Oval Partners LLC

Overview

Oval Partners combines private-equity capabilities and capital with the partner orientation and time frame of a private holding company.¹

The firm was founded to help owners and CEOs unlock business growth while gaining liquidity, using investment and operational expertise to scale companies.²

History

Oval Partners was founded to help owners and CEOs unlock business growth while gaining liquidity, using investment and operational expertise to scale companies.²

Leadership

Jake Mizrahi and John Knoll are Managing Directors and Co-Founders. Kyle Robertson and Dan Ruhl are Partners. Dan Escovitz is Director of Business Development, and Brendan Mousley is an Associate.³

Oval Partners describes its team as senior investors and operators with experience leading platform-building efforts across multiple industries.³

Services

The firm supports shareholder liquidity, roll-up acquisitions, geographic and operational expansion, new product development, go-to-market transformation, sales and marketing augmentation, and ownership or management transitions.²

Oval Partners invests through control positions of 51 to 100 percent of equity or through structured minority investments that provide seller liquidity or growth capital.²

Client Focus

Oval Partners targets founder-led businesses with less than $10 million in EBITDA and seeks to grow them organically and through acquisitions.²

Its stated industry focus includes business and technology-enabled services, information services, internet, software and SaaS, and industrial technology.²

The firm looks for high-recurring-revenue, service-oriented businesses with proven cash flow, loyal customers, niche-market positions, and strong free-cash-flow conversion across North America.²

Approach

Oval Partners reports that its principals have 25 years of transaction experience spanning platform investments, acquisitions, exits, recapitalizations, and refinancings. The firm also says it has completed more than 100 acquisitions.⁴

Current Platforms

Current platforms listed by Oval Partners include Flex Technology Group, New Charter Technologies, and Techmotive.⁴

Flex Technology Group provides office equipment, print, document management, and document production solutions for national and regional companies.⁴

New Charter Technologies is a platform of managed IT service providers serving small and medium-sized businesses across North America with infrastructure management, private cloud, disaster recovery, virtual CIO, and security services.⁴

Techmotive provides advanced driver assistance system recalibration services to collision centers and car rental companies in Hawaii and Nevada, using original-equipment-certified equipment and processes.⁴

FAQs

Related resources

• LocationMultifamily offices in Palo Alto

  This page helps readers compare multifamily office options serving Palo Alto and nearby founders. It may clarify which firms focus on liquidity, growth capital, or acquisition funding for owners considering support for a growing business in the Bay Area.

• GuideMultifamily office services

  This overview explains common multifamily office services, helping business owners connect their needs with offerings such as liquidity planning, growth capital, and acquisition funding. Readers can use it to frame questions about investment support and ownership transitions before speaking with a firm.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and playbooks for owners managing family enterprises. Its materials can help a founder or family shareholder assess financing needs, prepare for growth or acquisitions, and consider how outside capital might fit the business and family's plans.

• GuideOutsourced CIO vs multifamily office

  This comparison helps readers distinguish an outsourced CIO from a multifamily office when evaluating outside guidance. A business owner seeking liquidity, growth capital, or acquisition funding can use the differences to decide whether portfolio oversight alone meets the need.

• Similar firms5T Wealth, LLC
  AG Asset Advisory, LLC
  Andina Capital Management, LLC

  Profiles of 5T Wealth, LLC, AG Asset Advisory, LLC, and Andina Capital Management, LLC give readers additional firms to compare on this site. Reviewing their stated services and client focus can help an owner place liquidity, growth capital, and acquisition funding needs in context.

Sources

1. https://www.ovalpartners.com/
2. https://www.ovalpartners.com/focus/
3. https://www.ovalpartners.com/team/
4. https://www.ovalpartners.com/investments/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.