Page 71 - TACC 2023 Program

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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)

Business Services Industrial Growth Consumer

Facilities Infrastructure Environmental Machinery Specialty Industrial Specialty Outsourced Residential Wellness Enthusiast Auto
Management Services Services Maintenance Distribution Technology Coatings, Industrial Services & Personal Driven Aftermarket
& Services & Repair Chemicals and Services Care Products
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.

13 100+ $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