Information Density: Whiteoak – Signal Evidence & AI Readability

[H2] We invest in high quality, growth phase companies and partner with Australia’s leading founders and management teams.

[H2] Our firm

We are a private equity firm which invests in high quality, growth-phase Australian companies. Our firm was established in 2016 to serve the needs of high-potential companies as they scale up.We look to invest between $20m and $60m in companies with strong management teams, high-performance cultures, clear product-market fit and substantial growth potential. Our previous investments have focused on Technology, Services, Industrials and Consumer sectors.The Whiteoak team is based in Sydney and Melbourne.​ We also draw on the expertise of our advisory board and professional network to help our companies make a step-change in performance through robust strategic planning and clear delivery metrics.Our structured approach to value creation helps our portfolio companies to win in their markets. We prioritise strong relationships and fact-based decision making to deliver impact and create long-term value.If you are looking for investment, we would love to hear from you.

[H2] Our people

Meet The Team

[H2] Our focus

We partner with Australia’s highest quality founders, managers and businesses.

We partner with Australia’s highest quality founders, managers and businesses.

Investment Size
We provide flexible capital for significant minority partnerships through to majority partnerships. Typically we look to invest between $20m – $60m.

Sector Focus
We back scalable, capital-light businesses with strong growth potential in the Technology, Services, Industrials and Consumer sectors.

Geography
We invest in businesses that are headquartered in Australia or NZ, typically with global growth ambitions.

[H2] Our impact

Through our portfolio, we’re excited to be:

Supporting corporates to deliver their largest, most complex transformation programmesRaising the bar on health, safety and customer experience in the piercing industryCreating beautiful fashion products which are built to lastEnabling retailers to understand their customers more deeply so they can provide more magical experiencesFacilitating the highest standards of care in the disability, aged care, and allied health sectorsSupporting Australia’s sovereign defence capability by providing integrated solutions to the defence sectorEmpowering cost engineers to deliver more accurate forecasts for billions of dollars of infrastructure projects

[H2] Working with us

"Whiteoak were unique among the potential investors that we spoke to as they understood both our technology and professional services businesses, and as we were so aligned the deal was closed in just a couple of months. This alignment means we are now working together to streamline processes to ensure growth in a sustainable manner.
With better reporting we are now able to make data driven decisions that are giving great results.
Whiteoak is very people focused which means that our teams are all on board and excited about the changes. Our new board of directors is working in complete harmony which will ensure a great result for all."

Robert McDonaldFounderMI Engineers

"A few years ago our business was at a crossroads. We were unsure whether to keep growing steadily, or look for a partner with the know-how and disciplined approach to turn a good business into a great one.
We chose to partner with Whiteoak because they really took the time to understand our business and create a thoughtful plan for growth. The journey thus far has been great. Their value-add and support in the areas that needed attention has meant we’ve been able to elevate the business’s performance to an entirely new level."

Mark OliphantFounderSkin Kandy

“We ran a competitive process to facilitate a management buyout of our leading venue management software, and we chose Whiteoak for two primary reasons.
Firstly, the Whiteoak team explained the reasons for their investment structure and valuation approach in a way we could understand and that was fair. Secondly, they brought in the strategic expertise, financial capability, and analytical support that we knew would be critical to executing the next stage of our global growth.
The successful sale of Priava to a US buyer three years later proved we made the right call in partnering with Whiteoak.”

James PegumChairmanPriava

[H2] Latest news & events

[H3]
TCS Sydney Marathon

August 1, 2025

The Whiteoak team are back, on Saturday 30th August 2025, for another year running and walking 5km at the TCS Sydney Marathon presented by ASICS event to raise funds, awareness and support for the Leukaemia Foundation.

[H3]
AIC Membership

July 1, 2025

Whiteoak Joins the Australian Investment Council, Strengthening Commitment to Industry Best Practice.

[H3]
Investor Update 2025

March 1, 2025

We recently hosted the Whiteoak Investor Update 2025 – bringing together our investor community for a morning of strategic dialogue, performance insights, and shared perspectives.

View All

[H2] Working with us

A few years ago our business was at a crossroads. We were unsure whether to keep growing steadily, or look for a partner with the know-how and disciplined approach to turn a good business into a great one.
We chose to partner with Whiteoak because they really took the time to understand our business and create a thoughtful plan for growth. The journey thus far has been great. Their value-add and support in the areas that needed attention has meant we’ve been able to elevate the business’s performance to an entirely new level.

