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Charter Oak has invested in private equity since 1992. The firm focuses 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. To date, over $500 million in control-oriented capital has been invested in 30 portfolio companies through over 50 acquisitions. The firm maintains three investment vehicles: Charter Oak Capital Partners, LP, Charter Oak Equity, LP, and Charter Oak International Partners. Charter Oak Capital Partners, LP fund was formed in December 1997 with a matching investment by Charter Oak Partners for a total fund size of $163 million. The fund was fully invested in nine portfolio companies, primarily in specialty manufacturing. Charter Oak Equity, LP (COE) was formed in 2006. The firm invests in niche manufacturing, medical products and financial services companies with enterprise values between $25 and $150 million. Charter Oak International Partners, LLC (COIP) was formed in 2005 by Anthony J. Dowd and Robert P. Sarrazin to advise, invest and actively manage small to mid-sized companies in niche manufacturing, medical products and services, consumer goods and services, and insurance and financial services. COIP targets companies with enterprise values of between $2 and $20 million.
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