Inside Charter Oak
        Private Investment - COCP- I
        Private Investment - COCP- II
   Investment Criteria and Philosophy
        Target Company Profile
        Deal Sourcing Network
        Value Build Strategy
        Successful Exit
  Partners in Management
        Executive Partners
        Advisory Board
        Professional Service Teams
   Portfolio Investments
   Professionals
   Limited Partner Link
 
The interest of high quality, capable managers seeking
to become owners with Charter Oak is our number one
criteria for investment
 

The management teams of our portfolio companies have access to Charter Oak’s broad
in-house experience, the expertise of our dedicated professional service teams and to the Executive Partners.

In a testament to our mutual commitment, the General Partners invest their personal funds along with our limited partners. Members of our management teams are expected to make significant personal investments in their company and are rewarded with additional equity in the business for the value they create. Additionally, individuals who source deals or act as advisors have the option to be compensated in the acquired company’s stock.