Welcome to Oak Tree Industries. We are a privately held permanent holding company that acquires and operates well-established tree and land service businesses across the United States for the long-term. We provide a permanent home for our family of brands, building value over time by retaining earnings and reinvesting in each company.
Our mission is to build a portfolio of well-managed, high cash-flowing tree and land service businesses. Through acquisition and partnership, we aim to become a top 10 lawn and landscape firm, creating extraordinary value for our group companies and clients.
We operate a decentralized business model, allowing each company’s management team to operate independently and with broad autonomy. This enables our portfolio brands to achieve strong financial returns by retaining highly skilled and experienced management teams with attractive incentives and providing capital support.
The Oak Tree Industries brand strategy is unique to the industry, as we retain the name, logo and trademarks associated with each business at the time of the acquisition. We are committed to preserving the goodwill and long-standing customer relationships local businesses have built and see the value in maintaining local and regional branding.
If you’re interested in exploring a potential transaction with Oak Tree Industries, please contact Alexander Theofilis, Founder & Principal, at (470) 330-9601 or alex@oaktree-industries.com. We're here to help with a confidential, no-obligation discussion about how our acquisition models can align with your exit strategy
About Us
Why Oak Tree Industries?
Your Legacy Secured
We partner with companies that have created a strong legacy and local presence. Our approach is to preserve and enhance your legacy, not replace it. We will never interfere in your company culture, business development, or client relationships.
World-class Support
You’ll have access to an elite team of industry, legal, financing, and accounting veterans with the experience, connections, and ideas to help you grow and scale effectively. We are a light-touch partner, but will always be there when you need us.
Employee Opportunities
Being part of a growing family of companies means that all employees will have access to career progression opportunities, and the option to participate in the success and growth of our group through stock option plans and other benefits.
Access to Capital
Our team has access to the capital and resources your company needs for growth. We have decades of experience in raising finance, and can help you do the same.
Flexible Transaction Structures
Whether you are succession planning or seeking an experienced partner to take your company to the next stage of growth, we can offer transactions that reflect your unique circumstances.
Collaboration
We are building a national portfolio of brands. As we grow, you will have the opportunity to network and collaborate with other firms in our group, allowing you to benefit from synergies, and enhanced market presence.
Leadership
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Michael Hoy is the Non-Executive Chairman of Oak Tree Industries, a permanent holding company focused on acquiring and operating well-established tree & vegetation management companies for the long-term.
Michael is a dynamic leader with a proven track record of driving growth and fostering a thriving organizational culture. As the Chief Executive Officer of Great Day Improvements, Michael has spearheaded the company's expansion and success since assuming the role in 2015, growing from 12 locations to over 280. Completing 8 strategic acquisitions and green-fielding over 100 locations. The company is listed as the 3rd largest home improvement company in the United States according to Qualified Remodeler Magazines annual listing of the Top 500.
With 35 plus years of industry experience and nearly a decade of dedicated service to Great Day, Michael has been instrumental in charting the company's course toward excellence and expansion. His visionary leadership style emphasizes a commitment to innovation, customer satisfaction, and employee development. Michael leads by example, inspiring those around him to strive for greatness and embody the values of integrity, collaboration, and accountability.
In 2023, Michael was honored with the “Legends of the Home Improvement Industry” award from Dave Yoho and Associates, honoring leaders who exemplify creativity, positive leadership, and exceptional customer care. These qualities serve as foundational benchmarks in the home improvement sector.
Michael currently serves on the Board of United Comfort Group, a Littlejohn & Co portfolio company.
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Alexander Theofilis is the Founder & Principal of Oak Tree Industries, a permanent holding company focused on acquiring and operating well-established tree & vegetation management companies for the long-term. Alexander is responsible for acquisition sourcing and the securing of acquisition financing. Alexander sits on the Board of Directors.
Prior to founding Oak Tree Industries, Alexander worked for his mentor, billionaire businessman Jon Yarbrough, at Yarbrough Capital, a family investment office. Working with his mentor, Alexander identified an opportunity within the tree and vegetation management industry, laying the foundation for the creation of Oak Tree Industries. At the age of 15, Alexander first entered the buyout business, shadowing a $50+ million leveraged finance transaction.
Alexander is a longtime supporter of the Boy Scouts of America, through which he earned the rank of Eagle Scout in his youth.
Alexander is based in Georgia and will be leading the holding company’s acquisition drive.
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Adam French is the President & Chief Financial Officer of Oak Tree Industries, a permanent holding company focused on acquiring and operating well-established tree & vegetation management companies for the long-term.
Adam is a finance and accounting professional with a strong track record of leadership and innovation. After earning double majors in finance and accounting, he joined Cochran Head Vick & Co. in Kansas City, where he quickly rose to lead the audit department and was recognized as the highest-rated staff accountant. Adam then moved to McGladrey to further his leadership skills, being promoted to assurance senior associate and training for management.
At EY, Adam completed his CPA and managed significant audits, becoming the Midwest region Employee Benefit Plan Leading Manager. He played a pivotal role in developing junior accountants and driving profitability before taking on the role of corporate controller at the Kincaid Group, a family-owned conglomerate. There, he resolved month-end closing delays and implemented a new financial reporting system that improved accuracy and efficiency.
