/Investor DB

White Oak Global Advisors

Venture debt

San Francisco · Late Stage · 37 people tracked

Also known as WHITE OAK GLOBAL ADVISORS, LLC

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Investment thesis

White Oak Global Advisors focuses on delivering flexible, customized capital to small and middle-market businesses. As an SEC-registered investment advisor, the firm offers more than 20 lending products designed to meet the evolving financing needs of small and medium enterprises throughout their lifecycle, aiming to support their growth and ongoing business requirements.

Source: firm website, verified Oct 13, 2026.

Stage
Late Stage
HQ
San Francisco, US
Leads rounds
Follows
Instruments
Debt · Equity
Founded
2007
AUM
$5.1B
Tracked investments
1

Team · 37 people

from the firm's website
Andre A. Hakkak· Founder, Managing Partner & Chief Executive Officer, White Oak Global Advisors

Co-founder and Managing Partner of White Oak since 2007 and an Investment Committee member. Previously founded Alpine Global and Suisse Global Investments and worked as an investment banker at Robertson Stephens & Co.

Darius J. Mozaffarian· Managing Partner, President & COO, White Oak Global Advisors

Joined White Oak in 2008, became Partner in 2010 and President, overseeing investment teams that originate and structure transactions for the firm's private debt funds. Formerly at Goldman Sachs, Telephia (Nielsen) and Microsoft.

Barbara McKee· Partner, Head of Legal, White Oak Global Advisorsin

Co-portfolio manager and Investment Committee member since 2007. Previously helped found KKR Financial and held senior legal roles at Wells Fargo, Deutsche Bank, Skadden Arps and Sidley Austin.

Jon Patty· Head of Climate & Impact Investing, White Oak Global Advisors

Managing Director and Partner of the White Oak Impact Fund focused on financings generating social and environmental benefit. Previously Head of Private Equity at New Island Capital.

Eric Tanjeloff· Managing Principal, White Oak Real Estate Capitalin

Managing Principal of White Oak Real Estate Capital responsible for strategy, originations and management of the commercial real estate lending platform. Previously Head of Real Estate Investments at Melody Capital Partners.

Adrian Katz· Chairman, Finacity Corporation

Founder and Chairman of Finacity Corporation with over 35 years in asset-backed securitization. Formerly Managing Director at Smith Barney and Prudential Securities.

Allan J. Marzen· Advisor, Originations, White Oak Global Advisorsin

Managing Director of Origination responsible for originating and underwriting investments for White Oak's private debt funds. Joined in 2014 from Wells Fargo Capital Finance.

Benett· CEO, White Oak Healthcare Finance

CEO of White Oak Healthcare Finance and former investment banker at UBS. Previously a senior advisor to Ares.

Bethel· Senior Advisor, White Oak Merchant Partners

Senior Advisor to White Oak Merchant Partners and former U.S. Ambassador Designate to Panama and World Bank board director. Previously a Managing Director at Franklin Templeton Investments.

Celine Hannett· Managing Director, Strategy & Finance, White Oak Global Advisors

Managing Director for Strategy & Finance with over 30 years in strategy, treasury and operations. Formerly CFO at Melody Capital Partners and Plainfield Asset Management.

Chris Burns· White Oak Healthcare Financein

Structured finance executive who was previously SVP and Co-Head of the Structured Finance Group at Sector Financial and a Managing Director at Capital One and Jefferies.

Christian Jorda· CFO - Funds, White Oak Global Advisors

CFO of Funds managing accounting and operations for the firm's funds and separately managed accounts. Joined in 2011 after roles at P. Schoenfeld Asset Management, Citi Hedge Fund Services and Panasonic.

Cox· Managing Director, Head of Capital Markets, White Oak Global Advisors

Head of Capital Markets responsible for structuring and underwriting investments for the firm's private debt fund. Joined in 2021 from Wells Fargo Capital Finance.

Davies· Director of Sales, White Oak U.K.

Director of Sales for White Oak U.K. since 2018, overseeing the sales function and product development. Previously held the same role at LDF Group, acquired by White Oak in 2018.

Davy Badel· Global Head of Human Resources, White Oak Global Advisors

Global Head of HR based in Miami with over 20 years of HR and finance experience. Previously Sr. Director of HR at Algolia and 15 years at Alcatel-Lucent.

Eric Lemieux· Chief Risk Officer, White Oak Global Advisorsin

Investment executive with over 20 years in risk management and investment structuring. Most recently Managing Director at Caisse de dépôt et placement du Québec leading investment structuring.

Fitz· Head of Portfolio, White Oak Commercial Finance

Head of Portfolio for White Oak Commercial Finance with 25 years of asset-based lending experience. Previously EVP Northeast Regional Portfolio Manager and COO at PNC Business Credit.

Fortino· Chief Financial Officer, White Oak Commercial Finance

CFO of White Oak Commercial Finance managing finance and accounting. Previously CFO of specialty retailer Levenger Company with over two decades of C-level retail and media experience.

Genise· Chairman and Manager, White Oak Aviation

Chairman and Manager of White Oak Aviation with over 35 years in aircraft and engine leasing. Former CEO of Aergen Management Services and DAE Capital.

