TWO PARTNERS SEARCHING FOR AN ENTREPRENEUR SEEKING AN OWNERSHIP TRANSITION
Shepherd Oak seeks to identify, purchase, and manage a successful, stable business that fits our investment criteria.
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. 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.
Shepherd Oak seeks a well-established manufacturing or services business within the Texas region. Our investment criteria targets companies with positive 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.
Shepherd Oak is in its initial search phase, during which we will source and screen opportunities that fit our specific investment criteria. 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.
John and Bryant have both been part of the regional Texas business community their entire careers. Both assisted entrepreneurs in numerous transformative transactions, taking on a broad range of responsibilities throughout these processes. The co-founders bring industry expertise, live deal experience, a broad network of relationships, and an entrepreneurial spirit to Shepherd Oak.