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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Highly Tailored Financial Plans

Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.

The Mayfair Initiative

Through our Mayfair Management Buyout Strategy, we create a true partnership by investing on the same terms as our clients and exceptional management teams to invest in established, profitable companies in the Midwest.

We seek to invest in companies with:

• Exceptional management teams

• Minimum operating cash flow of $5 million

• Niche market leadership

• Defensible market position and intellectual property

• Diverse customer base

• Proven scalability

• Target equity investments of $10 to $50 million

Oxford Financial Group, Ltd. employees personally invest in Mayfair transactions on the same terms as our clients and management’s investment.

Additionally, we do not charge on-going management fees to portfolio companies or receive an incentive to carry on the investment, as is common place in the private equity industry.

Over the years, Oxford has engaged in dozens of investments tailored to our high net worth clients. Our focus has been on long-term investments in high cash flow entities that dominate their market. Oxford’s approach to management is to avoid serving as a day-to-day hands on manager, but instead to contribute to the company’s development and growth through active participation on the board and by the creation of incentives for the management team to take the business to an entirely new level.

Our past Mayfair MBO Strategy investments include:

mayfair
To discuss a potential Mayfair MBO opportunity, please contact Michael Rosen.