With offices in New York and Shanghai, Oleet & Co. is a merchant banking firm known for its longstanding relationships with well-established family offices that pursue direct investment initiatives. From Boston to Beijing, these organizations span diverse geographies, but they share in common a principled commitment to making value-oriented investments. In particular, these investors focus on the financing of infrastructure and other long-lived assets. By coming to understand how a particular family office approaches its work as a long-term investor, we are able to provide a range of advisory services that may include facilitating a collaborative, multi-generational relationship with a like-minded family office or providing investment banking counsel to a portfolio company. In every case, our focus is on the family office relationship – not on a specific transaction. It is uncommon for a family office to maintain an active relationship with a merchant banking firm like Oleet & Co. Accordingly, we are grateful for the opportunity to provide long-term counsel to investors who believe, as we do, that value is created by hard work – not by financial engineering. Due to our family office relationships, when shareholders and management of operating companies seek an investor with the capacity to commit long-term capital, we offer an uncommon ability to assist in finding such a partner. We do not gravitate toward advising on broad auctions where bids are submitted by funds who direct their efforts toward making short-term investments. Rather, we believe that we can best serve shareholders and management when we can support them in taking a long view – an approach that is philosophically consistent with our own understanding of how value is created. We have discovered that this path, while less traveled, can provide a superior outcome for certain companies and their stakeholders.
View Top Employees from Oleet & Co.Website | https://www.oleet.com |
Revenue | $2 million |
Employees | 12 (12 on RocketReach) |
Founded | 2008 |
Phone | (802) 540-3100 |
Fax | (802) 540-3300 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523110 Companies, NAICS Code 5231 Companies, NAICS Code 52311 Companies, NAICS Code 523 Companies |
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The Oleet & Co. annual revenue was $2 million in 2024.
Jason Oleet is the Managing Director of Oleet & Co..
12 people are employed at Oleet & Co..
The NAICS codes for Oleet & Co. are [52, 523110, 5231, 52311, 523].
The SIC codes for Oleet & Co. are [621, 62].