Focused, professional, principled
Creating value operationally and financially
Collaborative, solution-oriented, and prepared.
Why Laurel Oak?
Strong operational leadership experience
Significant experience leading industrial companies in the lower middle market partnering with management teams to successfully develop and lead business operations.
Strategy & execution capabilities
Business growth experience
Investing experience
Investment Criteria
Transactions types
- Management buyouts
- Family business
- Corporate carve-outs
- Underinvested businesses
- Industry consolidations
Business characteristics
- Long term diversified customer relationships
- Recurring revenue
- Strong outlook and growth opportunities
- Defensible market position
- Solid management team
- Operational improvement opportunities
- Headquartered in the U.S.
Investment size
- $2M – $15M EBITDA
- Target at least $10M in revenue
- $5M – $50M in equity per transaction
- Control and minority positions with board involvement
Industry sectors
- Industrial products & services
- Business services
- Supply chain and logistics
- Transportation components & aftermarket
- Healthcare products & services
- Food and agricultural products & services
- Infrastructure, and infrastructure products and services
- Commercial real estate, and commercial real estate products and services
Our Team
25+ years of leadership experience in general management, private equity and entrepreneurship; Prior roles include: Partner with GenNx360 Capital Partners led transactions totaling +$1bn in revenue; President/CEO of two private equity sponsored portfolio companies; Management experience at General Electric (GE), Bain & Co., Harvard Business School and the Kraft Sports Group.
Board member for Initiative for Competitive Inner Cities (ICIC), Lasell University, Proctor Academy and The Carroll School; Trustee at Boys & Girls Club of Boston, Lamar University Foundation.
Bachelor of Science in Mechanical Engineering with Honors from Lamar University, MBA from Harvard Business School.
20+ years of business experience across private equity investing, driving business strategy, and designing & implementing financial and operational efficiencies; transactions +$1bn.
Prior experience at Goldman Sachs, Lehman Brothers, Deutsche Bank and Deloitte Consulting.
Bachelor of Arts from Princeton University, MBA from Harvard Business School.
20+ years of experience in the commercial real estate industry as a developer, investor, and C-suite leader. Prior roles include; Principal at Trammell Crow Company, Chief Operating Officer of Trammell Crow Company, and Chief Transformation Officer of CBRE. Additional 4+ years experience in financial auditing at Deloitte & Touche.
BA in Business Management (Accounting) from Morehouse College, Master of Professional Accountancy (Financial Accounting) from Georgia State University, MBA from Harvard Business School.
Current board roles include:
- Trustee & Investment Committee Chair District of Columbia Retirement Board (DCRB), a $13B pension fund
- Trustee & Board Investment Committee Chair – National Housing Production Foundation (NHPF), a national affordable housing developer & investor
- Global Governing Trustee – Urban Land Institute
Get in touch!
We’d love to hear from you. Please complete the form or contact our team directly:
Rena Clark, Managing Partner
rena.clark@laureloakcapital.com
508.962.1841
Emanuel Slater, Managing Partner
emanuel.slater@laureloakcapital.com
212.851.6228

