Investment Approach

CenterOak Partners focuses its investment activities on middle market companies with high potential for long-term growth. We build strong relationships with management teams and operating executives to create value by implementing financial, operational and strategic initiatives. We take a flexible and creative approach to structuring transactions to meet the needs of business owners while protecting the interests of our investors.

Investment criteria

Industry Focus Industrial Growth
Consumer
Business Services
Enterprise Value $50-250 million
Equity Investments $20-90 million
Company Attributes Strong, experienced management teams
Potential for organic and acquisitive growth;Opportunity for operational improvements;

Market leader in its niche;

Sustainable competitive advantage

Geography United States
Transaction Focus Buyouts and Recapitalizations
Closely-held or Family-owned Businesses
Buy-and-Build Opportunities
Non-core Subsidiary Carve-outs

 

© 2017 CenterOak Partners. All rights reserved.