We Apply Deep Technical and Industry Expertise to Deliver Valuation and Advisory Services

Who We Are

Tall Oaks Partners provides valuation and financial advisory services to corporate management and public and private investment firms and their portfolio companies. The firm is structured to allow our team to forge close, meaningful relationships with our clients and operate efficiently to meet their valuation and financial advisory needs.

Our Core Values

Quality & Value
We bring a dedicated team of technical and industry specialists without the overhead, sluggishness, and personnel turnover associated with bigger firms and highly-leveraged engagement teams.
We understand the importance of communication throughout a client engagement, as well as being present to address urgent matters that may arise.
Fair & Equitable
We value our client relationships and their business. Whether a public or private company, strategic or financial investor, lower middle market or large cap, you will receive the same level of service from our firm.

Why Work with Tall Oaks Partners

Deep Technical & Industry Experience
The team members working for you have extensive experience advising clients on complex financial and industry issues.
Collaborative Engagements
We bring a flexible and accommodating approach to our client engagements. Our process is centered around collaboration with our clients, frequent and responsive communications, and our team’s experience delivering advisory services.
Commitment to Our Clients
Our firm is built on developing long­-standing relationships with our clients, large and small. Our clients are our top priority and we make ourselves available to you as needs arise.
I turned to Tall Oaks Partners for valuation services during a fluid situation, in which I wasn’t fully knowledgeable of all necessary steps to complete the task. Robert and Chris brought calm, level-headed advice that immediately provided clarity on the path forward. Execution of that plan was seamless. They are, and will continue to be, my first call for advisory projects.”
- Thomas Fitz, CFO at Brigham Exploration