Mark OliphantSkin Kandy

Whiteoak were unique among the potential investors that we spoke to as they understood both our technology and professional services businesses, and as we were so aligned the deal was closed in just a couple of months. This alignment means we are now working together to streamline processes to ensure growth in a sustainable manner.
With better reporting we are now able to make data driven decisions that are giving great results.
Whiteoak is very people focused which means that our teams are all on board and excited about the changes. Our new board of directors is working in complete harmony which will ensure a great result for all.

RobertMI Engineers

The reason we selected Whiteoak as our partner was their commitment to Amplify’s vision for the strategy execution market, and their ability to provide the resources to execute on that vision.

Matt WilliamsAmplify

[H2] Investment focus

We choose to partner with Australia & New Zealand’s highest quality founders, managers and businesses, while committing a significant portion of our own personal capital.We partner with businesses that demonstrate unique and differentiated capability in their specific niche, and that have a track-record of growth, delivering profitable success. We combine our breadth of experience with the founder’s and manager’s depth of expertise, and lean into our deep investor network to unlock significant value-creation initiatives.Our goal is to build on the best of the business today – through flexible capital solutions, enhanced strategic focus, amplified investment capability, technology-enablement and international impact.The results are market-leading, internationally competitive and sustainably scalable businesses.

Investment Size
We provide flexible capital for significant minority partnerships through to majority partnerships. Typically we look to invest between $10m – $25m.

Sector Focus
We are sector agnostic, however traditionally we have focused on four sectors: Consumer, Technology, Business Services and Healthcare.

Geography
We invest in businesses that are headquartered in Australia, typically with global growth ambitions.

[H2] Our people

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[H2] Investment Team

[H3]
Richard Whiteoak
Managing Director

[H3]
Greg Garvin
Managing Director

[H3]
Lorcan Barden
Managing Director

[H3]
Udhav Goenka
Managing Director

[H3]
Jason Wu
Investment Director

[H3]
Oliver Kirkland
Investment Director

[H3]
George Squibbs
Investment Manager

[H3]
Abbie Wang
Investment Manager

[H3]
Stephanie Chan
Investment Manager

[H3]
Arthur Huang
Investment Associate

[H2] Portfolio Team

[H3]
Georgia Turner
Portfolio Finance Associate Director

[IMG: Thomas Zeylemaker]

[H3]
Thomas Zeylemaker
Portfolio Finance Analyst

[H3]
Deepesh Banerji
Portfolio Advisor

[H2] Distribution Team

[H3]
Andrew Grimes
Managing Director

[H2] Operations Team

[H3]
Raymond Tay
Director of Operations

[H3]
Kelly Randle
Finance & Operations Manager

[H3]
Jaci Choy
Executive Business Partner

[H3]
Sara Reynolds
Team Assistant

[H2] Advisory Board

[H3]
Diane Smith-Gander
Advisory Board

[H3]
John Atkin
Advisory Board

[H3]
Joanna Rupp
Advisory Board

Advisory Board Terms of Reference

[H2] We invest in high quality, growth phase companies and partner with Australia’s leading founders and management teams.

[H2] Our firm

We are a private equity firm which invests in high quality, growth-phase Australian companies. Our firm was established in 2016 to serve the needs of high-potential companies as they scale up.We look to invest between $20m and $60m in companies with strong management teams, high-performance cultures, clear product-market fit and substantial growth potential. Our previous investments have focused on Technology, Services, Industrials and Consumer sectors.The Whiteoak team is based in Sydney and Melbourne.​ We also draw on the expertise of our advisory board and professional network to help our companies make a step-change in performance through robust strategic planning and clear delivery metrics.Our structured approach to value creation helps our portfolio companies to win in their markets. We prioritise strong relationships and fact-based decision making to deliver impact and create long-term value.If you are looking for investment, we would love to hear from you.

[H2] Our people

Meet The Team

[H2] Our focus

We partner with Australia’s highest quality founders, managers and businesses.

We partner with Australia’s highest quality founders, managers and businesses.

Investment Size
We provide flexible capital for significant minority partnerships through to majority partnerships. Typically we look to invest between $20m – $60m.

Sector Focus
We back scalable, capital-light businesses with strong growth potential in the Technology, Services, Industrials and Consumer sectors.

Geography
We invest in businesses that are headquartered in Australia or NZ, typically with global growth ambitions.

