Where Leaders
Forge New Realities

You’ve built something real. Now let Lafayette & Oak help you scale it—with smart acquisitions, strategic capital, and the clarity to grow with purpose and power.

OUR PHILOSOPHY

You’ve built a successful business. Now, you’re thinking bigger.

At Lafayette & Oak, we partner with established business owners ready to break through their next ceiling—through smart acquisitions, structured capital, and sharper operations.

This isn’t reinvention. It’s evolution.

You’ve earned your expertise by building real results. We help you scale with clarity, grow with precision, and protect what you’ve built.

This next chapter shouldn’t feel like a gamble—it should feel like the payoff.

WHO WE SERVE

Supporting proven business owners ready to scale beyond the plateau.

We work with entrepreneurs who’ve done the hard part—you’ve built a profitable business. You’re doing $3M–10M in EBITDA, but you know there’s more ahead.

Whether it’s acquisitions, new markets, or building something that lasts, we help you scale with strategy, structure, and aligned capital.

This isn’t startup talk. It’s for builders who’ve earned their stripes—and are ready to turn momentum into legacy.

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“Working with Lafayette & Oak has been transformative. Their team combines the precision of investment bankers with the creativity of entrepreneurs, making complex growth strategies feel both achievable and exciting. What impressed me most is their ability to see around corners, identifying opportunities and risks others would miss, and then guiding leadership teams with clarity and confidence. For any business owner serious about scaling through acquisitions or unlocking new levels of value, Lafayette & Oak isn’t just a partner, they’re a force multiplier.”

Katrina Falcon

Marketing Director, Comhar Partners

We Partner With Leaders Who:

  • Operate with Discipline
  • Think Like Strategists
  • Act with Ownership
  • Lead with Vision
  • Welcome Accountability
  • Invest in the Long Game

Discover How Far Your Business Can Go.

Discover How Far Your Business Can Go.

THE EXPERIENCE

How We Partner

At Lafayette & Oak, we partner with established business owners ready to scale with strategy and control. Our program combines capital, advisory, and acquisition playbooks to grow revenue, boost enterprise value, and expand impact—while structuring equity in a way that honors what you’ve built.

Personalized
Coaching

Personalized
Coaching

You’ve built a strong business, we help sharpen it. Our coaching identifies your biggest opportunities to scale and equips you with proven strategies to execute without burnout or guesswork.

Personalized <br />
Coaching
Strategic
Planning

Strategic
Planning

You don’t need theory, you need traction. We help you build a clear, executable growth strategy that aligns with your business model, industry, and long-term goals.

Strategic<br />
Planning
CAPITAL
INVESTMENT

CAPITAL
INVESTMENT

Capital shouldn’t be your constraint. We help you secure the right funding—debt, equity, or hybrid—so you can grow smart without draining reserves or overextending.

CAPITAL<br />
INVESTMENT
Continued
Growth

Continued
Growth

Growth doesn’t stop post-close, and neither do we. We guide you through integration and long-term strategy to help you scale with confidence and protect what you’ve built.

Continued<br />
Growth
750M+

Business Loans Secured

26

Business Acquisitions Completed

1M+

Moments of Leveraging Doubt

6,000+

Hours of Coaching Annually

The Logo

Promise

  • Trusted Partnership
    We’re not just advisors, we’re seasoned operators who work shoulder-to-shoulder with you. Your vision drives the blueprint. Our job is to help you execute it with clarity, discipline, and results. When you win, we win.
  • Tailored Support
    There’s no one-size-fits-all path to growth. We tailor every move to your specific goals, leadership style, and business model—so you scale in a way that feels aligned, not forced.
  • Network of Opportunities
    You’re getting more than just a partner. You’re gaining a high-performing network. Tap into deal flow, shared insights, capital introductions, and strategic referrals from a vetted community of operators walking the same path.
  • Enduring Impact, Continuous Evolution
    We don’t disappear after Day 1. From acquisition planning to integration and expansion, we stay engaged; helping you evolve with every milestone and challenge.
  • Leadership Legacy, Future of Freedom
    You’ve built something meaningful. Now it’s time to multiply it. We help you turn your legacy into lasting enterprise value while creating the freedom and flexibility that ownership should bring.
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“Lafayette & Oak brings a rare combination of strategic sophistication and real-world practicality. They don’t just talk about growth, they engineer it. From the very first conversation, I could see their depth of experience in structuring deals, unlocking capital, and driving operational excellence. What stood out was their ability to meet owners exactly where they are, then chart a path that feels ambitious yet achievable. With L&O, you’re not just getting advisors, you’re gaining partners who are as invested in your success as you are.”

