Oak Lane Focus

While industry-agnostic, Oak Lane’s investment focus is situation-specific.

  • target situations

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    • Businesses requiring creative debt or equity capital to address complex or urgent strategic, operational, financial or growth challenges
    • Owners/Entrepreneurs desiring liquidity, creative succession planning or a sale
    • Management teams needing strategic capital and experienced partner to execute a recapitalization or buyout
    • Parent companies/institutional owners desiring to spin out, sell, liquidate, or restructure non-core, under-resourced or underperforming businesses
    • Shareholder groups desiring take-privates of public companies
    • Out-of-Court or in-court restructurings, debt-to-equity conversions, reorganizations or turnarounds
  • investment criteria

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    • Investment Size: Up to $50M equity
    • Revenues: Up to $500M
    • EBITDA: No minimum threshold
    • Geography: North America
    • Industry: All, including hard asset-working capital intensive industries
    • Governance: Control or active involvement
  • investment types

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    • Control and non-control equity investments
    • Capital stack for spin-outs, carveouts or divestitures
    • Asset or equity/loan portfolio purchases
    • Senior, subordinated, bridge or mezzanine financing
    • Working capital or cash alternatives
    • Rescue, DIP and Exit Financing
    • Secondary market purchase of debt, bonds or trade claims