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 lower-middle-market companies in the business services, industrial services and consumer essential 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.
Building On Life Experience
CenterOak’s leadership team embodies a diverse set of professional backgrounds, enabling us to evaluate opportunities and challenges through multiple lenses.
Our backgrounds cover a broad range of expertise and experience across operations, diligence, legal, finance and accounting, forming a deep skill set. These distinct professional foundations and perspectives allow our seasoned team to provide valuable guidance throughout the investment lifecycle.
This 360-degree viewpoint of operating and investing in lower-middle-market businesses has proved to be key in driving successful outcomes for CenterOak’s portfolio companies and investors.
Building On Life Experience
CenterOak’s leadership team embodies a diverse set of professional backgrounds, enabling us to evaluate opportunities and challenges through multiple lenses.
Our backgrounds cover a broad range of expertise and experience across operations, diligence, legal, finance and accounting, forming a deep skill set. These distinct professional foundations and perspectives allow our seasoned team to provide valuable guidance throughout the investment lifecycle.
This 360-degree viewpoint of operating and investing in lower-middle-market businesses has proved to be key in driving successful outcomes for CenterOak’s portfolio companies and investors.
Meet Our Partners
At CenterOak, a collaborative investment process is pivotal in evaluating and guiding portfolio companies. Find out more about our partners and their backgrounds.
