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At CenterOak, we invest in lower middle-market private companies, with a core team that has successfully invested together for over 20 years

Our team’s tenure is evidence of our effectiveness as a unit. In our collaborative investment process, we bring together the perspectives we earned throughout our professional careers, including being the CEO of a closely held family business, selling and operating the company with multiple private equity investments, and assessing deals as investment bankers, lenders, legal counsel, accountants, and consultants.

For more than two decades, our senior team has been working together to deliver advice and guidance to portfolio companies and their management teams to help create value for all stakeholders.
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At CenterOak, we are united around our core values

We invest in middle-market companies with high potential for long-term growth. Our investment focus spans the industrial growth, consumer and business services sectors. We partner with managers and operating executives to implement financial, operational and strategic growth initiatives to help drive value for family and founder owned businesses as well as private equity backed companies. We do this while adhering to our core values of excellence, integrity and respect for the company’s legacy.

EXCELLENCE

“CenterOak understands successful investments are tied to finding a balance in operational and financial excellence along with a focus on culture and people.”

– Bill Scheller, CenterOak Operating Partner and former CEO of BlackHawk Industrial

LEGACY

“The CenterOak team emphasizes partnering with founders and ownership teams to continue and improve the strong legacy characteristics of a family business.”

– Steve Vetter, CenterOak Operating Partner and Former CEO of Ennis‐Flint

INTEGRITY

“What is most unique about CenterOak, simply stated, is integrity. CenterOak is interested in building recurring and long-term relationships with sellers, management teams and advisers.”

– Jim Harris, CenterOak Operating Partner and former Interim CEO of Southern Tide