FUTURE-READY, FINANCIAL SERVICES DELIVERD

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FINANCIAL TOOLS

Streamline Your Banking

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Client Centricity

Client centricity and transparency are at the core of all our solutions enabling us to develop financial solutions tailored to your specific needs.

Deep Expertise & Institutional Quality Execution

We bring deep industry knowledge and proven execution track record across various sectors and geographies.

Actionable Solutions

We firmly believe in developing actionable and curated solutions with equal focus on structure and subsequent implementation

Collaborative Approach

Our collaborative approach is at the forefront of how we interact with various stakeholders across all our engagements.

ABOUT US

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WHY Blue Oak?

With close to two decades of experience in the financial services industry across capital markets, global private equity and regional late stage growth equity, the team at BlueOak brings an extensive track record in transaction management and value creation, valuations and due diligence, IPO processes and capital raising, corporate strategy and business planning, and cross border structuring.

Our clients rely on our deep sectoral experience across healthcare, financial services, retail and F&B, education and mobility and our proven execution capabilities as they embark on strategic transactions.

M&A and Transaction Advisory

Value-added buy-side and sell-side M&A advisory and support on strategic transactions.

Corporate Finance Advisory for SME's and family-owned business

Tailored advice for companies focused on long-term growth.

Sweet spot is working with privately held companies and family owned businesses generating between

$10 million to $100 million in revenue per year, including those preparing to accelerate growth

Investment Funds Advisory

Uniquely positioned to recommend optimal fund structure across multiple jurisdictions.

ALWAYS CONNECTED

Two-factor

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Data encryption

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Text alerts

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Ready to get started?

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