Overview

Charter Oak Equity, LP (COE) was formed in 2006. The Firm invests in niche manufacturing, packaging, medical products & services and financial services companies with enterprise values up to $150 million.

Overview

The general partners average over 15 years of private equity experience. The partners have deep operational, financial, and consulting expertise which our Firm brings to bear in support of our portfolio companies. COE always seeks to partner with management to improve growth and profitability, and where appropriate, we take active line roles on a temporary basis. The general partners have personally invested in all of the Firm's transactions.