Mark Ullman
Corporate Officer/Principal at Charter Oak Equity LP
Profile
Mark joined Charter Oak Equity in 2006 as a General Partner.
He has led or co-led COE's investments in ChemRes, Smart Tuition, Smartcare, ShelterLogic, and EiKO Global among others.
Prior to joining Charter Oak Equity, Mark spent the bulk of his career with McKinsey & Co., most recently as a Senior Partner.
During his seventeen years at McKinsey, Mark worked with a wide variety of industrial and healthcare companies and founded McKinsey's Medical Device and Private Equity Practices, as well as led the New York-based Corporate Finance Practice.
He attended Cornell University where he received his BS in Operations Research in 1982 and MBA in 1983 - both earned with Distinction.
Mark Ullman active positions
| Companies | Position | Start |
|---|---|---|
Charter Oak Equity LP
 Charter Oak Equity LP Investment ManagersFinance 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. | Corporate Officer/Principal | 2005-12-31 |
Charter Oak Equity Management LLC
 Charter Oak Equity Management LLC Investment ManagersFinance Charter Oak Equity Management LLC (Charter Oak Equity) is a private equity firm founded in 1992. The firm is headquartered in Westport, Connecticut. | Private Equity Investor | 2005-12-31 |
Former positions of Mark Ullman
| Companies | Position | End |
|---|---|---|
Stealth Medical Technologies LLC
 Stealth Medical Technologies LLC Industrial SpecialtiesProcess Industries Stealth Medical Technologies LLC was the manufacturer of the exotic alloys for the orthopaedic implant and auto parts industries. It used to provide design, forging, machining, polishing and porous coating services. The company was headquartered in Holt, Michigan. | Director/Board Member | 2008-01-08 |
Clearview Associates, Inc.
 Clearview Associates, Inc. Miscellaneous Commercial ServicesCommercial Services 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. | Private Equity Investor | 2005-12-30 |
Tradeout.com, Inc.
 Tradeout.com, Inc. Catalog/Specialty DistributionRetail Trade 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. | Corporate Officer/Principal | 2001-12-30 |
| Tradeout, Inc. | Chief Executive Officer | 2001-12-30 |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services 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. | Corporate Officer/Principal | 1999-12-30 |
Training of Mark Ullman
| Cornell University | Undergraduate Degree |
| Johnson Graduate School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Aylward Enterprises LLC
 Aylward Enterprises LLC Industrial MachineryProducer Manufacturing 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. | Producer Manufacturing |
CoMC LLC
 CoMC LLC Construction MaterialsNon-Energy Minerals CoMC LLC manufactures and supplies tiles. It offers tiles for kitchen, dining Room, foyer, bathroom, living area, and home office. The firm markets its products under SnapStone and Avaire brands. The company was founded in 2005 and is headquartered in Omaha, NE. | Non-Energy Minerals |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services 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. | Commercial Services |
| Tradeout, Inc. | |
First Atlantic Capital Ltd.
 First Atlantic Capital Ltd. Investment ManagersFinance 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. | Finance |
Stealth Medical Technologies LLC
Stealth Medical Technologies LLC Industrial SpecialtiesProcess Industries Stealth Medical Technologies LLC was the manufacturer of the exotic alloys for the orthopaedic implant and auto parts industries. It used to provide design, forging, machining, polishing and porous coating services. The company was headquartered in Holt, Michigan. | Process Industries |
Tradeout.com, Inc.
Tradeout.com, Inc. Catalog/Specialty DistributionRetail Trade 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. | Retail Trade |
Arcadia Management LLC
 Arcadia Management LLC Investment ManagersFinance 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. | Finance |
Charter Oak Equity Management LLC
Charter Oak Equity Management LLC Investment ManagersFinance Charter Oak Equity Management LLC (Charter Oak Equity) is a private equity firm founded in 1992. The firm is headquartered in Westport, Connecticut. | Finance |
Charter Oak Equity LP
Charter Oak Equity LP Investment ManagersFinance 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. | Finance |
Clearview Associates, Inc.
Clearview Associates, Inc. Miscellaneous Commercial ServicesCommercial Services 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. | Commercial Services |
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