CenterOak Partners Completes Majority Recapitalization of NOW CFO

CenterOak Partners Majority Recapitalizes HK Solutions Group

July 14, 2021

Environmental Services

CenterOak Partners completed a majority recapitalization of HK Solutions Group, a Des Moines-based provider of water and wastewater infrastructure inspection, cleaning, repair and industrial services in the U.S. Midwest. The HK Solutions management team, led by CEO Wade Anderson, will remain in place as CenterOak plans to grow the business organically and via add-on acquisitions to expand service capabilities and market presence.

CenterOak Partners Completes Majority Recapitalization of Guardian Access Solutions

September 13, 2023

Industrial Services

Dallas-based private equity firm CenterOak Partners completed a majority recapitalization of Guardian Access Solutions, a Nashville-headquartered provider of design, installation, maintenance, and repair services for exterior access control systems across the Southeastern U.S. The transaction transfers majority ownership from Brixey & Meyer Capital to CenterOak, with Guardian's management team remaining in place and plans to pursue accelerated organic growth and add-on acquisitions to expand the company's service footprint.

Quest Acquires CenterPoint CFO

January 18, 2024

Accounting & Tax

Quest, a Davidson, North Carolina-based business advisory firm, announced a strategic merger with CenterPoint CFO, a boutique outsourced CFO and Controller services provider. The combined firm will expand Quest's fractional CFO and controller offerings and enhance end-to-end financial advisory, planning, and M&A integration services for lower middle-market and family-owned businesses in the Southeast U.S.

Silver Oak Services Partners Recapitalizes Summit Hosting

October 20, 2021

Cloud & SaaS

Silver Oak Services Partners led a recapitalization of Summit Hosting, investing alongside Summit’s senior management team. Summit Hosting, founded in 2005 and headquartered in Alpharetta, Georgia, is a provider of dedicated managed cloud hosting for accounting and other business applications and will use the new capital to scale its managed cloud services.

CenterOak Partners Majority Recapitalizes Palmetto Exterminators

October 6, 2022

Environmental Services

CenterOak Partners completed a majority recapitalization of Palmetto Exterminators, with the selling family retaining an equity stake and the incumbent senior management remaining in place. Palmetto, headquartered in Charleston, South Carolina, operates eight branches providing general pest, termite and mosquito control to residential and commercial customers across the Carolinas and Georgia; CenterOak intends to support the company's organic growth and roll-up strategy through add-on acquisitions.

E78 Partners Acquires The CFO Suite

April 4, 2022

Professional Services

E78 Partners has acquired The CFO Suite, a Texas-based provider of interim, project and direct-hire financial executives, effective March 31, 2022; terms were not disclosed. The deal expands E78's finance- and accounting-related services for private equity firms, portfolio companies and corporate clients by adding The CFO Suite's interim staffing capabilities.