# White Oak Global Advisors

> White Oak Global Advisors is a VC fund backing Sales and Finance. See 13 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: San Francisco, United States
- Total investments: 13
- Last investment: Feb 2026
- Lead investor: 77%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/whiteoaksf/
- Website: http://www.whiteoaksf.com

White Oak Global Advisors is a VC fund in San Francisco focused on Sales and Finance. White Oak Global Advisors, an investment advisor, serves middle-market companies through direct lending programs and other initiatives.

## Contacts

5 contacts available for White Oak Global Advisors. Shizune tracks 7 team members at White Oak Global Advisors. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/white-oak-global-advisors?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Sales | 2 | 15% |
| Finance | 2 | 15% |
| Industrial | 2 | 15% |
| Health Care | 2 | 15% |
| Real Estate | 2 | 15% |

39 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Debt Financing | 7 | 54% |
| Series B | 1 | 8% |
| Series F | 1 | 8% |
| Funding Round | 1 | 8% |
| Post-IPO Debt | 1 | 8% |

7 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 11 | 85% |
| India | 1 | 8% |
| Australia | 1 | 8% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Andre A. Hakkak | Co-Founder, Chief Executive Officer & Managing Partner | 0 | https://shizune.co/investors/profile/andre-a-hakkak |
| Barbara J. S. McKee | Managing Partner & Co-Founder | 0 | https://shizune.co/investors/profile/barbara-j-s-mckee |
| David Mitchell | SVP and Senior Business Development Officer, White Oak Business Capital | 0 | https://shizune.co/investors/profile/david-mitchell-8470 |
| Diane C. Altieri | Chief Operating Officer | 0 | https://shizune.co/investors/profile/diane-c-altieri |
| Isaac Soleimani | Managing Director & Partner | 2 | https://shizune.co/investors/profile/isaac-soleimani |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Unicat Catalyst Technologies | Unicat Catalyst Technologies is a leading global provider of heterogeneous catalyst products and related services. With over 200 unique catalyst products, Unicat has consistently provided its customers with innovative solutions. In addition to its product portfolio, the Company provides on-site technical support to assist its customers worldwide.In addition to its Alvin facility, the Company maintains offices in South America, Europe, Asia, and the Middle East. | $35M | Debt Financing | Feb 26, 2026 |  |
| 1784 Capital Holdings | 1784 Capital Holdings acquires, develops, constructs, and owns self-storage facilities. It is a developer of class-A self-storage projects in high growth areas and the manager of four separate entities, Hunt Highway Self Storage, Queen Creek, Arizona. It was established by Shane C. Albers in 2013 in Scottsdale, Arizona. | $27.2M | Debt Financing | Jul 30, 2025 |  |
| Watermark Capital Group | Watermark Capital Group is a real estate development firm based in Brooklyn, NY, specializing in revitalizing historic neighborhoods. With a focus on comprehensive management of development projects, Watermark Capital Group brings expertise in finance, architecture, and design to each venture. The team, deeply rooted in the Brooklyn area, leverageslocal knowledge to develop properties that meet the needs of the community. Key personnel include founding partner Wolfe Landau, with over fifteen years in real estate, and associate partner Shulem Kessler, an expert in architecture and design. The firm is committed to fostering growth and revitalization in Brooklyn's historic districts. | $70M | Debt Financing | Dec 10, 2024 |  |
| Alliance Entertainment | Alliance Entertainment is the largest wholesale distributor of home entertainment audio and video software in the United States as well as an accomplished distribution channel for apparel, hardware and accessories. | $120M | Post-IPO Debt | Dec 21, 2023 |  |
| Trecora Resources | Trecora Resources specializes in specialty petrochemical products and synthetic waxes, as well as provides customer processing services. | $130M | Debt Financing | Jul 21, 2022 |  |
| Prime Plastic Surgery | Prime Plastic Surgery offers patients cosmetic and reconstructive procedures. They provide services such as face procedures, breast procedures, body contouring, and medical spa that include blepharoplasty, brow lift, buccal fat removal, breast augmentation, breast lift, breast reconstruction, breast reduction, brazilian butt lift, extended tummytuck, gender reassignment surgery, granny makeover, and more. |  | Private Equity | Jun 21, 2022 |  |
| Benada Aluminum Products | Benada Aluminum Products offer high-quality paint, fabrication and precision cutting. They have the manufacturing capabilities, service, and commitment to quality that leads the industry. We offer precise custom engineered solutions, with personal relationship based service. | $32.5M | Debt Financing | Jun 13, 2022 |  |
| Omni Recycling | Omni Recycling is a waste disposal and waste disposal company. | $21.3M | Debt Financing | May 09, 2022 |  |
| Blackstone Products | Blackstone Products is an e-commerce platform that serves kitchen appliances and is also a learning platform for cooking recipes. Blackstone Products specializes in outdoor griddles that enable users to cook a wider variety of foods more quickly and frequently. The company's extensive product line includes innovative and simple-to-usegriddles, accessories, and consumables that improve outdoor cooking and make it more enjoyable and accessible to all. | $75M | Debt Financing | Apr 11, 2022 |  |
| Kepler Analytics | Kepler Analytics provides retail managers with unprecedented insight into shopper behavior to create amazing customer experiences. This is achieved using a revolutionary wireless sensor that detects unique shoppers both inside and outside stores. | $15.8M | Series B | Feb 10, 2022 |  |

10 of 13 investments shown.

## Co-investors
- [Bay Capital](https://shizune.co/investors/profile/bay-capital) — VC Fund, 1 deal together
- [Cyrus Poonawalla Group](https://shizune.co/investors/profile/cyrus-poonawalla-group) — VC Fund, 1 deal together
- [Fidelity](https://shizune.co/investors/profile/fidelity-investments) — VC Fund, 1 deal together
- [Fidelity](https://shizune.co/investors/profile/fidelity-management-and-research-company) — VC Fund, 1 deal together
- [Harbor Spring Capital](https://shizune.co/investors/profile/harbor-spring-capital) — VC Fund, 1 deal together
- [IIFL Wealth Management](https://shizune.co/investors/profile/iifl-wealth-asset-management) — VC Fund, 1 deal together

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- [The FSE Group](https://shizune.co/investors/profile/finance-south-east) — VC Fund

## FAQ

### What does White Oak Global Advisors invest in?

White Oak Global Advisors invests primarily in Sales, Finance and Industrial startups, most often at Debt Financing and Series B stage. Most of the 13 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact White Oak Global Advisors?

Public channels for White Oak Global Advisors include LinkedIn and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at White Oak Global Advisors?

The team at White Oak Global Advisors includes Andre A. Hakkak (Co-Founder, Chief Executive Officer & Managing Partner), Barbara J. S. McKee (Managing Partner & Co-Founder) and David Mitchell (SVP and Senior Business Development Officer, White Oak Business Capital), among 7 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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