Oakland Capital Solutions

What Oakland Capital Solutions does

Oakland Capital Solutions (OCS) is a U.S.-based capital markets and advisory firm incorporated as Oakland Capital Solutions, LLC and headquartered in St. Louis with offices in New York and Salt Lake City. Launched in September 2025 as the financing and advisory arm of Oakland Capital Partners (OCP, founded 2016), OCS delivers three core service lines: Capital Markets Services (credit structuring, trading, risk management, investment platform development), Asset Management (concentrated in clean energy transition and financial services), and Expert Advisory Services (strategy, M&A, business planning). These are operationalized through three service modules — Originate Opportunities, Connect Capital, and Advise & Support. The firm explicitly serves owners, developers, lenders, and operators, with a stated emphasis on clean energy transition and financial services verticals, and also curates private investment opportunities for institutional investors such as family offices and funds. Securities are offered through Finalis Securities LLC (Member FINRA/SIPC); OCS itself is not a registered broker-dealer, and the two entities remain separate and unaffiliated.

OCS has no proprietary technology platform; its offering is built entirely on senior-level human expertise and relationship-driven origination. Leadership comprises President David DeHorn (~20 years at Lehman Brothers/Barclays, former CSO of NYSE-listed DOMA with M&A experience), Principal Darren Van't Hof (pioneer of renewable energy tax equity structures and secondary markets at US Bank; interim SEIA President/CEO slated for 2026), and Managing Director of Business Development Tim Mudd (~20 years in equity sales, distribution, and global capital markets at Morgan Stanley, Bank of America Merrill Lynch, and BNP Paribas). The firm cites over 100 years of combined industry experience across the broader Oakland organization spanning finance, government, technology, and energy transition.

OCS generates revenue through transaction-based fees typical of mid-market capital markets and advisory work — advisory fees, capital markets transaction fees, and potentially asset management fees on mandates. Distribution is relationship-led and direct: outreach to enterprise-level clients (owners, developers, lenders, operators) and institutional investors is driven by senior bankers leveraging Wall Street networks, with inbound demand captured via the firm's website (oakland-cs.com) and a LinkedIn presence; securities distribution itself is routed through Finalis Securities LLC's FINRA-regulated infrastructure. Pricing is not publicly disclosed and is described as quote-based and tailored per engagement. The firm is private, wholly owned by OCP, and is in an early-build phase (founded 2025, 1–10 employees, no disclosed revenue or funding rounds).

Name

Oakland Capital Solutions

Legal name

Oakland Capital Solutions, LLC

Website

https://oakland-cs.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Oakland Capital Solutions is a U.S. capital markets and advisory firm (launched Sept 2025, St. Louis-based) serving owners, developers, lenders, operators, and institutional investors — with a focus on clean energy transition and financial services — offering capital markets, asset management, and expert advisory services, distributing securities through Finalis Securities LLC.

Ownership category

akta.pro rank

Product category

Capital Markets Services

NAICS

Miscellaneous Intermediation (52391), Other Financial Investment Activities (5239), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt Advisory & Financing Advisory (FSAEAGAD), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Capital markets services
• Investment advisory
• Asset management
• Private placements
• Clean energy finance

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Revenue model

1. Capital Markets and Advisory Fees: OCS serves as the financing and advisory arm of Oakland Capital Partners, delivering tailored capital markets services. Securities are offered through Finalis Securities LLC (Member FINRA/SIPC). Revenue is generated through advisory fees, capital markets transaction fees, and potentially management fees associated with asset management mandates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Oakland Capital Solutions is the financing and advisory arm of Oakland Capital Partners, delivering tailored capital markets, asset management, and expert advisory services. It helps businesses access capital, operate, and scale through an evolving market landscape, with particular emphasis on clean energy transition and financial services. Securities are offered through Finalis Securities LLC, a registered broker-dealer.

Product overview

Oakland Capital Solutions (OCS) is a financing and advisory platform that operates as the financing and advisory arm of Oakland Capital Partners. The offering consists of integrated capital markets services, asset management, and expert advisory services designed to help businesses access capital, operate, and scale. The platform's core services include: Capital Markets Services (for credit structuring, trading, and risk management), Asset Management (focused on clean energy transition and financial services), and Expert Advisory Services (covering strategy, M&A, and business planning). These are delivered through service modules including Originate Opportunities (sourcing investments), Connect Capital (investor-introduction services), and Advise & Support (project guidance). Securities are offered through Finalis Securities LLC Member FINRA/SIPC. The company has offices in St. Louis, New York, and Salt Lake City.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Markets Services
• Asset Management
• Expert Advisory Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Piper Sandler: Diversified investment bank with energy and financial services advisory practices — broader incumbent offering overlapping capital markets, equity distribution, and M&A advisory.
• Jefferies: Global investment bank with full-service capital markets, advisory, and a meaningful clean energy/infrastructure practice — broader incumbent competing for larger mandates and providing direct competition for institutional investor relationships.
• CohnReznick: Large advisory and accounting firm with a dedicated clean energy and renewable energy tax credit practice — broader incumbent that competes in the same tax equity and energy transition advisory space.
• Perella Weinberg Partners: Independent advisory firm focused on M&A and capital advisory for energy and financial services clients — broader incumbent with overlapping client base in project finance and capital advisory.

Direct peers

• Marathon Capital: Independent investment bank focused on clean energy, renewables, and infrastructure finance — a direct competitor in the same renewable energy tax equity and project finance advisory space.
• Capstone Partners: Middle-market advisory firm providing M&A, capital advisory, and financial advisory services — comparable in scope (capital markets advisory, financing) and target middle-market clients.
• Greentech Capital Advisors: Boutique M&A and capital markets advisory focused exclusively on clean energy, sustainability, and technology — directly comparable to OCS's clean energy transition and capital markets advisory mandate.
• Pickering Energy Partners: Boutique advisory firm focused on the energy value chain, including capital markets, M&A, and project finance — directly comparable in both energy specialization and mid-market scale.
• Cascadia Capital: Independent advisory firm offering M&A and capital raising services to growth and middle-market companies across multiple sectors — comparable as a relationship-driven boutique advisory with a similar service mix.
• PMCF (P&M Corporate Finance): Middle-market investment bank providing M&A advisory and capital raising services — comparable as a similarly sized advisory firm serving developers, owners, and operators.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/oakland-capital-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Oakland Capital Solutions