Management

"The Charter Oak Equity partners conduct their business with the highest levels of integrity, competence and creativity. The team demonstrates how the right PE team can help a company attain lofty goals while enjoying the process. I wish we had met twenty years earlier!"

Larry Derose,
Founder & Former CEO
Cirtec Medical Systems

Team

Paul Roughan

Paul Roughan
Managing Partner
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Paul joined Charter Oak Capital Partners in 1999 as an Operating Principal and founded Charter Oak Equity in 2006. He serves on the Board of Directors for Brook & Whittle, Seaboard Folding Box, and The Crown Group. Prior to Charter Oak, Paul spent five years on two turnaround assignments, including one as CEO; five years with McKinsey & Co. specializing in operations improvement and merger integration; and eleven years with GE, where he began his career, in various operating roles with GE Plastics and GE Corporate. He earned both his BS Chemical Engineering and MBA Operations Research from Rensselaer Polytechnic Institute in 1978.

Zubin Avari

Zubin Avari
Managing Partner
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Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec, Brook & Whittle, Shelter Logic, Seaboard Folding Box, and Colorado Timberline. In his tenure at Charter Oak Equity, Zubin has served various operational roles at portfolio companies including roles such as executive chairman and interim CFO. Prior to joining Charter Oak Equity, he spent three years at Crowe Chizek (now Crowe Horwath) as a CPA in their audit, tax and mergers and acquisition departments. He attended Illinois Wesleyan University and graduated Magna Cum Laude with a B.S. in Accounting.

Mark Ullman

Mark Ullman
Managing Partner
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Mark joined Charter Oak Equity in 2006 as a General Partner. He leads or co-leads COE's investments in EiKO, ShelterLogic, Colorado Timberline, and Smart Care. Prior to joining Charter Oak Equity, Mark spent the bulk of his career with McKinsey & Co., most recently as a Senior Partner. During his seventeen years at McKinsey, Mark worked with a wide variety of industrial and healthcare companies and founded McKinsey's Medical Device and Private Equity Practices, as well as led the New York–based Corporate Finance Practice. He attended Cornell University where he received his BS in Operations Research in 1982 and MBA in 1983 - both earned with Distinction.

Mark Ullman

Doniel Perl
Vice President
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Doni joined Charter Oak Equity in 2017. Prior to Charter Oak Equity, Doni spent four years at Quadrangle Group, where he focused on investments in the communications and media sectors, and two years with Sanabe & Associates, an investment banking boutique providing M&A, restructuring and strategic advice to companies in the building products, paper/packaging and renewable energy industries. He has served on the board of directors of Hargray Holdings and TowerVision Group. Doni received a B.S., summa cum laude, in Marketing and International Business from the Stern School of Business at New York University, and an MBA from the Yale School of Management.