Planning an exit
Discuss a potential sale and the timing, preparation and transition questions that matter to you.
Business acquisitions
We buy businesses. Let's discuss yours.
Oakridge Venture Group pursues selective acquisitions of privately held U.S. businesses for its own account. We also provide fee-based M&A advisory and business consulting.
We are actively reviewing acquisition opportunities and welcome introductions from business owners and their authorized advisers. Whether you are considering a sale, planning succession or exploring the next stage of the business, start with a high-level conversation.
Please share non-confidential information only. An introduction does not commit either party to a transaction.
A practical discussion about what comes next
A business sale is about more than a headline price. The owner's objectives, the management team, customer relationships and the transition plan all matter. Our initial review considers the business and the practical requirements of a potential acquisition.
Preparing for succession
Explore a possible ownership transition where the next chapter needs a clear plan for leadership and continuity.
Considering the next phase
Discuss whether a change of ownership could support the business's next stage of development.
Opportunity assessment
What we review
We consider the business model, operating history, customer base, management depth, owner dependency, financial performance and practical opportunities for improvement. We also consider the resources, diligence and transition planning a transaction would require. Each opportunity is assessed on its own merits.
Acquisition opportunity review process
From introduction to a potential acquisition
Introduce the business
Share a short, non-confidential overview of sector, location, ownership context, scale and sale rationale.
Establish fit & information-sharing
Align objectives and timing, then agree appropriate confidentiality arrangements before detailed materials.
Evaluate & discuss terms
Review the business, specialist diligence needs, funding arrangements and potential transaction terms.
Plan completion & transition
Progress only with satisfactory diligence, agreed terms, documentation and a practical continuity plan.
Our role
Clear roles. Separate engagements.
When considering a business for acquisition, Oakridge acts as a prospective buyer, not as the seller's adviser. Owners should retain their own legal, tax and other professional advisers.
Our consultancy is a separate service. For buyers and business owners seeking advice, Oakridge offers acquisition strategy, deal red-flag review, diligence coordination support, integration planning, operational improvement and value-creation services under a written scope of work.
Submitting a business does not enroll you in, or require you to purchase, an advisory engagement. Any potential conflict between our acquisition interests and an advisory role must be addressed before an engagement proceeds.
Explore M&A advisory servicesPlanned growth
Building a U.S.-based team
Oakridge plans to expand its U.S.-based team as the business grows, adding support for executive administration, acquisitions, advisory delivery and operations. This is intended to increase capacity across both business activities while maintaining clear executive oversight.
Questions
Before you make an introduction
Are you considering the business as a buyer or acting for a client?
This page invites introductions for Oakridge's own acquisition consideration. Client advisory work is handled separately, with the role and scope agreed in writing.
Can my adviser make the introduction?
Yes. An adviser or representative may make an introduction with the business owner's authority. Please explain your role and share only information you are permitted to disclose.
Do I need to share the business name immediately?
No. You may use an anonymized description for the initial inquiry. A meaningful review will require further information if both parties decide to continue.
Does a submission mean Oakridge will make an offer?
No. We first assess whether an opportunity merits further discussion. Submission does not create an offer, an acquisition commitment, an advisory engagement or a confidentiality agreement.
Start the next conversation about your business.
Tell us what the business does, where it operates and what you would like to achieve. Share a high-level overview for acquisition consideration, or speak with us about a separate advisory engagement.
Please do not send confidential financial statements, customer lists, tax records, identity documents or other sensitive material through the initial inquiry form. Detailed information should be shared only after appropriate discussion and agreement.