Investments
10Portfolio Exits
6Funds
2Service Providers
1About CenterOak Partners
CenterOak Partners is a private equity firm with a focus on making control-oriented investments in middle market companies organized or operating in the U.S. The Firm specializes in three key industry sectors: Industrial Growth, Consumer, and Business Services. Based in Dallas, Texas, the investment and portfolio management team has a strong historical track record of creating significant value through operational improvement in middle market companies across the U.S.
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Latest CenterOak Partners News
Dec 13, 2022
US fast-food restaurant chain Wetzel’s Pretzels has been sold by private equity firm CenterOak Partners to MTY Franchising USA. The purchase totalled $207m. The post Wetzel’s Pretzels sold for $207m appeared first on The MBS Group.
CenterOak Partners Investments
10 Investments
CenterOak Partners has made 10 investments. Their latest investment was in CollisionRight as part of their Private Equity on November 11, 2020.
CenterOak Partners Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
11/17/2020 | Private Equity | CollisionRight | Yes | 1 | ||
3/1/2018 | Private Equity | Techna Glass | Yes | 1 | ||
3/1/2018 | Private Equity | JN Phillips Auto Glass | Yes | 1 | ||
Other Investors | ||||||
Other Investors |
Date | 11/17/2020 | 3/1/2018 | 3/1/2018 | ||
|---|---|---|---|---|---|
Round | Private Equity | Private Equity | Private Equity | Other Investors | Other Investors |
Company | CollisionRight | Techna Glass | JN Phillips Auto Glass | ||
Amount | |||||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 1 | 1 |
CenterOak Partners Portfolio Exits
6 Portfolio Exits
CenterOak Partners has 6 portfolio exits. Their latest portfolio exit was Wetzel's Pretzels on November 02, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
11/2/2022 | Acquired | 14 | |||
Date | 11/2/2022 | ||||
|---|---|---|---|---|---|
Exit | Acquired | ||||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 14 |
CenterOak Partners Acquisitions
8 Acquisitions
CenterOak Partners acquired 8 companies. Their latest acquisition was Palmetto Exterminators on October 06, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
10/6/2022 | Acq - Fin | 3 | ||||
7/14/2021 | ||||||
11/1/2018 | ||||||
11/6/2017 | ||||||
1/31/2017 |
Date | 10/6/2022 | 7/14/2021 | 11/1/2018 | 11/6/2017 | 1/31/2017 |
|---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | ||||
Sources | 3 |
CenterOak Partners Fund History
2 Fund Histories
CenterOak Partners has 2 funds, including CenterOak Equity Fund II.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
4/13/2021 | CenterOak Equity Fund II | $690M | 3 | ||
8/2/2016 | CenterOak Equity Fund I |
Closing Date | 4/13/2021 | 8/2/2016 |
|---|---|---|
Fund | CenterOak Equity Fund II | CenterOak Equity Fund I |
Fund Type | ||
Status | ||
Amount | $690M | |
Sources | 3 |
CenterOak Partners Service Providers
1 Service Provider
CenterOak Partners has 1 service provider relationship
Service Provider | Associated Rounds | Provider Type | Service Type |
|---|---|---|---|
Acq - Fin | Investment Bank | Bookrunner, Joint Lead Arranger |
Service Provider | |
|---|---|
Associated Rounds | Acq - Fin |
Provider Type | Investment Bank |
Service Type | Bookrunner, Joint Lead Arranger |
Partnership data by VentureSource
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