Our Team

The Oakstone Partners leadership share a diverse background and experience across politics, government, international trade and development, commercial law, investment funds and wealth management, corporate finance and capital markets, and private equity and corporate advisory, allowing us to benefit from numerous established relationships and partnerships with financial institutions and investment houses, private and public companies and governments from across the globe.

CORPORATE ADVISORY & PRIVATE EQUITY

Oakstone’s corporate and strategic advisory is the cornerstone of the firm.

The strength of the advisory practice is founded upon the deep diverse experience of its leadership, where accomplishments have been realised across public, corporate and business life. At the core of Oakstone’s advisory platform is a success mindset engendered by the leadership where a dynamic entrepreneurial culture provide unique commercial solutions that differentiate it from its more rigid and reactive institutional competitors.

Oakstone’s growing private equity arm builds upon and compliments its corporate advisory offering through the origination of high quality, high growth investment opportunities across both the developed and developing world.

With a core focus on impact investing and sustainability, Oakstone leads these investments by partnering with a range of private and institutional investors, major corporations, investment banks and governments to deliver upon its commitments.

Debt Capital Markets

Oakstone Partners focuses on global DCM origination through independently advising debt issuers on the optimal funding strategy in both private and public markets.

In addition to having a joint venture with Raiffeisen Switzerland, the third largest bank in Switzerland with the largest retail presence and a prestigious fixed income franchise, Oakstone benefits from having strong relationships with numerous global investment banks that allow it to advise across all markets, geographies and currencies.

Oakstone also partners with a number of banks and broker-dealers to originate and execute high yield debt issuances. This provides suitable SMEs and listed companies in emerging countries with an additional, cost efficient funding alternative via a debut into capital markets, thereby supporting their global growth ambitions.

Green & Social Impact Bonds

As a core function of Oakstone’s commitment to sustainability, we work with issuers and fixed income investors to bring them together in the green and social impact bond market. This rapidly growing sector provides an increasingly attractive funding platform for those issuers committed to sustainable initiatives.

International Development

The Oakstone Partners’ leadership has decades of cross border transactional experience stretching across all four corners of the globe. We are focused on strategic planning with organisations to how best engage with new and emerging markets. We work closely in an advisory role with governments on practical steps to ensure that foreign (direct) investment is attractive and practical for potential investors.

Whether representing clients’ interests in sophisticated developed markets or in emerging frontier geographies, Oakstone can be relied upon to have the necessary in-house expertise and, more importantly, the on-ground network, to effectively deliver bespoke practical results.

International Investment Advisory Boards (IIAB)

Oakstone partners with a number of organisations through the establishment of an International Investment Advisory Board. In these instances, Oakstone selects premier local firms to partner with in formulating and implementing a range of strategic initiatives, allowing for the IIAB to reflect comprehensive domestic expertise, and thus enabling Oakstone to focus on a macro cross border strategy.

Through constructing and chairing an IIAB, Oakstone creates a powerful ecosystem that focuses and promotes the global needs of clients.

Corporate Diversity & Inclusion

Spearheaded personally by our Chairwoman, Baroness Verma, and as part of Oakstone’s core belief that true diversity and full inclusion in the workplace is, and must be, achievable, we strive to advise and mentor organisations to address any imbalances that they may have in a sensitive and pragmatic manner.

Corporate diversity and inclusion are at the forefront of global media discussions currently, therefore making it imperative that firms that value not only their workforce, but also their public profile, must take firm and positive steps in this regard.

Oakstone Partners, led by Baroness Verma, a globally renowned champion for inclusion and equality, is perfectly positioned to advise organisations in this field.

SRS OAKSTONE

SRS Oakstone is a joint venture between SRS Advogados, a leading top tier law firm in Portugal, and Oakstone Partners. 

Clients and partners with a focus in the Iberian Peninsula and the Lusophone nations can now benefit from the full service advisory platform that is established through the SRS Oakstone collaboration.

Find out more about SRS Advogados here: www.srslegal.pt

 

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