Prior Investments

"I have had the pleasure of working with the Charter Oak group since 2006. Most impressive is their integrity. We have developed a terrific partnership that is based on mutual trust and respect, and they always do what they say they are going to do. Their involvement has resulted in the best years in our company history."

Larry Derose,
Former CEO,
Texel Medical Devices and Cirtec Medical Systems

Prior Investments

Charter Oak Equity and its predecessor funds have invested over $500 million across 30 portfolio companies since 1992. Charter Oak Equity and select predecessor fund exited investments include:

Brook & Whittle, Ltd
North Branford, CT
Ownership Period:
2009 - 2017
Printer of pressure-sensitive and shrink sleeve labels for consumer products.

Cirtec Medical Systems LLC
East Longmeadow, MA
Ownership Period:
2007 - 2017
Provider of outsourced design and manufacturing services for neuro-stimulation and cardiovascular devices.

The Crown Group, Inc
Warren, MI
Ownership Period:
2013 - 2017
Provider of coating services for automotive and industrial applications.

Aylward Enterprises LLC
New Bern, NC
Ownership Period:
2007 - 2010
Manufacturer of Pharmaceutical packaging equipment for bottles and blister packs.

Daisy Manufacturing Company, Inc
Rogers, AR
Ownership Period:
1993 - 2006
Oldest and best known manufacturer of air gun and BB gun products and accessories.

GEO Specialty Chemicals, Inc
Cleveland, OH
Ownership Period:
1997 - 2002
Specialty chemical manufacturer for the water treatment, construction, electronic materials industries.

Integrated DisAbility Resources, Inc
Bloomfield, CT
Ownership Period:
2001 - 2004
Provider of disability insurance services, including underwriting, claims management, reinsurance and policy administration.

Metal Powder Products LLC
Indianapolis, IN
Ownership Period:
1998 - 2005
Custom engineered powdered metal parts for automotive, lawn & garden, and industrial equipment industries. Merged into Revere Industries LLC in 2005.

Milwaukee Gear Company, Inc
Milwaukee, WI
Ownership Period:
2008 - 2012
Manufacturer of large industrial gears and heat treatment services for oil & gas, HVAC & refrigeration, compressors & pumps and wind turbine markets.

Revere Industries LLC
Clyde, OH
Ownership Period:
2000 - 2009
Processor and stamper of aluminum and plastic products. Diversified into additional industrial manufacturing sectors through 2005 merger with Metal Powder Products, Ross Aluminum Foundries and Titan Plastics.

Ross Aluminum Foundries LLC
Sidney, OH
Ownership Period:
2000 - 2005
Aluminum foundry for heavy duty truck and aerospace industries; largest non-captive manufacturer of cold-side turbochargers in the world. Merged into Revere Industries LLC in 2005.

Smart Tuition LLC
Woodbridge, NJ
Ownership Period:
2006 - 2015
Leading provider of billing and collection services for private K-12 schools

Stealth Medical Technologies LLC
Holt, MI
Ownership Period:
2000 - 2005
World leader in near-net forging of exotic alloys for the orthopedic implant industry.

Titan Plastics Group, Inc
Kalamazoo, MI
Ownership Period:
1995 - 2005
Custom engineered injection-molded plastic parts for large appliance, lawn & garden, and automotive industries. Merged into Revere Industries LLC in 2005.