[H2] Our impact

Through our portfolio, we’re excited to be:

Supporting corporates to deliver their largest, most complex transformation programmesRaising the bar on health, safety and customer experience in the piercing industryCreating beautiful fashion products which are built to lastEnabling retailers to understand their customers more deeply so they can provide more magical experiencesFacilitating the highest standards of care in the disability, aged care, and allied health sectorsSupporting Australia’s sovereign defence capability by providing integrated solutions to the defence sectorEmpowering cost engineers to deliver more accurate forecasts for billions of dollars of infrastructure projects

[H2] Working with us

"Whiteoak were unique among the potential investors that we spoke to as they understood both our technology and professional services businesses, and as we were so aligned the deal was closed in just a couple of months. This alignment means we are now working together to streamline processes to ensure growth in a sustainable manner.
With better reporting we are now able to make data driven decisions that are giving great results.
Whiteoak is very people focused which means that our teams are all on board and excited about the changes. Our new board of directors is working in complete harmony which will ensure a great result for all."

Robert McDonaldFounderMI Engineers

"A few years ago our business was at a crossroads. We were unsure whether to keep growing steadily, or look for a partner with the know-how and disciplined approach to turn a good business into a great one.
We chose to partner with Whiteoak because they really took the time to understand our business and create a thoughtful plan for growth. The journey thus far has been great. Their value-add and support in the areas that needed attention has meant we’ve been able to elevate the business’s performance to an entirely new level."

Mark OliphantFounderSkin Kandy

“We ran a competitive process to facilitate a management buyout of our leading venue management software, and we chose Whiteoak for two primary reasons.
Firstly, the Whiteoak team explained the reasons for their investment structure and valuation approach in a way we could understand and that was fair. Secondly, they brought in the strategic expertise, financial capability, and analytical support that we knew would be critical to executing the next stage of our global growth.
The successful sale of Priava to a US buyer three years later proved we made the right call in partnering with Whiteoak.”

James PegumChairmanPriava

[H2] Latest news & events

[H3]
TCS Sydney Marathon

August 1, 2025

The Whiteoak team are back, on Saturday 30th August 2025, for another year running and walking 5km at the TCS Sydney Marathon presented by ASICS event to raise funds, awareness and support for the Leukaemia Foundation.

[H3]
AIC Membership

July 1, 2025

Whiteoak Joins the Australian Investment Council, Strengthening Commitment to Industry Best Practice.

[H3]
Investor Update 2025

March 1, 2025

We recently hosted the Whiteoak Investor Update 2025 – bringing together our investor community for a morning of strategic dialogue, performance insights, and shared perspectives.

View All

[H2] Working with us

A few years ago our business was at a crossroads. We were unsure whether to keep growing steadily, or look for a partner with the know-how and disciplined approach to turn a good business into a great one.
We chose to partner with Whiteoak because they really took the time to understand our business and create a thoughtful plan for growth. The journey thus far has been great. Their value-add and support in the areas that needed attention has meant we’ve been able to elevate the business’s performance to an entirely new level.

Mark OliphantSkin Kandy

Whiteoak were unique among the potential investors that we spoke to as they understood both our technology and professional services businesses, and as we were so aligned the deal was closed in just a couple of months. This alignment means we are now working together to streamline processes to ensure growth in a sustainable manner.
With better reporting we are now able to make data driven decisions that are giving great results.
Whiteoak is very people focused which means that our teams are all on board and excited about the changes. Our new board of directors is working in complete harmony which will ensure a great result for all.

RobertMI Engineers

The reason we selected Whiteoak as our partner was their commitment to Amplify’s vision for the strategy execution market, and their ability to provide the resources to execute on that vision.

Matt WilliamsAmplify

[H2] Investment focus

We choose to partner with Australia & New Zealand’s highest quality founders, managers and businesses, while committing a significant portion of our own personal capital.We partner with businesses that demonstrate unique and differentiated capability in their specific niche, and that have a track-record of growth, delivering profitable success. We combine our breadth of experience with the founder’s and manager’s depth of expertise, and lean into our deep investor network to unlock significant value-creation initiatives.Our goal is to build on the best of the business today – through flexible capital solutions, enhanced strategic focus, amplified investment capability, technology-enablement and international impact.The results are market-leading, internationally competitive and sustainably scalable businesses.

Investment Size
We provide flexible capital for significant minority partnerships through to majority partnerships. Typically we look to invest between $10m – $25m.

Sector Focus
We are sector agnostic, however traditionally we have focused on four sectors: Consumer, Technology, Business Services and Healthcare.

Geography
We invest in businesses that are headquartered in Australia, typically with global growth ambitions.

[H2] Get in touch

[H2] Sydney

Level 1
33 Loftus Street
Sydney
NSW 2000

[H2] Melbourne

Olderfleet477 Collins StreetMelbourneVIC 3000

02 9194 6000contact@whiteoak.com

Linkedin

[H2] Sydney

[H2] Melbourne