"It is great working with Charter Oak. They are not just finance guys - they really understand what it takes to build a successful business through first-hand experience."
– Steve Stewart, CEO; Brook & Whittle
Investments
Charter Oak Equity and its predecessor funds have invested over $500 million across 30 portfolio companies since 1992. Select current and exited investments include:
Aylward Enterprises LLC
New Bern, NC
2007 - 2010
Manufacturer of Pharmaceutical packaging equipment for bottles and blister packs.
www.aylward-usa.comBrook & Whittle, Ltd
North Branford, CT
2009 - 2017
Printer of pressure-sensitive and shrink sleeve labels for consumer products.
www.brookwhittle.comChemical Resources Holdings, Inc. (dba ChemRes)
Princeton, NJ
2019 - 2021
Compounder and distributor of high-performance specialty polymers.
www.chemres.comCirtec Medical Systems LLC
East Longmeadow, MA
2007 - 2017
Provider of outsourced design and manufacturing services for neuro-stimulation and cardiovascular devices.
www.cirtec.comThe Crown Group, Inc.
Warren, MI
2013 - 2017
Provider of coating services for automotive and industrial applications.
Daisy Manufacturing Company, Inc
Rogers, AR
1993 - 2006
Oldest and best known manufacturer of air gun and BB gun products and accessories.
www.daisy.comEiKO Global LLC
Kansas City, KS
2013 - 2018
Distributor and marketer of lighting products.
www.eiko.comGEO Specialty Chemicals, Inc
Cleveland, OH
1997 - 2002
Specialty chemical manufacturer for the water treatment, construction, and electronic materials industries.
www.geosc.comIntegrated DisAbility Resources, Inc
Bloomfield, CT
2001 - 2004
Provider of disability insurance services, including underwriting, claims management, reinsurance and policy administration.
LicaFlex Packaging
Saint-Laurent, QC
2018 - Present
Extruder and printer of flexible packaging solutions serving the food and beverage sectors.
www.licaflex.comMetal Powder Products LLC
Indianapolis, IN
1998 - 2005
Custom engineered powdered metal parts for automotive, lawn & garden, and industrial equipment industries. Merged into Revere Industries LLC in 2005.
www.mppinnovation.comMilwaukee Gear Company, Inc
Milwaukee, WI
2008 - 2012
Manufacturer of large industrial gears and heat treatment services for oil & gas, HVAC & refrigeration, compressors & pumps and wind turbine markets.
Revere Industries LLC
Clyde, OH
2000 - 2009
Processor and stamper of aluminum and plastic products. Diversified into additional industrial manufacturing sectors through 2005 merger with Metal Powder Products, Ross Aluminum Foundries and Titan Plastics.
www.revereplasticssystems.com
Ross Aluminum Foundries LLC
Sidney, OH
2000 - 2005
Aluminum foundry for heavy duty truck and aerospace industries; largest non-captive manufacturer of cold-side turbochargers in the world. Merged into Revere Industries LLC in 2005.
www.rossal.comSeaboard Folding Box Company LLC
Fitchburg, MA
2014 - 2022
Manufacturer of paperboard boxes for the specialty food and pharmacy markets.
www.seaboardbox.comShelterLogic LLC
Watertown, CT
2011 - 2018
Manufacturer of outdoor canopies and garage shelters.
www.shelterlogic.comSmartcare LLC
Las Vegas, NV
2016 - 2020
SaaS provider of billing and daycare center management tools.
www.smartcare.comSmart Tuition LLC
Woodbridge, NJ
2006 - 2015
Leading provider of billing and collection services for private K-12 schools.
www.smarttuition.comStealth Medical Technologies LLC
Holt, MI
2000 - 2005
World leader in near-net forging of exotic alloys for the orthopedic implant industry.
Titan Plastics Group, Inc
Kalamazoo, MI
1995 - 2005
Custom engineered injection-molded plastic parts for large appliance, lawn & garden, and automotive industries.
CGA Holdings, Inc.
Boca Raton, FL
2022 - Present
Operates nurse registries and home health agencies serving the senior population in Florida.
www.cga-holdings.com