Charter Oak Equity Overview

  • Investor Type
  • PE/​Buyout
  • Status
  • Active
  • Professionals
  • 4
Professionals
  • Investments
  • 59
  • Portfolio
  • 6
  • Exits
  • 29
Exits

Charter Oak Equity General Information

Description

Founded in 2006, Charter Oak Equity is a private equity firm based in Westport, Connecticut. The firm prefers to invest in the manufacturing, packaging, medical products, specialty chemicals, metal processing, value-added distribution, business services, niche industrial, pharmaceutical-related, consumer products and specialty financial services sectors.

Contact Information

Year Founded
2006
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
  • 10 Wright Street
  • Suite 230
  • Westport, CT 06880
  • United States
+1 (203) 000-0000

Charter Oak Equity Investments & Acquisitions (59)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0'00000 16-Sep-2019 0000000000 Other Commercial Products Generating Revenue 0000 0000000
000000000000 07-Aug-2019 0000000000 Information Services (B2C) Generating Revenue 0000 000000
00000000 000000000 30-Jan-2019 0000000000 Specialty Chemicals Generating Revenue 0000 000000
00000000 000000000 12-Oct-2018 0000000000 Plastic Containers and Packaging Generating Revenue 00000 00000
SmartCare 09-Mar-2018 PE Growth/Expansion 000 Business/Productivity Software Generating Revenue 0000 000000
You’re viewing 5 of 59 investments and acquisitions. Get the full list »
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Charter Oak Equity Exits (29)

Company Name Exit Date Exit Type Exit Size
000000000 01-Jul-2019 000 00 00000000
00000000 000000000 12-Sep-2018 000 00 00000000
000000000000 22-Jun-2018 0000000000 00000
0000 000000 14-Jun-2018 0000000000
Brook & Whittle 18-Oct-2017 Buyout/LBO 00000
You’re viewing 5 of 29 exits. Get the full list »

Charter Oak Equity Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Charter Oak Equity Team (11)

Name Title Deals Funds Boards Office
Paul Roughan Founder & Managing Partner 00 0 0 Westport, CT
Mark Ullman Managing Partner 00 0 0 Westport, CT
Zubin Avari Managing Partner 0 0 0 Westport, CT
Doniel Perl Principal 0 Westport, CT
David Charles Advisor Westport, CT
You’re viewing 5 of 11 team members. Get the full list »