Adam continued his career at Integrated Healthcare Strategies, excelling in compensation plan calculations and redesigning controls. He later joined Insight 2 Design as a controller, overseeing acquisition accounting and achieving significant revenue growth.
As CFO of JenFab, Adam brought the company up to date on audits, restructured debt, and implemented cost-saving measures, resulting in newfound profitability. He enhanced project management processes and established key performance indicators that drove operational excellence.
Currently, Adam serves as CFO of Genesis Health Clubs, the largest private health club conglomerate in the United States. He oversees all companies under Genesis, including the Wichita Thunder Hockey team. In this role, he has saved millions through tax optimization and efficient cash management while leading the acquisition of 10+ companies during his tenure.
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David B. Liner most recently was on the Board of Directors of CECO Environmental Corp. (NASDAQ: CECO), and served as Chairman of the Nominating and Governance committee, and as a member of its Audit and Compensation committees. CECO is a leading environmentally-focused, diversified industrial company whose solutions protect people, the environment, and industrial equipment.
Mr. Liner served as General Counsel, Corporate Secretary, and Chief Compliance Officer of Roper Technologies, Inc. (NYSE: ROP) from August 2005 until June 2016, and as a Vice President until his retirement in January 2018. Roper Technologies, a component of the S&P 500, designs and develops software and engineered products and solutions for healthcare, transportation, food, energy, water, education, and other niche markets worldwide. He helped execute Roper Technologies’ acquisition program, deploying over $5 billion in assets and acquiring over 40 businesses.
Prior to joining Roper Technologies, Mr. Liner served as a corporate partner in the Detroit office of Dykema Gossett, a national law firm, where he headed the firm’s automotive industry practice and founded the firm’s China practice. He had previously been the Vice President, General Counsel, and Assistant Secretary of Metaldyne Corporation, formerly MascoTech, Inc. (NYSE: MSX). During his tenure at MascoTech, David led the company’s global legal activities, including the $900 million tender offer for TriMas Corporation. David began his career in the legal department of Masco Corporation, a global manufacturer of products for the home and family listed on the NYSE and a constituent of the S&P 500 and Fortune 500 indices. At Masco, he was responsible for over 200 mergers and acquisitions.
Mr. Liner earned a bachelor’s degree from the University of Michigan and his Juris Doctor from Wayne State University Law School.
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Known for providing guidance that reaches beyond fundamental audit compliance, Greg is a valued partner to boards and C-suites on a broad range of critical business matters, growth strategies, and operational efficiencies.
As Managing Partner of KPMG’s Memphis Office, Greg led the growth and strategic development of the business for more than a decade. Instrumental in growing revenue and instilling a culture of collaboration, he concurrently served as Lead Partner for multinational public and private company client engagements across industries, consulting on complex issues, including transformative acquisitions, business expansion, and regulatory and fraud investigations.
Prior to joining KPMG, Greg shepherded clients through the enactment of the Sarbanes-Oxley Act as an Audit Partner for the largest Arkansas-based regional accounting firm, Moore Stephens Frost, PLC (now Frost, PLLC). He also served as the Partner in Charge of Human Resources, establishing a talent strategy focused on increasing satisfaction and retention.
Previously, Greg served as President and CFO for Staffmark Investment, LLC, a $700M temporary staffing company, and provided steady leadership during the collapse of the dot-com bubble, partnering with the CEO to drive strategic restructuring, cost reductions, and divestitures.
Greg spent the first 15 years of his career at Arthur Andersen, where he was selected to open the firm’s Arkansas practice, leading recruitment and growing the team from the ground up. Over the course of his tenure, he developed foundational expertise, consulting on due diligence for more than 50 M&A transactions and participating in significant capital markets transactions.
Respected for his impact within the business community, Greg was named a Memphis Business Journal Power Player for 10 consecutive years. He also shared his expertise as an Adjunct Professor at the University of Arkansas at Little Rock.
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With over three decades of experience in the service business industry, Mr. Davoli is a seasoned C-level executive who has successfully navigated the complex world of Private Equity in the consumer services sector. His impressive background includes owning and operating environmental services and construction companies throughout the United States, showcasing his in-depth knowledge and expertise in the field. Mr. Davoli's track record of success is evident in his ability to lead and manage businesses effectively, making strategic decisions that drive growth and profitability. His dedication to excellence and commitment to delivering high-quality services have earned him a reputation as a trusted and respected leader in the industry.
With a history of success in the business world, Mr. Davoli's entrepreneurial spirit is undeniable. He has demonstrated his ability to build, own, and run multiple companies in different industries, showcasing his versatility and adaptability. From smaller ventures with revenues under $5 million to larger enterprises exceeding $350 million, Mr. Davoli's experience spans the entire spectrum of business sizes. This diverse background equips him with a unique and comprehensive perspective that can be invaluable to any organization or project in the consumer services industry. With his wealth of knowledge and firsthand experience, Mr. Davoli is well-equipped to navigate the complexities of the business world and drive success in any endeavor he undertakes.
His accomplishments and history speak volumes, solidifying his reputation as a highly respected and sought-after executive in the field.
Representation
Oak Tree Industries is professionally supported by world-class legal and accounting representation.