Oak Ridge Financial Overview

  • Service
  • Investment Bank
  • Founded
  • 1977
Founded
  • Serviced Companies
  • 30
  • Serviced Deals
  • 26
  • Serviced Investors
  • 5

Oak Ridge Financial General Information

Description

Based out of Golden Valley, Minnesota, Oak Ridge Financial is a full-service financial advisory and investment banking firm providing services to individuals, institutions and corporate customers. The firm provides capital raising services for both earlier-stage and established growth companies, as well as mergers and acquisitions advisory services. Founded in 1977, Oak Ridge serves financial companies such as banks, thrifts, insurance companies, money managers, public funds, finance companies, and specialty lenders. The firm also provides private clients with services on investment planning, equities, fixed income, life insurance and annuities, retirement and education funding.

Contact Information

Year Founded
1977
Service Provider Type
Investment Bank
Primary Office
  • 701 Xenia Avenue South, Suite 100
  • Golden Hills Office Center
  • Golden Valley, MN 55416
  • United States
+1 (763) 000-0000

Oak Ridge Financial Services to Companies

Service on a Deal (26)

Company Name Service Provided Deal Date Deal Type Deal Amount
First American Bank (Hudson) Advisor: General Oct 2019 00000 0000000
0000000000 Placement Agent Oct 2019 00000 0000000
00000000 0000 Advisor: General Jul 2019 00000 0000000
0000000 & 00000000 Advisor: General Jan 2019 00000 0000000
0000000 0000000000 Advisor: Fairness Opinion Sep 2018 00000 0000000
0000000 000000 000 Advisor: General Dec 2017 00000 0000000
0000 000000000 000 Advisor: General Dec 2017 00000 0000000
0000000 0000 (0000 Advisor: General Sep 2017 00000 0000000
Integrity First Bank Advisor: Fairness Opinion Apr 2017 00000 0000000
Middleton Community Bank Advisor: General Jul 2016 00000 0000000
You’re viewing 10 of 26 services to companies. Get the full list »
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Oak Ridge Financial Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Park Financial Group Advisor: General Mar 2018 00000 0000000
00000000 0000 Advisor: General Oct 2013 00000 0000000
To view Oak Ridge Financial’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
KleinBank Advisor: General Jun 2018 00000 0000000
00000000 0000 Advisor: General Nov 2016 00000 0000000
00000 000000 0000 Advisor: General Aug 2007 00000 0000000
To view Oak Ridge Financial’s complete services on a deal — sell side history, request access »

Oak Ridge Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Oak Ridge Financial Team (31)

Name Title Deals Office Contact
Info
Russell King Co-Owner, Chairman and Chief Executive Officer Golden Valley, MN
Lisa Newman Chief Financial Officer & Executive Vice President Golden Valley, MN
Craig Mueller Managing Director & Co-Head, Financial Institutions Group Golden Valley, MN
David Stieber Managing Director & Co-Head, Financial Institutions Group 0 Golden Valley, MN
Chris Flannery Managing Director Golden Valley, MN
You’re viewing 5 of 31 team members. Get the full list »

Oak Ridge Financial Board Members (3)

Name Representing Role Since
Russell King Oak Ridge Financial Co-Owner, Chairman and Chief Executive Officer 000 0000
You’re viewing 1 of 3 board members. Get the full list »