About
Coastal Oak Capital is a boutique private investment firm specializing in business and real estate in the lower middle market.
With a vision to empower growth and innovation, we leverage our industry expertise and deep network to identify and cultivate opportunities that drive exceptional value.
Our firm stands at the intersection of strategic insight and capital deployment, with a sophisticated approach to investment that emphasizes meticulous research and disciplined decision-making.
We believe in fostering long-term relationships with the companies and communities we invest in, grounded in transparency and mutual benefit.
At Coastal Oak Capital, we are committed to building a diversified portfolio that reflects our values of integrity, sustainability, and excellence.