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Mid-market Case

CenterOak Partners

CenterOak Featured Image
Here's the story

CenterOak Partners is a Dallas-based private equity firm that focuses on investing in lower middle-market companies inconsumer, industrial growth and business services sectors. Their core team has successfully invested together for over 20 years, and their leadership embodies a diverse but complementary set of professional backgrounds.

With an objective of elevating their brand, CenterOak enlisted MonogramGroup to make recommendations on their brand story and marketing toolkit.


CenterOak Partners

Private Equity

What We Did:
Brand Repositioning

Strong reposition, stronger rationale

CenterOak’s value proposition of building and understanding businesses from every angle became crystal clear. Their hands-on, collaborative approach combined with the firm’s 360-degree view of operating and investing in strong businesses results in achieving optimal outcomes for their portfolio companies and investors.

All aspects of the evolved brand were captured in a Brand Brief and circulated throughout the firm so that every staff member was aware of their new brand story.

CenterOak Vantage Points Graphic


CenterOak Partners Photography
CenterOak Partners Photography
CenterOak Partners Photography
CenterOak Partners Photography
An evolutionary upgrade

Like most repositioning engagements, no revolutionary changes were made to the visual identity system. We adjusted their color scheme, lockup and font families to create a more contemporary design approach that made their visual brand more clear, especially on a mobile phone.

CenterOak Logo Before and After
The new CenterOak takes center stage

Beyond the visual identity system, MonogramGroup dramatically upgraded the firm’s marketing materials, which included PowerPoint and email templates, email signatures, business cards and one-page fact sheets.

Additionally, we conducted photoshoots and incorporated many of these images into a new, highly-customized WordPress website.


CenterOak Website

Mobile Website

CenterOak_Mobile 01
CenterOak Mobile_02

One Pager



CenterOak Stationery

Email Templates

A brand that matches the firm

CenterOak’s new brand program went live in March 2020. Going forward, this highly successful PE firm has a brand program that accurately captures their points of difference and is commensurate with their reputation and accomplishments.