John Felix Joins White Oak as Managing Director and Co-Head of Originations

Felix Joins Company to Co-Manage White Oak’s Originations Team

SAN FRANCISCO, Sept. 27, 2017 (GLOBE NEWSWIRE) -- White Oak Global Advisors, LLC (White Oak), today announced the appointment of John Felix to serve as Managing Director and Co-Head of Originations.  Mr. Felix will be responsible for sourcing opportunities for White Oak, and co-managing the Originations team.

“We have known John for nearly a decade and have observed his noteworthy capabilities and accomplishments within the middle market lending space,” said Darius J. Mozaffarian, Partner and Co-President of White Oak. “We look forward to having John bring his deep relationships and industry expertise to our organization as we continue to expand our financing platform and capabilities.  He will also be a great cultural fit within our organization and we couldn’t be more ecstatic to have him join the team.”

Felix has been actively investing in middle market companies for over 20 years.  Most recently, he founded Consortium Finance in 2013 where he invested across the capital structure of middle market businesses.  Prior to his role at Consortium Finance, Mr. Felix worked at D. E. Shaw Group where he opened the San Francisco office in 2005.  At D. E. Shaw, Mr. Felix was responsible for originating and managing a portfolio of direct senior debt, junior debt and equity investments across a variety of industries.  He was previously a managing principal of Banc of America Mezzanine Capital LLC, where he was responsible for underwriting structured senior debt, mezzanine debt, and bridge financing across a variety of industry sectors.  Additionally, Mr. Felix was a former leader of Banc of America Securities, Inc.’s debt origination efforts in Australasia.

“White Oak has the willingness and expertise to invest across the debt spectrum at all points in the credit cycle,” said Mr. Felix, “These factors make it a formidable competitor in the current credit environment, and will be instrumental in its success going forward as credit markets continue to evolve.”

About White Oak Global Advisors, LLC
White Oak Global Advisors, LLC is a leading global alternative asset manager specializing in originating and providing financing solutions to facilitate the growth, refinancing and recapitalization of small and medium enterprises.  Since its inception in 2007, White Oak Global Advisors, LLC’s disciplined investment process aims to deliver risk-adjusted investment returns for our investors while establishing long term partnerships with our borrowers.  More information can be found at


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