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John W. Felix

Mr. Felix has served as Managing Director of White Oak since 2017.  Mr. Felix has been actively investing in middle market companies for over 20 years.  Most recently, he founded Consortium Finance in 2013 where he invested across the capital structure of middle market businesses.  Prior to his role at Consortium Finance, Mr. Felix worked at D. E. Shaw Group where he opened the San Francisco office in 2005.  At D. E. Shaw, Mr. Felix was responsible for originating and managing a portfolio of direct senior debt, junior debt and equity investments across a variety of industries.  He was previously a managing principal of Banc of America Mezzanine Capital LLC, where he was responsible for underwriting structured senior debt, mezzanine debt, and bridge financing across a variety of industry sectors.  Additionally, Mr. Felix was a former leader of Banc of America Securities, Inc.’s debt origination efforts in Australasia.  Mr. Felix holds a B.A. degree in political science from the University of California at Berkeley.