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Overview and Management
Establishment Year
2013
Mission
To co-create wealth for their partners by focusing on building lasting and valuable companies and implementing solid business and leadership principles.
Values
People and relationships, fostering true partnerships, economic enhancement for businesses, benefiting team members, community stakeholders, and spiritual beings.
Investment Roles
Direct Investor
Participant Demographics
Entrepreneurs and small business owners dealing with ownership fatigue, leadership succession, or financial stability, seeking strategic partnerships.
Generational Wealth Planning
Focus on preserving the identity and heritage of businesses during transitions and ensuring lasting partnerships.
Risk Tolerance
References or Case Studies
Representative investments are highlighted in their portfolio, showing their experience and successful collaborations.
Team Experience
Talented individuals with the necessary skills and mindset to thrive in suitable business environments.
Notable Achievements
Successful collaborations across various industries and a portfolio showcasing diverse investments.
Project Track Record
Investments in companies like The StoneWall Group, PES, MediTrans, Vested, Access Health Urgent Care, and more across multiple industries.
Exit Strategies
Preservation of company identity and culture during transitions, offering liquidity and opportunities for additional gains.
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
info@southoakcapital.com
Phone Number
(337) 257-4413
Address
Lafayette United States