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Charter Oak International Partners, LLC (“COIP”)
was formed in 2005 by Anthony J. Dowd and Robert P.
Sarrazin to advise, invest and actively manage small
to mid-sized companies in niche manufacturing, medical
products and services, consumer goods and services,
and insurance and financial services. COIP targets
companies with enterprise values of between $2 and
$20 million.
The partners of COIP have over 30 years of investing
experience, and founded the Private Equity Group of
Charter Oak Partners (“COP”) in 1992 and
founded Charter Oak Capital Partners (“COCP”)
in 1997. The partners have a long successful history
of investing in smaller companies with strong growth
opportunities, helping them achieve their full potential
through internal growth, professionalization and complementary
acquisitions. COIP takes a hands-on approach to all
advisory and investment opportunities, investing significant
amounts of personal capital in each transaction. The
partners will draw on their extensive network of advisors
and capital sources, including the limited partners
of COP, COCP and COE, to help smaller growth companies
realize their full potential. As advisors and investors,
COIP can assist companies at many levels, providing
a comprehensive growth package for both either a minority
or majority investment. The partners have an extensive
network of advisors, deal finders, active and retired
executives, accountants, lawyers available to them
assuring that all the possible needs of portfolio companies
are satisfied.
Currently, COIP has five companies in its portfolio,
Space Optics Research Labs, a specialty optics manufacturer
for military applications (2006), American
Church Mortgage Company specializing in debt instruments to multi-denominational
institutions (2006), Texcel
Medical a neuro-stimulation
products and engineering services company (2007). Advanced
Metal Machining a specialty material, high precision,
machining company servicing the aerospace and defense
industry (2007), and Circle
Medical Devices an outsourced
medical engineering and manufacturing company (2008).
INVESTMENT TEAM:
Anthony
Dowd – Managing
Partner
Robert
Sarrazin – Managing Partner
Brad
Cumberland – Vice President
Ellyn
Stern, CFO
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