | ||
| golubcapital.com | 1994 | Chicago, United States | 529 | Private debt investments are managed for U.S. middle market companies. | ||
| benefitstreetpartners.com | 2008 | New York, United States | $235M | Credit-focused alternative asset management firm |
Detailed competitors of White Oak Global Advisors
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Web traffic of White Oak Global Advisors
Websites that share an audience with White Oak Global Advisors (whiteoaksf.com).
Websites whose visitors overlap most with White Oak Global Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gibraltarbc.com | 76% | 3.4K | #5,512,225 | View details |
Top companies in Asset Finance
3 companies that operate in the same segment as White Oak Global Advisors (Asset Finance) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Aircraft leasing services are provided to airlines worldwide. | 2010 | Los Angeles, California, United States | USD 1.39 B | USD 2.57 B | 165 | |
Railcar leasing services are provided to rail industry clients worldwide. | 1898 | Chicago, Illinois, United States | USD 1.74 B | 2,150 | ||
Loan transitions are facilitated between lending partners and institutional investors. | 2016 | New York, New York, United States | USD 146.3 M | USD 1.26 B | 553 |
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Related news about 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 CEO of White Oak Global Advisors, as recorded in our data. They have also founded this company.
White Oak Global Advisors has 400 employees.
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 Benefit Street Partners.
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.
White Oak Global Advisors operates through White Oak Global Advisors, Llc.