Charter Oak Equity
charteroak-equity.com Direct investor
Charter Oak Equity is a private equity firm that makes control-oriented investments in small to middle market companies, focusing on niche manufacturing, packaging, medical products, and financial services, with enterprise values up to $150 million.
Charter Oak Equity is a private equity firm headquartered in United States, founded in 1992. It invests directly in companies, at buyout, in packaging, chemicals, medical Devices and Engineering and niche Industrial. 30 portfolio companies, as it reports.
“Charter Oak Equity makes control-oriented investments in small to middle market companies across a variety of industries.”
— Charter Oak Equity, own website
- Layer
- Direct investor
- Type
- Private equity
- Stage
- Buyout
- Headquarters
- United States
- Invests in
- US
- Sectors
- Packaging, Chemicals, Medical Devices and Engineering, Niche Industrial, Metal Processing, Pharmaceutical-Related, Value Added Distribution, Specialty Financial Services, Business Services
- Founded
- 1992
- Portfolio
- 30 companies
Co-invests most often with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 9 co-investors found.
- Aleph 1 shared company: daisy.com
- Bruckmann, Rosser, Sherrill & Co., Management, L.P. 1 shared company: daisy.com
- Genstar Capital 1 shared company: brookandwhittle.com
- Century Park Capital Partners 1 shared company: cirtecmed.com
- Inverness Graham Investments, INC. 1 shared company: eiko.com
- Long Point Capital 1 shared company: sfamarketing.com
- LongueVue Capital 1 shared company: sfamarketing.com
- Rosser Capital Partners 1 shared company: sfamarketing.com
- Topspin Management Company Lbo LLC 1 shared company: sfamarketing.com
Where this comes from
Every fact above was read from a page Charter Oak Equity publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.charteroak-equity.com/name, is_investor, type, hq_country, description, founded, portfolio_count, status
- https://www.charteroak-equity.com/about-us/investment-criteria/layer, invests_in_geographies, stage_min, stage_max, sectors, thesis_quote, thesis_quote_page
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Record 2395 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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