Center Oak Partners

CenterOak’s partners have successfully invested together for over two decades, with a core mission of putting sector expertise to work for our investors. Our sole focus is on investing in middle-market companies in the business services, industrial services, and consumer services sectors. CenterOak has demonstrated success in working with family and founder-owned businesses. Firsthand experience with family-owned businesses has been key in driving successful outcomes for founders, management, and investors alike. The longevity of CenterOak’s team is a testament to its effectiveness. Our refined approach has produced a strong investment track record. We believe that private investing is most successful when it is rooted in good working relationships – it all comes down to the people. Our portfolio companies and other colleagues can rely on CenterOak to be a partner who approaches work with discipline, insight, and integrity. Investment Criteria Industry Focus ▪ Business Services ▪ Industrial Services ▪ Consumer Services Enterprise Value ▪ $50-500 million EBITDA ▪ $7-35 million Equity Investments ▪ $50-150 million Company Attributes ▪ Strong, experienced management teams ▪ Potential for organic and acquisitive growth ▪ Opportunity for operational improvements ▪ Leading niche market position ▪ Sustainable competitive advantage ▪ Attractive relative value Geography ▪ United States Transaction Focus ▪ Buyouts and Recapitalizations ▪ Closely-held or Family-owned Businesses ▪ Buy-and-Build Opportunities ▪ Non-core Subsidiary Carve-outs