Black Oak is a provider of investment,
financial services,advisory
and risk management solutions.

ABOUT BLACK OAK

Black Oak is one of the leading providers of investment, independent financial services, advisory and risk management solutions. We are a fiduciary to our clients.

Our purpose is to help more and more people experience financial well-being.

We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.

ADVISORY

We help our clients to define and achieve their M&A, strategic and financing goals with the best possible results, whatever their objectives and wherever they are.
We have the coverage and resource of the largest integrated banks while delivering tailored, expert advice, investing time in understanding our clients and building long-term, trusted relationships that look beyond any single transaction.

M&A and Strategic
Advisory

Equity
Advisory

Debt Advisory and Restructuring

BLACK OAK
INVESTMENT
INSTITUTE

Investiční institut Black Oak využívá odborné znalosti firmy a vytváří vlastní průzkum s cílem poskytnout přehled o globální a lokální ekonomice, trzích, politice a dlouhodobé alokaci aktiv.

The Black Oak Investment Institute leverages the firm’s expertise and generates proprietary research to provide insights on the global and local economy, markets, politics and long-term asset allocation.

All to help our clients and portfolio managers navigate financial markets.

We invest across industries in both established and growth-oriented businesses across the globe.

 

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Disciplined Due Diligence

Our investment approach is based on a disciplined due diligence process that measures risk while identifying the catalysts for increased value. We engage only in friendly transactions and work with talented management teams to achieve positive results.

Transformative Impact

We strive to create value by investing in great businesses where our capital, strategic insight, global relationships and operational support can drive transformation.

Staying Power

When we partner with a business, we focus on building it to last. Our staying power, drawn from the scale and breadth of the platform which we are constantly developing, helps our companies withstand market cycles and succeed for the long term.

Our Portfolio

We are proud of Blackstone’s role as a positive economic catalyst for the companies in our portfolio. We work to identify, invest in and enhance the value of all kinds of businesses.

ASSET MANAGEMENT

Innovative investment solutions with a long-term perspective, designed around the needs of each and every client. We are independent multi-specialist asset manager, delivering bespoke investment management and advisory services to institutional clients, financial intermediaries, and third-party distributors.

Resolutely client-first, we know that consistent performance can only be realised in the long term. While other asset managers are involved in proprietary trading and brokerage activities, we are truly independent in our security selections. This way, we can pursue long-term strategies that are free from conflict of interest and build truly lasting partnerships with our clients.

Our complementary fields of expertise include:

 

   Active/conviction Management

   Open Architecture Solutions

   Risk-Based Solutions

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WEALTH MANAGEMENT

A long-term approach to investing, to preserve and grow our clients’ wealth.

We provide a comprehensive range of wealth management services to families, individuals, foundations and charities.

Our clients are looking to preserve and grow the real value of their capital. We seek to be sensible custodians, managing our clients' money as if it were our own.

As an independent and family based business, we have the freedom to make impartial decisions, focused on generating the best returns for our clients

Do you have questions? Write us!