Charter Oak Equity

Charter Oak Equity Overview

Investor Type PE/​Buyout
Status Active
Professionals 4
Professionals
Investments 59
Portfolio 5
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 and services, 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 25-Jan-2019 0000000000 Specialty Chemicals Generating Revenue 0000 000000
000000000 00000000 12-Oct-2018 0000000000 Plastic Containers and Packaging Generating Revenue 00000 00000
SmartCare (Application Software) 09-Mar-2018 Early Stage VC 000 Application Software Generating Revenue 0000 000000
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Charter Oak Equity Exits (29)

To view Charter Oak Equity‘s complete exit history, request access »
Company Name Exit Date Exit Type Exit Size
000000000 01-Jul-2019 000 00 00000000
00000000 000000000 12-Sep-2018 000 00 00000000
000000000000 25-Jun-2018 0000000000 00000
0000 000000 14-Jun-2018 0000000000
Brook & Whittle 18-Oct-2017 Buyout/LBO 00000

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

1 Former Team Member