Bur Oak is a permanent equity firm based in Wisconsin.

We look to acquire companies based in the Midwest where we think there are opportunities for long term growth.

How are we different? We are not a private equity group; we are not looking for companies that we can grow and then sell for a profit within 5 years. We want to be owners for the next 20 years.

Hello, I'm Brian, a proud Wisconsin local and father of two. As a seasoned professional in the investment management and capital markets industry, I've always had a deep respect for the power and impact of small businesses in our community.

In 2023, I founded Bur Oak Capital with a clear mission: to acquire and grow a small, exceptional business. I want to honor the legacy of a company that has enriched our community, working alongside its existing owner to ensure its continued success.

Prior to this, I held leadership roles at Consulting, Tech and Not-for-profit organizations which allowed me to develop effective leadership skills and a deep understanding of business operations.

In essence, I'm not just an investor. I'm a Wisconsinite passionate about our community. I'm excited to collaborate with a fellow business owner who shares my commitment to our community's prosperity. Together with the current owner, I plan to preserve the business's legacy and position it for continued success.

Core Values.

Integrity

I will be honest and transparent throughout our relationship and throughout my tenure at your company. If I commit to something, I will ensure that I fulfill it.

Professionalism

I understand how sensitive ownership transitions can be. I will be discrete and professional and will never do anything to jeopardize your employee or customer relationships.

Respect

I will always treat you, your advisors, your customers, your suppliers, and your employees with respect. Every one of them. Without exception. And before I make any business decision, I will consider its effect on each of those stakeholders.

Work Ethic

I will put in the work to get to know you and to learn about what has made your business so successful. I have a demonstrated history of being thrown into fast-moving, high-stakes business situations and excelling.

Humility

I am a first-time business buyer. There’s a lot I don’t know, and I will rely on your and your employees’ accumulated expertise as I get up to speed.