Financial Institutions

Charter's financial institutions practice was established in partnership with Olejniczak Advisors, a financial consulting firm specializing in transaction advisory, business valuation and strategic consulting, based in Southeast Michigan. The combined expertise of the two firms gives clients access to knowledgeable advisors with vast experience in financial institution M&A and capital transactions. Charter’s knowledge and merger and acquisition advisory experience uniquely complements the well-developed expertise in the financial services industry offered by Olejniczak Advisors.

Charter and Olejniczak Advisors have been serving clients in the financial services industry for decades, and have advised transactions spanning community and regional banks, credit unions, de novo institutions, mortgage companies, specialty lenders, broker dealers, investment advisors and buy-side investment entities including family offices, private equity and hedge funds, structured finance companies and high net-worth individuals.