Oasis Outsourcing is a leading privately held professional employer organization (PEO) in the U.S. and provider of comprehensive and cost-effective human resources services to small- and medium-sized businesses.

The company provides HR administration and development, employee benefit plan management, full-service payroll administration, risk management and staffing and recruitment services.

INDUSTRY KNOWLEDGE & NETWORK

Stone Point helped Oasis improve its risk management program through our experience and expertise in the workers’ compensation industry.

INTRODUCTION TO CLIENTS & PARTNERS

Stone Point has introduced Oasis to multiple clients and referral partners, resulting in several hundred thousand dollars of annual recurring revenue for the company.

M&A SOURCING

Stone Point has played a key role in helping Oasis source and execute six acquisitions, which has expanded Oasis’ market presence in key geographies and helped increase the company’s EBITDA by ~60% since the time of the initial LBO. As a result, Oasis is now the largest privately held PEO in the U.S.

EXECUTIVE RECRUITING & ALIGNMENT

Stone Point was highly involved in the company’s re-alignment of certain senior management, including assisting with candidate screening and interviewing of the company’s COO. Stone Point also instituted a new option program and hosted a “Strategic Plan” dinner with all employee shareholders to help promote shared alignment around future potential equity value creation.

CAPITAL RAISING & STRUCTURING

Stone Point has led all of the company’s third-party debt financings, which have been critical in the company’s ability to successfully execute on its M&A strategy. Stone Point also led a minority recapitalization with a long-standing Stone Point relationship that resulted in liquidity for both management and Trident while strengthening the company’s equity base and access to additional capital.