Advisory · Private Equity· Leadership
One Platform.
Disciplined capital, hands-on leadership.
Oak Stone Advisory brings hands-on management, strategic advisory, outsourced C-suite leadership, and board services to founders, boards, and investors — and, as an independent sponsor, sources and leads private equity transactions across real assets and operating companies.
Our Firms
Oak Stone operations through two affiliated firms, each with a distinct role across the investment cycle
The advisory and management arm. Oak Stone Advisory provides strategic advisory, asset management, outsourced C-suite leadership, and board services to founders, boards, and investors — and serves as manager across the platform's investment activities. Link → Visit Oak Stone Advisory
The investment arm. As an independent sponsor, Oak Stone Capital sources, structures, and leads private equity transactions across real assets and operating companies, bringing private investment opportunities to qualified, accredited investors.
Our approach
We invest and advise like operators, because we are.
Aligned
Structures relationships around shared outcomes; puts real conviction behind the work.
Disciplined
Underwriting and risk management grounded in decades of institutional credit experience.
Battle-tested
Deep restructuring and special-situations experience, earned leading complex processes through their hardest moments.
Leadership
Who leads the firm
J. Brian Bailey
Founder & Chief Investment Officer
Brian leads Oak Stone Advisory, setting the firm's investment strategy and advisory practice. Over nearly three decades in institutional capital markets, he has built and led platforms across structured credit, real assets, and operating businesses, and guided a public company through the complexities of a large-scale restructuring process.