Connecting Sources and Uses of Capital
Our team streamlines investor outreach workflows and distributes marketing materials on the manager's behalf throughout the engagement.
Oakpoint’s Investor Relations Services is an alternative solution for managers interested in accessing a broad range of prospective investors.
ABOUT OAKPOINT ADVISORS
Oakpoint Advisors specializes in crafting and executing bespoke capital formation strategies for private funds and companies. Through its registered broker-dealer, Oakpoint Solutions LLC, the firm collaborates with select GPs and companies in a private placement capacity. In addition, Oakpoint Advisors provides comprehensive outsourced Investor Relations services.
Headquartered in Tampa, Florida, and established in 2009, we serve as your trusted alternative asset placement agent, offering innovative solutions and connecting clients with top-tier private funds and direct investment opportunities.
DRIVE GROWTH IN YOUR BUSINESS
Our approach is built on a deep understanding of both investment and operational functions, ensuring our success aligns with that of our partners. We focus on becoming trusted collaborators and a seamless extension of each manager's brand.
OUR HISTORY
2009
2014
2015
2020
2023
2024
Oakpoint Advisors
Established 2009
-
Oakpoint was
established in New York by
Gerry Coughlin in the summer of 2009 with initial
funding from a strategic investment
manager partner. -
Mission: to deliver
comprehensive
Capital Raising
and Consulting
Services to
Alternative Asset
Reorganization
Oakpoint Tampa
-
Oakpoint establishes its headquarters in Tampa, Florida, with support from key partners in the region.
-
Chris Capozzalo, COO,
relocates from New York to
Tampa.
Oakpoint Solutions
Manager Services
-
Oakpoint Solutions, LLC, has launched a Florida-based broker-dealer
approved for Private Placement transactions
through FINRA and the SEC. -
Large family office invests directly into Oakpoint
Advisors.
Expansion of
Brokerage Services
-
In 2020, Oakpoint
expands its brokerage services to include special
situations in investment
banking and underwriting.
Private Equity
Partners
-
Chris Kirsten and Patrick Dunleavy team up with Oakpoint and lead our Private Equity initiative.
Launched Marketing
and IR Services
-
Oakpoint expands
its capital solution
options by launching the IR
Services Platform and teaming up with PilotShip
Partners for fee-based
marketing.