ABOUT US
At White Oak Group we advise owner groups, lenders and sponsors in navigating complex strategic initiatives and capital decisions. Our offerings include M&A advisory, financial advisory and restructuring services. All services are tailored to meet the needs of our clients with professionalism, transparency, and integrity.
We are committed to delivering expert-driven solutions with the highest level of confidentiality and regulatory compliance.
Services Offered
We offer the following services:
- Financial advisory services
- Mergers and acquisitions advisory
- Restructuring services
All services are billed in USD (United States Dollar) unless otherwise stated.
Contact Us
We are available to assist you through multiple channels:
- Email: Mlessinger@whiteoakgroup.net
- Phone: +1 847-441-2692
- Mailing Address: PO 8122, Northfield, IL 60093
- Live Chat: Available during business hours (Monday–Friday, 9:00am–5:00pm CST)
Fulfillment & Policies
Refund Policy
Due to the customized nature of our services, all purchases are final. However, if a billing error has occurred or a service was not delivered as agreed, please contact us within 7 days for resolution.
Delivery of Services
All services are delivered digitally or in person, depending on client preferences and service type. Upon purchase, a representative will contact you within 1 business day to schedule fulfillment.
Cancellation Policy
Clients may cancel a recurring service or subscription with 5 business days’ written notice prior to the next billing cycle. Cancellations must be submitted to mlessinger@whiteoakgroup.net.
Return Policy
As we provide services rather than physical goods, returns are not applicable. If you are dissatisfied, please contact us to address any concerns.
Legal Restrictions
We do not offer services to jurisdictions or individuals that are subject to U.S. sanctions or other applicable legal restrictions. Clients must confirm eligibility before engaging services.
Privacy Policy
We respect your privacy. Please review our full Privacy Policy to understand how we collect, use, and safeguard your information. All client data is stored securely and is never sold or shared without consent, except as required by law.
Secure Payment Processing
Your payment information is processed securely via Stripe. Our payment pages are protected by HTTPS encryption, and we are fully PCI-compliant. We do not store your credit card information on our servers.
Accepted Payment Methods
We accept the following credit cards:
Visa, Mastercard, American Express, Discover
All transactions will appear as White Oak Groupon your card statement.
Certainly — here is a comprehensive Privacy Policy that satisfies Stripe’s requirements, adheres to global best practices (including GDPR/CCPA compliance language), and is tailored for a U.S.-based financial services firm:
Privacy Policy
Effective Date: 6/30/25
At White Oak Group, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website and engage with our financial services. We are committed to maintaining your trust and protecting your personal information.
1. Information We Collect
We may collect the following types of information:
Personal Information You Provide:
- Full name, email address, mailing address, phone number
- Payment information (processed securely through Stripe; we do not store credit card numbers)
- Business name and financial details related to services requested
- Any additional information you voluntarily provide through forms or correspondence
Automatically Collected Information:
- IP address, browser type, operating system, and access times
- Website usage data (pages visited, time on site, clicks) through cookies and analytics tools
2. How We Use Your Information
We use your information to:
• Process transactions and deliver services
• Respond to inquiries and provide customer support
• Send service-related communications (e.g., confirmations, billing notices)
• Comply with legal, regulatory, and contractual obligations
• Improve our website and service offerings through analytics and feedback
3. How We Share Your Information
We do not sell or rent your personal information. We may share your data only with:
• Service providers such as Stripe for payment processing
• Legal and regulatory authorities when required by law
• Internal staff and advisors under strict confidentiality
• Other third parties only with your explicit consent
4. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your user experience. Cookies help us understand user behavior, tailor content, and improve website performance. You may adjust your browser settings to block cookies, though some features of our website may not function properly as a result.
5. Your Rights & Choices
Depending on your jurisdiction, you may have the right to:
• Access, correct, or delete your personal data
• Opt out of marketing communications
• Restrict or object to certain processing activities
• Request a copy of your data in a portable format
To exercise any of these rights, please contact us at mlessinger@whiteoakgroup.net
6. Data Security
We take reasonable measures to safeguard your information using industry-standard security practices, including encryption, firewalls, and secure access protocols. Our payment infrastructure is fully PCI-DSS compliant through our payment processor, Stripe.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those websites.
8. Data Retention
We retain your personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
9. Children’s Privacy
Our services are not intended for children under 18. We do not knowingly collect personal information from individuals under 18 years of age.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with an updated “Effective Date.” We encourage you to review this page periodically.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or your data, please contact us at:
White Oak Group
PO 8122, Northfield, IL 60093
Email: mlessinger@whiteoakgroup.net
Phone: +1 847-441-2692
Terms of Use
Effective Date: 6/30/25
Last Updated: 6/30/25
Welcome to White Oak Group. By accessing or using our website, purchasing services, or interacting with our platform, you agree to comply with and be bound by these Terms of Use. Please read them carefully.
1. Services
We offer financial advisory and acquisition related services, available via online purchase, phone consultation, or in-person engagement. We reserve the right to update, suspend, or discontinue services at our sole discretion without notice.
2. Eligibility
By using our site, you confirm that you are at least 18 years old and legally authorized to enter into a binding contract. You agree to provide accurate, complete information at all times.
3. Payment & Billing
All transactions are processed securely via Stripe. Prices are listed in USD and may include applicable taxes and fees. By purchasing services, you authorize us and our payment processor to charge your payment method for all agreed charges.
If you believe there’s an error with your billing, contact us within 7 days of the charge at mlessinger@whiteoakgroup.net.
4. Refunds & Cancellations
Due to the nature of our customized financial services, all sales are final unless otherwise stated in writing. Clients may cancel recurring services with at least 5 business days’ notice before the next billing period. Please review our Refund and Fulfillment Policy for full details.
5. Intellectual Property
All content on this site—including but not limited to text, graphics, logos, icons, and software—is the property of [Your Firm Name] or its licensors and is protected by U.S. and international intellectual property laws. Unauthorized use or reproduction is prohibited.
6. Disclaimers
Our services are offered for informational purposes and do not constitute legal, investment, or tax advice. We make no guarantees of specific outcomes. Use of our services is at your own risk. We are not liable for any losses incurred from your reliance on our services or content.
7. Limitation of Liability
To the maximum extent permitted by law, we will not be liable for any indirect, incidental, special, or consequential damages arising from your use of our site or services. Our total liability for any claim will not exceed the amount paid for services in the previous 12 months.
8. Privacy
Use of our site is also governed by our Privacy Policy. By using our services, you consent to our data practices as outlined in that policy.
9. Prohibited Use
You agree not to:
- Violate any local, state, federal, or international law
- Use our services for unlawful or fraudulent activities
- Attempt to gain unauthorized access to our systems or interfere with site functionality
10. Modifications
We reserve the right to change these Terms of Use at any time. Continued use of our services after changes are posted constitutes your acceptance of the updated terms.
11. Governing Law
These Terms are governed by the laws of the State of [Your State], without regard to conflict of laws principles. Any disputes shall be resolved in the courts located in [Your County, Your State].
12. Contact Us
If you have any questions regarding these Terms of Use, please contact:
White Oak Group
PO 8122, Northfield, IL 60093
Email: Mlessinger@whiteoakgroup.net
Phone: +1 847-441-2692