Mark Ullman
Managing Partner at Charter Oak Equity | New Canaan, Connecticut, United States
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Mark Ullman, as Managing Partner at Charter Oak Equity, brings over 35 years of extensive experience in private equity investment, operational leadership, and strategic consulting. His multifaceted expertise spans various sectors, including healthcare, education, and manufacturing, allowing him to identify and capture value across diverse market landscapes. Since joining Charter Oak Equity, Mark has played a pivotal role in leading or co-leading eight successful middle-market platform acquisitions, showcasing his adeptness in navigating complex investment landscapes.
Among his notable projects, Mark spearheaded the acquisition of CGA Holdings, a home health registry and agency roll-up in Southeast Florida, which exemplifies his commitment to enhancing healthcare accessibility and quality. Additionally, he led the investment in Chemical Resources Inc., a compounder of specialty plastics for medical and industrial applications, which was successfully exited in 2021, demonstrating his ability to drive value creation and strategic exits. His involvement with SmartCare, a SaaS-based healthcare solution, further highlights his focus on innovative technologies that are transforming the healthcare sector.
Mark's skill set encompasses private equity, due diligence, executive management, and strategic planning, making him a formidable force in the investment community. His background as a Senior Partner at McKinsey & Co. equips him with a unique perspective on management consulting and acquisition integration, enabling him to formulate and execute strategies that align with market demands. With a keen eye for identifying growth opportunities and a proven track record of successful investments, Mark Ullman continues to be a driving force in the private equity landscape, committed to creating sustainable value for investors and stakeholders alike.
Managing Partner at Charter Oak Equity in January 2006 to Present
Managing Partner at Clearview Associates in January 2002 to January 2005
President, Co-CEO at TradeOut, Inc. in January 2000 to January 2001
Senior Partner at McKinsey & Company in January 1983 to January 2000
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Private Equity
Due Diligence
Executive Management
Venture Capital
Corporate Finance
Strategy
Management Consulting
Acquisition Integration
Investments
Strategic Planning
Mergers & Acquisitions
Corporate Development
Management
Leadership
Start-ups
Business Strategy
Strategic Partnerships
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Discover more about Charter Oak EquityWhat is Mark Ullman email address?
Email Mark Ullman at [email protected]. This email is the most updated Mark Ullman email found in 2026.
What is Mark Ullman phone number?
Mark Ullman phone number is +12039121147.
How to contact Mark Ullman?
To contact Mark Ullman send an email to [email protected]. If you want to call Mark Ullman try calling on +12039121147.
What company does Mark Ullman work for?
Mark Ullman works for Charter Oak Equity
What is Mark Ullman's role at Charter Oak Equity?
Mark Ullman is Managing Partner
What industry does Mark Ullman work in?
Mark Ullman works in the Business Consulting And Services industry.
Mark Ullman Email Addresses
Mark Ullman Phone Numbers
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