Miguel Roman

2x Exited Entrepreneur

Meet the mentors behind your next level

At Lafayette & Oak, mentorship goes beyond advice, it’s about transformation. With proven operators like Abhi Golhar and John Wiley by your side, you’ll get more than tactical support. You’ll gain real-world insight, sharp strategy, and the confidence to lead with clarity, conviction, and control.
  • ABHI GOLHAR

    As the founder of Lafayette & Oak and Managing Partner of Meridian 84, Abhi Golhar brings deep experience guiding lower middle-market businesses through growth, transition, and transformation. His journey—from wins to wipeouts—has shaped a leadership style grounded in resilience, strategic precision, and a relentless pursuit of excellence.

    Abhi believes big breakthroughs begin with self-doubt and that with the right structure and strategy, any challenge can become a launchpad. He doesn’t just teach growth—he builds it. And he helps others do the same.

  • JOHN WILEY

    With decades of hands-on leadership in real estate and business operations, John Wiley has guided companies to meaningful growth and lasting profitability.

    As a seasoned coach in both strategy and mindset, John blends visionary thinking with practical execution—turning ambitious goals into measurable wins. His mentorship is a cornerstone of the Lafayette & Oak experience, helping leaders lead smarter, scale faster, and stay grounded through every phase of growth.

  • Kelley Wilber

    Kelley Wilber serves as Underwriter at Lafayette & Oak, where she leads the diligence efforts with a sharp eye for risk, value, and operational integrity. With 15+ years of experience in operating businesses, Kelley brings depth, precision, and a strong operator’s mindset to every deal.

    At Lafayette & Oak, Kelley plays a pivotal role in evaluating acquisition targets, uncovering hidden risks, and validating opportunities for growth-minded business owners. Her underwriting process goes beyond spreadsheets—she digs into what really drives performance: customer concentration, team dynamics, vendor relationships, and operational scalability. Her work ensures that every deal we pursue is not only financially sound, but operationally executable.

    Kelley’s diligence isn’t just about protecting capital, it’s about setting the stage for confident, strategic growth. Her work is foundational to Lafayette & Oak’s mission: helping established business owners grow through smart acquisitions, efficient capital structures, and operational excellence.

  • Gillian Rabin

    Gillian Rabin is a valedictorian graduate of Oglethorpe University, holding dual B.A.s in Rhetoric & Communications and Theatre. Her expertise lies at the intersection of private equity and marketing strategy, with hands-on experience in M&A and executive-level business development.

    Gillian has driven growth for a global network of Executive MBAs, nurtured partnerships across PE, VC, and corporate landscapes, and orchestrated branding campaigns with measurable impact. As an award-winning filmmaker, she brings a compelling narrative edge; bridging storytelling and capital to help Lafayette & Oak connect exceptional businesses with the investment and clarity they need to scale.

  • Angela Fusaro, MD, MBA

    Angela is a physician, entrepreneur, and operator who thrives at the intersection of strategy and execution. With a career that spans clinical medicine, high-growth startups, and executive leadership, she brings the rigor of a diagnostician and the precision of an operator to every business challenge.

    At Lafayette & Oak, Angela partners with owners and leadership teams to sharpen strategic oversight, drive operational discipline, and embed accountability into the fabric of their organizations. Her approach is both analytical and pragmatic—equally at ease building frameworks in the boardroom and rolling up her sleeves to ensure execution on the ground.

