An unwavering entrepreneurial spirit.

Charter Capital’s M&A advisory team has joined with KSM to become KSM Corporate Finance.

Charter Growth Capital continues to operate independently.

At Charter Growth Capital, we believe the best partnerships are built on trust, alignment, and a shared vision for growth. We partner with business owners, management teams, and independent sponsors to help lower middle market companies pursue new opportunities, navigate change, and build long-term value. Our approach is rooted in integrity, open-minded thinking, and a genuine commitment to the people behind the business.

For more than 30 years, our team has combined investing, operating, and advisory experience to support companies through pivotal stages of growth. We bring strategic insight, practical guidance, and a collaborative mindset to every partnership – working alongside management teams to help businesses succeed while making the journey rewarding for everyone involved.

Capital Investing

Charter Growth Capital provides junior capital to lower middle market companies throughout the Great Lakes region. Whether supporting growth initiatives, succession planning, or recapitalizations, we structure flexible debt and equity solutions designed around each company's unique objectives.

We believe successful investing starts with strong relationships. By approaching every partnership with integrity, transparency, and a collaborative spirit, we work closely with management teams, sponsors, and limited partners to create lasting value.

Purposeful Criteria

We invest in lower middle market businesses with strong fundamentals, proven leadership teams, and clear opportunities for growth. Our flexible capital solutions are tailored to each situation. In addition, our goal is to provide companies with resources beyond capital while preserving the entrepreneurial culture that drives their success.

We partner with management teams, business owners, and sponsors who bring a demonstrated track record, a differentiated investment thesis and a clear vision for growth. Whether you're pursuing an acquisition, evaluating your next stage of growth, or navigating an ownership transition, our team provides experienced guidance, thoughtful perspectives, and a partnership-focused approach.

featured portfolio companies

DGD Foods, Inc.

DGD Foods is dedicated to helping customers source the best food products, representing best-in-class food manufacturers with innovative and high-quality offerings. Their expertise lies in understanding customer needs within the convenience store channel.

Charthouse Holdings

Charthouse Holdings is an agile and diversified platform of asset-light transportation and logistics companies that offer customized solutions to its customers. They provide their partner companies with strategic support while embracing their legacy, culture, and what makes them unique.

C&N Mechanical, Inc.

HVAC and plumbing services focused on retrofit and maintenance needs of multifamily and commercial customers. Known for quality, reliability, and technical know-how, C&N is well-positioned to scale regionally and continue growing alongside its long-term customers.

Latest News & Insights

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KSM Launches Investment Banking Practice With Addition of Charter Capital Partners’ Investment Banking Team

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Portfolio Company Update: New CEO of Grand River Aseptic Manufacturing Inc.

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Charter Growth Capital Secures SBIC License & Closes $111M Fund II

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Furniture Industry Update – Q3 2024

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Innoplast Holdings Acquires Shur-Tite Products

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