Investment Strategy

At Mid Oaks, we believe in a company culture in which a common vision is focused on filling a market need. Risks are reduced and the probability of success is enhanced when that vision is shared by experienced people with an entrepreneurial commitment who work hard and who possess a high degree of integrity and enthusiasm.

Our winning formula is based on finding exceptional entrepreneurs with fundamentally sound businesses, creating a conservative capital structure and giving managers the flexibility they need to execute their strategy. We have found the journey through a company’s twists and turns and its ups and downs to be a challenge well worth the effort.

When Mid Oaks makes an investment, it is predicated on creating long-term fundamental value by growing the operating income of the business. We seek improved results through capital investment, new product development, acquisitions, and by partnering with professional management.