About Charter Oak Equity
Charter Oak Equity is a company based in Westport (United States) founded in 1992. It operates as a Commission-Based. Charter Oak Equity has completed 11 acquisitions, including Aylward Enterprises, Brook & Whittle and CHEMRES. Charter Oak Equity offers products and services including Private Equity Investment.
- Headquarter Westport, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Aylward Enterprises
& 10 more
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Products & Services of Charter Oak Equity
Charter Oak Equity offers a comprehensive portfolio of products and services, including Private Equity Investment. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Private equity investments are managed in niche sectors.
Funding Insights of Charter Oak Equity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Charter Oak Equity
Charter Oak Equity has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include Aylward Enterprises, Brook & Whittle and CHEMRES. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Timber operations are conducted in Colorado by the company.
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2013 | ||||
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Limited information available
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2002 | ||||
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Manufacturer of printing and packaging solutions
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1996 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Charter Oak Equity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Charter Oak Equity Comparisons
Competitors of Charter Oak Equity
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Charter Oak Equity
When was Charter Oak Equity founded?
Charter Oak Equity was founded in 1992.
Where is Charter Oak Equity located?
Charter Oak Equity is headquartered in Westport, United States.
What does Charter Oak Equity do?
Private equity investments are managed by Charter Oak Equity, focusing on niche manufacturing, packaging, medical products and services, specialty chemicals, consumer products, and financial services. Companies with enterprise values up to 150 million are targeted. Over 500 million in control-oriented capital has been invested across 30 portfolio companies through more than 50 acquisitions since 1992.
What products or services does Charter Oak Equity offer?
Charter Oak Equity offers Private Equity Investment.
How many acquisitions has Charter Oak Equity made?
Charter Oak Equity has made 11 acquisitions, including Aylward Enterprises, Brook & Whittle, and CHEMRES.