Charter Oak Equity, LP

About The Fund

Charter Oak Equity, LP is a private equity fund based in Fort Lauderdale, Florida, with a focus on investing in various industries including Software, Business Solutions, FinTech, Hardware, Logistics, Material Science, and Medical Devices. They specialize in offering diversified investment structures such as Debt, Equity, and Royalties, catering to business needs across different stages including Seed, Startup, Early Stage, Expansion, Later Stage, and MBO/LBO scenarios. Charter Oak Equity's expertise enables them to support companies from the nascent to more mature stages of their growth cycles, assisting in scaling businesses with financial solutions tailored to each company's unique situation. Their investment philosophy is anchored in providing sustainable investment and engaging as a financial partner with lower middle market companies. As a leading provider of cash-flow based senior debt financing, they have completed over 1000 investments, deploying more than $11.0 billion in capital, backed by a robust team of 100 experienced professionals. Charter Oak Equity, through its Deerpath Capital platform, boasts a strong record of partnering with private equity sponsors to deliver innovative financing solutions. They are recognized for their responsive and flexible approach, often serving as a trusted lender in the eyes of their private equity partners. Their capabilities extend to a wide range of sectors, illustrating a versatile and opportunistic investment approach. With a commitment to responsible investment principles, Charter Oak Equity actively seeks to optimize opportunities and deliver consistent value to its stakeholders, emphasizing tailored solutions and operational support for the portfolio companies they invest in.