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 industrial growth, consumer and business service 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.
At CenterOak, a collaborative investment process is pivotal in evaluating and guiding portfolio companies. Find out more about our partners and their backgrounds.