We want to acquire and grow one exceptional business for the long-term, honoring your legacy and improving outcomes for all stakeholders

What We Do

We provide owners of high-quality businesses an attractive exit path that preserves the great culture you've built. We're an alternative to selling to private equity or a strategic who either won't give your business the attention it deserves, will not take care of your employees or customers, or will flip your business in 3-5 years

Our Values

Buy to Build, Not to Sell

Stewardship

Retaining your customers, team, and culture post-sale is our top priority

Partnership

We step into the business day-to-day as operators, empowering your employees to focus on what they do best

Long-Term Mindset

We provide long-term capital support to creatively and diligently unlock value for all stakeholders

Our Process

Our Process

You've spent years turning your vision into a successful company. Our goal is to carry the torch forward, building on your legacy. What does that mean?

  • We are looking to acquire a majority stake in a small business and can be flexible with the role you want to take with the business post-close

  • Unlike private equity, we are dedicated to a single platform that we can build out into a regional leader organically and via acquisitions

  • We're a two-person team fully backed by our own capital ready to make a long-term commitment. No outside capital or institutional investors to muddy priorities

  • We can close a deal in ~90 days with uncomplicated, competitive offers

  • We've been through 20+ deal processes and can guide you through the transaction without being overly burdensome in diligence

Our Strategy

We are interested in stable, growing, and profitable businesses where value can be unlocked through empowering teams, implementing best technology / process practices, and strategically focusing on growth

Dynamic

We don’t run a playbook. Instead, we tailor our growth strategy and involvement specific to the business we’re acquiring, working with you on a plan in the diligence process

People-Centric

We invest in the employees who built your business and look to improve their outcomes

Service-Oriented

We want to continue the great service you already provide for customers while expanding offerings

Growth Levers

We expand the value creation “arrows” in your business’s quiver (e.g., software integration, strategic acquisitions, expanding geographies)

Our Story

Akshay and Coleman are the co-Founders of Blue Oak. We met in 2022 at Providence Equity Partners where we invested in several marquee media, software, and professional services companies such as Wasserman, Populous, KPA, and Global Critical Logistics. Blue Oak was started from an admiration of owner-operators and represents a shared vision of building a business and a legacy meant to last

Coleman Kraemer

  • Co-Founder
  • coleman@blueoakholdings.com
  • /in/coleman-kraemer-959bb8126/
  • Prior to Blue Oak, Coleman worked as an investor at Providence Equity Partners overseeing diligence and underwriting for several growth-oriented investments across the professional services, education, sports, and software industries.
    Coleman started his career in investment banking at J.P. Morgan and Houlihan Lokey where he advised business services and media companies on mergers & acquisitions
  • Coleman grew up in New York
  • Graduated from Duke University

Akshay Patel

  • Co-Founder
  • akshay@blueoakholdings.com
  • /in/akshaypatel15/
  • Prior to Blue Oak, Akshay worked as an investor at Providence Equity Partners, overseeing diligence and underwriting for several growth-oriented investments across the B2B services, media, sports, and education industries.
    Akshay started his career in investment banking at Guggenheim where he advised tech and media companies on acquisitions.
    He also is a member of F&O, an NPO focused on career access
  • Akshay grew up in Charlotte
  • Graduated from the University of North Carolina

Contact Us

We look forward to hearing from you