Company intelligence
OAKS Advisory Group
An investment & advisory services firm focused on hyper-scaling high-potential software and technology services firms.
About OAKS Advisory Group
OAKS Advisory Group is an investment & advisory services firm focused on hyper-scaling high-potential software and technology services firms across the globe. We help founders and executive teams transform, scale, and execute values-based, next-phase solutions for their businesses. We operate on a unique model of receiving no advisory fees and no advisory grants. Instead, we make minority investments into high-growth, high-potential technology companies and align fully with the founder and executive team's "shared success".
Verified activity
Signals from OAKS Advisory Group
14 published signals
Strategy & Corporate Development
OAKS Advisory Group scaled two world-class tech-services companies, one with 10 years of experience and 50+ awards.
Reported by OAKS Advisory Group
Strategy & Corporate Development
OAKS Advisory Group scaled a second world-class tech-services company with 8 years of experience to 50+ awards.
Reported by OAKS Advisory Group
Strategy & Corporate Development
OAKS Advisory Group scaled a company to 50+ awards, ending up being one of the highest sought after tech firms of 2018 through an Investment Bank round.
Reported by OAKS Advisory Group
Strategy & Corporate Development
OAKS Advisory Group scaled a company to 50+ awards, ending up becoming virtually insolvent.
Reported by OAKS Advisory Group
Strategy & Corporate Development
OAKS Advisory Group scaled two world-class tech-services companies, both of which were named one of the highest sought after tech firms of 2018 through an Investment Bank round.
Reported by Mark Seeley
Strategy & Corporate Development
OAKS Advisory Group scaled One Company (10 years) to 50+ awards worldwide, national, and regional for Culture, Partner value, and Customer recognition.
Reported by Mark Seeley
Strategy & Corporate Development
OAKS Advisory Group scaled A Second One (8 years) to 50+ awards worldwide, national, and regional for Culture, Partner value, and Customer recognition.
Reported by Mark Seeley
Research & Knowledge
OAKS Advisory Group published a strategic analysis in the September/October 2026 issue of Harvard Business Review by strategy scholar Felipe Csaszar breaking down how advanced models are rewriting the executive decision architecture.
Reported by Rian Mark Gorey
Research & Knowledge
OAKS Advisory Group published research from McKinsey & Company's 2026 Global AI Survey showing that 80 percent of respondents report meaningful individual productivity gains from AI, 37 percent say those gains translate into measurable enterprise EBIT impact, and the 37 percent figure has not moved in two years.
Reported by Rian Mark Gorey
Research & Knowledge
OAKS Advisory Group published a comprehensive global study of cybersecurity leaders by Boston Consulting Group highlighting a dangerous lag in enterprise defense controls, AI-enabled cyber attacks, governance policies, continuous monitoring, and threat tooling gaps.
Reported by Rian Mark Gorey
Research & Knowledge
OAKS Advisory Group learned that Microsoft published its third annual Responsible AI Transparency Report on September 1, which redesigned its governance standard for agentic AI systems.
Reported by Rian Mark Gorey
Customers & Market
OAKS Advisory Group noted that Ziegler advised on the September 1 closing of The Village at Anthony Boulevard to Casa Consulting, alongside Anthem Memory Care appointing Lisa (Ricci) Rogers BSN, RN-BC, CDP as Chief Operating Officer to oversee operational scaling
Reported by Rian Mark Gorey
Research & Knowledge
OAKS Advisory Group published a global study of 1,100 corporate executives led by Cognizant CEO Ravi Kumar S, revealing the financial stakes of foundational technical readiness and the 31% Performance Premium, Pervasive Data Deficit, and $2 Billion Unrealized Return.
Reported by Rian Mark Gorey
Research & Knowledge
OAKS Advisory Group published the National Investment Center for Seniors Housing & Care (NIC) MAP's updated Senior Housing Market Outlook confirming a $1 Trillion capital investment gap through 2050, with nationwide occupancy across the top 99 markets reaching 90.1%
Reported by Rian Mark Gorey