OAKMARK ADVISORS, LLC
TAMPA, FLORIDA

OAKMARK ADVISORS, LLC, TAMPA

Who We Are Oakmark Advisors is an independent, middle-market advisory firm offering clients the guidance to achieve transactional success in the sale or purchase of a healthcare or human capital business. Oakmark Advisors uses our unique insight and expertise to help our clients maximize the value obtained from a merger or acquisition. Our team of experienced professionals understands buying and selling from a personal perspective. We allow you to stay focused on running your business while we work to handle all of the details important in creating premium opportunities for our clients. The true test of a merger and acquisition firm's value as an advisor lies in the dependability and consistency of the approach they employ on every client project. Oakmark Advisors' client team is a group of seasoned homecare and staffing professionals possessing unmatched experience in the industry. Our team has completed merger and acquisition transactions in all of the sectors that Oakmark Advisors cover. Oakmark Advisors is a corporation providing consulting services as an intermediary and advisor in mergers and acquisitions. As a firm, we are focused on originating and facilitating transactions involving the sale, purchase and valuation of business enterprises, rather than real estate assets alone. We contract individually with each buyer or seller who decides to use our advisory services. We may occasionally be listed under Business Broker listings in directories and search engines because of the services we provide. Unlike Business Brokers that represent a wide range of industries and businesses, Oakmark Advisors serves as a boutique advisory group, solely focused on select healthcare and human capital sectors. Seller Services You will receive the highest level of personal and professional assistance in the valuation, offering and consummation of a transaction. You will receive guidance that is grounded in transactional experience coupled with the operational understanding of what makes your business unique. Deciding to sell Understanding your motivations and objectives for selling Creation of confidential business review documents and the offering package Company history, business overview, competitive landscape, sales and marketing, clinical operations, growth strategy, human resources, leadership team depth, historic and projected financial statements, business risks and opportunities, regulatory compliance Feedback relayed continually with seller Seller preparation of due-diligence checklist and related responsibilities Coordination of financial and operational diligence thru Business Development and Management teams The true test of a merger and acquisition firm's value as an advisor lies in the dependability and consistency of the approach they employ on every client project. Oakmark Advisors' client team is a group of seasoned homecare and staffing professionals possessing unmatched experience in the industry. Our team has completed merger and acquisition transactions in all of the sectors that Oakmark Advisors cover. Oakmark Advisors is a corporation providing consulting services as an intermediary and advisor in mergers and acquisitions. As a firm, we are focused on originating and facilitating transactions involving the sale, purchase and valuation of business enterprises, rather than real estate assets alone. We contract individually with each buyer or seller who decides to use our advisory services. We may occasionally be listed under Business Broker listings in directories and search engines because of the services we provide. Unlike Business Brokers that represent a wide range of industries and businesses, Oakmark Advisors serves as a boutique advisory group, solely focused on select healthcare and human capital sectors. Who We Are Oakmark Advisors is an independent, middle-market advisory firm offering clients the guidance to achieve transactional success in the sale or purchase of a healthcare or human capital business. Oakmark Advisors uses our unique insight and expertise to help our clients maximize the value obtained from a merger or acquisition. Our team of experienced professionals understands buying and selling from a personal perspective. We allow you to stay focused on running your business while we work to handle all of the details important in creating premium opportunities for our clients.

KEY FACTS ABOUT OAKMARK ADVISORS, LLC

Company name
OAKMARK ADVISORS, LLC
Status
Active
Filed Number
L12000135789
FEI Number
90-0920308
Date of Incorporation
October 25, 2012
Age - 12 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://oakmarkadvisors.com
Phones
(813) 280-4900
(800) 291-1650
(800) 291-1652

OAKMARK ADVISORS, LLC NEAR ME

Principal Address
4100 W Kennedy Blvd,
SUITE 304,
TAMPA,
FL,
33609,
US

See Also

Officers and Directors

The OAKMARK ADVISORS, LLC managed by the two companies from TAMPA, Osprey on following positions: Manager

THE WABEN GROUP, INC.

Position
Manager Active
Address
4100 W Kennedy Blvd, TAMPA, FL, 33609

Apotheca Health, LLC

Position
Manager Active
Address
440 Camille Drive, Osprey, FL, 34229





Registered Agent is Robert W Lebeau

From
TAMPA, 33609

Annual Reports

2024
February 8, 2024
2023
March 2, 2023