Successful Exit

Charter Oak Equity will seek to identify attractive exit opportunities by growing small- to mid-sized companies into high-quality, middle-market companies with a number of potential exit options: sale to strategic buyer, sale to management or to a financial buyer or, in some cases, an initial public offering. As part of our Investment Thesis COE will develop a preliminary exit strategy, identifying logical strategic and financial buyers and determining whether an IPO may be feasible. The Management Team participates in this planning and the strategy is constantly monitored throughout the ownership period.

COE expects that its typical ownership period of an investment will be four to six years. The timing of an exit will depend on many factors, including the health of the market, the company's future enterprise value growth outlook versus the value already attained and, more often than not, an interested suitor willing to meet the valuation target.