Advisory · Private Equity· Leadership
Boutique Private Equity, full-service advisory
Oak Stone Advisory brings hands-on management, strategic advisory, outsourced C-suite leadership, and board services to founders, boards, and investors — and, as an independent sponsor, sources and leads private equity transactions across real assets and operating companies.
What we do
Four practices, one disciplined perspective.
Asset management
Real estate and operating companies, managed through Oak Stone Capital. Disciplined sourcing, stabilization, and disposition across market cycles.
Outsourced C-suite
Fractional CFO and executive leadership — P&L oversight, capital allocation, restructuring, investor relations.
Strategic advisory
Strategy, transactions, and special situations — including restructuring and turnaround — for institutions, sponsors, and operating businesses.
Board services
Independent director and advisory board roles, bringing credit, risk, and capital-markets judgment to the boardroom.
Our approach
We invest and advise like operators, because we are.
Aligned
Structures relationships around shared outcomes; puts real conviction behind the work.
Disciplined
Underwriting and risk management grounded in decades of institutional credit experience.
Battle-tested
Deep restructuring and special-situations experience, earned leading complex processes through their hardest moments.
Leadership
Who leads the firm
J. Brian Bailey
Founder & Chief Investment Officer
Brian leads Oak Stone Advisory, setting the firm's investment strategy and advisory practice. Over nearly three decades in institutional capital markets, he has built and led platforms across structured credit, real assets, and operating businesses, and guided a public company through the complexities of a large-scale restructuring process.