Charter Oak Equity, LP

Charter Oak Equity invests in niche manufacturing, packaging, medical products & services, and financial services companies.

Zubin Avari

Managing Partner

Doni Perl

Principal

Paul E. Roughan

Managing Partner

Mark D. Ullman

Managing Partner

3 past transactions

Licaplast Industrie Emballages

Private Equity Round in 2018
Licaplast develops and manufactures custom sustainable flexible packaging solutions and serves multiple industries including food. beverage, lawn & garden, dairy, bakery, pet food and more.

SmartCare

Venture Round in 2018
SmartCare offers a software solution that enables childcare service providers to manage attendance, billing, employees, medical records, child and family data, accounting, and more. It also enables them to send alerts and notifications to parents. SmartCare offers an application that enables parents to obtain information, updates, and pictures about their child’s activities in the childcare centers. They are able to sign in and out, and make payments for the childcare centers through the application.

CytoPherx

Series C in 2012
CytoPherx (formerly Nephrion) clinical stage medical device company addressing inflammation-based diseases and conditions. The company’s products are custom configurations of a proprietary selective cytopheresis-based inflammation modulating system.
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