Experience and Insight

Our professionals have been helping clients achieve their objectives for over 30 years.


Charter Oak is a financial consulting firm that specializes in advising creditor committees in complex bankruptcies. Our professionals have performed over 35 assignments in Chapter 11 mass tort litigation.

Our team of financial and technology experts are experienced in the unique aspects of the bankruptcy process and work closely with our clients to achieve the best results.

Financial Advisory Services

Charter Oak provides a broad range of financial advisory services in the restructuring and bankruptcy process.

  • valuations

  • financial modeling

  • capital structure analysis

  • trust advisory

  • plans of reorganization

Litigation Support Services

Charter Oak advises clients on all financial aspects of the litigation process and works closely with counsel for more effective representation.

  • fraudulent conveyances

  • forensic accounting

  • alter ego and substantive consolidation

  • expert opinion and testimonies

  • settlement negotiations

Database and Technology Services

Charter Oak's technology and financial experts have decades of experience in developing electronic document databases, ensuring reliable and effective document review and collaboration among professionals.

  • document collection and preparation

  • document database hosting

  • collaborative research tools