Private Equity Access

Private Equity
Introductions

OAKRG directly connects businesses with private equity investors who have active mandates — growth equity, buyout, and sector-specific PE for deals from $1M to $100M+. Curated, warm introductions only.

Start the Conversation What We Do
$1M–$100M+
Equity Cheque Size
Curated
Matched to PE Mandates
Global
USA, Canada & International
Capital Solutions

How We Help

OAKRG connects companies with private investors, family offices, and institutional capital. We structure the right solution and make the right introductions.

01

Growth Equity

Minority equity capital for profitable or near-profitable businesses with strong revenue growth — $5M–$50M+ for expansion, M&A, or owner liquidity.

02

Buyout Capital

Majority buyout financing for business owners seeking a full or partial exit — management buyouts, family business successions, and founder liquidity events.

03

Sector-Focused PE

Introductions to PE funds with deep sector expertise — mining, energy, healthcare, technology, manufacturing — who add strategic value alongside capital.

04

Cross-Border PE

PE introductions for companies seeking international capital from European, Middle Eastern, or Asian private equity funds.

05

PE Roll-Up Platforms

If you're building a platform through acquisitions, OAKRG connects you with PE sponsors actively seeking platform investments in your sector.

06

Family Office PE

Long-horizon family office capital that functions like private equity — patient, flexible, and often more founder-friendly than institutional PE.

Who We Serve

Clients & Use Cases

We work across sectors, stages, and geographies — connecting the right businesses with the right capital at the right time.

Mining & Energy

PE sponsors active in resource sector platforms, mining services, and energy transition businesses.

Technology & SaaS

Software, fintech, and technology services companies with recurring revenue and strong retention.

Healthcare Services

Healthcare platforms, specialty clinics, and healthcare technology companies.

Business Services

B2B services businesses with recurring revenue, sticky customer relationships, and scalable models.

Manufacturing

Specialty manufacturers with differentiated products, long customer relationships, and margin potential.

Industrials & Infrastructure

Industrial services, environmental services, and infrastructure-adjacent businesses.

Our Process

How OAKRG Works

A disciplined, relationship-driven process. We don't blast deals — we make curated introductions to capital sources with active mandates matching your need.

01

Business Assessment

We review your financials, business model, sector, growth story, and capital need to determine PE fit and identify the most relevant fund profiles.

02

Investment Memorandum

We prepare or refine your Confidential Information Memorandum — the key document PE investors use to evaluate your business.

03

Targeted PE Introductions

We make warm introductions to PE partners at firms with confirmed interest in your sector, stage, and geography. No cold lists, no mass marketing.

04

Term Sheet & Close Support

We stay engaged through management presentations, due diligence, term sheet negotiation, and final close — ensuring you achieve the right deal terms.

FAQ

Frequently Asked Questions

A private equity introduction is a facilitated connection between a company seeking equity capital and private equity investors with active mandates aligned to that company's sector, stage, and deal size. OAKRG makes targeted introductions — not cold email lists — based on matching your opportunity to PE firms with documented interest in similar transactions.
Private equity funds raise capital from institutional investors (pension funds, endowments, sovereign wealth) into closed-ended funds. They deploy this capital by acquiring equity stakes in private companies, with the goal of improving the business and exiting within 5–7 years via trade sale, secondary buyout, or IPO. Returns to the fund come from the difference between entry and exit valuation, plus any distributions during the holding period.
PE fund minimum investment sizes vary widely. Lower-middle-market PE funds typically write cheques of $5M–$25M. Mid-market funds focus on $25M–$150M deals. Large-cap funds target $150M+. OAKRG works with PE introductions from $1M to $100M+ in equity cheque size, spanning family offices with PE strategies, lower-middle-market funds, and growth equity investors.
PE investors typically require: consistent EBITDA or a clear path to profitability, defensible competitive position, strong management team, large addressable market, and a credible exit pathway within 5–7 years. Growth equity investors (minority stakes) focus more on revenue growth rate and market opportunity than current profitability.
Growth equity involves a PE fund taking a minority stake (typically 20–49%) in a growing company without acquiring control. The founder or management team retains day-to-day operational control. Buyout PE involves acquiring a majority or controlling stake, often with significant management changes and debt (leverage). Growth equity is more common for founder-led businesses raising their first institutional capital.
A private equity raise typically takes 4–12 months from initial mandate to close. This includes preparation of the information memorandum (4–8 weeks), investor outreach and initial meetings (4–8 weeks), due diligence (6–12 weeks), term sheet negotiation and legal close (4–8 weeks). OAKRG's targeted introduction model reduces wasted time by focusing only on investors with genuine alignment.
An information memorandum (IM) — also called a confidential information memorandum (CIM) — is the primary document presented to prospective PE investors. It covers the business description, market opportunity, financial performance (3 years historical + 3–5 year projections), management team, competitive landscape, and proposed deal terms. A well-prepared IM is essential to PE fundraising.
Minority growth equity investors typically take 20–40% equity stakes. Majority buyout funds typically acquire 51–100%, often using a combination of equity and debt (leveraged buyout). The stake offered depends on the valuation, the amount being raised, and the degree of control the investor requires.
A management buyout occurs when the existing management team acquires the business — typically with PE backing — from current owners. PE provides equity capital and often debt (through leveraged finance) to fund the acquisition. MBOs are common when a founder wants to exit but the management team wants to continue running the business.
OAKRG maintains active relationships with PE funds, growth equity investors, family offices, and co-investment networks across North America, Europe, Asia-Pacific, and the Middle East. We make direct, warm introductions to investors with documented mandates matching your sector, stage, and deal size — not generic marketing distribution. Introductions are preceded by pre-qualification to ensure fit on both sides.
A term sheet is a non-binding document outlining the key commercial terms of a proposed PE investment — valuation, stake, governance rights, board composition, anti-dilution provisions, liquidation preferences, and exit mechanics. Negotiating a favourable term sheet is one of the most consequential steps in a PE raise, and OAKRG advises clients through this process.
Get Started

Get Introduced to
Private Equity

OAKRG makes direct, relevant PE introductions — not mass marketing of your deal. Tell us about your business and we'll assess PE fit immediately.

Start PE Introduction Process Back to OAKRG