Giles Coates· Chief Financial Officer, White Oak Healthcare Financein

CFO of White Oak Healthcare Finance with 23 years in commercial finance. Previously CFO at Capital One's commercial verticals and Director of Treasury & Risk at CapitalSource Finance.

Jason Kim· President, Finacity Corporationin

President of Finacity leading deal execution since 2013. Has arranged over 50 financing facilities totaling over $15 billion across many industries.

Jean-Marc Torre· CEO, White Oak U.K.

CEO of White Oak U.K. with 30 years of banking experience, having led various BNP Paribas subsidiaries focused on commercial finance and lending.

Jeffrey J. Habicht· Head of Underwriting, White Oak Global Advisors

Head of Underwriting since 2015 with 20 years of private credit experience across cash flow and asset-based lending. Formerly at Origami Capital Partners and Neuberger Berman's distressed debt platform.

John W. Felix· Head of Originations, White Oak Global Advisors

Managing Director since 2017 focused on middle-market investing. Founded Consortium Finance and previously worked at D. E. Shaw and Banc of America Mezzanine Capital.

Martin F. Efron· Head of Factoring, White Oak Commercial Financein

Head of Factoring for White Oak Commercial Finance with experience in textiles, apparel and furniture. Previously Partner and SVP at Milberg Factors.

Mary Gronseth· Managing Director, White Oak Global Advisorsin

Managing Director on the Client Solutions team responsible for key investor accounts and insurance-industry asset management products. Previously at Aware Asset Management and Blue Cross Blue Shield of Minnesota.

Michael Rodgers· Executive Vice President & COO, Finacity Corporation

Responsible for Finacity's operations and chairs its Credit Committee. Previously VP of Global Credit Operations at Georgia-Pacific with over 35 years of financial management experience.

Nathalie Schallock· Managing Director, Client Solutions, White Oak Global Advisors

Managing Director of Client Solutions handling new business development and client servicing. Previously Director of Business Development at Metacapital Management.

Paul C. Ahrens· Managing Director, Client Solutions, White Oak Global Advisorsin

Managing Director of Client Solutions responsible for new business development. Previously at Southfield Capital and FrontPoint Partners (Morgan Stanley).

Pereira· Managing Director and Portfolio Manager, White Oak ABL

Managing Director and Portfolio Manager for White Oak ABL serving the Australasian client base. Founder and Executive Chairman of Recon Finance with 25 years of investment banking experience.

Petrucci· Managing Director, White Oak Equipment Finance

Managing Director of White Oak Equipment Finance with about 30 years in equipment leasing and leveraged finance. Previously at Heller Financial, RBS Asset Finance and NXT Capital.

Ply· Head of Underwriting, White Oak Commercial Finance

Head of Underwriting for White Oak Commercial Finance leading underwriting for asset-based and factoring facilities. Previously a director and senior underwriter at Wells Fargo Capital Finance.

Steve Schlussler· Chief Credit Officer, White Oak Healthcare Finance

Chief Credit Officer of White Oak Healthcare Finance with over 25 years in specialty finance credit roles. Formerly CCO at Sector Financial and senior credit officer at Capital One.

Steven Ruth· Chief Lending Officer, White Oak Global Advisors

Chief Lending Officer with 36 years in debt and equity investing, restructuring and risk management. Previously CIO of Mubadala GE Capital and held senior roles at GE Capital and Bank of America.

Thomas F. Finnigan IV· Head of Complex Credit, White Oak Global Advisors

Head of Complex Credit responsible for managing complex situations and credits for White Oak's private debt funds. Previously at boutique investment bank McNamee Lawrence & Company.

Thomas K. Otte· CEO of White Oak Commercial Finance and Head of White Oak Europe

CEO of White Oak Commercial Finance and Head of White Oak Europe. Previously at Presidential Financial, TKO Finance Group, Dune Capital and GE Capital's Middle Market Lending.

Won Rha· Chief Compliance Officer & Senior Counsel, White Oak Global Advisorsin

Chief Compliance Officer and Senior Counsel overseeing compliance and legal matters from the San Francisco office. Previously a compliance officer at Brookfield Asset Management.

What they invest in

from 1 of 1 portfolio companies

Construction Tech ×1

HQs:United States×1

Investments · 1 tracked

founders shown can be your intro path
Integrity Landscapeintegritylandscapecorp.cominAug 2021

Integrity Landscape is a commercial landscaping services provider operating on the US west coast, offering exterior services (maintenance, tree care, irrigation) and interior services (plant design, living walls, holiday décor) through its Medallion Landscape and CityLeaf brands.

Construction TechMorgan Hill, US

Richard Bronstein(Executive Officer, Director)Tony Quintong(Executive Officer)John Gates(Executive Officer, Director)

Frequently asked questions

What stage does White Oak Global Advisors invest at?
White Oak Global Advisors invests at the Late Stage stage.
What sectors does White Oak Global Advisors focus on?
White Oak Global Advisors focuses on Advanced Manufacturing, Climate Tech, Consumer, Energy, GovTech, Healthtech, Impact & Social Good, Media & Entertainment, Mobility & Transportation, New Materials, PropTech, Sector Agnostic.
Where is White Oak Global Advisors located?
White Oak Global Advisors is headquartered in San Francisco, US.
Does White Oak Global Advisors lead rounds?
White Oak Global Advisors typically participates in rounds rather than leading them.

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