Oak Stream Partners, LLC

InvestorScreen: DoneContacts: To Do

Description

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.

AI Sector Summary

Oak Stream Partners is a sector-specific search fund exclusively focused on acquisitions within the financial services and insurance industries. They do not maintain a generalist thesis and currently do not target the predefined vertical categories such as SaaS, trades, or industrial services.

Location

Baton Rouge, Louisiana, United States

Industry

Venture Capital and Private Equity Principals

Investor Type

search fund

Target Sectors

financial services, insurance

Verticals

No verticals classified

Specialities

private equity, search fund, business investment, acquisitions

Financials

Revenue

$35

EBITDA

$4.75

Employees

2

Founded

2013

Sectors (from search)

financial_services · financial services, insurance

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 5320Airtable: recduwJdvYXmN7CGPCreated: 10/04/2026