Healthcare focused Financial Advisory Services

Providing meaningful insights for your operations, investments, and transactions

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OUR services

Buy-side due diligence

We provide financial due diligence (quality of earnings analysis) across the healthcare spectrum to assist private equity, strategic buyers, and entrepreneurs during the transaction lifecycle.

Sell-side readiness and due diligence

We work with private equity sponsors, corporations and entrepreneurs
to understand the financial performance of the business 
or carve-out, providing sell-side readiness advice and due diligence to ensure a more efficient process.

OFFICE OF THE CFO

Leveraging our extensive operational expertise, we assist 
companies in implementing and executing financial strategy, reporting, and budgeting with an emphasis on automating manual analyses.

Data analytics

As experts in interpreting, aggregating, and visualizing big data, we effectively and efficiently present your data into actionable KPIs and dashboards at the click of a button.

about us

OakBridge offers transaction-related
due diligence and operational financial advisory services to private equity firms, 
corporations, and entrepreneurs.

We established OakBridge with a commitment to upholding 
and embodying the essential principles of integrity, efficiency, 
and professionalism. These foundational values are the pillars upon which our organization stands, serving as the solid footing that propels us forward.

As a bridge's structure shapes its strength and longevity, these values shape our organizational culture, steer our actions, and guarantee that we continue to function as a dependable and reliable partner in the ever-evolving terrain of advisory services.

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