Let’s talk about tomorrow, today.
Let’s talk about tomorrow, today.
ClearOak Capital is a small business private equity firm focused on partnering with or acquiring other small businesses. We not only provide resources to grow but add time & profitability to our partners lives.
We have years of experience helping business owners successfully partner with our firm for the long term.
We use proven finance strategies designed to meet business needs and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on business needs and goals.
Every successful business strategy starts with excellent relationships. Our mission and values include exceeding these expectations. Call us today to find out how we can partner with long and short-term strategies that will help realize you & your companies financial dreams.
Brian began his finance & business career in 2011 at Merrill Lynch, working in their investment banking division. His passion for business ownership has grown tremendously over the years which has led to the existence & growth of ClearOak. Brian has extensive experience & knowledge in the areas of financial markets, business development &
Brian began his finance & business career in 2011 at Merrill Lynch, working in their investment banking division. His passion for business ownership has grown tremendously over the years which has led to the existence & growth of ClearOak. Brian has extensive experience & knowledge in the areas of financial markets, business development & taxes. His vision is to continue to buy, build & invest in small American businesses helping propel growth & profitability for the long term.
We buy or partner with small businesses & owner operators with EBITDA between 100k - 3 million. We are long term business enthusiasts who happen to invest.
Monday - Friday: 10am - 5pm
Saturday: By appointment
Sunday: Closed
ClearOak Capital
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