Shepherd Oak Partners

TWO PARTNERS SEARCHING FOR ENTREPRENEURS SEEKING AN OWNERSHIP TRANSITION

Shepherd Oak seeks to identify, purchase, and manage successful, stable businesses that fit our investment criteria. The Founders have been successfully operating a business since the end of 2017 and are now looking for diversified opportunities in the region for a long-term holding company.

John Fitzpatrick and Bryant Patrick, the co-founders of Shepherd Oak Partners, formed Shepherd Oak in the summer of 2015 to execute a full-time search for a modestly-sized business-to-business manufacturing firm or service provider in the Texas region. The team executed on this vision in late 2017 and is now looking for additional opportunities for a long-term holding company. Through their prior experiences, John and Bryant identified a need for capital for small business owners to transition ownership to the next generation of management. Given the desire of many established entrepreneurs in the area to become less involved in the daily operations of their companies, there are more business owners than ever that deserve the opportunity to reap what they have sown while resting assured that their legacies are in capable, trustworthy hands.

If you are a business owner looking to sell your company, please contact us.

CONTACT

FOCUS

Shepherd Oak seeks well-established manufacturing or service businesses within the Texas region. Our investment criteria targets companies with positive free cash flow and a track record of success and stability. Additionally, we are searching for businesses that are family or entrepreneur-owned and interested in succession planning, ensuring the long-term viability of their institutions.

APPROACH

Shepherd Oak successfully executed its initial goals and is now looking for additional opportunities.

We are now looking for additional opportunities with strong free cash flow that can be added to our long-term holding company that is capitalized by patient capital.

We not only want to provide a liquidity event for current ownership and management but also create a strong platform for long-term growth that benefits employees and other current stakeholders.

TEAM

John and Bryant have run a small Texas business for over three years in a challenging environment. Both have been part of the regional Texas business community their entire careers and assisted entrepreneurs in numerous transformative transactions, taking on a broad range of responsibilities throughout these processes. The co-founders bring management expertise, live deal experience, a broad network of relationships, and an entrepreneurial spirit to Shepherd Oak.