Invest. Operate. Grow.
Bur Oak is a small permanent equity firm located in Wisconsin. We look to acquire family-owned, strategically positioned businesses in the Midwest.
01.
Independent Ownership
We are not a traditional private equity firm. Bur Oak takes a long-term ownership approach focused on sustainable growth and operational involvement, ensuring that the business maintains its legacy and continues to thrive without the pressures of short-term financial engineering.
02.
Partnering for Growth
Our mission is to partner with business owners seeking succession solutions. We operate with the mindset of preserving the legacy and culture of the businesses we acquire, while actively managing and growing the company for the long-term.
03.
A Path to Liquidity
We provide flexible liquidity solutions tailored to meet the unique needs of business owners. Whether it's a full buyout, partial liquidity, or a gradual transition, Bur Oak works to craft a deal that aligns with the seller's goals and the long-term health of the business.
Search Focus.
Bur Oak Capital is actively seeking to acquire a high quality business, with a stable track record of profitability greater than $300k EBITDA.
