Commercial Clarity. Scalable Impact.
At OAKSTREET, we partner with private equity sponsors and growth-stage companies to accelerate scalable performance across platforms, roll-ups, and add-on acquisitions.
Powered by our Growth Execution Framework and proprietary execution modules, we work alongside revenue and marketing leaders driving day-to-day execution amid post-acquisition integration—aligning strategy, systems, and frontline execution to reduce CAC and unlock growth across platforms, roll-ups, and add-on acquisitions.
From acquisition to integration to exit, we turn commercial complexity into clarity—and execution into measurable impact.
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Bruce Roberts, Founder & CEO
Bruce is a strategic growth advisor who led his first roll-up in his late 20s, then scaled commercial performance as a revenue and marketing leader across PE-backed and growth-stage companies.
His firsthand experience navigating post-acquisition integration—aligning strategy, systems, frontline execution across platforms, roll-ups, and add-on acquisitions—led him to found Oakstreet Growth Partners.
Purpose-built to support revenue and marketing leaders driving day-to-day execution amid post-acquisition integration, Oakstreet helps multi-entity platforms harmonize commercial strategy, technology, and frontline performance—accelerating scalable growth, reducing customer acquisition costs, and delivering measurable impact from acquisition through exit.
With over 25 years of experience helping companies unlock enterprise value, Bruce has supported PE-backed and growth-stage businesses in building systematic, tech-enabled commercial infrastructure that improves capital efficiency and maximizes investor returns.
Bruce earned his degree from UCLA and completed executive postgraduate studies at the USC Marshall School of Business.
Outside of Work
Bruce lives in Los Angeles with his family, including four kids, dog Tucker, and three lizards. In his free time, you’ll find him on a mountain or body of water, recharging for the next challenge
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James Adams, Execution Partner
Jim is an accomplished operations executive and serial entrepreneur with over 35 years of experience driving performance improvement and enterprise scale across Fortune 500, mid-market, and private equity-backed businesses. He brings firsthand expertise in leading global operations, optimizing complex systems, and accelerating post-acquisition value through disciplined execution.
Jim has held full P&L responsibility for budgets up to $250 million and teams of 200+, managing operations across 90+ countries. His leadership has fueled EBITDA growth, guided successful IPO preparation, and unified fragmented organizations through M&A integration and customer-centric transformation.
With a foundation in Lean Six Sigma and data-driven execution, Jim specializes in helping PE-backed and growth-stage companies institutionalize repeatable processes and build scalable infrastructure across the investment lifecycle—from bolt-on integration to exit readiness. He partners with leadership teams to translate strategy into operating rhythm and measurable enterprise value.
Jim holds an MBA from The University of Chicago and a BS in Mechanical Science & Engineering (Honors) from the University of Illinois Urbana-Champaign.
Outside of Work
Based in a quiet town outside Cleveland, Ohio, Jim has worked, lived, and traveled in over 45 countries. He enjoys mountain biking, snowboarding, and golfing.
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Kim Carlson, Execution Partner
With over 25 years of experience as a consultant, project manager, and product owner, Kim has a proven track record of leading large-scale cross-functional initiatives. A strategic thinker with exceptional execution skills, Kim has successfully managed over 200 projects spanning streamlining business processes for acquisitions, systems integrations, automated customer outreach programs, recurring billing, and complex scheduling initiatives.
Recognized for leadership in cross-functional team collaboration, Kim has worked closely with executives, sales, marketing, operations, product, customer support, and finance to deliver impactful solutions.
Kim has been part of teams that have won multiple notable professional awards including Webby Awards, a Digital Health Award, and the Media Excellence Award. Kim brings a unique blend of process management, technical expertise, strategic vision, detailed execution skills and hands-on leadership to every client engagement.
