BLUE OAK VENTURES

Blue Oak Ventures is a family-run investment firm focused on acquiring a small business in Northern California to hold over a long-term horizon. Its goal is to build on the legacy of the previous entrepreneur and apply fresh perspectives and capital to protect and grow the business for the benefit of all stakeholders.

BUSINESSES WE LOOK FOR

  • Located in the Sacramento area

  • $3M - $10M in revenue

  • $0.5M - $2M in earnings

  • 5+ year track record of - operational success

  • Company culture of integrity, excellence, and customer service

EXAMPLE INDUSTRIES

  • Home services

  • Fire protection

  • Refrigeration

  • Tree service

  • Manufacturing

  • Specialty products or services

IF YOU ARE A BUSINESS OWNER LOOKING TO

  • Retire

  • Spend less time in the business

  • Develop a succession plan

  • Change the ownership structure

  • Seek partners to grow the business to the next level

THEN LET'S TALK

WHY WORK WITH US

Passion

We care. We bring energy into your business and are highly motivated to make it successful

Focus

We are intentional about what we are looking for. We commit to speed and transparency so stakeholders have clarity throughout the process

Flexibility

We will take a dynamic approach to adapt the transaction to the priorities and succession plan of the seller

CONTACT US

[email protected]
(916) 909-0994