Oak Forest Target Clients/Acquisitions

Oak Forest Ventures has a very narrow focus distribution/wholesaling (within 5 to 6 different sectors), education, banking, and healthcare. This is due to the strong track record its principals have in profit improvement within these arenas. They are also well connected to executives within these sectors, which facilitates target identification, evaluation, and realization.

Target distribution segments:

Metal service centers

Food distributors

Industrial distributors

Universities

Retail banks

Hospitals

Target location:

North America

Target size (revenue):

$10 300 million (USD)

Target profile:

Established business

Under-performing industry

Strong existing management

Strong asset base

High value-added component

High product/customer complexity

Installed ERP system