Local Permanent Equity Investors.
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.
About.
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.
