PE  Charter Oak Private Equity

     Office Locations:

10 Wright Street, Suite 230
Westport, CT 06880
Phone: 203-221-4752
Fax: 203-222-2720



  • Middle Market



  • Consumer Products & Services
  • Financial Services
  • Manufacturing & Industrial
  • Medical Device



    Charter Oak has invested in private equity since 1992. The firm focuses on niche manufacturing, packaging, medical products & services, specialty chemicals, consumer products and financial services companies ranging in size from start up to $150 million enterprise value. To date, over $500 million in control-oriented capital has been invested in 30 portfolio companies through over 50 acquisitions. The firm maintains three investment vehicles: Charter Oak Capital Partners, LP, Charter Oak Equity, LP, and Charter Oak International Partners. Charter Oak Capital Partners, LP fund was formed in December 1997 with a matching investment by Charter Oak Partners for a total fund size of $163 million. The fund was fully invested in nine portfolio companies, primarily in specialty manufacturing. Charter Oak Equity, LP (COE) was formed in 2006. The firm invests in niche manufacturing, medical products and financial services companies with enterprise values between $25 and $150 million. Charter Oak International Partners, LLC (COIP) was formed in 2005 by Anthony J. Dowd and Robert P. Sarrazin to advise, invest and actively manage small to mid-sized companies in niche manufacturing, medical products and services, consumer goods and services, and insurance and financial services. COIP targets companies with enterprise values of between $2 and $20 million.



      Fund Name



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    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Doniel Perl Vice President
    Mark Ullman Managing Partner
    Paul Roughan Managing Partner
    Zubin Avari Managing Partner


    Portfolio companies include:


    Recent News: