What We Do
We help build investment theses, teams, and robust processes that deliver above-pace results
The Oak Table is a symbol of our commitment to excellence and longevity (oak), and the collaborative way in which we work together (table).
Lots of things happen around a table - we eat and drink, we commune and build relationships, we work, we create and build, and we dream.
These are the same elements which produce great teams who build great companies that deliver profitable returns to their shareholders and communities.
Some examples of the recent impact of our work include:
...helping an industrial chemical company prepare for successful sale at 2x initial valuation;
...turnaround of an industrial distributor, improving from negative EBITDA to positive double digits in 18 months;
...building a sales process and training program for a commercial services organization that doubled quota achievement in 18 months;
...assisting a leading analyst firm with detailed research for industrial markets investment thesis modeling
...and multiple Private Equity advisory and Board partnerships for investment thesis, asset review, diligence, integration, and operations work
Organizational Capability
No strategy or process is any more capable than the people who lead and execute them. We invest in talent assessment and coaching for success before, during, and after our work. Success is always measured through the lense of an organization that is driven to learn and build upon its foundations.
Areas of Expertise
Strategy | Revenue and Profit Delivery | Mergers and Acquisitions | Industrial Distribution | Field Ops | Operational Transformation
Sales, Service, and Aftermarket Growth | Channel Excellence
Purpose | Investments & Partnerships | Board Advisories
The Oak Table, LLC
Joseph Bergman, Founding Partner
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