TREASURY & CREDIT SERVICES

White Oak provides a variety of credit services to help small and middle market businesses scale their operations, improve efficiencies and increase profitability. The team works closely with the CFOs and Treasurers of private companies providing them with independent advice and professional services on all aspects of credit, from syndicating loans to collecting invoices

SERVICES

  • Debt Capital Advisory & Placement – White Oak provides debt syndication capabilities, debt capital markets solutions and ancillary advisory services to corporate borrowers and institutional investors. White Oak has experience across a broad range of industries with demonstrated success in supporting businesses by raising capital throughout their balance sheets.

  • Trade Credit Risk Management – White Oak offers customer trade receivable risk management solutions designed to protect receivables and mitigate the risks associated with extending trade credit terms. Our solutions offer customers credit risk management while facilitating access to improved credit terms and larger credit limits, which can enhance competitiveness and translate to improved profitability, sales, and growth potential. 

  • Accounts Receivable Management – White Oak’s outsourced accounts receivable management program can handle a client’s accounts receivable process for maximum efficiency and transparency. Our program encompasses the broad range of accounting and administration process from credit protection and collection services to cash application, bookkeeping and reporting, accessible online 24/7. 

  • Treasury Management – White Oak builds institutional investment portfolios using FDIC-insured certificates of deposit, which are backed by the full faith and credit of the U. S. government. White Oak provides a comprehensive, turnkey platform, which includes risk management, accounting, compliance and performance features.

  • Credit and Collections – White Oak enables small, medium and large-scale firms to outsource their customer credit and accounts receivable collection services, providing administrative cost savings and allowing management to concentrate on running the business effectively. White Oak also assumes full credit risk on approved sales, while performing bookkeeping and collections work on our clients’ behalf. 
Jon Baker
(DEBT CAPITAL MANAGEMENT)
Managing Director
White Oak Merchant Partners
jbaker@whiteoaksf.com
Thomas Otte
(TRADE CREDIT RISK MANAGEMENT)
Partner & Chairman
White Oak ABL
(415) 644-4190 totte@whiteoaksf.com
Gregory Stilson
(TREASURY MANAGEMENT)
Managing Director & Portfolio Manager
White Oak Global Advisors
(415) 644-4104 gstilson@whiteoaksf.com
Robert P. Grbic
(ACCOUNTS RECEIVABLE MANAGEMENT)
President & Chief Executive Officer
White Oak Commercial Finance, LLC
(212) 887-7902 rgrbic@whiteoakcf.com