Rock Solid M&A Advice For The Middle Market

Stone Oak is the leading M&A advisory firm for the middle market businesses.
FIND OUT MORE

Rock Solid M&A Advice For The Middle Market

Stone Oak is the leading M&A advisory firm for the middle market businesses.
FIND OUT MORE

Services

Stone Oak works with leading mid-market businesses to achieve their goal of maximizing value through M&A transactions.

business valuation services alberta

VALUATION SERVICES

Our experience in advising on mid-market transactions contributes to an astute assessment of business value.

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buy side advisory alberta

BUY-SIDE ADVISORY

Our counsel on mid-market acquisitions has assisted numerous business owners in achieving their growth objectives.

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sell side advisory alberta

SELL-SIDE ADVISORY

Our expertise in executing sell-side transactions has helped business owners maximize value when selling all or part of their company.

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capital advisory alberta

CAPITAL ADVISORY

Our corporate finance professionals can help obtain both traditional and non-traditional sources of capital for various business needs.

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Our Team

Experienced, focused, and driven to maximize value.

john carvalho

JOHN CARVALHO, CA, CBV, CF

President

jcarvalho@stoneoakcapital.com

(780) 932-3632


sarah gibson

SARAH GIBSON, CA, CPA

Vice President

sgibson@stoneoakcapital.com

(780) 937-9071


  • “The information and insight that I discovered working through several simple activities with Stone Oak gave me a renewed sense of confidence and control over my business. I had a clear sense of what I could do to improve my business, and through that found the motivation to make improvements that have had a positive and measurable impact on profitability.”

    DAVE BELLOWS, DIRECTOR, YELLOW PENCIL INC.

  • “John Carvalho came highly recommended as the right person to lead the negotiations with a prospective buyer for my company. In my 30 years in business I had built a company with 15 employees doing over $10M in revenues but I had no experience with selling a business. What I needed was someone who understood the complexities of a business sale processes and would be patient enough to guide me through them. John turned out to be exactly the right person. John was very professional. He stayed on top of the details and was skilled at building an atmosphere of trust between all parties. Once the sale was completed, my buyer and both of the law and accounting firms involved in the negotiations each told me they felt the same way about John. He managed a very civil and effective process which resulted in both parties getting a deal they were satisfied with.”

    JOHN KUBY, FORMER PRESIDENT AND CEO OF PLAYWORKS AND PARKWORKS

  • “I have been extremely pleased not just with the quality of consulting working with Stone Oak, but mostly with the results. This program is giving us insight into the issues that are slowing the healthy growth of our business, and giving us a set of achievable steps to address those issues. I’m seeing more operational improvement while working with Stone Oak than I have seen in years.”

    PAUL BELLOWS, DIRECTOR, YELLOW PENCIL INC.

Resources

Stone Oak Strive to be at the forefront of thought leadership related to mergers and acquisitions.
Here are a few of our most popular resources on the topic.

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About Us


Stone Oak is a leading mid-market M&A advisory firm specializing in business valuation, divestiture, and acquisition advisory.

LINKS


CONTACT


1711 9 Street
Nisku, Alberta T9E 0R3
(780) 932-3632

OUR OFFICES