Who We Are
OAKS Advisory Group is an investment & advisory services firm focused on hyper-scaling high-potential software and technology services firms across the globe.
What We Do
We help founders and executive teams transform, scale, and execute values-based, next-phase solutions for their businesses.
Our Focus
Business Foundations
- Mission, Vision & Purpose
- Operational Effectiveness
- Customer Delight
- Employment Experience
Financial Transformation
- Profitability Tuning (EBITDA)
- High Growth Strategies (CAGR)
- Partnership & Adjacency Strategies
- Quality of Revenue (mix/multiples)
Back-Office Transformation
- Company & Owner Legacy
- Shared Success & Incentives
- Financial/Estate Planning
- Strategic Planning & Execution
Operating Model
No Advisory Fees
No Advisory Grants
We provide strategic guidance and investment, free from advisory grants.
Aligned Minority Investments
We invest into high-potential companies with a "shared success" model.
Value through Values
We help build great transformational brands, creating unfathomed enterprise value through our set of Core Values.
Leadership
We lead by example, inspiring others to achieve excellence through our commitment to innovation, ethical decision-making, and unwavering support.
Integrity
We act with honesty and transparency, upholding the highest standards of ethical behavior in every interaction and decision we make.
Focus
We stay dedicated to our clients' success, maintaining a clear vision and steadfast commitment to delivering impactful, results-driven solutions.
Teamwork
We believe in the power of collaboration, fostering a culture of mutual respect and shared purpose to achieve collective greatness.
Selectively Focused on You
We invest in just a few exceptional companies annually.
OAKS Advisory Group empowers executive teams by fostering innovation, unlocking growth adjacencies, and implementing solutions that propel their businesses forward. We focus on purpose-driven value creation to ensure that the positive effects of our collaboration extend beyond the lifespan of the businesses themselves.
Our mission is to support these leaders in navigating their next phase of growth with clarity and purpose, ultimately cultivating a legacy of thriving enterprises that contribute meaningfully to the communities in which they serve.
Investment in
10
technology companies
Over the next
10
years
Creating
$1B
in marketplace value
Portfolio Company Criteria
- Portfolio Company Focus: Aligning with founders & their executive teams (yet without outside capital)
- Technology/Business Services Firms: $20M - $100M in professional services / managed services revenue
- Software-as-a-Service Companies: $2M - $25M in annual recurring revenue (ARR)
Oaks Testimonials
"Mark's wisdom and insights have been invaluable to our team. His strategic advisory has significantly contributed to our growth and market positioning. We are thrilled to formalize his role and have him as a key member of our Board of Advisors."
Rob Jansen
CEO of TekStream Solutions (an OAKS portfolio company)
Jeff Jahn
"Mark has
been an invaluable sounding board, mentor, guide and friend for the past
decade. But the best part of knowing and working with Mark is the positivity he
brings into everything he is involved in. There is a zest for life and energy
that makes whatever needs to be accomplished feel more possible, accompanied by
gentle accountability and support. I can't recommend Mark enough."
Jeff Jahn
Serial Tech Entrepreneur | Founder & CEO, Dynamix
Frank Bell
"As business partners at
Intellinet for over 20 years, Mark's leadership skills and business acumen
created positive impact for hundreds of clients, families, and communities. His
vision for serving others, creating value, and operational abilities are an
incredible asset to any entrepreneur or executive team looking to scale their
business to new heights."
Frank Bell
Founder & Chairman, Intellinet & Inspire Leadership Network
Rich Cannon
"OAKS Advisory Group came to Rali at a moment when it needed a change in control to move
forward. Mark skillfully walked the line of honoring where the company was and
forcing the hard decisions needed to move towards success. Mark is an Atlanta
tech industry veteran and understands the complexities of building companies
both financially and strategically, and I'm proud to have partnered with him."
Rich Cannon
CEO of Rali Solutions (an OAKS portfolio company)
Cait Porte
"Mark and the OAKS Advisory Group offer a truly holistic approach.
Beyond the numbers, Mark understands the importance of bringing the right
people together for strategic discussions. This collaborative approach, coupled
with his financial expertise, has been invaluable to sustainable growth for the
companies OAKS works with."
Cait Porte
Serial SaaS-executive (CMO/CPO/Strategist)
Rusty Gordon
"Mark and his successes have been on my radar for a very long time. He is a very quick study who applies his impressive experience to deliver actionable insights that brings out the best in our executive team. Although I have long heard about 'value added money', Mark is one of the few that I have seen truly deliver on that promise."
Rusty Gordon
seasoned Board Chairman, former CEO, Strategic Advisor (technology companies)
Gerry Balboni
"I've seen Mark operate first hand as the Chairman of one of the technology firms that I represent as lead counsel. His sound vision, clarity, and ability to make hard decisions in a calm and yet clear manner stands out above the crowd. He has a strong grasp of the coaching needed for executive teams and yet the wisdom needed to protect all shareholders in his decisions. He has leveraged other members on the board well to make good long-term decisions in often very hard circumstances. The OAKS group has been a strong model of clarity, stability and focus for our client."