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Charter Oak Equity Investor Overview

Charter Oak Equity FAQ

When was Charter Oak Equity founded?

Charter Oak Equity was founded in 1992.

What type of investor is Charter Oak Equity?

Charter Oak Equity is a private equity firm.

Where is Charter Oak Equity headquartered?

Charter Oak Equity is headquartered in Westport, Connecticut.

How much capital does Charter Oak Equity have under management?

Charter Oak Equity has 500M USD under management.

Sign-up to view Charter Oak Equity’s full profile and discover more middle-market private equity firm investors just like it.

Charter Oak Equity

Charter Oak Equity, LP

10 Wright Street, Suite 220,
Westport, Connecticut 06880
United States
(203) 221-4752
www.charteroak-equity.com
proughan@charteroak-equity.com

Charter Oak Equity is a private equity group focused on control investments in lower middle-market companies valued between $25 and $150 million. The Firm looks for businesses operating large markets with significant room for growth. Target sectors include niche manufacturing, packaging, medical products, specialty chemicals, consumer products, and financial services. Charter Oak generally targets family-owned companies or non-core divisions of larger companies. Charter Oak Private Equity was formed in 1992 and is based in Westport, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Distribution, Engineering, Financial Services, Life Science, Machinery, Manufacturing, Medical Products, Metals/Mining, Packaging

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - -
Enterprise Value 25 150
values in millions of USD

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

500M USD

Established

1992

Specialist/Generalist

Generalist


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