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