Advisory
Investment Banking Advisory services that take you further.
Since 1989, Charter Capital has led middle-market corporations, family-owned businesses, private equity groups and family offices through some of their most important decisions. Whether you're selling, buying, raising capital or planning for succession, our investment banking advisors have the deep M&A expertise you need to grow, evolve and exit on your terms.
Secure the value you created.
Our expert sell-side M&A advisory team will help you secure maximum return with a buyer who aligns with your vision and future plans.
Unlock valuable opportunities.
Charter’s trusted buy-side M&A advisors identify investment opportunities that drive value far beyond standard methods.
Fuel your growth.
Charter’s tailored capital raise strategies, innovative funding solutions and partnerships will help you take your business to the next level.
Position yourself for success.
With deep expertise in market valuations across a wide range of industries, we help your business build upon the value it has created.
Industries of focus
Business Services
The business services sector is drawing major attention in the M&A market, and our team is here to ensure exceptional outcomes for buyers and sellers alike.
Distribution
Our professionals understand the operational complexities, margin pressures and growth strategies unique to distribution-based businesses.
Furniture
Our furniture industry experts guide OEMs, component suppliers, dealers, national manufacturers and leading brands through buy, sell and capital raise transactions.
Manufacturing
With deep industry knowledge and relationships, we position manufacturing businesses for M&A transactions that deliver lasting success.
Financial Sponsors
Charter Capital’s tailored debt and equity solutions empower independent financial sponsors to reach transaction and growth goals with speed and certainty.
Recent Transactions
Investment
has made an investment into
has been acquired by
Stone House Bread
a portfolio company of
Investment
has made an investment into
has been acquired by
C&N Mechanical
a portfolio company of
Investment
has made an investment into
has been acquired by
DGD Foods, Inc.
a portfolio company of