Ten Oaks Group Market Research Report

Background

Ten Oaks Group is a family office investment firm specializing in corporate divestitures and take-private transactions. Founded by the Magan and Hahn families, the firm focuses on acquiring non-core business units from larger corporations, aiming to transform them into thriving standalone entities.

Key Strategic Focus

Ten Oaks Group targets corporate carve-outs and take-private transactions, emphasizing:

• Investment Criteria: Businesses with EBITDA less than $50 million.

• Geographic Scope: Global investments without regional restrictions.

• Transaction Approach: A "frictionless" process, closing deals as swiftly as the seller can accommodate.

Financials and Funding

As a family office, Ten Oaks Group utilizes private capital from the Magan and Hahn families for its investments. The firm does not publicly disclose specific financial details or funding rounds. Its investment strategy focuses on acquiring and revitalizing non-core business units to enhance their value and operational performance.

Pipeline Development

Ten Oaks Group has completed 27 carve-out transactions across 15 countries since its inception. The firm maintains a diverse portfolio across various industries, including building products, compliance, electronics, health and wellness, infrastructure inspection, refrigeration, software, and electrical and energy solutions. Each acquired company operates independently under its dedicated management team, with support from Ten Oaks Management, LLC.

Technological Platform and Innovation

While Ten Oaks Group does not publicly disclose proprietary technologies or specific scientific methodologies, its operational strategy emphasizes:

• Operational Excellence: Implementing strategies to optimize the potential of each acquired business.

• Experienced Operating Partners: Managing transitions and separations to ensure seamless integration and growth.

Leadership Team

• Matthew Magan: Co-founder overseeing investing operations. Previously a principal at Summit Park and an investment banking analyst at Wachovia Securities. Holds a finance degree from the University of Maryland and an MBA from the Wharton School of the University of Pennsylvania.

• Mike Hahn: Co-founder leading sourcing efforts. Formerly with Deloitte Consulting’s strategy & operations practice. Earned a B.S. in business administration and finance from Carnegie Mellon University and an MBA from Columbia Business School.

Leadership Changes

In 2023 and 2024, Ten Oaks Group expanded its team with strategic hires:

• July 2023: Added four Operating Partners: James Deng, Greg Warren, David Izquierdo, and Lauren Celano, enhancing capabilities in turnaround management, legal expertise, and international investments.

• April 2024: Welcomed Sam Dundon as Head of Information Security, Alexis Schackman as Tax Manager, and reintroduced Randy Fields, strengthening operational excellence.

• April 2024: Expanded the transaction execution team with Kyle McCormick as Senior Associate, Ethan Holguin as Associate, and Saika Maeda as Japan Investment Lead, bolstering transaction capabilities.

Competitor Profile

Market Insights and Dynamics

The corporate divestiture and carve-out market is characterized by:

• Market Size: Significant, with numerous corporations seeking to divest non-core assets.

• Growth Potential: High, driven by corporate restructuring and strategic realignments.

• Industry Trends: Increased focus on operational efficiency and portfolio optimization.

Competitor Analysis

Key competitors include:

• Summit Park: Focuses on lower middle-market investments across various industries.

• Deloitte Consulting: Offers strategy and operations consulting, including M&A advisory services.

• Audax Private Equity: Specializes in building middle-market companies through buy-and-build strategies.

These firms compete in acquiring and managing corporate divestitures, each with unique approaches and industry focuses.

Strategic Collaborations and Partnerships

Ten Oaks Group emphasizes internal growth and operational excellence. While specific strategic partnerships are not publicly disclosed, the firm collaborates with its portfolio companies to implement value-creation initiatives and operational improvements.

Operational Insights

Ten Oaks Group's competitive advantages include:

• Speed and Flexibility: Ability to close transactions swiftly, aligning with sellers' timelines.

• Experienced Team: A diverse team with expertise in various industries and operational functions.

• Global Reach: Investments across multiple countries, demonstrating adaptability to different markets.

Strategic Opportunities and Future Directions

Ten Oaks Group aims to:

• Expand Portfolio: Continue acquiring non-core business units globally.

• Enhance Operational Capabilities: Invest in talent and technology to optimize portfolio performance.

• Strengthen Market Position: Leverage its unique approach to become a preferred partner for corporate divestitures.

Contact Information

• Website: tenoaksgroup.com

• LinkedIn: Ten Oaks Group

Note: Specific contact details such as address, phone number, and email are not provided in the available sources.