About Us Investments Team News Advisors Contact Focused. Charter Oak Equity and its predecessor funds have invested in private equity since 1992. We focus on niche manufacturing, packaging, medical products & services, specialty chemicals, consumer products and financial services companies up to $150 million in enterprise value. To date, over $500 million in control-oriented capital has been invested in 30 portfolio companies through over 50 acquisitions. ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA

About Us Investments Team News Advisors Contact "It is great working with Charter Oak. They are not just finance guys - they really understand what it takes to build a successful business through first-hand experience." – Steve Stewart, CEO; Brook & Whittle Investments Charter Oak Equity and its predecessor funds have invested over $500 million across 30 portfolio companies since 1992. Select current and exited investments include: ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA

About Us Investments Team News Advisors Contact Charter Oak Equity invests in niche manufacturing, packaging, medical products & services and financial services companies with enterprise values up to $150 million. Overview The general partners average nearly twenty years of private equity experience. The partners have deep operational, financial, and consulting expertise which our Firm brings to bear in support of our portfolio companies. COE always seeks to partner with management to improve growth and profitability, and where appropriate, we take active line roles on a temporary basis. The general partners have personally invested in all of the Firm's transactions. ® Copyright 2021 Charter Oak Equity, LP. All rights reserved. Web Design by SFA