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