White Oak Global Advisors Overview

  • Service
  • Lender
  • Founded
  • 2007
Founded
  • Professionals
  • 128
Professionals
  • Financed Companies
  • 34
  • Financings
  • 39
  • Serviced Investors
  • 2

White Oak Global Advisors General Information

Description

White Oak Global Advisors is an SEC-registered investment advisor and private credit firm, founded in 2007 and headquartered in San Francisco, California. The firm provides small and middle-market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing, and treasury management. White Oak Global Advisors caters to aerospace and defense, apparel and accessories, commercial services, commercial transportation, consumer Durables, consumer non-durables, containers and packaging, energy equipment, energy services, healthcare sectors.

Contact Information

Year Founded
2007
Service Provider Type
Lender
Primary Office
  • 3 Embarcadero Center
  • 5th Floor
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

White Oak Global Advisors Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Circle Graphics Jul 2021 00000 0000000
00000 0000000000 Dec 2020 00000 0000000
00000 0000000000 Dec 2020 00000 0000000
00000 Sep 2020 00000 0000000
000000 00000000 Aug 2020 00000 0000000
0000000 Jun 2020 00000 0000000
00000 0000000000 Feb 2020 00000 0000000
00000 0000000000 Feb 2020 00000 0000000
Hunt & Sons Jan 2020 00000 0000000
Circle Graphics Sep 2019 00000 0000000
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White Oak Global Advisors Co-Lenders (18)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Bay Capital Investment Partners Mezzanine Providence, RI 1
0000 000 000000000 Commercial Bank Houston, TX 0
00000 000000 00000 Lender Toronto, Canada 0 00000
000000 0000000 000 LP Consultants London, United Kingdom 0
000000 00000000 Financing Advisory Boston, MA 0
000000000 0000000 Lender London, United Kingdom 0
0000000 000000 000 Mezzanine Nashville, TN 0
0.0. 000000 Investment Bank New York, NY 0
Kayne Anderson Capital Advisors Lender Los Angeles, CA 1 00000
Northleaf Capital Partners Lender Toronto, Canada 1 00000
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White Oak Global Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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White Oak Global Advisors Team (86)

Name Title Related Financings Office Contact
Info
Andre Hakkak Co-Founder, Chief Executive Officer & Managing Partner 0 San Francisco, CA
Darius Mozaffarian Partner & President 0 San Francisco, CA
Michael Szwajkowski President, White Oak Lender Finance 0 San Francisco, CA
Robin Mokhtar Chief Financial Officer, White Oak ABL New York, NY
Greg Byrnes Chief Financial Officer, White Oak Aviation Bethesda, MD
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White Oak Global Advisors Board Members (3)

Name Representing Role Since
Robert Genise White Oak Global Advisors Chairman & Manager, White Oak Aviation 000 0000
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White Oak Global Advisors Subsidiaries (1)

Company Name Industry Location Founded
00000 000 00000000 Acquirer New York, NY 0000
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