CenterOak Partners

CenterOak Partners is a private equity firm headquartered in Dallas, Texas, specializing in control-oriented investments in lower-middle-market companies across the United States. The firm focuses on business services, industrial growth (including industrial services), and consumer (including consumer essential services) sectors, targeting companies with enterprise values of $50-500M and EBITDA of $5-35M. Formed by partners with over 20 years of successful collaboration, CenterOak emphasizes partnering with family-owned, founder-led, and private equity-backed businesses to drive value through operational improvements, organic growth, strategic acquisitions, and financial initiatives.

The firm's approach is rooted in core values of excellence, integrity, and respect for company legacy, fostering long-term relationships with management teams, sellers, and advisors. CenterOak has managed over $2B+ in equity capital commitments across Funds I-III (including $1.1B for oversubscribed Fund III), predecessor funds, and completed 100+ platform and add-on acquisitions totaling $4.7B in transaction value. Their track record includes supporting portfolio companies like Shamrock Environmental, CollisionRight, and Guardian Access Solutions through buyouts, recapitalizations, and expansions.

CenterOak's team prioritizes collaborative processes, sector expertise, and people-focused culture to enhance efficiency and growth. They often provide first institutional capital to closely-held businesses, with a history of over 170-180 transactions. Recent activities include forming platforms in foundation repair and environmental services.