Charter prides itself on its extensive network and buy-side investment banking experience. Our clients acquire companies for many reasons, whether they want to build a portfolio, expand into new markets or geography, or achieve growth goals.
We support our clients by identifying investment opportunities that drive value far beyond standard methods. By leveraging our knowledge in the mergers and acquisitions market and by utilizing a variety of exclusive research methods, Charter has the toolkit to get the job done.
- Experience: Your personal advisory team has a combined 40+ years of experience, executing buy side and sell side transactions in the middle market, throughout various industries.
- Exposure: Through our capital management work, Charter is a recurring buyer and investor in private companies ourselves, so we have a first-hand perspective on the needs of owners and firms interested in pursuing an acquisition strategy.
- Attention: Our robust team structure ensures our clients access to the Charter team wherever and whenever they need it.
- End to End Support: Charter’s expertise and experience spans the entire buy-side process. From target identification through integration, Charter has developed processes and tools to ensure efficiency and visibility throughout.
As interested sellers are identified, our team will analyze the target’s financials, prepare valuations, and arrange for site visits. Once we've found the ideal match, we’ll structure a deal that optimizes your position and see the process through to a successful closing. A typical process includes:
Develop the M&A strategy and thesis
Identify, screen, and initiate discussions with target
LOI and structuring
Successfully close the transaction
Announcement and integration
For some clients, we repeat this process multiple times per year, with one or more targets simultaneously in process at different transaction phases. We deftly manage the process so that owners are involved both as much and as little as needed. We shoulder the burden of the transaction details, so our clients can stay focused on their existing operations.