Charter Oak has generated strong returns for its limited partners through our commitment to our principles:

• Maintain a consistent focus on companies that meet our Target Company Profile
  • Invest in target industries only
  • Growth-oriented companies with proprietary product, service or technology
  • Up to $20 million EBITDA with good margins

• Drive Business Growth and Value Creation
  • Focus both on top line growth and margin improvement
  • Utilize our extensive in-house operating expertise
  • Partner with our management teams

• Capture value through a Successful Exit to the right buyer
  • Leverage knowledge of key strategic and financial players in our target markets
  • Expand sale multiple through growth and profit improvement