PAUL E. ROUGHAN
Managing Partner
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Mr. Roughan graduated from Rensselaer Polytechnic Institute in 1978 where he earned both his B.S. in Chemical Engineering and MBA in Operations Research in four years through an accelerated program.

From 1978 to 1989, he worked for General Electric in operating management positions for the GE Plastics Division and in various Finance and IT management positions for GE Corporate. From 1990 to 1995, he worked for McKinsey & Company, specializing in operations improvement and post-merger integration consulting. In 1995, he joined UARCO, a $700 million business forms company, as Senior Vice President overseeing the company's turnaround efforts. He led the sale process and successfully sold the company in 1997 through three transactions. In 1998, he became CEO and President of Appliance Corp. of America, a $100 million marketer of small kitchen appliances. He led the sale process and successfully sold the company in 1999 through two transactions.

Mr. Roughan joined Charter Oak in July 1999 and became Managing Partner in 2006. He currently serves on the Board of Directors for Daisy, Milwaukee Gear, Brook & Whittle, Ovation Polymers, Interactive Diagnostic Imaging, and CoMc.

ZUBIN AVARI
General Partner
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Mr. Avari graduated Magna Cum Laude from Illinois Wesleyan University in 1995 with a B.S. in Accounting. He received his Certified Public Accountant (CPA) Certificate in 1995.

From 1995 to 1998 Mr. Avari worked with Crowe Chizek and Company, LLP in a number of departments, gaining tax, audit and mergers and acquisitions experience.

Mr. Avari joined Charter Oak in October 1998 and has worked very closely with a number of portfolio companies, including serving as temporary CFO at two of the companies. Mr. Avari is also responsible for structuring and negotiating all debt tranches for the portfolio companies. He currently serves on the Board of Directors for Cirtec Medical Systems, Brook & Whittle, Sinteris, and ShelterLogic.

MARK D. ULLMAN
General Partner
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Mr. Ullman completed a five-year program at Cornell University, which earned him a B.S. in Operations Research in 1982 and an M.B.A in 1983; both degrees earned With Distinction.

Mr. Ullman worked with McKinsey & Co. from 1983 to 2000, where he co-led the Corporate Finance Practice which supports clients’ M&A activities; founded the global practice that provides due diligence and post-closing strategic and operating improvement services for buyout firms; founded the Medical Devices Practice; and helped a variety of North American and European industrial and healthcare product manufacturers improve their operating performance. He left McKinsey in 2000 to join TradeOut, Inc., a B2B marketplace for excess inventory and off-lease assets. He first headed Strategy and Business Development and later served as the President and Co-CEO. In 2001, Mr. Ullman sold TradeOut to DoveBid, a larger, off-line competitor.

In 2002, Mr. Ullman established Clearview Associates as a private equity investing and consulting firm. In 2003, Mark committed part of his time to Charter Oak Capital Partners as an Operating Partner and also served as an Operating Partner at First Atlantic Capital, and as Advisory Board Member of Arcadia Partners. In 2006, Mark joined Charter Oak full time. He currently serves on the Board of Directors of Smart, CoMc, Interactive Diagnostic Imaging, CytoPherx and ShelterLogic.