Where Deep Industry Experience Meets Scalable Commercial Execution
Oakstreet is a commercial growth partner built by operators who have led and scaled transportation and logistics businesses across founder-led and sponsor-backed environments. We know the realities of this industry—and what it takes to build a commercial engine that performs predictably, not situationally.
We founded Oakstreet on a simple belief: sustainable growth requires more than legacy relationships, book-based sales hires, and ad hoc tactics. It demands a clear strategy, a compelling customer story, the right tools, and a unified sales and marketing motion that teams can execute consistently.
We bring fractional expertise and a structured commercial framework to help transportation and logistics service providers accelerate revenue, strengthen retention, expand share of wallet, and improve customer acquisition efficiency. Our work delivers immediate traction while building long-term capability inside your organization.
We focus exclusively on the lower middle market, where our operator background, delivery model, and partner ecosystem create practical, measurable impact—driving earnings growth and enterprise value.
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Bruce Roberts, Founder & CEO
Bruce is a strategic growth advisor with deep roots in the transportation and logistics sector. After leading the commercial integration of his first transportation roll-up in his late 20s, he went on to scale commercial performance across PE-backed and growth-stage companies.
Drawing on years of hands-on integration experience, he founded Oakstreet Growth Partners to embed fractional commercial expertise alongside operators and sponsors—aligning sales and marketing strategy, systems, and frontline execution for scalable, repeatable growth.
With 25+ years of value-creation experience, Bruce partners with leadership teams to build tech-enabled commercial infrastructure that accelerates revenue, improves customer acquisition efficiency, increases retention, and maximizes investor returns. Oakstreet’s Growth Execution Framework and delivery model accelerate outcomes across platforms, roll-ups, and add-on acquisitions from diligence to exit.
Bruce earned his degree from UCLA and completed executive postgraduate studies at the USC Marshall School of Business.
Outside of Work
Bruce lives in Southern California 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, Executive 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, Executive 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.
