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Charter Oak Equity is a private equity firm focused on control-oriented investments in lower middle-market companies. It targets niche manufacturing, packaging, medical products, specialty chemicals, consumer products, and financial services, for businesses up to $150 million. The firm partners with management, applying operational and financial expertise to enhance portfolio performance.
The firm's origins stem from predecessor funds, which began private equity investing in 1992, creating a long sector history. Charter Oak Equity's general partners average nearly two decades of private equity experience. This background provides a disciplined foundation for their investment strategy and hands-on approach to fostering business growth.
Charter Oak Equity collaborates with portfolio management teams, providing capital and strategic guidance for growth and profitability. Its vision is to create substantial value by integrating operational, financial, and consulting capabilities. They aim for sustained success through collaborative engagement and commitment to developing their investments.
Charter Oak Equity has 2 tracked investments across 1 company. The latest tracked deal is $34.0M Other Equity in CytoPherx in January 2012.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jan 4, 2012 | CytoPherx | $34.0M Other Equity | Capital Midwest Fund, Michael Bunker, Leslie Bottorff | Aphelion Capital, Apjohn Ventures, Dow/Union Carbide Employee Pension Plans, Emergent Medical Partners, Kaiser Permanente Ventures, Lurie Investments, North Coast Technology Investors |
| Jan 1, 2012 | CytoPherx | $34.0M Series C | Capital Midwest Fund, Early Stage Partners, ONSET Ventures | GE Ventures, Aphelion Capital, Apjohn Ventures, Dow/Union Carbide Employee Pension Plans, Emergent Medical Partners, Kaiser Permanente Ventures, Lurie Investments, North Coast Technology Investors |
