NEIL ROBERSON

PARTNER

Neil has over 15 years of capital raise and corporate advisory experience with a more recent focus on debt transactions for clients. Prior to founding White Oak Capital Partners, Neil was in the investment banking division at Raymond James focusing on public equity offerings, mergers & acquisitions and financial advisory assignments for financial services companies.  In aggregate, he helped raise over $4.0 billion in equity and debt capital for financial services companies. Prior to the acquisition of Morgan Keegan by Raymond James, Neil assisted in a variety of mergers & acquisitions and capital raises across multiple industries. Prior to Morgan Keegan, Neil worked at FTN Financial in a fixed income research and trading capacity with a focus on Agency underwriting. He received a BBA in finance from the University of Tennessee and an MBA from the Owen Graduate School of Management at Vanderbilt University.

neilroberson@whiteoak-cap.com

MATT STEMMLER

PARTNER

Matt has over 13 years of mergers & acquisitions, capital raise and corporate advisory experience. Prior to founding White Oak Capital Partners, Matt served as Senior Director of Mergers & Acquisitions for ServiceMaster Global (NYSE: SERV), parent company of home and commercial services businesses, Terminix (pest control), ServiceMaster Restore (disaster restoration), ServiceMaster Clean (janitorial), Merry Maids and AmeriSpec. While at ServiceMaster, Matt led the organization through the successful closing of more than twenty acquisitions. Prior to ServiceMaster, Matt spent a decade in the investment banking division at Raymond James where he advised numerous business owners and institutional capital providers through sell-side and buy-side M&A transactions, primarily within the transportation and logistics sector. He received a BE in civil engineering from Vanderbilt University and an MBA from Owen Graduate School of Management at Vanderbilt University.

mattstemmler@whiteoak-cap.com

MERGERS & ACQUISITIONS

With a commitment to senior-level advice and involvement, we leverage our transactional experience to help clients successfully navigate the M&A process. We tailor the engagement to meet the client’s objective and goals, with an emphasis on timing, positioning and thoughtful selection of strategic partners and investors.

• Sell-side advisory

• Buy-side advisory

With over 30 years of combined experience, the partners have executed over 50 merger & acquisition transactions and advised on over $5 billion of equity and debt capital raises for their clients.