About Us
COMPREHENSIVE PRIVATE EQUITY INVESTMENT ADVISORY
Oakwell Associates is a Private Equity Investment and Advisory firm, providing top tier investment opportunities globally.
As a smaller, more agile firm, Oakwell Associates is better positioned to take advantage of hard to find market opportunities. In addition to our core investment team, we are supported by an extensive network of current and former senior executives from leading public and private companies.
Our team has physical presence in the United States, Asia Pacific, Africa, and Dubai. Oakwell Associates is able to access investments in Medical Technology, Healthcare, and Real Estate with the deep and breath needed for optimal success. We aim to provide prosperous partnerships with our investors built on trust and transparency.
PRINCIPLES
EXPERIENCE YOU CAN TRUST
For advisory clients we strive for integrity, transparency, and knowledgeable representation. Our reputation and history of investment partner satisfaction is our greatest asset. There is no substitution for clear communication and honesty at Oakwell Associates. Your trust measures our success.
DEDICATED AND LOYAL PARTNERS
The complex, cyclical, and often challenging world of private investing, can be simplified with risk measurement and proactive practices to make sure investors goals are met and matters are voiced and explained. We've been fortunate to partner and collaborate with the best of the best in legal and banking to ensure projects obtain maximum success.
WE TREAT YOU AND YOUR CAPITAL WITH RESPECT
We’re committed to providing you with top notch returns, service, communication, and transparency. Our first step in a client engagement is to get to know our investor and understand your goals, interest, and risk tolerance. This is our client driven process it is the foundation of our Advisory business that creates great partnerships.