Oakwell® is a real estate and infrastructure firm providing capital, engineering, and project delivery services to healthcare and higher education institutions. We provide custom campus energy and real estate solutions, with profit-at-risk delivery, and tax-exempt financing.
We have saved our clients over
people will gain access to quality healthcare through the savings we create for our health system clients
students will gain access to affordable higher education through the savings we create for our university clients
Oakwell is a real estate and infrastructure firm providing capital, engineering, and project delivery services to healthcare and higher education institutions. We provide custom campus energy and real estate solutions, with profit-at-risk delivery, and tax-exempt financing.
people will gain access to quality healthcare through the savings we create for our health system clients
students will gain access to affordable higher education through the savings we create for our university clients
Oakwell® is a real estate and infrastructure firm providing capital, engineering, and project delivery services to healthcare and higher education institutions. We provide custom campus energy and real estate solutions, with profit-at-risk delivery, and tax-exempt financing.
Oakwell is a real estate and infrastructure firm providing capital, engineering, and project delivery services to healthcare and higher education institutions. We provide custom campus energy and real estate solutions, with profit-at-risk delivery, and tax-exempt financing.
in total freed up capital for our clients....which can equal
We are a one-of-a-kind group of leading engineers, financiers, and real estate experts working together to unlock significant savings that expand access to patient care and drive student success.
We expertly connect the less-obvious dots across real estate, infrastructure and finance—transforming the campus from a capital cash drain into a strategic financial advantage. We deliver sustained bottom-line results for our clients through long-term, mission-aligned partnership.
We identify infrastructure and real estate inefficiencies to uncover cost saving opportunities for your campus or facility.
We design custom solutions with a high Return on Investment (ROI) and capital-saving constructability.
We deliver turnkey projects with open book financials and a profit-at-risk model.
We provide custom and flexible financing solutions that reduce the total cost of ownership.
With our campus-wide systems approach, we design custom engineering solutions that lower the total cost of infrastructure deployment and operation.
Learn MoreWe derisk construction and delivery for owners through Transparent Project Delivery and other innovative mechanisms that incentivize our efficiency and reduce your risk.
Learn MoreWe offer tax-exempt, custom capital solutions that strengthen borrowing capacity, create financial flexibility, help owners maintain asset control, and lower the total cost of ownership.
Learn MoreWe make every square foot on the campus work harder and earn its keep. We maximize the value of every asset and deliver campus portfolio planning that compounds value.
Learn MoreSustainability management starts with financial discipline. We deliver resource efficiency, recurring cost savings and reduced environmental impact that strengthen the operations, balance sheet, and mission.
Learn MoreOur experts have worked inside health systems and universities themselves. We are aligned with your today, and designed for your tomorrow.
Why Oakwell
We turn campus infrastructure and real estate from a source of financial strain into a driver of savings, resilience, and mission impact.
Innovative, By Default
We rethink how infrastructure is funded and delivered, using owner-aligned models that reduce risk, improve transparency, and create better financial outcomes.
Your Mission, Our Action
Mission-aligned by design, Oakwell helps institutions expand access to healthcare and education by becoming more financially, operationally, and environmentally resilient.
Custom Solutions, Long Term
Whether it’s one project or a 50-year roadmap, we design around your institution’s unique context, constraints, capital priorities, and mission. Every solution is customized and flexible.
The Whole Is Greater
Our D3F model gives us the unique vantage point to unlock maximum value and savings across the entire campus and lifecycle — not just individual projects.
Built from Inside Experience
Our team has sat inside hospital and university decision-making environments, giving us the unique context to spot risks, constraints, and savings opportunities early.

CEO, Oakwell
Managing Partner, Omicelo

Board Member, Oakwell
Chief Sustainability & Real Estate Officer, BMCHS

Board Member, Oakwell
Managing Partner, Omicelo

EVP, Head of Engineering, Oakwell

SVP, Head of Client Engagement & Sustainability, Oakwell

SVP, Investments & Business Development, Oakwell
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Vice President of Engineering, Oakwell

Director of Sustainability Research, Oakwell

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Join Oakwell to solve complex campus infrastructure and real estate challenges for health systems and universities — with the autonomy, technical leadership, and strategic influence to shape projects from concept to completion. We’re looking for high-agency problem solvers who want their work to expand access to quality healthcare and affordable higher education.
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With 20 years of experience in mechanical systems design, commissioning, project execution, and team leadership, Jenn brings deep technical expertise to complex healthcare and higher education environments. She has held senior roles at CMTA, Inc. and Vanderweil Engineers, where she led high-impact mechanical infrastructure projects across Greater Boston. Jenn specializes in building energy management systems, phased infrastructure upgrades delivering improved performance, reliability, and efficiency. At Oakwell, she helps lead engineering teams in delivering high-ROI infrastructure improvements that meet each owner’s operational, financial, and long-term facility goals.

