About Us Investments Team News Advisors Contact Contact Charter Oak Equity, LP 274 Riverside Avenue Second Floor Westport, CT 06880 Phone: (203) 221-4752 Paul Roughan proughan@charteroak-equity.com Download vCard Zubin Avari zavari@charteroak-equity.com Download vCard Mark Ullman mullman@charteroak-equity.com Download vCard Doni Perl dperl@charteroak-equity.com Download vCard ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA

About Us Investments Team News Advisors Contact "The Charter Oak Equity partners conduct their business with the highest levels of integrity, competence and creativity. The team demonstrates how the right PE team can help a company attain lofty goals while enjoying the process. I wish we had met twenty years earlier!" – Larry Derose, Founder & Former CEO; Cirtec Medical Systems Team Paul Roughan Managing Partner Zubin Avari Managing Partner Mark Ullman Managing Partner Doni Perl Principal ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA

About Us Investments Team News Advisors Contact Recent Headlines August 2021 Charter Oak Achieves Compound Returns with Sale of ChemRes [] February 2021 Charter Oak and Lyrical Graduate from Smartcare [] September 2019 Licaplast Bags M’Plast Acquisition [] September 2019 Smartcare Enrolls Preschoool2me [] September 2019 Private Company Council Counts Zubin Avari [] January 2019 Charter Oak Compounds Interest in ChemRes with Majority Recapitalization [] October 2018 Charter Oak Wraps Up Recapitalization of Licaplast [] July 2018 Stephens and Charter Oak Light the Way for Inverness Graham [] July 2018 Charter Oak and RFE Provide Shelter to Webster [] October 2017 Charter Oak Equity Cedes Crown [] October 2017 Charter Oak Equity Whittles Portfolio [] October 2017 EiKO Distributes Drylam [] September 2017 Add-on Acquisition Builds Out Shelter [] July 2017 Full Cirtec for Charter Oak Equity [] June 2017 Charter Oak Equity Finds a Perl [] April 2017 Seaboard Boxes Up Imperial Packaging [] ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA