Capital Raise solutions that fuel business growth.
Charter’s expert advisors assist you with raising capital — including bank debt, mezzanine debt and multiple forms of equity.

Whether you’re expanding facilities, launching new products or navigating ownership transitions, Charter’s tailored capital raise process will help you take your business to the next level. Our team will partner with you to:

  • Analyze business strategy, financials and other qualitative factors
  • Determine an optimal capital structure in conjunction with the company
  • Develop a private placement memorandum (PPM) with primary investment merits
  • Target, contact and secure term sheets from potential investors
  • Assist in negotiations, final documentation and closing
Recent Capital Raise Transactions
Capital Raise
completed a recapitalization through
has been acquired by
M&A advised by
a portfolio company of
Capital Raise
has completed a debt and equity restructuring, with financing provided by
has been acquired by
a portfolio company of
Capital Raise
has recapitalized its senior debt, with financing provided by
has been acquired by
a portfolio company of