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Investors For The Long Term

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.

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.