The guidance of the Charter team was instrumental to the success of this transaction. They worked hard to make sure we made it to the finish line, even in the middle of a pandemic, so I am truly grateful for their expertise.

DAVE GREEN, CEO, SUPPLY CHAIN SERVICES – ACQUIRED BY SOLE SOURCE CAPITAL

Charter was instrumental in ensuring that we reached a successful outcome in the acquisition of Dentco by Powerhouse, a leader in commercial construction and maintenance. The Charter team’s high-touch approach and guidance throughout the process proved integral in ensuring that we achieved our goals.

GREG DENT, CHAIRMAN OF THE BOARD, DENTCO

The first time Dan and I met the Charter team I could tell they were the partners for us. They had an energy level, commitment, and understanding of the business that was core to Informs legacy and have truly been our partner through this entire process. Thank you, Charter.

DAVE HOCKSTRA, FORMER COO, INFORMS – ACQUIRED BY BARCODES, INC.

After six great years of building, reshaping, and energizing ISG’s enterprise mobility solutions for our customers, we found a terrific partner, Supply Chain Services and Sole Source Capital, to take the company to the next level. Charter Capital Partners did a fabulous job guiding us through the process. The future is bright!

BEN CRONIN, CEO, ISG TECHNOLOGIES

We look forward to partnering with Asgard as we embark on an exciting new chapter of our story. We can't thank the Charter team enough. Their guidance throughout the entire process was invaluable, and their level of professionalism is second to none.

MATT ISARD, PRESIDENT, ANGSTROM – ACQUIRED BY ASGARD PARTNERS

Charter Growth Capital Fund was the ideal financial partner in this acquisition and will be invaluable as we work to build the company. We see a considerable opportunity for growth and are excited to partner with Charter and the All Star team to pursue those opportunities together.

SEAN ROBERTS, FOUNDER, HIGHGROVE COMPANIES – ACQUIRER OF ALL STAR DRIVER EDUCATION

In operation since 1989, Charter Capital Partners is a leading merchant bank and Registered Investment Adviser serving the lower middle market from our headquarters in Grand Rapids, Michigan.

Investment Banking

Our team helps corporations, family-owned businesses, private equity groups and family offices optimize transitions from acquisition through growth to eventual sale. Our expertise includes business sale and acquisition, capital raise, financial advisory, succession planning, and business valuation services.

Private Capital Investing

As a Registered Investment Adviser, we apply our expertise to invest in companies, to develop VC and PE funds with specific mandates, to launch and manage funds on behalf of other firms, and to provide portfolio assessment services to family offices and institutions.

News & Insights

Read our latest M&A Publications

Technology and Digital Services Industry Update – Q1 2022

Deal volumes in the IT services sector in Q1 eased off record highs seen in 2021. Although deals were down quarter over quarter, deal count was still significantly above pre-pandemic levels.

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Industrial Services Industry Update – Q1 2022

Although there are significant macroeconomic headwinds in the broader market, M&A in the industrial services space continues to remain strong. As price and wage inflation continues, there is a renewed focus on integrated facilities management platforms, which are able to increasingly realize scale and efficiencies.

Read Now

Human Capital Industry Update – Q1 2022

The Human Capital industry closed out a robust first quarter of 2022 as it continued to benefit from the recovering of the labor market.

Read Now

In the Media

Charter Capital Partners to raise second, larger mezzanine fund

August 11, 2022

Three years after forming a fund to invest in companies needing growth capital, Charter Capital Partners LLC has begun preparing to start a larger, successor fund. With investments in nine companies over three years and a robust pipeline of prospects, the deal flow indicates continued demand for a second fund that targets […]

Inflation, interest rates, global conflict complicate M&A outlook

March 29, 2022

After an active dealmaking year in 2021 that was fueled by private equity, the M&A outlook for 2022 is slightly more clouded as inflation grows to 40-year highs, the Federal Reserve begins bumping up interest rates and Russia’s invasion of Ukraine disrupts financial markets. Still, business executives and M&A experts […]

M&A Awards: ‘Finding the right buyer’ is mission critical for Charter Capital’s Streekstra

February 28, 2022

Born and raised in West Michigan, Mark Streekstra returned to Grand Rapids in 2019 to join investment banking firm Charter Capital Partners after working deals for nearly 12 years in Chicago at a multinational company.  In less than three years back on his home turf, Streekstra has been promoted to managing director while growing the firm’s investment banking group and providing […]

M&A: Spike in gardening interest spurred MasterTag sale

February 28, 2022

Facing a surge in demand for its products over the last couple of years, Rick Hughes saw a need to significantly expand his business. Hughes’ Montague-based MasterTag Inc. exclusively supplies the horticulture industry with printed labels and tags for plants. As more people took to their gardens during the COVID-19 pandemic, sales at greenhouse and […]

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