SECURING YOUR LEGACY

 
 
 

CELEBRATING 30 YEARS

about Charter

For 30 years, our team has helped business owners and investors turn their hard work and investments into tangible value. When your legacy is in the balance, the Charter team can guide you in the right direction.

Services

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Investment Banking

Mergers & Acquisitions

Capital Raise

Business Valuation

Succession Planning

team

Our team brings differentiated perspectives to clients through our experience and hard work.

 
 
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Private Capital Investing

Portfolio Companies

Fund Management

 
 
 

STEERING YOU TOWARDS SUCCESS

 
 
 

EXPERTISE

Our team offers expertise in a broad range of industries, as well as specific niches. This unique blend of industry-spanning expertise enables our team members to deftly navigate both vertical and horizontal aspects of our clients’ businesses. In addition to broad expertise across multiple industries, Charter team members have developed keen insights into the special needs and requirements of middle market companies in four targeted segments.  LEARN MORE

 
 

RECENT TRANSACTIONS

 

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Contact Us

 
ADDITIONAL