Charter Oak Equity

Charter Oak Equity, established in 1992 and headquartered in Westport, Connecticut, is a private equity firm specializing in investments in small to middle-market companies. The firm focuses on niche manufacturing, packaging, medical products and services, and financial services sectors. It typically targets companies with an enterprise value up to USD 150 million, demonstrating a preference for smaller, specialized businesses. As a Registered Investment Adviser (RIA), Charter Oak Equity manages its investments with a long-term perspective, aiming to support the growth and development of its portfolio companies.

Zubin Avari

Managing Partner

Doniel Perl

Principal

Doni Perl

Principal

Paul Roughan

Founder and Managing Partner

Mark 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 is a developer of childcare administration software that provides a comprehensive solution for managing various aspects of childcare services. Its platform allows providers to efficiently handle attendance, billing, employee management, medical records, and child and family data across single or multiple sites. Additionally, SmartCare's software facilitates online registration and enrollment, scheduling, lesson planning, and assessments. The mobile application enhances communication between parents and childcare providers by enabling parents to receive updates, alerts, and photos of their children’s activities, as well as manage check-in and check-out processes and make payments directly through the app. This all-in-one solution fosters a seamless connection between childcare centers and families.

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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