The general partners average over 10 years of private equity experience having previously worked together at Charter Oak Capital Partners. Prior to joining Charter Oak, the partners developed deep operational, financial, and consulting expertise which COE brings to bear in support of our 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.

Currently, COE has nine companies in its portfolio: five are control-oriented buyouts and four are growth capital investments. COE's most recent investments are a late stage investment in Cytopherx (9/11), a producer of leukocyte-deactivating dialysis filters, and a buyout of ShelterLogic (8/11), a manufacturer of outdoor canopies and garage shelters. Interactive Diagnostic Imaging (12/10) is an early stage dental company producing portable devices. AxioMed (7/10) is a producer of next generation spinal implants. CoMc (12/09) is a manufacturer of innovative tile flooring systems. Brook & Whittle (2/09) is a printer of high-color pressure-sensitive and shrink sleeve consumer product labels. Milwaukee Gear (7/08) is a specialty gear manufacturer and heat treat service provider serving the industrial and wind turbine markets. Cirtec Medical Systems specializes in outsourced design and manufacturing services for neuro-stimulation and cardiovascular devices. It was formed from the merger of Circle Medical Devices (3/08) and Texcel (1/07). Parish Pay and Smart, providers of tuition and parish collections services, were acquired and merged in 2006.

The partners also manage three legacy investments from predecessor funds: Daisy Manufacturing Company, the leading producer of BB guns and airguns; Sinteris, a maker of powdered metal custom parts for industrial applications; and Ovation Polymers, a producer of high performance conductive resins.