Where Value Creation Meets Execution
At OAKSTREET, we help middle-market B2B companies turn commercial strategy into scalable, predictable growth. Whether you're backed by private equity, founder-led, or independently managed, the challenge is the same: turning sales potential into performance that drives enterprise value.
While companies continue to pour billions into CRM systems and sales enablement programs, the return often falls short. Most CRMs become expensive databases. And over half of sales training programs fail to deliver lasting impact. Tools go underutilized. Training doesn’t stick. Growth stalls.
Our 10-Step Growth Framework changes that. It aligns strategy, technology, and frontline execution into a single framework—proven to drive scalable revenue, reduce customer acquisition costs, and maximize the impact of your existing enablement investments.
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Let’s Connect:
Bruce Roberts, Founder & CEO
Bruce is a strategic growth advisor, writer, and speaker with over 25 years of experience helping B2B companies turn commercial strategy into measurable value creation.
Having led his first rollup in his 20s, Bruce brings firsthand experience in scaling revenue across fast-moving, complex organizations. His background spans frontline sales, enterprise account leadership, and senior leadership roles—giving him a deep understanding of what it takes to align go-to-market teams for growth.
Despite billions spent on CRM systems and sales training programs, most companies still struggle to see meaningful ROI. CRMs become overpriced databases, and training rarely sticks. Recognizing the need for a more structured, execution-focused approach, Bruce founded Oakstreet Growth Partners.
For over a decade, he has helped PE-backed and founder-led middle-market companies build scalable, tech-enabled sales and marketing platforms that drive organic growth, improve capital efficiency, and unlock enterprise value at every stage of the investment lifecycle. His approach integrates strategy, technology, and frontline execution into a repeatable framework—proven to drive scalable revenue, reduce customer acquisition costs, and maximize returns on technology and training investments.
Recent engagements include helping a PE-backed $650M mobility company achieve a 4X increase in new contract revenue—from $6M to $28M in 18 months—and guiding a healthcare logistics provider to grow pipeline value by 300%, improve net dollar retention by 20%, and reduce sales and marketing costs by 59% in just 9 months
Bruce earned his degree from UCLA and completed postgraduate executive 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.
Let’s Connect:
Kim Carlson, Head of Operations
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.
