Explore Gray Oak Capital’s portfolio of services
Private Placements
Our private placement and capital introduction services empower businesses at every stage with both independent, well-founded advice and flexible, competitive funding tailored to their unique goals. We connect high-potential opportunities with our extensive network of alternative investment managers, family offices and strategic investors.
We support emerging companies by providing access to pivotal financial resources and established relationships to drive value and growth, and that includes crossing borders. For private, impact-driven projects, we offer dedicated support via comprehensive advisory solutions—from sourcing capital to managing investor contracts.
Every engagement begins with a clear understanding of the client’s objectives. Leveraging our broad industry network, we align management needs with purpose-driven capital partners, making timely, thoughtful introductions that match specific investment priorities.
Through our solution-focused approach, Gray Oak delivers competitively priced capital and strategic guidance to help clients realize their vision.
Industries We Serve
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Impact and Sustainability
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Responsible Mining
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Fin Tech
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Real Estate
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Alternative Investing
Alternative Investment Allocation
Gray Oak Capital provides capital placement and allocation services for investment opportunities in private funds and alternative strategies. Our growing capital advisory team’s deep relationships in the global private fund market allow us to partner with highly respected hedge funds and private equity firms worldwide.
We drive capital raising and advise on every aspect of the process across a diverse range of fund types and asset classes. By working closely with fund managers, we position differentiated offerings to institutional and qualified high-net-worth investors to drive the best possible results.
Our team has a proven track record working with corporate credit, distressed and structured credit, real estate and other real assets, specialty situations, hedge funds, and distressed debt funds.
Integrated Broker Services Program
We attract top talent to our integrated broker services program, where each seasoned professional brings unique expertise as a valued member of the Gray Oak Capital team. With a deep understanding of the brokerage business, we recognize the critical support brokers need for investment banking and private placement activities.
Gray Oak’s commitment to high-performance collaboration and seamless delivery of compliance support, industry data, and transparent pricing solutions is what sets us apart and helps get deals done. Every registered representative is further empowered with a pipeline of new opportunities, enabling them to explore a diverse range of products and investment vehicles.
Advantages of Joining Gray Oak Capital
Efficient onboarding process
Dedicated compliance support providing individualized service
Transparent and fair pricing
Seamless transaction compliance, minimizing paperwork for all parties
Accessible legal counsel
When you are FINRA-registered with Gray Oak Capital, we help you:
Maintain or take the FINRA exams necessary to conduct your securities-related business (Series 7, Series 82, Series 79, and Series 63).
Stay current and in compliance with the rules and regulations specific to your type of business.
Easily maintain state licensing, continuing education, and other ongoing regulatory requirements.
Conduct security transactions legally and soundly, with our support in the case of FINRA or SEC oversight.
Collaborate, if you’d like, with other Gray Oak Capital investment bankers, placement agents, and institutional sales personnel.
Join Us
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