CATHERINE R. LEWIS DBA
CPA, P. ENG.
Retired CFO, Dependable HomeTech (DHT)
Partnering with Oakridge Capital Partners (OCP) in 2015 truly reversed our company’s fortunes. Prior to their involvement, our medium-sized telecom service company faced an uncertain future, aging infrastructure and declining staff morale. Enter OCP. OCP’s analytical rigor, which was notable throughout the due diligence process, was important in driving positive change at the outset. A defining aspect of this new partnership and transition was the collaborative attitude fostered by the OCP team. An inclusive process built trust and ensured that perspectives from all levels of the organization were taken into account. The executive management team remained in place with OCP oversight throughout the investment process and beyond.
Within two years of OCP’s initial investment, the firm’s outlook improved considerably. OCP diligently managed capital structure and adeptly refinanced the firm with positive results. The OCP principals were a joy to work with – professional, ethical, experienced yet collaborative. I retired as CFO of the firm six years after OCP’s investment, but decided to remain invested as I have no doubt the company is in great hands and will continue to thrive.
OCP’s partnership in 2015 was not merely transactional, but rather a catalyst for enduring change. I would recommend working with Oakridge Capital Partners unconditionally.