At Liberty Oak Investment Group, we believe true freedom is built on ownership—of time, of income, and of legacy.

We acquire recession-resistant, service-based businesses like HVAC, plumbing, garage doors, and demolition. These aren’t flashy startups. They’re the backbone of America—the businesses that keep our homes running and communities thriving.

We partner with high-income professionals who want to move beyond Wall Street and into Main Street. Through our investor-led acquisition model, your capital becomes the down payment on a cash-flowing business—while we handle the operations, the team, and the execution. It’s hands-off business ownership built for long-term wealth and generational impact.

For business owners ready to step back, we offer a trusted transition. We preserve your legacy, protect your people, and grow what you’ve built—with respect, care, and real resources.

We’re not just investing in businesses. We’re investing in families, jobs, and the future of American enterprise. Whether you're seeking a new chapter in life or a smarter way to build wealth, Liberty Oak is your partner in pursuing freedom through ownership.

Meet Your Partners.