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Our Approach
Built by Operators. Guided by Purpose.
Oak Capital Holdings was founded by Raleigh-based entrepreneurs who have been in your shoes. We built businesses, created jobs, and navigated the complexities of growth and transition firsthand.
We started Oak Capital Holdings to be the steady hand for business owners seeking a thoughtful transition—one that protects what they've built and sets the stage for what's next.
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Our Story
From Building Our Own Businesses to Helping Others Build Their Legacy
Oak Capital Holdings was built on a shared understanding of what it takes to build, lead, and grow a business. Our backgrounds span entrepreneurship, operations, law, and business transitions, giving us a firsthand appreciation for both the opportunities and challenges that come with ownership.
We came together around a simple belief: the best partners don’t just understand businesses on paper—they understand the people behind them. That perspective shapes how we approach every relationship, with respect for what has already been built and a commitment to preserving what makes each business successful.
We help owners move confidently into what comes next—creating greater freedom for themselves while supporting the employees, clients, and communities that helped build their success.
Our Core Values
Respect
We value people, relationships, and the trust placed in us.
Excellence
We bring our best to every partnership and every challenge.
Legacy
We think long term and build for a lasting positive impact.
The Partners
Brent Droege
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Michael Cohen
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Adam Horsman
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