For brokers & intermediaries
We value the role business brokers, M&A advisors, bankers, CPAs and attorneys play in the lower middle market. Here is why Oak Stream is a strong counterparty for your clients.
Referral fees
We offer buy-side finder’s fees for companies that are not represented. Refer a name and number and we will take it from there. We will tell you quickly whether we are interested and how we would compensate you.
Experienced capital
We invest alongside an established search fund investor network for $1–5M EBITDA companies and private equity firms for $3–15M EBITDA companies. Several have expressed interest in our deals, so your client’s LOI is not tied to a single source of capital.
Fair valuations
We know how to value a business and do it quickly. We would rather pay a fair price for a great company than a low price for a decent one, and terms can include participation in future growth.
Process
Prompt feedback, focused diligence and capital partners engaged early help keep the process moving for your client and for you.
Operating value-add
We bring strategy, operating improvements and sometimes complementary add-on opportunities, which can strengthen the investment thesis. That complements a banker’s process, which typically markets a business as it is.
Flexible solutions
Structures can accommodate a seller’s timing, rollover equity, transition role and tax planning.
What we seek
Confidential conversation
Send a name and number or a teaser. We will tell you promptly whether there is a fit.