Page 79 - TACC 2023 Program
P. 79

CenterOak Partners is a private equity firm that
                         invests in lower middle-market companies in the industrial

                                 growth, consumer and business service sectors


                                                 Investment Criteria









               Company                Equity              Enterprise            Geography             Ownership
                  Size             Investments               Value

            $7-35M EBITDA            $30-150M              $50-500M            United States            Majority
             (no minimums for                                                  (international for        (51%+)
                add-ons)                                                           add-ons)


               Consumer Services                  Business Services                       Industrial Growth






                Residential  Auto      Facilities  Professional   Engineering &  Environmental  Machinery  Outsourced  Specialty  Specialty  Industrial
                 Services  Aftermarket  Management  Services  Infrastructure  Services  Maintenance  Industrial  Distribution  Coatings,  Technology
                                      & Services         Services          & Repair  Services      Chemicals and
                                                                                                     Adhesives
                                                                                          Building Stronger
                    Transaction Focus                 Company Attributes
                                                                                     Companies: That’s The Core
                                                                                        Mission At CenterOak.
                 Buyouts and recapitalizations      Experienced management
                 Family-owned and closely           Organic and acquisitive growth    Based in Dallas, CenterOak was
                 held businesses                                                     formed by senior leaders who have
                                                    Operational improvements          successfully invested together for
                 CEO-backed buy & builds
                                                    Market leader in its niche       over 20 years, with a core mission
                 Non-core carve-outs                                                  of putting our sector expertise to
                                                    Sustainable competitive advantage  work for portfolio companies.





                   14                   140+                   $2B+                           20+


                  Platform                 Add‐on              Equity Capital            Years Our Investment
                 Acquisitions            Acquisitions          Commitments           Partners Have Worked Together






            100 Crescent Court, Suite 1700, Dallas, TX 75201 | 214-301-4201                  CenterOakPartners.com
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