About Us
Boutique Advisory
Founded in 2015 Candler Oak is a boutique advisory firm dedicated to small-cap corporations.Our mission is to bridge the gap between innovative ideas and executable strategies, helping companies thrive in competitive markets. With a team of seasoned professionals from finance, investment banking, and legal backgrounds, we bring decades of collective experience to every client engagement.
Site Content
Services
Strategic Planning:
Business model refinement, market analysis, and growth roadmaps.
Risk Management:
Identifying and mitigating operational and financial risk
Equity and Debt Financing:
We maintain direct relationships with two family offices with a AUM of over one billion. Direct Investments featuring convertible notes, venture debt, and structured financing.
Mergers & Acquisitions
Buy-Side Advisory
Sell-Side Advisory
Joint Ventures & Partnerships
Post-Merger Integration
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Candler Oak Ltd.Co
Hours
Open today | 09:00 am – 05:00 pm |
