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Charter Oak Equity

Charter Oak Equity
PE INVESTOR TYPE
Active STATUS
4 PROFESSIONALS
58 INVESTMENTS
5 PORTFOLIO
28 EXITS
Description

Charter Oak Equity is a private equity firm which specializes in growth and buyout investments. The firm prefers to invest in the manufacturing, packaging, medical products & services, specialty chemicals, consumer products and financial services sectors. It was founded in 2006 and is based in Westport, Connecticut.

Investor Status
Actively Seeking New Investments
Year Founded
2006
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 (58)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
000000000000 07-Aug-2019 0000000000 Information Services (B2C) Generating Revenue 0000 000000
00000000 000000000 30-Jan-2019 0000000000 Specialty Chemicals Generating Revenue 0000 000000
000000000 00000000 12-Oct-2018 0000000000 Plastic Containers and Packaging Generating Revenue 00000 00000
000000000 (0000000 09-Mar-2018 00000 00000 000 Application Software Generating Revenue 0000 000000
Bravo Sports (Outdoor Products Business) 01-Sep-2017 Buyout/LBO Recreational Goods Generating Revenue 0000 000000
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Charter Oak Equity Exits (28)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 000000000 12-Sep-2018 000 00 00000000 Completed
000000000000 25-Jun-2018 0000000000 00000 Completed
  • 0000000 000000 000
0000 000000 14-Jun-2018 0000000000 Completed
  • 000000000 000000
00000 & 0000000 18-Oct-2017 0000000000 00000 Completed
  • 0000 000000 00000
The Crown Group 02-Oct-2017 Merger/Acquisition Completed
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Charter Oak Equity Team (11)

Name Title Deals Funds Boards Office Contact
Info
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 Westport, CT
Doniel Perl Vice President Westport, CT
David Charles Advisor Westport, CT

1 Former Team Member

You’re viewing 5 of 11 team members. Get the full list »