White Oak Capital Partners is a distinguished boutique investment banking and investment management firm with a strong emphasis on delivering superior client service in the realms of mergers and acquisitions (M&A), capital raises, and strategic advisory. Founded by industry veteran Prashant Khemka, the firm operates with a mission to provide sustained capital appreciation through meticulous and insightful financial strategies.
History and Foundation
Established in 2017, White Oak Capital Partners was the brainchild of Prashant Khemka, who previously served as the Chief Investment Officer and Lead Portfolio Manager for India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. With a vision to create a performance-centric organization characterized by a robust investment culture, White Oak Capital Partners quickly expanded its operations from its initial base in Singapore to include offices in India, Mauritius, the United Kingdom, and Switzerland.
Services Offered
White Oak Capital Partners offers a comprehensive suite of services tailored to meet the unique needs of its diverse clientele:
- Mergers & Acquisitions (M&A)
- The firm provides both sell-side and buy-side advisory services. Leveraging extensive transactional experience, White Oak assists clients in navigating the complexities of M&A transactions, ensuring optimal timing, strategic positioning, and the identification of suitable partners and investors .
- Capital Raises
- With over three decades of collective experience in capital markets, White Oak structures and executes innovative financing solutions. Their expertise spans senior and subordinated debt, as well as private placements for minority and majority equity capital.
- Strategic Advisory
- White Oak offers independent and thoughtful strategic consultation to business owners and Boards of Directors. Services include valuations, financial and industry due diligence, and comprehensive advice on various strategic options .
Key Team Members
The leadership at White Oak Capital Partners comprises seasoned professionals with extensive backgrounds in investment banking and corporate advisory:
- Neil Roberson: With over 15 years of experience, Neil specializes in capital raises and corporate advisory, having raised over $4 billion in equity and debt capital for financial services companies during his tenure at Raymond James .
- Matt Stemmler: Matt brings over 13 years of experience in M&A, capital raises, and corporate advisory, primarily within the transportation and logistics sectors. His background includes leading numerous acquisitions for ServiceMaster Global and advising clients at Raymond James .
Achievements and Clientele
White Oak Capital Partners boasts an impressive track record, having executed over 50 M&A transactions and advised on more than $5 billion in equity and debt capital raises. Their client base is diverse, encompassing institutions such as sovereign wealth funds, pension plans, endowments, as well as family offices and individual investors.
Global Presence
White Oak’s global footprint includes offices in key financial hubs:
- Singapore: The headquarters and central hub for their operations.
- India: A significant market for their investment strategies.
- Mauritius: Facilitating investments in the region.
- United Kingdom and Switzerland: Expanding their reach into European markets.
Investment Philosophy
White Oak Capital Partners operates with a clear mission to deliver sustained capital appreciation. They focus on achieving superior returns through a disciplined investment approach, underpinned by rigorous research and a deep understanding of market dynamics. Their investment culture is characterized by fairness, transparency, and a commitment to building long-term relationships with stakeholders.
Conclusion
White Oak Capital Partners stands out as a leading boutique investment firm, offering specialized services in M&A, capital raising, and strategic advisory. Their experienced team, global presence, and strong investment culture make them a trusted partner for clients seeking to navigate the complex financial landscape and achieve their strategic objectives.
For more information, visit their official websites: White Oak Capital Partners and White Oak Capital Management.
