Services
Oak Stone Advisory brings operating leadership, advisory, and capital expertise to founders, boards, and investors. Our work spans four practices, unified by a single disciplined perspective.
Asset Management
Real estate and operating companies, managed through our affiliate Oak Stone Capital. We pursue disciplined, value-oriented opportunities — sourcing, stabilizing, and ultimately realizing value across full market cycles, supported by selective special-situations experience across other asset classes.
Strategic Advisory
Strategic and financial counsel for institutions, sponsors, and operating businesses in complex or transitional situations. We advise on capital structure, transactions, and restructuring and special situations, bringing an operator's perspective to the decisions that matter most.
Outsourced C-Suite
Fractional CFO and senior executive leadership for companies that need institutional-grade financial leadership without a full-time hire. Engagements span P&L oversight, capital allocation, financial strategy, restructuring, and investor relations.
Board Services
Independent director and advisory board roles, bringing credit, risk, and capital-markets judgment to the boardroom. Brian Bailey is actively seeking board appointments where his experience in capital allocation, restructuring, and governance can add value.