Investment Focus & Thesis

CenterOak Partners targets companies with enterprise values typically between $50 million and $500 million. The firm seeks businesses with strong positions in industrial and manufacturing: Investment Range Equity investments of $15M-$75M in companies with enterprise values typically ranging from $50M-$500M. Stage Focus Control and significant minority investments in established middle-market companies. Specialty Manufacturing — Precision manufacturing, metal fabrication, and custom components Industrial Distribution — Value-added distribution and supply chain solutions Industrial Services — Maintenance, repair, and specialty industrial services Aerospace & Defense — Aerospace components and defense manufacturing

Recent Investment Activity

CenterOak Partners has maintained active investment in industrial and manufacturing. The firm brings operational expertise and industry knowledge to help portfolio companies achieve their growth potential. Company Sector Investment Theme Year Specialty Manufacturing Company Manufacturing Control Buyout 2024 Industrial Distribution Platform Distribution Growth Equity 2024 Industrial Services Company Services Control Buyout 2023 Aerospace Components Company Aerospace Growth Equity 2023 CenterOak's value creation approach combines operational expertise with strategic guidance, helping portfolio companies achieve operational excellence and growth.

Notable Portfolio Companies

CenterOak Partners has built a portfolio of industrial and manufacturing leaders, demonstrating their ability to create value in these sectors. Specialty Manufacturing Companies Precision manufacturing and custom components providers with strong customer relationships. Industrial Distribution Platforms Value-added distribution and supply chain solutions companies. Aerospace & Defense Suppliers Aerospace components and defense manufacturing companies. CenterOak's value creation strategy includes operational improvements, strategic acquisitions, and growth initiatives.

What CenterOak Partners Looks For

CenterOak evaluates opportunities based on several key criteria: Industrial expertise — Companies with deep expertise in manufacturing or industrial services Strong customer relationships — Businesses with established customer relationships and long-term contracts Operational excellence — Companies with proven operational capabilities Growth potential — Businesses with clear opportunities for expansion Value creation — Clear pathways to enhance operational performance }> Pro Tip CenterOak has deep industrial expertise. Be prepared to discuss your operational capabilities and improvement opportunities.

How to Connect With CenterOak

Approaching CenterOak requires demonstrating your industrial expertise: 1 Demonstrate Operational Excellence Quantify your operational capabilities through efficiency metrics and customer satisfaction. 2 Prepare Financial Infrastructure Ensure clean financials with EBITDA of $5M+. 3 Articulate Value Creation Develop a clear thesis for operational improvements and growth initiatives. 4 Build Relationships Leverage industry connections to get introduced.

The Value of Professional Financial Infrastructure

Companies seeking PE investment from industrial-focused firms like CenterOak must demonstrate solid financial infrastructure: Financial Preparation Clean financial statements EBITDA optimization Financial reporting Due diligence data room Working capital analysis Operational Metrics Production efficiency Quality metrics Customer metrics Safety records Industry benchmarks }> How Eagle Rock Helps We help industrial companies prepare for PE investment by building professional financial infrastructure.

Frequently Asked Questions