Charter Oak Equity Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 4

Professionals

  • Investments
  • 64

  • Portfolio
  • 2

  • Exits
  • 31

Exits

Charter Oak Equity General Information

Company Description

Founded in 1992, Charter Oak Equity is a private equity investment firm based in Westport, Connecticut. The firm prefers to invest in small- to middle-market companies operating in the manufacturing, packaging, medical products and services, specialty chemicals, consumer products and financial services. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
1992
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Corporate Office
  • 274 Riverside Avenue
  • Second Floor
  • Westport, CT 06880
  • United States
+1 (203) 000-0000

Charter Oak Equity Investments & Acquisitions (64)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Platinum Select Care 03-Mar-2023 0000000000 Elder and Disabled Care Generating Revenue
Florida First Senior Home Care 03-Nov-2022 0000000000 Other Healthcare Services Generating Revenue
Caregivers of America 01-Jun-2022 0000000000 Elder and Disabled Care Generating Revenue
Boca Home Care 01-Feb-2022 0000000000 Clinics/Outpatient Services Generating Revenue
RN Homecare Services 01-Jan-2022 Buyout/LBO Elder and Disabled Care Generating Revenue
You’re viewing 5 of 64 investments and acquisitions. Get the full list »

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Charter Oak Equity Exits (31)

Company Name Exit Date Exit Type Exit Size
Seaboard Folding Box 11-Mar-2022 000000000000000000
Chemical Resources 05-Aug-2021 0000000000 0000
Ovation Polymers 01-Jun-2021 000000000 00000000
SeaStar Medical 01-May-2021 000000000 00000000
SmartCare 07-Jan-2021 Buyout/LBO
You’re viewing 5 of 31 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 Management, Team & Partners (11)

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

Charter Oak Equity FAQs

  • What is Charter Oak Equity?

    Founded in 1992, Charter Oak Equity is a private equity investment firm based in Westport, Connecticut.

  • When was Charter Oak Equity founded?

    Charter Oak Equity was founded in 1992.

  • Who is the founder of Charter Oak Equity?

    Paul Roughan is the founder of Charter Oak Equity.

  • Where is Charter Oak Equity headquartered?

    Charter Oak Equity is headquartered in Westport, CT.

  • What is Charter Oak Equity's total asset value?

    Charter Oak Equity has around 00000 in total assets under management.

  • How many investments has Charter Oak Equity made?

    Charter Oak Equity has made 64 investments.

  • What has Charter Oak Equity invested in?

    Charter Oak Equity has made numerous investments in companies like Platinum Select Care, Florida First Senior Home Care, and Caregivers of America within the Elder and Disabled Care and Healthcare Services industries.

  • What has Charter Oak Equity invested in recently?

    Charter Oak Equity's latest investment was on 03-Mar-2023 in Platinum Select Care, a company within the Elder and Disabled Care industry.

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