    Angela is recognized nationally as a thought leader on innovation and organizational transformation, having guided ventures from concept to scale while never losing sight of the people and purpose behind the numbers. For Lafayette & Oak’s ambitious operators, she serves as both a trusted advisor and an accountability partner—helping leaders transform potential into performance, and performance into lasting enterprise value.

  • Susan Goebel

    Susan is a strategist who builds order out of complexity. With decades of global leadership experience in healthcare, biotech, and high-growth companies, she has scaled businesses to 8-figure revenues in under 18 months, secured $35M in government funding, and led commercialization strategies across continents.

    At Lafayette & Oak, Susan partners with owners to bring structure, accountability, and measurable results to the table. Her specialty: transforming scattered operations into systems that drive EBITDA, stabilize leadership, and unlock efficiency without unnecessary complexity.

    Known for her ability to cut through noise and align people, processes, and strategy, Susan helps leaders move with clarity and confidence, turning potential into sustainable enterprise value.

Our Values

Uncover the story of Lafayette & Oak

Scale smarter. Grow faster. Keep control.

Lafayette & Oak offers strategic mentorship, key resources, and a like-minded community that values your experience and ambition.

Our invitation-only cohorts are built for seasoned professionals ready to accelerate their entrepreneurial journey—with the support, insight, and momentum of a high-caliber peer group.

OUR PROCESS

Partnering with Lafayette & Oak

Your next chapter begins with intention—and the right partner. This journey isn’t about checking a box. It’s about scaling purposefully, with strategy, capital, and a trusted team beside you. At Lafayette & Oak, we don’t just facilitate deals. We forge long-term partnerships with operators who’ve earned their expertise and are ready to own what’s next.

FAQs

You asked.
We answered.

  • Who is Lafayette & Oak designed for?

    We work with business owners and operators who’ve already built something real, typically running $3M–10M in EBITDA, and are ready to scale smarter. Whether you’re looking to grow through acquisitions, sharpen your operation, or prepare for an eventual exit, we’re here to help you level up with strategy and support that respects what you’ve already built.

  • What makes Lafayette & Oak unique?

    We don’t do startup theory. We bring seasoned operators together with capital partners, playbooks, and real-world coaching to help you scale with structure and clarity. Everything is tailored to owners who’ve already put in the reps—and are now aiming for legacy-level growth.

  • How do I know if I’m a good fit for Lafayette & Oak?

    If you’re doing $3M–10M in EBITDA, feel like you’ve hit a ceiling, and want to grow without burning out or guessing your way forward—you’re in the right place. We work with driven, experienced leaders ready to shift from grinding in the business to strategically growing the business.

  • What type of support can I expect from Lafayette & Oak?

    You’ll have direct access to one-on-one coaching, seasoned mentors, sharp strategic planning frameworks, vetted capital partners, and a powerful peer network. You’ll get the tools and guidance to execute acquisitions, integrate teams, and lead with confidence—without having to figure it out alone.

  • How does Lafayette & Oak help with financing?

    Yes. We help you structure and access the capital needed to fund acquisitions and growth—whether that’s SBA, senior debt, mezzanine, or equity. We’ve built deep relationships with capital markets who understand our operators and their deals.

  • How long is the Lafayette & Oak experience?

    This isn’t one-size-fits-all. We move with you as you execute—from acquisition strategy to closing to integration and beyond. We prioritize impact, not speed, and stay engaged as long as it takes to get the deal done and scaled right.

  • How do I apply to join Lafayette & Oak?

    Submit an interest form. We’ll review it personally and schedule a conversation to make sure you’re aligned with our values, momentum, and the cohort you’ll join. If it’s the right fit—we get to work.

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“Lafayette & Oak has a unique gift for translating complexity into clarity. They don’t just look at numbers, they look at people, culture, and vision, and then align all three to create sustainable growth. As someone who has spent my career in leadership and organizational development, I’ve rarely seen a team so adept at balancing the human side of business with the financial and operational rigor required to scale. Partnering with L&O means you’re building more than enterprise value, you’re building a lasting legacy.”

Dr. Phillip Hearn, Ed.D.

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