About Charter Oak Equity
Charter Oak Equity is a Financial Services company based in Westport (United States) founded in 1992. It operates on a Commission-Based model. 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. Its focus areas include Financials, Asset Management and Private Equity.
Company details
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.
- Headquarters Westport, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website charteroak-equity.com
- Investments & AcquisitionsAylward Enterprises
& 10 more
Products & Services of Charter Oak Equity
Charter Oak Equity offers a comprehensive portfolio of products and services, including Private Equity Investment.
Private equity investments are managed in niche sectors.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Resins for multiple industries are manufactured by CHEMRES. | chemres.com | Princeton, United States | 1995 | Jun 2019 | •••• | |
Packaging products are manufactured for multiple industries in Canada. | licaplast.com | 1992 | Oct 2018 | •••• | ||
Timber operations are conducted in Colorado by the company. | coloradotimberline.com | Denver, United States | 2013 | May 2017 | •••• | |
Provider of LED lighting fixtures, lamps, and sensor controls | eiko.com | Shawnee, United States | 1978 | Nov 2013 | •••• | |
Coating solutions for automotive OEMs are provided by Crown Group. | thecrowngrp.com | Detroit, United States | 1965 | May 2013 | •••• | |
Multipurpose shelters and outdoor furniture are manufactured by ShelterLogic. | shelterlogic.com | Waterbury, United States | 1991 | Sep 2011 | •••• | |
Manufacturer of printing and packaging solutions | brookandwhittle.com | North Branford, United States | 1996 | Feb 2009 | •••• | |
Provider of Class III medical device design, manufacturing, and outsourcing services | cirtecmed.com | Los Gatos, United States | 1986 | Jun 2007 | •••• | |
Solid dose packaging equipment for pharmaceuticals is developed and supplied. | aylward-usa.com | Aiea, United States | 1977 | Feb 2007 | •••• | |
SaaS platforms are offered for optimizing school accounting services. | smarttuition.com | Trenton, United States | 1988 | Jun 2006 | •••• |
Complete acquisition details for Charter Oak Equity
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Charter Oak Equity
11 dated milestones of Charter Oak Equity across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Charter Oak Equity is founded.
- Acquisition Acquires Smart Tuition.
- Acquisition Acquires Aylward Enterprises.
- Acquisition Acquires Cirtec Medical.
- Acquisition Acquires Brook & Whittle.
- Acquisition Acquires ShelterLogic.
- Acquisition Acquires The Crown Group.
- Acquisition Acquires EiKO.
- Acquisition Acquires Colorado Timberline.
- Acquisition Acquires Licaplast.
- Acquisition Acquires CHEMRES.
Top companies in Private Equity Funds
3 companies that operate in the same segment as Charter Oak Equity (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Charter Oak Equity
Charter Oak Equity was founded in 1992.
Charter Oak Equity is headquartered in Westport, United States.
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.
Charter Oak Equity offers Private Equity Investment.
Charter Oak Equity has made 11 acquisitions, including Aylward Enterprises, Brook & Whittle, and CHEMRES.