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Charter Oak Equity, LP (COE) was formed in 2006. The
firm invests in niche manufacturing, medical products
and financial services companies with enterprise values
between $20 and $150 million.
The general partners average over 20 years of investing
and operating experience and have worked together at
Charter
Oak Capital Partners since
1999. Our Executive
Partners - a corps of retired and semi-retired industry
executives - serve as advisors, deal finders and board
members providing extensive senior management experience
and complementing the strong COE team.
COE’s Investment Philosophy can
be summarized as follows:
Currently, COE has five companies in its portfolio.
Texcel, a neuro-stimulation products and engineering
services company, was acquired in 2007. Aylward Enterprises,
a manufacturer of packaging equipment for the pharmaceutical
industry, was acquired in 2007. Smart,
LLC, provides tuition and parish collections
services, was acquired and merged in 2006. Circle
Medical Devices, specializing in medical device engineering
and contract manufacturing was acquired in 2008. The
general partners have personally invested in all of
these transactions.
INVESTMENT TEAM:
Paul Roughan,
Managing Partner
Zubin Avari, General Partner
Mark Ullman,
General Partner
Ellyn Stern, CFO
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