Charter Oak Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

Charter Oak Equity’s most common sectors for investment aremanufacturing (12%) and chemicals (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (65%) and venture (15%). In total, Charter Oak Equity has invested in 20 US states and 2 different countries.

In the last 3 years, Charter Oak Equity has exited 1 company. The Firm’s most common exit type is unknown (41%). Charter Oak Equity’s largest (disclosed) exit occurred in 2012 when it sold Milwaukee Gear for $80M.

Join Mergr to view Charter Oak Equity’s full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity61
    • M&A Buy Activity34
    • M&A Sell Activity27
  • Total Sectors Invested 17
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 17
  • M&A Advisors 2

Charter Oak Equity

10 Wright Street, Suite 220,
Westport, Connecticut 06880
United States
(203) 221-4752
www.charteroak-equity.com
proughan@charteroak-equity.com

Charter Oak Equity LP is a private equity group focused on control investments in lower middle-market companies valued between $25 and $150 million. The Firm looks for businesses operating large markets with significant room for growth. Target sectors include Packaging, Medical Devices, and Engineering, Metal Processing, Value Added Distribution, Business Services, Chemicals, Niche Industrial, Pharmaceutical-Related, and Specialty Financial Services. Charter Oak generally targets family-owned companies or non-core divisions of larger companies. Charter Oak Private Equity was formed in 1992 and is based in Westport, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Distribution, Engineering, Financial Services, Life Science, Machinery, Manufacturing, Medical Products, Metals/Mining, Packaging

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 20
Investment Size - -
Enterprise Value 25 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 34 - - - - - 34
Sell (0.6/yr) # 24 2 1 - - - 27
vol $128M $128M
  61

Most Recent M&A

Company Date Value Type
Seaboard Folding Box Co. Inc. 2022-03-14 - Add-on Acquisition
Westminster, Massachusetts · www.seaboardbox.com
Chemical Resources Holdings, Inc. 2021-08-05 - Add-on Acquisition
Princeton, New Jersey · www.chemres.com
SmartcareOS LLC 2021-01-13 - Add-on Acquisition
Las Vegas, Nevada · www.smartcare.com
Chemical Resources Holdings, Inc. 2019-01-30 - Recapitalization
Princeton, New Jersey · www.chemres.com
Licaplast Industries Emballages, Inc. 2018-10-25 - Recapitalization
Saint-Laurent, Quebec · www.licaplast.com
ShelterLogic Corp. 2018-06-22 - Secondary Buyout
Watertown, Connecticut · www.shelterlogic.com
EiKO Global LLC 2018-06-13 - Secondary Buyout
Shawnee, Kansas · www.eiko.com
Brook & Whittle Ltd. 2017-10-18 - Secondary Buyout
Guilford, Connecticut · www.brookandwhittle.com
The Crown Group, Inc. 2017-07-20 - Add-on Acquisition
Warren, Michigan · www.thecrowngrp.com
Daisy Outdoor Products, Inc. 2016-07-01 - Secondary Buyout
Rogers, Arkansas · www.daisy.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Chemicals - - 4 (12%) -
Manufacturing - - 4 (12%) -
Consumer Products - - 3 (9%) -
Healthcare Services - - 3 (9%) -
Medical Products - - 3 (9%) -
Packaging 1 (100%) - 3 (9%) -
Automotive - - 2 (6%) -
Machinery - - 2 (6%) -
Metals/Mining - - 2 (6%) -
Aerospace - - 1 (3%) -
Building Materials - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Electronics - - 1 (3%) -
Financial Services - - 1 (3%) -
Food - - 1 (3%) -
Internet Software and Services - - 1 (3%) -
Software - - 1 (3%) -
Total 1 - 34 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 32 (94%) -
  Michigan - - 6 (18%) -
  Ohio - - 4 (12%) -
  Connecticut - - 2 (6%) -
  Arkansas - - 2 (6%) -
  Minnesota - - 2 (6%) -
  Massachusetts - - 2 (6%) -
  Alabama - - 1 (3%) -
  Wisconsin - - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  North Carolina - - 1 (3%) -
  New York - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Nevada - - 1 (3%) -
  Nebraska - - 1 (3%) -
  Montana - - 1 (3%) -
  Maine - - 1 (3%) -
  Kansas - - 1 (3%) -
  Indiana - - 1 (3%) -
  Georgia - - 1 (3%) -
  Delaware - - 1 (3%) -
Canada 1 (100%) - 2 (6%) -
  Quebec 1 (100%) - 1 (3%) -
  Ontario - - 1 (3%) -
Domestic - - 32 (94%) -
Cross-border 1 (100%) - 2 (6%) -
Total 1 - 34 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 22 (65%) -
Venture - - 5 (15%) -
Recapitalization 1 (100%) - 3 (9%) -
Growth Capital - - 2 (6%) -
Secondary Buyout - - 2 (6%) -
Total 1 - 34 -

Exits by Deal Type

Type Total # Value
Unknown 11 (41%) -
Trade Sale 6 (22%) 48M (38%)
Secondary Sale 4 (15%) -
Trade Sale - Public Company 2 (7%) 80M (63%)
Merger 2 (7%) -
IPO 1 (4%) -
Recapitalization 1 (4%) -
Total 27 $128M

Top M&A Advisors

Financial Deals
Robert W. Baird & Co., Inc.
 1
Legal Deals
Thompson Hine LLP
 1

Deal Values

sell # Total
< $100M 2 $128M
TOTAL $128M
Largest Milwaukee Gear Co.
$80M (2012-02-03)

M&A Connections

Deals
Acquired from
Investor(s)
6%
2 (6%)
Exited to
Investor(s)
19%
5 (19%)
Strategic(s)
37%
10 (37%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

500M USD

Established

1992

Specialist/Generalist

Generalist

Leadership

Paul Roughan

Founder & Managing Partner

Mark Ullman

Managing Partner

Zubin Avari

Managing Partner

Doniel Perl

Principal

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