Advisory
Industry expertise that moves your business forward.
Charter Capital offers a unique blend of expertise that enables our team to deftly navigate both vertical and horizontal aspects of our clients’ businesses.
Supplementing our deep understanding of middle market M&A, our team members have developed keen insights into the unique needs and requirements of companies in five targeted industries.
Supplementing our deep understanding of middle market M&A, our team members have developed keen insights into the unique needs and requirements of companies in five targeted industries.
Industries
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
featured portfolio companies
DGD Foods, Inc.
DGD Foods is dedicated to helping customers source the best food products, representing best-in-class food manufacturers with innovative and high-quality offerings. Their expertise lies in understanding customer needs within the convenience store channel.
Charthouse Holdings
Charthouse Holdings is an agile and diversified platform of asset-light transportation and logistics companies that offer customized solutions to its customers. They provide their partner companies with strategic support while embracing their legacy, culture, and what makes them unique.
C&N Mechanical, Inc.
HVAC and plumbing services focused on retrofit and maintenance needs of multifamily and commercial customers. Known for quality, reliability, and technical know-how, C&N is well-positioned to scale regionally and continue growing alongside its long-term customers.