Silver Oak Services Partners
Silver Oak Services Partners focuses on lower middle market business, healthcare and consumer services companies. Its published criteria include $15 million to $150 million of target-company revenue, $4 million to $25 million of EBITDA and $10 million to $50 million of investment size. The firm states that it pursues control, recapitalization, build-up and growth transactions and partners with management teams.
What stands out about Silver Oak Services Partners
Silver Oak Services Partners publicly targets lower middle market services companies in business, healthcare and consumer services. Its homepage states target revenue of $15 million to $150 million, EBITDA of $4 million to $25 million and investment size of $10 million to $50 million. The firm also describes a management-partnership model, flexible structures and support for add-on acquisitions.[1][2][3][6][7]
What does Silver Oak Services Partners invest in?
Silver Oak Services Partners, LLC is a lower middle market private equity firm founded in 2005 and based in Evanston, Illinois. The firm states that it invests in business, healthcare and consumer services companies and uses a research-driven, proactive sourcing strategy.
Silver Oak describes a partnership model with management teams intended to accelerate growth and create lasting value. Its published transaction types include control investments, recapitalizations, build-ups and growth transactions.[1][2]
Silver Oak states that it seeks to partner with management teams to accelerate growth and create lasting value at portfolio companies. Its March 2026 fact sheet emphasizes management-team focus, meaningful equity participation, proactive sourcing, research-driven sector identification and flexible structures.
The firm also states that all of its portfolio companies are actively seeking add-on opportunities. The cited homepage does not establish a standard investment holding-period range.[1][2][3]
Owners evaluating a financial buyer can compare the offer with independent valuation analysis, understand how acquirers approach transactions through Auxo’s buy-side M&A process guide, and consider whether a full or partial sale best fits their objectives.
Published criteria: Silver Oak's current homepage states target company revenue of $15 million to $150 million, EBITDA of $4 million to $25 million and investment size of $10 million to $50 million. It also identifies control, recapitalization, build-up and growth transactions as preferred transaction types.[2][3]
What should a business owner evaluate before considering a transaction with Silver Oak Services Partners?
An owner evaluating Silver Oak should clarify how the firm’s published control, recapitalization, build-up and growth structures would apply to the proposed transaction. The firm’s materials also identify management partnership, meaningful equity participation, flexible structures and add-on activity as elements of its approach.
Specific points to clarify include the proposed ownership percentage, rollover equity, management incentive structure, governance rights, financing structure, investment horizon, add-on appetite, current sector priorities, remaining investment capacity and applicable fees. The cited homepage does not publish a standard holding-period range, standard minimum equity check or standard fee schedule.[2][3]
What rollover equity and management incentive structure would be expected
What companies does Silver Oak Services Partners target?
Silver Oak’s current homepage states target company revenue of $15 million to $150 million and EBITDA of $4 million to $25 million. It states an investment size of $10 million to $50 million and identifies control, recapitalization, build-up and growth transactions.
The March 2026 fact sheet describes the target as lower middle market services companies and emphasizes management-team focus, meaningful equity participation and flexible structures.[2][3]
Silver Oak publicly focuses on business services, healthcare services and consumer services. Its March 2026 fact sheet identifies subsectors including IT services, facilities services, testing and inspection, transportation and logistics, medical supplies distribution, physician practice management, mental and behavioral health, fitness, automotive care, in-home care and specialty franchise services.[2][3]
Silver Oak is based in Evanston, Illinois. Its official transaction materials identify portfolio companies operating across U.S. markets, while Summit is described as serving customers in the United States and Canada.
The cited About page does not state a universal geographic investment mandate.[1][11]
Silver Oak’s public materials describe investments in services companies and state that all of its portfolio companies are actively seeking add-on opportunities. Public examples include Summit’s announced acquisition of Deft and add-on activity at Keystone Partners, Legacy Farms and Integrated Oncology Network.
The cited announcements establish add-on activity but do not establish that every prospective investment will follow a platform or add-on structure.[3][6][7][8][9]
Silver Oak’s official business-services portfolio page lists active investments including Beary Landscaping, Brilliant, CCS Facility Services, Innovative Driven, Pallet Logistics of America, Quality Liaison Services, Specialty Produce Distribution Company and Summit.
Its consumer-services portfolio page lists Caring People, Launch Entertainment and VASA Fitness as active investments, and Drive Automotive Services as a realized investment.[4][5]
On February 12, 2026, Silver Oak announced that it completed the sale of Keystone Partners to Careerminds; the announcement states that Keystone completed five add-on acquisitions during Silver Oak’s ownership.
On February 24, 2026, Silver Oak announced that it completed the sale of Legacy Farms to an agribusiness-focused private investor; the announcement states that Legacy completed two add-on acquisitions during the ownership period.
On February 19, 2025, Silver Oak announced the sale of Integrated Oncology Network to Cardinal Health for $1.115 billion and stated that ION completed 11 add-on acquisitions during Silver Oak’s ownership. On February 28, 2024, Summit, a Silver Oak portfolio company, announced its acquisition of Deft. On May 7, 2024, Silver Oak announced that it led the recapitalization of Beary Landscaping in partnership with management, with the existing management team retaining a significant ownership stake.[6][7][8][9][10]
What is not clear from Silver Oak Services Partners's public investment criteria?
The cited About page does not state a universal geographic investment mandate. The cited homepage does not publish a standard investment holding-period range or standard minimum equity check.
The cited March 2026 fact sheet does not publish a standard fee schedule for prospective sellers or portfolio companies. The cited Keystone transaction announcement does not disclose purchase price or consideration terms, and the cited Legacy Farms announcement does not disclose transaction value or consideration terms.[1][2][3][6][7]
Questions to ask when evaluating Silver Oak Services Partners as a buyer or investment partner
What ownership percentage and governance rights would Silver Oak seek?
What rollover equity and management incentive structure would be expected?
Which fund or vehicle would make the investment, and what is the remaining investment capacity?
What is the expected investment horizon and exit approach?
How much leverage would be used?
Which add-on acquisitions have been completed by comparable portfolio companies, and what support would Silver Oak provide for sourcing, financing and integration?
What geographic markets and subsectors are currently prioritized?
Which transaction expenses, monitoring fees or other fees would apply?
Sources & research notes
- Official website / firm overview
- Industry / market focus
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
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- Transaction / portfolio evidence
- Geography / market coverage
- SEC investment adviser record
- Structure / regulatory context
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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