Oak Ridge Financial Overview
- Service
-
Investment Bank
- Year Founded
-
1977
- Employees
-
37
- Serviced Companies
-
46
- Serviced Deals
-
41
- Serviced Investors
-
6
Oak Ridge Financial General Information
Description
Founded in 1977, Oak Ridge Financial is a full-service financial advisory and investment banking firm headquartered in Golden Valley, Minnesota. The firm provides capital raising services for both earlier-stage and established growth companies, as well as mergers and acquisitions advisory services. The firm 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
Website
www.oakridgefinancial.com
Year Founded
1977
Service Provider Type
Investment Bank
Primary Office
- 701 Xenia Avenue South, Suite 100
- Golden Valley
- Golden Valley, MN 55416
- United States
+1 (763) 000-0000
Oak Ridge Financial Services to Companies
Service on a Deal (41)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Settlers Bank | Advisor: Financial Due Diligence | Jul 2023 | 00000 | 0000000 |
| 00000 000000000000 | Advisor: General | Apr 2023 | 00000 | 0000000 |
| 0000000 00000 0000 | Advisor: General | Mar 2023 | 00000 | 0000000 |
| 00000000 000000000 | Advisor: General | Dec 2022 | 00000 | 0000000 |
| 0000 0000 0000 (00 | Advisor: General | Nov 2022 | 00000 | 0000000 |
| 0000 0000 0000 | Advisor: Financial Due Diligence | Aug 2022 | 00000 | 0000000 |
| 00000 000000 0000 | Advisor: Financial Due Diligence | Dec 2021 | 00000 | 0000000 |
| 000 000000000 | Advisor: General | Nov 2021 | 00000 | 0000000 |
| Deerwood Bank (Inner Grove Heights Branch, Minnesota) | Advisor: General | Sep 2021 | 00000 | 0000000 |
| First American Bank (Hudson) | Advisor: General | Oct 2019 | 00000 | 0000000 |
Oak Ridge Financial Services to Investors
Service on a Deal — Buy Side (3)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Frandsen Bank & Trust | Advisor: General | Dec 2021 | 00000 | 0000000 |
| 0000 000000000 000 | Advisor: General | Mar 2018 | 00000 | 0000000 |
| 00000000 0000 | Advisor: General | Oct 2013 | 00000 | 0000000 |
Service on a Deal — Sell Side (4)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Country Bankers | Advisor: Fairness Opinion | Sep 2021 | 00000 | 0000000 |
| 000000000 | Advisor: General | Jun 2018 | 00000 | 0000000 |
| Deerwood Bank | Advisor: General | Nov 2016 | 00000 | 0000000 |
| Eagle Valley Bank | Advisor: General | Aug 2007 | 00000 | 0000000 |
Oak Ridge Financial Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Oak Ridge Financial Team (33)
Oak Ridge Financial Board Members (4)
| Name | Representing | Role | Since |
|---|---|---|---|
| Robert Pompey Jr. | Self | Board Member | 000 0000 |
| Russell King | Oak Ridge Financial | Co-Owner, Chairman and Chief Executive Officer | 000 0000 |