We acquire service companies ready for automation and systematization while keeping the soul of what founders have built.

About Oaktree Summit

Founded in January 2024, Oaktree Summit specializes in acquiring service-based companies with strong operational foundations and growth potential through automation and systematization.

THE 3 KEY RESULTS WE FOCUS ON

Strategy

  • Reclaim 15+ hours weekly for strategic opportunities.
  • 70% reduction in decision fatigue.

Execution

  • Automate 3 critical processes.
  • 35% increase in team productivity and autonomy.

Growth

  • Achieve 9-15% growth.
  • Implement a 5-KPI dashboard for clarity.

OUR MISSION

VALUES-DRIVEN APPROACH

We respect the legacy and culture you've built, ensuring smooth transitions that honor your company's foundation while enabling future growth.

AUTOMATION & OPTIMIZATION

We specialize in implementing AI and automation solutions that streamline operations while maintaining the personal touch that defines service excellence.

PEOPLE FIRST LEADERSHIP

Our hands-on executive approach - without micromanaging - ensures your team feels supported through transitions, maintaining the high-performing culture you've cultivated.

LEADERSHIP

FOUNDER & MANAGING PARTNER

Stephen Hall

Neil Hawkins is a seasoned organizational leader with over 15 years of experience driving growth, culture, and operational excellence in complex environments. As a former school principal and current executive in one of the country’s largest private school networks, Neil is known for building high-performing teams, aligning operations with vision, and scaling systems with integrity.

 

Now expanding into business ownership, Neil leads a small acquisition group focused on service-based, process-driven companies. He takes an active executive role post-acquisition—bringing hands-on leadership, strategic clarity, and a people-first approach to every transition.

 

Based in Middle Tennessee with a corporate office in Florida, Neil is especially interested in companies with loyal teams, structured operations, and growth potential—businesses built to last, not flip. Business owners and brokers value Neil’s transparency, responsiveness, and respect for legacy.

Get in Touch

Assistance Hours

 
Mon – Thu 9:00am – 6:00pm
Fri – 9:00am – 3:00pm

ENABLINGGROWTH

PRESERVING LEGACY