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.
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