1.800.860.4519

Sign In Get Started

Logo
Charter Oak Equity

Private Equity Fund

Westport, Connecticut HQ

Member since
2011
Deals they've closed
15
About
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 ranging in size from start up to $150 million enterprise value…
Team (2)
Recent Transactions (15)
Charter Oak Equity
Process, Physical Distribution, and Logistics Consulting Services
invested in

EiKO Global LLC

August 2023

Charter Oak Equity
Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Bank chests, metal, manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Drums, plastics (i.e., containers), manufacturing, Fabricated Metal Product Manufacturing, Glass Container Manufacturing, Gypsum building products manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, me
invested in

Metal Powder Products LLC

August 2023

Charter Oak Equity
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing
invested in

LicaFlex Packaging

August 2023

Charter Oak Equity
Bank chests, metal, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing
invested in

Revere Industries LLC

August 2023

Charter Oak Equity
Book Stores and News Dealers, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting Goods, Hobby, Musical Instrument, and Book Stores
invested in

Daisy Manufacturing Company, Inc

August 2023

Charter Oak Equity
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
invested in

Ross Aluminum Foundries LLC

August 2023

Charter Oak Equity
Chemical Manufacturing
invested in

GEO Specialty Chemicals, Inc

August 2023

Charter Oak Equity
Health Care Services
acquired

CGA Holdings, Inc.

February 2022

Charter Oak Equity
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Process, Physical Distribution, and Logistics Consulting Services, Research and Development in the Physical, Engineering, and Life Sciences
invested in

Chemical Resources Holdings, Inc.

August 2021

Charter Oak Equity
Paperboard Container Manufacturing
acquired

Seaboard Folding Box Company

July 2014

Charter Oak Equity
Medical Equipment and Supplies Manufacturing
invested in

Cirtec Medical Systems, LLC

January 2011

Charter Oak Equity
Healthcare Software (Consumer), Healthcare Software (Enterprise)
invested in

AxioMed Spine Corporation

June 2010

Charter Oak Equity
Textile Mills, Textile Product Mills
invested in

ShelterLogic, Inc.

January 2010

Charter Oak Equity
Bank chests, metal, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Paperboard Container Manufacturing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing
acquired

Brook & Whittle, Ltd.

January 2009

Charter Oak Equity
Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants
acquired

Cirtec Medical Systems

January 2007

Sectors Charter Oak Equity serves:
Manufacturing
Industrials
Business Services
Materials
Technology
Distribution
Energy & Utilities
Health Care
Life Sciences

Join Axial's Private M&A Platform

Charter Oak Equity connects with qualified M&A advisors through the Axial Platform.

Looking for Buyers?

Reach this investor and hundreds more on Axial. No cost to advisors.

Join as Advisor

Selling Your Company?

Find the perfect advisor to help you sell your business.

Join as Owner

Double opt-in matching process ensures qualified connections

Member since
2011
Deals they've closed
15
Team (2)
Template
Join as Advisor Join as Owner