Buyout PE
Charter Oak Equity
Charter Oak Equity acquires controlling stakes in established, profitable businesses, from United States. It states a focus on industrials & manufacturing and healthcare & life sciences.
Stated investment criteria
What Charter Oak Equity says it buys
Read from Charter Oak Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Enterprise value it states | $25m to $150m1 |
| Transaction types | Distressed1 |
| People listed on its team page | 42 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Charter Oak Equity states that it takes majority or outright ownership. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Charter Oak Equity to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Charter Oak Equity is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 4 · $35m gross |
| SEC adviser number | CRD 161737 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Portfolio
Disclosed holdings
Companies Charter Oak Equity lists on its own website. 12 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Daisy Manufacturing | 1993 | 33 | — |
| GEO Specialty | 1997 | 29 | — |
| Revere Industries | 2000 | 26 | — |
| Aylward Enterprises | 2007 | 19 | — |
| Cirtec Medical | 2007 | 19 | — |
| Milwaukee Gear | 2008 | 18 | — |
| Brook & Whittle | 2009 | 17 | — |
| Crown Group | 2013 | 13 | — |
| EiKO Global | 2013 | 13 | — |
| LicaFlex Packaging | 2018 | 8 | — |
| Chemical Resources | 2019 | 7 | — |
| MP Design | 2026 | 0 | — |
| CGA Holdings | — | — | — |
| ChemRes | — | — | — |
| Cirtec | — | — | — |
| DAISY | — | — | — |
| EiKO | — | — | — |
| Revere Plastics Systems | — | — | — |
| ShelterLogic | — | — | — |
| Smart Tuition | — | — | — |
| Smartcare | — | — | — |
| aylward-usa.com | — | — | — |
| geosc.com | — | — | — |
| mppinnovation.com | — | — | — |
| rossal.com | — | — | — |
Compiled from Charter Oak Equity’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Industrials & Manufacturing
What companies have actually sold for in industrials & manufacturing, across 1,298 recorded transactions.
The full industrials & manufacturing picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in industrials & manufacturing.