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
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Sectors
Financial ServicesTechnology
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Email
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Phone
*********
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Website
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- Legal Name White Oak Global Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
400
as on Dec 31, 2022
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Investments & Acquisitions
Capital Business Credit
& 4 more
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of White Oak Global Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial services are provided by Finacity in the United States.
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2001 | ||||
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Family-oriented entertainment and event spaces are provided for various activities.
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1992 | ||||
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Business credit services are provided to commercial clients.
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1988 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - White Oak Global Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
White Oak Global Advisors Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Private debt investments are managed for U.S. middle market companies.
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
Credit-focused alternative asset management firm
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on White Oak Global Advisors
Frequently Asked Questions about White Oak Global Advisors
When was White Oak Global Advisors founded?
White Oak Global Advisors was founded in 2007.
Where is White Oak Global Advisors located?
White Oak Global Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of White Oak Global Advisors?
Andre A Hakkak is the current CEO of White Oak Global Advisors. They have also founded this company.
How many employees does White Oak Global Advisors have?
As of Dec 31, 2022, the latest employee count at White Oak Global Advisors is 400.
What does White Oak Global Advisors do?
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.
Who are the top competitors of White Oak Global Advisors?
White Oak Global Advisors's top competitors include eCapital, Golub Capital and Clearinghouse CDFI.
What products or services does White Oak Global Advisors offer?
White Oak Global Advisors offers Asset Based Lending, Factoring, Equipment Leasing, and Trade Finance.
How many acquisitions has White Oak Global Advisors made?
White Oak Global Advisors has made 5 acquisitions, including Capital Business Credit, Federal National, and Finacity.