Oak Stream Partners, LLC is a private equity search fund seeking to acquire a controlling interest in a lower-middle market company in financial services or insurance. Oak Stream is managed by a select team of notable entrepreneurs and institutions with access to over $200 million in capital. 


We seek the following investment criteria:
- $10 - $60 million annual revenue
- $1.5 - $8 million annual earnings
- 15%+ net margins
- 10%+ annual sales growth
- 5+ yrs of continuous profitability

*Referral fees are available for qualified introductions.

Oak Stream Partners, LLC

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