CenterOak Partners

About The Fund

CenterOak Partners is a private equity firm based in Dallas, Texas, established in 2014, focusing on control-oriented investments in middle-market companies. They concentrate their efforts on the industrial growth, consumer, and business services sectors. With a commitment to long-term partnerships and value creation, CenterOak Partners maintains a strategy that targets high potential for long-term growth within its areas of expertise, which include Software, IT & TMT, BioTech, Business Solutions, FinTech & Financial Services, Hardware & Manufacturing, Artificial Intelligence & Big Data, HealthTech & Fitness, and Logistics & Distribution. The CenterOak team brings together a wide array of professional backgrounds, leveraging experience as CEOs, private equity investors, investment bankers, lenders, legal counsel, accountants, and consultants. They have a track record of working together for over two decades, demonstrating an ability to deliver strategic advice and operational guidance to portfolio companies. The firm's core values revolve around excellence, integrity, and respect for the legacy of the businesses they invest in. These principles guide their approach to investing in family and founder-owned businesses, as well as private equity-backed companies. The firm aligns with management teams to implement financial, operational, and strategic growth initiatives aimed at driving value. Their website showcases testimonials from CEOs of partner companies highlighting CenterOak’s role in enhancing operating systems, scaling businesses, and providing expertise to support both organic growth and acquisitions. The firm's cumulative knowledge is seen as a key contributing factor to the success and significant impact they have on portfolio companies. The importance of establishing recurring and long-term relationships with sellers, management teams, and advisers is underscored by the firm's hands-on and integrative investment approach.