Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Leading Experts at Oak Street Advisors

Total Council Members: 2

Oak Street Advisors was founded on the principle that mid market companies not only deserve, but also require, the same level of investment banking, consulting services and access to capital markets commonly available only to large companies. Oak Street Advisors was established to provide that level of expertise and experience in a manner tailored to mid-market companies. Whether selling or acquiring a business, or seeking funding or financing, Oak Street Advisors can provide the direction and support typically available only from large banking firms.

Gregory Potts

Managing Director
Oak Street Advisors
What is a GLG Scholar?|GLG Scholar denotes Council Members with a CouncilRank(SM) in the top 20%.

Gregory Potts is currently owner of a consulting firm focused on the home warranty space. Prior to this he was until 2003 President and Chief Executive Officer of Aon Home Warranty Services, an Aon subsidiary which administers and markets home warranties...

Lynette Yen, Director, Oak Street AdvisorsLynette Yen

Director
Oak Street Advisors
What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Lynette Yen is a Director at Oak Street Advisors. Her main responsibilities are advising non-US based natural resource and alternative energy groups through partnerships and acquisitions with US based firms. Lynette's focus is in assisting clients with...

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