For over 15 years Justina has been strengthening organizations’ commitment to tackling climate change and reducing toxic chemicals with a focus on stakeholder engagement, especially investors. Justina has also helped investment managers integrate ESG factors into investment decision-making and corporate engagement. Justina started her career at Goldman Sachs during the financial crisis. She holds degrees from Harvard and the London School of Economics, with experience living abroad in Asia and Africa, and leading her family’s small regenerative farm. As Oakwell’s Sustainability Research Director, Justina advances thought leadership and supports health systems with strategy, engagement, and reporting.

Ward helps hospitals and universities identify opportunities to modernize infrastructure, unlock capital, and strengthen long-term financial performance. In a four decades-long career, he has held leadership roles at EMCOR, NORESCO, and Carrier, identifying complex energy, infrastructure, and financing solutions across healthcare, higher education, government, and commercial markets. His experience spans energy performance contracting, utility optimization, decarbonization, and project finance. Ward is also co-founder of the Healthcare Executives Network (HExN), one of the nation's largest healthcare leadership communities.

At Oakwell, Shane drives cost-saving, risk-reducing sustainability solutions for health systems. He has led programs that saved health systems more than $17 million in operational costs. Before Oakwell, Shane spent 10 years leading Memorial Sloan Kettering’s award-winning sustainability program, advancing work across waste reduction, sustainable sourcing, energy efficiency, green building, and stakeholder engagement. He is also an active voice in healthcare sustainability through national forums, cohorts, and advisory roles with NGOs, suppliers, and group purchasing organizations.

Jack brings more than 30 years of experience designing high-performance buildings in a campus setting, across healthcare, higher education, and commercial markets. His focus on efficiency, cost-savings and long-term operational performance has delivered measurable financial returns for owners. Prior to joining Oakwell, Jack founded and led Engineered Solutions Inc., which was acquired by CMTA, an affiliate of Blackstone. He also served on Boston's Building Emissions Reduction and Disclosure Ordinance (BERDO) Review Board. At Oakwell, Jack leads engineering teams in developing owner-aligned infrastructure strategies that improve performance, reduce risk, and protect long-term value.

Kathy brings 30+ years of operational experience across industries. She scales businesses and is responsible for growing Omicelo’s portfolio companies from concept to eight-figures in revenue. Most recently Kathy shepherded Havenside, a residential home improvement group. Previously, Kathy led financial services firms including holding leadership roles at Freddie Mac in technology, policy, and advisory groups. As an Oakwell director, Kathy oversees the company’s operational strategy.

Joshua leads Oakwell’s governance, financial strategy, and capital formation, bringing deep investment experience to the firm’s work with health systems and universities. He is also the founder of Omicelo, a private investment group focused on “Purpose that Performs” — investing in businesses that expand access to healthcare, housing, wealth creation, and a thriving environment. Before Omicelo, Joshua led real estate research at Goldman Sachs, where he helped lead the research effort for a $1 billion IPO and was recognized in Forbes’ inaugural 30 Under 30 list. At Oakwell, he brings a purpose-driven investment lens to help institutions unlock savings, modernize infrastructure, and strengthen long-term financial performance.

Bob is nationally recognized for leading Boston Medical Center’s $1 billion campus redesign, which generated over $500 million in cost savings to date and made BMC Boston’s greenest hospital, reducing its carbon footprint by more than 50%. His work includes implementing the nation’s largest collaborative power purchase agreement, a new co-generation plant, a solar prescription program for patients facing energy insecurity, and a net-zero behavioral health facility. As an Oakwell Board Member, Bob brings deep expertise in real estate, infrastructure and sustainability to guide governance, strategy, and long-term impact.
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