Oakwood Legacy Partners

Oakwood Legacy Partners is an investment organization that focuses on acquiring and investing in enduringly profitable small businesses in the United States. Founded by Dave Lam, who has a background in managing supply chain teams for the US Air Force and US Coast Guard, the organization aims to support experienced operators in growing businesses by implementing modern tools, practices, and technology. Oakwood Legacy Partners invests in small businesses that demonstrate consistent historical financial performance, recurring revenue, and a differentiated competitive product or service offering. They target businesses with earnings between $750,000 and $5 million, with a minimum margin of 10%, emphasizing a holistic approach to investment.

Oakwood Legacy Partners adds value by implementing modern tools, practices, and technology to help experienced operators grow their businesses. They focus on ensuring a smooth transition for exiting owners and continuity for employees and clients.