Investment Focus & Thesis

Centerview Partners focuses on business services and industrial companies with strong fundamentals: Investment Range Equity investments typically ranging from $50 million to $300 million in established companies. Sector Focus Business services, industrial, and healthcare services. Business Services — IT services, professional services, and outsourced services Industrial — Manufacturing, distribution, and industrial services Healthcare Services — Healthcare support services and medical devices Consumer Services — Education, fitness, and consumer service concepts

Notable Portfolio Companies

Centerview Partners has built a diversified portfolio across business services and industrial: Company Sector Notes United States Cellulite Business Services Not applicable Saks Retail Luxury retail Blum Blum Industrial Not applicable T. Row Price Financial Services Asset management Dover Industrial Industrial manufacturing Vail Resorts Consumer Resort and recreation U.S. Food Distribution Food distribution Centerview's portfolio reflects their focus on companies with strong market positions and significant growth potential.

What Centerview Looks For

Based on their investment patterns, Centerview Partners evaluates opportunities based on: Market position — Strong competitive positions in niche or fragmented markets Business model quality — Companies with recurring revenue and predictable cash flows Management teams — Experienced operators with demonstrated track records Growth potential — Clear pathways to organic growth and strategic acquisitions Financial fundamentals — Strong EBITDA with visible improvement opportunities }> Pro Tip Centerview is known for its collaborative approach with management teams. They look for companies where they can add value through strategic guidance and operational expertise. Be prepared to demonstrate your business model strength and growth potential.

How to Connect With Centerview

Approaching Centerview Partners requires demonstrating your business model strength: 1 Showcase Market Position Demonstrate your competitive positioning in fragmented markets with consolidation potential. 2 Present Business Model Show your recurring revenue base, customer retention metrics, and cash flow characteristics. 3 Prepare Financial Metrics Be ready to discuss EBITDA, margins, working capital, and operational efficiency measures. 4 Identify Growth Opportunities Present clear pathways to growth through market expansion, new products, or operational improvements.

The Value of Financial Preparedness

PE firms like Centerview expect detailed financial information specific to business services: Business Metrics • Customer retention rates • Revenue per customer • Gross margins • EBITDA margins Financial Data • Cash flow generation • Working capital requirements • Capital expenditure needs • Debt service coverage }> How Eagle Rock Helps We help business services companies prepare for PE investment by building detailed financial models, operational dashboards, and margin analysis. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions