Ellyn Stern

Charter Oak Equity LP invests in small and middle market companies with enterprise values of $25 - $150 million, EBITDA of $5 to 15 million, strong management teams and growth potential. The fund targets companies operating in the fields of niche manufacturing, packaging, medical products & services, consumer products and financial services companies. It provides financing for buyout transactions and seeks controlling investment.

Revere Industries LLC manufactures aluminum and plastic products. The firm's services include plastic injection molding, powder metallurgy, aluminum casting and food services packaging. It has manufacturing, technical and sales facilities around the world. The company was founded in 2005 and is headquartered in Westfield, IN.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Brook & Whittle Holding Corp. operates as an investment holding company. The company is headquartered in North Branford, CT.

Licaplast Industries-Emballages, Inc. produces films for packaging, printing and speciality applications. Its products include shrink film, wicket bags, stand-up pouch bags, roll stock and retail bags. The firm serves beverage, agriculture, merchant and distribution, bakery, snack food, seafood, coffee, and pet food markets. The company was founded in 1988 and is headquartered in Montreal, Canada.

Seaboard Folding Box Co., Inc. engages in the manufacture of folding cartons and provides packaging services. The company is headquartered in Westminster, Ma.

Cirtec Medical Systems LLC provides outsourced design and manufacturing services for neuro-stimulation and cardiovascular devices. Its services include products management, design and development, device assemble and product transfers. The company was founded by Laurence S. Derose, Merwin Jerry Hansen and Michael Forman in 2009 and is headquartered in Los Gatos, CA.

ShelterLogic Corp. manufactures and markets fabric covered, steel frame shelters, and canopies for consumer and commercial applications. It offers all-weather shelters, portable garages, anchors, pop-up canopies, tents, sheds, garages, storage buildings, patio covers, replacement canopy covers, and accessories. The company was founded on August 8, 2011 and is headquartered in Watertown, CT.

Part of Taylor Corp., Uarco, Inc. is a company that makes business forms, computer supplies, and forms equipment. The company is based in Avon, MA. Uarco was acquired by SRC Liquidation LLC, a subsidiary of Taylor Corp. from Settsu Corp. on December 01, 1997 for $245 million.

Appliance Corp of America makes consumer appliances. The private company is based in Great Neck, NY and has subsidiaries in the United States.

Arcadia Management LLC (Arcadia Management) is a venture capital firm founded in 1998 by Liam Donohue, Andrew Hallowell and Michael Margolis. The firm is headquartered in Boston, Massachusetts.

Part of Liquidity Services, Inc., Tradeout.com, Inc. operates a retail Internet site for business surplus. The company is based in Valhalla, NY. Tradeout.com was acquired by DoveBid, Inc., part of Liquidity Services, Inc. from February 26, 2008 on August 06, 2001 for $25.23 million.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

First Atlantic Capital Ltd. (First Atlantic Capital) is a private equity firm founded in 1989 by Roberto Buaron. The firm is headquartered in New York.

Aylward Enterprises LLC provides pharmaceutical packaging equipment and services. The company develops and offers customizable blister machines, feeding systems and bottle packaging equipment. The company was founded by John Aylward in 1977 and is headquartered in New Bern, NC.

Clearview Associates, Inc. provides security systems solutions. It offers services in information assurance, certification and accreditation, computer/network security, physical security, facility architecture and design, risk management. The firm provides security services and products to both government and commercial clients. The firm The company was founded in 1994 and is headquartered in King George, VA.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Charter Oak Capital Partners LP invests in small and middle market companies with an enterprise value between $20 and $150 million, strong management teams and growth potential. The fund targets companies operating in the fields of manufacturing, particularly custom manufacturing (die-casting, injection molding, and powder metallurgy), chemicals, industrial & consumer products and services. It provides financing for buyout transactions with an investment size of $5 - $40 million. It acquires majority position.

Future Pipe Industries LLC specializes in designing, manufacturing and installing bespoke composite pipe solutions for the oil & gas, industrial, water and marine industries. It offer solutions, including system design and engineering services, project management, technical support, field supervision and training. The company was founded by Fouad Makhzoumi in 1984 and is headquartered in Dubai, United Arab Emirates.

Fairfield-Maxwell Ltd. operates as a holding company which provides management services, ocean transportation, oil, and gas exploration services. The firm engages primarily in the shipping and oil and gas industries through its operating businesses in ocean transport of liquid bulk cargo and cars, and seismic technology, equipment, services, and data licensing. The company was founded on May 23, 1957 and is headquartered in New York, NY.

The Financial Accounting Foundation is a non-profit organization that administers, finances, and appoints financial and governmental accounting standards boards. The non-profit company is based in Norwalk, CT.

Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York.

Outworx Group is a leading provider of diversified municipal and facility maintenance services, including landscaping, snow removal, paving, and street sweeping services to commercial and industrial clients. Outworx Group is the national leader in the snow and ice removal market, owning the largest fleet of proprietary snow melters and employing a highly experienced team to support its customers across all phases of snow removal operations. The company was founded almost 60 years ago and is headquartered in Westbury, NY. The CEO of the company is Daryl Hendricks.

Metal Powder Products LLC engages in the provision of custom-engineered powder metallurgy solutions. It manufactures aluminum powder metal parts and supplies lightweight aluminum components. Its engineering solutions cover complete design and engineering services from prototype through production. The company was founded in 1948 and is headquartered in Westfield, IN.

The Volcker Alliance is a non-profit organization based in New York, NY. The company's mission is to support the public sector workforce by strengthening public service education, championing public service values, and providing strategies to help public servants deliver better results. The company's programs work in service of their four main strategies to educate, connect, empower, and inspire current and aspiring public servants. The company builds partnerships with government and universities and inspire others with the story of Mr. Volcker's commitment to public service.

Advanced Metals Machining LLC manufactures metal stampings and supplies alloys to the aerospace industry. Its capabilities include manufacturing, quality, tolerance, engineering and assembly. The firm serves in the area of aerospace, satellite, military, precision industrial components, optical structures and commercial industries. The company was founded in 2007 and is headquartered in Olyphant, PA.

Cordova, Smart & Williams LLC is an Independent Private Equity firm founded in 2003 by Michael A. Smart and Joli C. Cooper. Cordova, Smart & Williams LLC is headquartered in New York.