Capital Raise

Building Momentum

Pursuing strategic objectives such as facility expansions, new product development, acquisitions, ownership transitions and buyouts, and recapitalizations can often significantly better a business long-term, but require substantial capital. In addition, it can be challenging for privately held businesses to access private capital markets without an advisor.

The Charter team regularly assists our clients in raising capital – including bank debt, mezzanine debt, and multiple forms of equity. We are adept at identifying the best combination of funding for our clients' goals and objectives. Although Charter tailors all capital raise processes on a client-by-client basis, a representative standard process is as follows:

  1. Analyze the business, including its strategy, financials, and other qualitative factors

  2. Determine an optimal capital structure in conjunction with the company

  3. Develop a private placement memorandum (PPM) highlighting the primary investment merits of the company

  4. Target, contact, and secure term sheets from potential investors

  5. Assist the company in negotiations, final documentation, and closing

Our team is in daily contact with private, institutional, and corporate investors, so we can identify prospective investors, and connect our clients with the right capital sources. Principals of Charter Capital Partners have assisted in raising more than $100 million in investment capital, leveraging an additional $200 million beyond that.

Recent Capital Raise Transactions


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