About TrueOak Partners

Our Mission


At TrueOak Partners, our mission is simple: to give business owners the clarity and confidence they need as they approach one of the most important transitions of their lives. We believe selling a company isn’t only a financial event - it’s about preserving legacy, ensuring continuity, and securing peace of mind.

Our role is to educate and guide. We offer practical resources, thoughtful perspectives, and a steady hand at a time when the stakes feel highest. By focusing on long-term value, not short-term disruption, we ensure that owners who have built something lasting can step away with dignity, confidence, and control.


Our Mission


At TrueOak Partners, our mission is simple: to give business owners the clarity and confidence they need as they approach one of the most important transitions of their lives. We believe selling a company isn’t only a financial event - it’s about preserving legacy, ensuring continuity, and securing peace of mind.

Our role is to educate and guide. We offer practical resources, thoughtful perspectives, and a steady hand at a time when the stakes feel highest. By focusing on long-term value, not short-term disruption, we ensure that owners who have built something lasting can step away with dignity, confidence, and control.


Our Partners


About Jamie Levy

Jamie Levy has spent more than two decades guiding organisations through complex transitions, building a reputation as a trusted expert in business transformation. From advising FTSE 100 and Fortune 500 companies to supporting entrepreneurial ventures, his focus has always been the same: strengthening businesses so they can endure and thrive.

Based in California, Jamie has held senior consulting and leadership roles with global names such as KPMG, HM Treasury, Pfizer, Worldpay, and Whitbread. He has led transformation programmes that restored profitability, improved operations, and safeguarded long-term value across multiple industries. In addition to his corporate work, Jamie has also founded and advised entrepreneurial ventures, giving him a unique perspective on both sides of the ownership journey.

Known for his practical, people-first approach, Jamie brings clarity to complex situations and reassurance to business owners considering their next chapter.


About John O’Neill

John O’Neill brings deep expertise in risk management, and business operations having managed critical responsibilities at some of the world’s largest and most innovative financial institutions. With a strong academic background in mathematics, John is known for his analytical precision and steady judgment in complex environments.

Originally from the UK and now based in Sydney, Australia, John combines technical acumen with a thoughtful, human approach to succession and transition. His focus is on helping business owners understand their options clearly, plan with confidence, and achieve exits that honour both their financial goals and their personal legacies.