CHARTER OAK EQUITY MANAGEMENT, LLC
CHARTER OAK EQUITY MANAGEMENT, LLC is a Series C+ and buyout fund in the US writing $25M–$150M checks into Fintech, niche-manufacturing, packaging, medical-products-and-services, specialty-chemicals, consumer-products, business-services, value-added-distribution, metal-processing and pharmaceutical-related.
- Stages
- Series C+, buyout
- Sectors
- Fintech, niche-manufacturing, packaging, medical-products-and-services, specialty-chemicals, consumer-products, business-services, value-added-distribution, metal-processing, pharmaceutical-related
- Check size
- $25M–$150M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 1992
- Assets under management
- $500M+
- Website
- charteroak-equity.com
Thesis
Charter Oak Equity Management, LLC is a private equity firm founded in 1992, specializing in control-oriented investments in lower middle-market companies within the United States. Their strategy focuses on acquiring controlling stakes in privately-held or non-core corporate divisions with enterprise values between $25 million and $150 million. The firm targets a diverse range of sectors including niche manufacturing, packaging, medical products and services, specialty chemicals, consumer products, financial services, business services, value-added distribution, metal processing, and pharmaceutical-related industries. Charter Oak Equity partners with established management teams, leveraging their operational and financial expertise to enhance performance and drive strategic development. They prefer companies with a history of profitability and established products/services, avoiding start-up or turnaround situations. The firm operates as a Registered Investment Adviser (RIA) from its headquarters in Westport, Connecticut.
Common questions
Does CHARTER OAK EQUITY MANAGEMENT, LLC invest at the Series C+ stage?
Yes. CHARTER OAK EQUITY MANAGEMENT, LLC lists Series C+ and buyout among the stages it invests in.
What check size does CHARTER OAK EQUITY MANAGEMENT, LLC write?
CHARTER OAK EQUITY MANAGEMENT, LLC writes $25M–$150M checks.
Where does CHARTER OAK EQUITY MANAGEMENT, LLC invest?
CHARTER OAK EQUITY MANAGEMENT, LLC invests in the US.