Oberon works with a variety of business to business service models and outsourced solutions companies to accelerate growth and execute strategic transactions.  We understand asset light service models and how to position our clients for optimal transaction execution.  Oberon has been a key advisor across various segments of the business services industry

Lead by a team of very experienced professionals, our Consumer and Retail industry team works closely with our clients to achieve their financial and strategic goals. We provide a full range of investment banking and financial advisory services to business owners, with insights and transaction execution expertise across a wide range of consumer-driven markets, products and services. We advise clients on mergers & acquisitions, raising debt and/or equity capital, strategic partnerships, and other strategic initiatives.

Oberon has decades of experience, both commercial and technical, in the energy and resources spaces. We have advised on multiple financings across the capital structure for both asset and corporate transactions, in both private and public markets, and our team has experience not only in energy/resource banking but as private equity professionals, research analysts, commodity advisors and technical/commercial consultants.

The Oberon team combines deep industry knowledge and well established relationships to assist growing and middle market healthcare companies. Through our focused industry approach, we work in close partnership with management teams, boards and shareholders to evaluate fundamental strategic issues and offer a range of innovative and creative financial solutions designed to help them reach their objectives. Our healthcare team has an average of over 20 years investment banking experience in the industry, having completed over 250 M&A advisory, capital raising and strategic transactions in healthcare services, medical devices and biopharma / life sciences.

Oberon has extensive transaction experience across the industrial economy including M&A, debt and equity finance, fairness opinions and strategic advisory assignments.  We have been active in many cross-border deals, both inbound and outbound.  Our expertise is based on our in-depth understanding of industrial companies’ businesses and strategies, and those of the private equity groups and other financial players who have been active in the sector.

Oberon’s team of senior real estate investment bankers and brokers has worked across every major and niche real estate asset class.  Although the team has traditionally worked on capital raising, investment sales, and mergers and acquisitions advice for real estate platforms and REITs, the team has also worked on projects involving businesses with a real estate component and evolving financial technologies and capital markets developments that impact real estate owners and operators.  Oberon real estate team has closed over $30 billion in transactions.

Oberon’s SpecFin Group provides advisory services to the universe of companies that support “money as the product”. Our team has deep experience raising all forms of capital in both private and public markets for specialty finance companies including late stage venture capital, growth equity, private equity, portfolio level “haircut” capital, mezzanine debt, senior secured debt, warehouse lines and forward flow facilities. In addition, we help companies explore various opportunities for liquidity or growth through mergers and acquisitions.

The Oberon team has worked across the transportation/logistics value chain – with regional, national and multi-national companies. In trucking we have experience with all segments of the trucking industry; in aviation our experience encompasses support service platforms to carriers (passenger, freight and special purpose); in rail our clients have included equipment providers, ancillary services and cargo monitoring. Oberon’s team has worked with parties needing hard-dollar financing as well as with those requiring M&A services.

Oberon has deep roots in the Technology, Media and Telecommunications (“TMT”) sector, which was the firm’s initial vertical focus in Oberon’s early years.  With a highly experienced team of professionals, we have successfully delivered financing and strategic solutions to numerous emerging growth, private and public TMT companies in the middle market.  Our long-term involvement in the sector is underscored by an extensive network of financial and strategic relationships worldwide, including a long track record with cross border transactions in the sector.