22049

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Strategy

How CenterOak Invests

Making Strong Businesses Stronger

Helping Market Leaders Grow Even Stronger

Matching Our Skills To The Opportunity

Investment Criteria

Industry Focus

Business Services

Industrial Services

Consumer Essential Services

Enterprise Value

$50-500 million

EBITDA

$7-35 million

Equity Investments

$50-150 million

Company Attributes

Strong, experienced management teams
Potential for organic and acquisitive growth
Opportunity for operational improvements
Leading niche market position
Sustainable competitive advantage
Attractive relative value

Geography

United States

Transaction Focus

Buyouts and Recapitalizations
Closely-held or Family-owned Businesses
Buy-and-Build Opportunities
Non-core Subsidiary Carve-outs

$2.5B+
equity capital commitments

160+
acquisitions

20+
years investment partners have worked together

Value Creation Starts With Great Ideas

Over the past 20 years, our team has built an extensive network that generates a variety of high-quality investment opportunities that fit our criteria both culturally and operationally. We have substantial experience in working with owner-operators and family-owned businesses. Our team understands the challenges and opportunities management regularly faces. In our careers, we have been operators and investors.

Our team works with management to design customized value creation plans for each portfolio company and implements those plans across all stages of the investment lifecycle.

THESE PLANS OFTEN INCLUDE:

Implementing operational efficiencies
Facility expansions
Logistics & supply chain optimization
Product line & service extensions
Geographic expansions
Strategic tuck-in acquisitions
Transformational mergers or combinations

Where We Focus

Our cohesive, experienced team has a strong historical track record within our core sectors: business services, industrial services and consumer essential services.

We participate in a range of deal types, including buyouts, recapitalizations, closely-held or family-owned businesses, buy-and-build opportunities and non-core subsidiary carve-outs. Through the development of well-studied investment themes within our core sectors, we leverage a diverse sourcing model to identify high-quality opportunities where we can pursue our demonstrated and repeatable strategy of value creation. We target investments in several industry sub-verticals that we continually evaluate and update, but have previously included the following: