Advisory Services for Business Owners

Charter Capital Partners is a leading investment banking firm serving clients from offices in Michigan and Indiana. Since 1989, our firm has expertly guided hundreds of owners to success in buying, growing, or selling a business. 

Charter serves middle market companies, delivering solutions across the continuum of capital. We support clients with services ranging from capital raises for start-ups, acquisition and growth capital; to business valuation, exit planning and business sale. Our firm is structured based on a high-touch model so that clients deal with senior members of the team throughout the process.

Our client-focused, collaborative approach enables us to deftly navigate towards your goal.

  • MERGERS AND ACQUISITIONS: Expand your reach into new markets or new geography through strategic acquisitions. When you're ready to sell, create an environment where acquirers compete to buy your business, improving your sale value.
  • CAPITAL RAISE: Access new sources of capital outside typical debt or equity sources.
  • BUSINESS VALUATION: Find out how much your business is worth in today’s market, and steps you can take to improve that value.
  • SUCCESSION PLANNING: Strategically plan for exit to maximize net proceeds, minimize taxes, and provide a smoother and more secure transition.

No matter where you want to go, we are driven help you go faster and farther on your journey.