Charter Oak Equity Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
4
- Investments
-
63
- Portfolio
-
2
- Exits
-
32
Charter Oak Equity General Information
Description
Founded in 2006, Charter Oak Equity is a private equity investment 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
Website
www.charteroak-equity.com
Year Founded
2006
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
- 274 Riverside Avenue
- Second Floor
- Westport, CT 06880
- United States
+1 (203) 000-0000
Charter Oak Equity Investments & Acquisitions (63)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| 0000000 00000 0000 | 03-Nov-2022 | 0000000000 | Other Healthcare Services | Generating Revenue | ||
| 0000000000 00 0000 | 01-Jun-2022 | 0000000000 | Elder and Disabled Care | Generating Revenue | ||
| 0000 0000 0000 | 01-Feb-2022 | 0000000000 | Clinics/Outpatient Services | Generating Revenue | ||
| 00 00000000 000000 | 01-Jan-2022 | 0000000000 | Elder and Disabled Care | Generating Revenue | ||
| M'Plast | 16-Sep-2019 | Buyout/LBO | Other Commercial Products | Generating Revenue | 0000 0000000 |
Charter Oak Equity Exits (32)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| 00000000 0000000 0 | 11-Mar-2022 | 000000000000000000 | |
| 00000000 000000000 | 05-Aug-2021 | 0000000000 | 0000 |
| 0000000 00000000 | 01-Jun-2021 | 000000000 00000000 | |
| 0000000 0000000 | 01-May-2021 | 000000000 00000000 | |
| SmartCare | 07-Jan-2021 | Buyout/LBO |
Charter Oak Equity Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
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 | Westport, CT | |
| Zubin Avari | Managing Partner | 0 | 0 | 0 | Westport, CT |
| Doniel Perl | Principal | 0 | 0 | Westport, CT | |
| David Charles | Advisor | Westport, CT |