TERM LOANS

White Oak provides businesses with term loans for growth, acquisition, buyouts, recapitalization and working capital. Our investment team specializes in customized financing solutions designed to achieve our borrowers’ objectives.

For term loans, we target companies with enterprise values between $50 million – $2 billion and/or EBITDA levels below $50 million, competitive positions within their respective markets and industry-leading management teams. Our product suite includes first lien, split-collateral, unitranche and one-stop financings.

White Oak’s senior debt investments range in size from $10 million to $500 million, though our hold position typically ranges from $10 million to $150 million, with maturities of five years or less. We work with both sponsored and non-sponsor-backed businesses in various stages of their evolution including growth, maturity and restructuring.

Loan Products

  • Cash Flow Loans
  • Asset Based and Asset Backed Term Loans
  • Enterprise Value Loans
  • Opportunistic Loans
  • Debtor-in-Possession (DIP) & Restructuring Financing Loans
  • Unitranche Facilities

Sector Expertise

  • Manufacturing & Industrials
  • Transportation, Aerospace & Defense
  • Healthcare Equipment & Services
  • Consumer Durables, Apparel & Retail
  • Technology, Media & Telecommunication Services
  • Energy Equipment & Services
  • Energy & Natural Resources
Darius Mozaffarian
Partner & President
White Oak Global Advisors, LLC
(415) 644-4140
dmozaffarian@whiteoaksf.com
John Felix
Managing Director, Head of Originations
White Oak Global Advisors, LLC
(415) 644-4185
jfelix@whiteoaksf.com