White Oak Global Advisors
Overview
White Oak Global Advisors is an alternative debt manager specializing in originating and providing financing solutions to support the growth, refinancing, and recapitalization of small and medium enterprises.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Lumio | Sep 2024 | Debt | Lead |
| Buzzbox Premium Cocktails | Oct 2025 | Debt | Co-investor |
| The Good Kitchen | Aug 2019 | Debt | Co-investor |
| Journey Health & Lifestyle Brands Inc. | Sep 2021 | Debt | Lead |
For institutional investors. Book with your work email.
Key People
David Hackett
Partner & Co-President
Barbara McKee
Managing Partner
Paul Ahrens
Partner, Managing Director
Terésa Cutter Nordenfelt
Head of Impact and ESG, Managing Director, Partner
Albert Brandano
Partner
Thomas Finnigan
Partner & Head of Complex Credit
Lyndsey McLaughlan
Vice President (RFPs), Investor Relations, Investors Relations, Manager (RFPs)
Eric Tanjeloff
Managing Principal, White Oak Real Estate Capital, LLC
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is White Oak Global Advisors based?
White Oak Global Advisors is headquartered in San Francisco, California, United States.
When was White Oak Global Advisors founded?
White Oak Global Advisors was founded in 2007.
How many portfolio companies does White Oak Global Advisors have?
White Oak Global Advisors has 7 portfolio companies in Caplight's dataset.
What are some companies in White Oak Global Advisors's portfolio?
Portfolio companies visible on Caplight include Lumio, Buzzbox Premium Cocktails, The Good Kitchen, Journey Health & Lifestyle Brands Inc..
What was White Oak Global Advisors's most recent investment shown here?
White Oak Global Advisors's most recent investment in this portfolio sample was in Buzzbox Premium Cocktails in 2025.
What sectors does White Oak Global Advisors focus on?
White Oak Global Advisors focuses on Frontier & Industrial Tech, Consumer & Commerce, Consumer & Commerce, Frontier & Industrial Tech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Energy & Sustainability.
What company stages does White Oak Global Advisors focus on?
Stage focus information for White Oak Global Advisors is not publicly available.
What is White Oak Global Advisors's AUM?
White Oak Global Advisors's assets under management are estimated between $7.3B and $7.3B.