Who we are

Sterling Oak Investment Group is a Sydney-based private investment firm dedicated to building durable and sustainable value through disciplined capital allocation and a strong operator-minded partnership approach. We strategically invest across both control and minority positions within the lower-middle market, as well as in selective venture opportunities and real assets, specifically where structural tailwinds align with our deep domain expertise.

Our investment process is rigorous, thesis-driven, and research-intensive: we systematically map industries, thoroughly validate unit economics, and thoughtfully design clear, actionable value-creation plans before committing capital. After investment, we collaborate closely with management teams to focus on the critical levers that drive growth—such as pricing strategies, go-to-market initiatives, digital enablement, accretive mergers and acquisitions, and robust governance—while maintaining vigilant oversight on risk management, cash flow stability, and covenant headroom.

We firmly believe that strong returns are fundamentally a product of alignment: establishing fair terms, fostering transparent communication, and consistently delivering on our commitments. With a long-term investment horizon and an unwavering commitment to stewardship, we strive to be the trusted, reliable partner for founders, families, and investors who are focused on achieving compounded, resilient financial outcomes over time.