OakBridge

What OakBridge does

OakBridge Advisory Services is a healthcare-focused financial advisory firm that delivers buy-side and sell-side financial due diligence alongside an outsourced Office of the CFO (oCFO) service to private equity sponsors, healthcare operators, and strategic acquirers. The firm is vertically specialized, serving clients across the provider, healthcare services, and healthcare technology sub-sectors, and explicitly markets a senior-led delivery model in which partners and senior operators lead engagements rather than delegating to junior staff. Its named clients include Greywood Capital Partners and a multi-site healthcare platform, and its senior team is credited with 100+ healthcare engagements.

Operationally, OakBridge runs a dual-shore model with its US headquarters at 21 W46th Street (12th Floor), New York, and a delivery office in Gurugram, India. The product surface is intentionally narrow: Financial Due Diligence supports transaction underwriting with deal-quality financial analysis, while the oCFO practice provides recurring controller/CFO-level finance functions to growth-stage healthcare companies, creating a mix of project-based and retainer-style revenue. Pricing is quote-based and engagement-based; no public rate cards or contract terms are disclosed, and the firm does not maintain a public marketing presence beyond LinkedIn.

The firm is privately held, founded in 2023, with a headcount in the 11-50 range and 16+ named team members including co-founders/partners Rich Bowman and Steven Hale, SVP Ayush Jain, VP Jeff Jutras, and senior team member Vineet Agrawal. No funding rounds, acquisitions, partnerships, awards, or AI/technology capabilities are disclosed in the source material, leaving OakBridge positioned as an early-stage, partner-led healthcare advisory boutique whose principal assets are its people and vertical specialization.

Name

OakBridge

Legal name

OakBridge Advisory Services

Website

https://oakbridgeas.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

OakBridge Advisory Services is a healthcare-focused financial advisory firm delivering buy-side and sell-side financial due diligence and outsourced CFO services to private equity sponsors, healthcare operators, and strategic acquirers via a senior-led US/India delivery model.

Ownership category

akta.pro rank

Product category

Healthcare Financial Advisory

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Healthcare financial advisory
• Financial due diligence
• Office of the CFO
• Healthcare M&A advisory
• Transaction advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Due Diligence Services: Project-based engagement fees for comprehensive buy-side and sell-side financial due diligence services tailored to healthcare transactions. Services include Quality of Earnings assessments, working capital analyses, and risk identification.
2. CFO Advisory Services: On-demand CFO-level advisory services provided on an engagement basis, including financial reporting, forecasting, technical accounting solutions, and strategic planning support for healthcare operators.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

OakBridge is a healthcare-specialized financial advisory firm providing Financial Due Diligence (buy-side and sell-side, including Quality of Earnings assessments, working capital analyses, and risk identification) and Office of the CFO services (financial reporting, forecasting, technical accounting, KPI-driven management, and lender reporting) for private equity firms, healthcare founders, and strategic acquirers. All engagements are senior-led and tailored to the unique complexities of healthcare businesses across provider, service, and technology verticals.

Product overview

OakBridge is a healthcare-focused financial advisory firm offering two core service lines: Financial Due Diligence and Office of the CFO. These services work together to support the full transaction lifecycle—from pre-deal evaluation through post-transaction financial operations—serving private equity firms, founders, and strategic buyers in the healthcare sector.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Due Diligence Comprehensive buy-side and sell-side financial due diligence services for healthcare transactions, including Quality of Earnings assessments, working capital analyses, and risk identification tailored to the healthcare sector. Designed for private equity firms, healthcare founders, and strategic acquirers.
• Office of the CFO Strategic CFO advisory services providing financial reporting frameworks, technical accounting solutions, forecasting, KPI-driven management, and lender reporting without the cost of a full-time executive. Designed for healthcare operators and founders preparing for or recovering from transactions.

Quantifiable outcome

• 100+ successful engagements led by senior team members

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Deloitte (Healthcare M&A / Transaction Services): Deloitte's Healthcare practice offers buy-side and sell-side financial due diligence and CFO advisory for healthcare investors and operators. Directly overlaps with OakBridge's healthcare FDD and oCFO offerings, but as part of a much larger professional services portfolio.
• EY-Parthenon: EY-Parthenon's Healthcare practice delivers transaction diligence and strategy consulting for healthcare PE and strategic acquirers. Comparable to OakBridge in healthcare deal advisory, with significantly deeper resources and global reach.
• KPMG (Healthcare Deal Advisory): KPMG's Deal Advisory practice includes healthcare-focused financial due diligence and integration services. Competes with OakBridge on the same healthcare FDD mandates for PE and strategic buyers.
• PwC (Healthcare Deals): PwC's Healthcare Deals team provides FDD, transaction services, and operational diligence for healthcare M&A. Directly comparable service offering to OakBridge, though at far larger scale.
• Lincoln International (Healthcare): Lincoln International operates a global Healthcare M&A advisory practice serving PE and strategic clients. Comparable to OakBridge on healthcare transaction advisory, with substantially broader global reach and sector coverage.
• BDO USA: BDO USA operates a global Transaction Advisory practice including healthcare-focused financial due diligence. Comparable to OakBridge as a competing healthcare FDD provider, but at much greater scale and broader service portfolio.

Direct peers

• Edgemont Partners: Edgemont Partners is a healthcare-focused M&A advisory boutique serving middle-market healthcare companies and PE sponsors. Directly comparable to OakBridge in healthcare vertical specialization and middle-market deal focus.
• Ziegler: Ziegler is a healthcare-focused investment bank and advisory firm serving provider, services, and tech clients with M&A and capital advisory. Comparable to OakBridge as a healthcare-specialist advisor, with overlapping PE and founder/operator client base.
• FocalPoint Partners: FocalPoint Partners is a boutique M&A advisor with dedicated healthcare vertical coverage of providers, services, and technology. Closely comparable to OakBridge in focus on healthcare M&A advisory for PE and growth-stage operators.
• Cascadia Capital: Cascadia Capital is an investment bank with a dedicated Healthcare & Life Sciences practice advising on M&A and capital raises. Comparable to OakBridge in healthcare M&A advisory focus, though broader in services and geographies.

Market position

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/oakbridgeadvisory
• Xx.com/OakBridgeQoE

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OakBridge