Since its inception in 2001, Oak Forest has completed numerous
transactions, ranging from outright acquisitions, profit improvement
engagements, M&A valuations, and corporate turnarounds. Below is a list of sample transactions
across the different industries we serve.
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M&A Advisory
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OFV advises Elkay on profit improvement opportunities with
recent and prospective acquisitions.
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M&A Advisory
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OFV assisted sister companies on over one dozen
acquisitions.
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Evaluation
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Blair-Alexander is a boutique, value-added fabricator of
boiler management systems in the western United States.
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Hiland Foods
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Turnaround
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Hiland is a roll-up of several East-coast
based deli food manufacturers and distributors.
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Evaluation
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Combustion Controls is reseller of control components for
the commercial and industrial sectors.
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Evaluation
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Applied Automation is a distributor of industrial
components and value-added fabricator of process systems for the
commercial and industrial sectors.
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Turnaround
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I&K is a leading distributor of prepared foods for the
grocery industry. It markets under 5
proprietary product brands.
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Evaluation
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INTEC Controls provides compatible quality controls,
peripherals, and interface devices to the HVAC Controls, Energy
Management, and Building Automation Markets.
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M&A Advisory
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OFV leads Wilson-Mohr’s acquisition process, and is
currently structuring a strategic buy-out. OFV has also provided due diligence
advisory services.
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M&A Advisory
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OFV as assisted the Questor Fund on the valuation and profit
improvement opportunities for two transactions – Lennox China and Chef
Solutions.
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M&A Advisory
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OFV advises Lewis-Goetz on profit improvement
opportunities with recent and prospective acquisitions.
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Turnaround
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OFV has advised Rawson executives and its current
ownership team on how to dramatically improve profits. OFV is currently
in discussions to acquire Rawson.
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M&A Advisory
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OFV is advising the leadership team at
Samson on how to improve profitability.
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