"It is great working with Charter Oak. They are not just finance guys - they really understand what it takes to build a successful business through first-hand experience."
– Steve Stewart, CEO; Brook & Whittle
Investments
Charter Oak Equity and its predecessor funds have invested over $500 million across 30 portfolio companies since 1992. Select current and exited investments include:
Aylward Enterprises LLC
New Bern, NC
2007 - 2010
Manufacturer of Pharmaceutical packaging equipment for bottles and blister packs.
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
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.
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.