OakBridge is a Healthcare focused financial advisory practice offering transaction-related due diligence and operational financial services to private equity firms, corporations, and entrepreneurs.

BUY-SIDE DUE DILIGENCE
We provide financial due diligence (quality of earnings analysis) across the healthcare spectrum to assist private equity, strategic buyers, and entrepreneurs during the transaction lifecycle.

SELL-SIDE READINESS AND DUE DILIGENCE
We work with private equity sponsors, corporations and entrepreneurs to understand the financial performance of the business  or carve-out, providing sell-side readiness advice and due diligence to ensure a more efficient process.

OFFICE OF THE CFO
Leveraging our extensive operational expertise, we assist  companies in implementing and executing financial strategy, reporting, and budgeting with an emphasis on automating manual analyses.

DATA ANALYTICS
As experts in interpreting, aggregating, and visualizing big data, we effectively and efficiently present your data into actionable KPIs and dashboards at the click of a button.

Health Care

Health Data

Medical Devices

OakBridge Advisory Services

Rich Bowman

This department oversees strategic direction and decision-making for the organization.

Executive Leadership

This department focuses on managing client interactions and ensuring satisfaction through effective communication and service delivery.

Client Relations

This department focuses on providing training and hands-on experience for interns in various roles.

Development

This department provides expert advice on financial transactions and investments.

OakBridge Advisory Services

Org chart

Teams

Executive Leadership

Client Relations

Development

Financial Advisory Services

Offices

OakBridge Advisory Services

Org chart

Teams

Executive Leadership

Client Relations

Development

Financial Advisory Services

Offices

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