White Oak Global Advisors
San Francisco, Californiawhiteoaksf.com
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 |
|---|---|---|---|
| Buzzbox Premium Cocktails | Oct 2025 | Debt | Co-investor |
| ARZYZ | Mar 2025 | Debt | Co-investor |
| Lumio | Sep 2024 | Debt | Lead |
| Flextrude Aluminum Shapes | Jun 2022 | Debt | Lead |
| Lumio | Dec 2021 | Private Equity | Lead |
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
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
