Trusted partners for
your business’s future
Strength from your history,
Momentum for tomorrow.
AOP is a private investment fund run by operators and backed by top investment funds and family offices.
Meet our team
Monica Rekhan blends deep operational discipline with entrepreneurial instinct, uniquely positioning her to acquire, lead, and scale a services business.
As an Assistant Vice President at Citi, Monica contributed to more than $15 million in cost savings and guided sensitive transitions including branch optimization, workforce changes, and global reorganizations. These experiences gave her a deep understanding of both financial levers and the people behind them.
From centralization to offshoring execution, Monica has built her career on creating stability through change and helping teams thrive in complex, regulated environments. She brings that same steadiness and empathy to Alka Oaks.
Monica is a first-generation women professional who rewrote expectations. She finds joy in books on human behavior and games like poker and Catan, reflecting her instinct for long-term strategy and complex decision making.
Professionally, Charles has built a foundation across every layer of private markets from allocator diligence to GP co-investments and direct underwriting.
Through his career across Cambridge Associates, HarbourVest Partners, and StepStone, he has helped manage portfolio strategy and commitment pacing across 40+ funds and 15 investment strategies, building dynamic capital utilization models and improved internal decision-making.
He has also led teams through valuation, LBO modeling, and credit investing on $300M+ in transaction volume, and nearly 1000+ total evaluated deals, with a focus on financial services, B2B software, industrials, and IP/content businesses.
Raised in a household steeped in business, culture, and community leadership, Charles grew up witnessing what it means to own, operate, and steward companies that shape lives.
Meet Our Investors
Additionally, we are supported by successful operators, including Mahesh Rajasekharan, Scott Sleyster and Neil Cuggy, who have built billion dollar businesses or helped dozens of entrepreneurs on their growth journey. Their experience, capital, and guidance give us certainty to close and strength to scale.
Our investor network spans across institutional investors, family offices, and operators, allowing us to deploy patient long-term capital.
What we look for
Enterprise Value
$15M–$50M
EBITDA
$3M+
Type of business
Service-based or Tech-Enabled Services with recurring revenue
Industries
Compliance/Regtech; Financial Services, Healthcare Services or any opportunistic industry
Geography
U.S.‑based, with a stable customer base and strong employee culture
Growth & Profitability
3-5 years historical profitability and high growth potential
Ownership
Privately Owned; High-integrity founder seeking succession/ liquidity event
You’ve built something remarkable, a business that’s grown through hard work, resilience, and commitment. Yet even the most successful owners reach a point where it’s time to think about what comes next.
Whether you’re planning succession, navigating new regulations, or simply ready for more balance in life, you deserve a path forward that protects what you’ve built and honors the people behind it.
After years of carrying the business on your shoulders, a transition should bring more than just liquidity. It should bring pride in what you’ve built, peace of mind knowing your people and culture are protected, and confidence that your legacy will continue to grow.
Our Process
First Conversation
Short consultation call to hear your story and understand the business.
1.
Sharing the business
Under a Non-Disclosure Agreement, we discuss your business’s high level financials, scheduling an in-person meeting to hear about your objectives and goals.
2.
3.
Letter of Intent (LOI)
Non‑binding outline of price range and terms; includes 60–90 day exclusivity for diligence.
Due Diligence
Clear, respectful review of financials, operations, legal, and people with trusted advisors.
4.
Closing and Transition
Close the deal and work shoulder‑to‑shoulder with your team to keep culture and service strong.
5.
Our Values
Grit
We thrive in difficult situations. The challenge inspires us, excites us and makes us better. We outlast, outwork, and outlearn.
Transparency
We’re open, direct, and solutions-focused. Just honest conversations and shared problem-solving from day one.
Humility
We don’t take this journey or anyone’s trust for granted. Whether it’s sellers, investors, or clients, we’ll lead through discipline, humility, and results.
Frequently Asked Questions
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Every business is different, but most transactions take between 60 and 120 days from our first conversation to closing. We move at your pace, balancing thorough due diligence with respect for your time and day-to-day operations.
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We take a fundamentals-based approach. Valuation is typically based on a multiple of your company’s normalized earnings (EBITDA), adjusted for factors such as growth, customer retention, and industry trends. Our goal is to offer a fair, transparent price supported by data.
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Our focus is continuity, not disruption. We aim to preserve the culture, team, and customer relationships that made your company successful. In most cases, all employees remain in place, and we work closely with leadership to ensure a smooth transition that strengthens the brand you’ve built.
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Absolutely. Every conversation begins under a non-disclosure agreement, and we never share information about your business without your explicit consent. We understand how sensitive these discussions can be. Your privacy and trust are central to how we operate.
Contact us
Every business has a story. If you’re considering succession, whether now or down the road, we’d love to explore how we can carry your story forward.