Buyout PE
CenterOak Partners
CenterOak Partners acquires controlling stakes in established, profitable businesses, from Dallas, Texas. It states a focus on business & professional services, industrials & manufacturing and consumer & retail.
Stated investment criteria
What CenterOak Partners says it buys
Read from CenterOak Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Enterprise value it states | $50m to $500m1 |
| EBITDA it states | $7m to $35m1 |
| Transaction types | Buy-and-build, Add-on, Recapitalisation, Carve-out1 |
| People listed on its team page | 312 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by CenterOak Partners to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How CenterOak Partners is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $2.0bn |
| Employees | 20 |
| Private funds advised | 5 · $2.0bn gross |
| SEC adviser number | CRD 175156 |
Portfolio
Disclosed holdings
Companies CenterOak Partners lists on its own website. 2 carry a stated investment year. 1 has a recorded transaction against it in the deal archive.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Now CFO | 2025 | 1 | — |
| Grismer Tire | 2026 | 0 | — |
| Cascade Windows | — | — | $245m 2021 |
| CollisionRight | — | — | — |
| Entomo Brands | — | — | — |
| FullSpeed Automotive | — | — | — |
| Guardian Access Solutions | — | — | — |
| HK Solutions Group | — | — | — |
| HomeTown Services | — | — | — |
| Palmetto Exterminators | — | — | — |
| Service Champions | — | — | — |
| Shamrock Environmental | — | — | — |
| Surfaceprep | — | — | — |
| Truroad | — | — | — |
| Turf Masters | — | — | — |
| Vantage | — | — | — |
| Vivify | — | — | — |
| Wetzels Pretzels | — | — | — |
Compiled from CenterOak Partners’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Recorded transactions
Buying and selling
Deals in which CenterOak Partners is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2022.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Wetzel's Pretzels | Sold | MTY | 2022 | $207m |
| Cascade Windows | Sold | Cornerstone Building Brands | 2021 | $245m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Business & Professional Services
What companies have actually sold for in business & professional services, across 668 recorded transactions.
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