Charter Oak Equity Portfolio

Charter Oak Equity Portfolio Summary

Charter Oak Equity’s most common sectors for investment aremanufacturing (12%) and chemicals (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (66%) and venture (15%). In total, Charter Oak Equity has invested in 21 US states and 2 different countries.

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

Portfolio Summary

  • Total Sectors Invested 18
  • Total Countries Invested 2

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

All (37) Current (2) Exited (35)
Status Dates Company Description
Investment    Exit       
Current 2022-02-28 - CGA Holdings
Consumer Services
Boca Raton, Florida
www.cga-holdings.com
CGA Holdings is a home health platform serving South Florida. Its operating subsidiaries include six nurse registries and three home health agencies with a combined 140 years of local ownership and exceptional patient care. CGA Holdings is based in Boca Raton, Florida.


Try Mergr Free — See This and 220,573+
Other Company and Investor Profiles Today

Try free. Full access. Cancel anytime.

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.

We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.

With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.8K Private Equity Firms
  • 214K M&A Transactions
  • 216K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.8K M&A Advisors
    (Investment Banks and Law Firms)
  • 83K M&A Contacts
    (PE and M&A Advisors)

What next?

Try Free

Full access to Mergr's investor, acquirer, and transaction data starts here.