Charter Capital Partners 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 special needs and requirements of companies in seven targeted industries.
Charter is a leader in the Automatic Identification and Data Capture (AIDC) and Radio Frequency and Identification (RFID) markets, having successfully closed four transactions in the past two years. Our AIDC industry team is uniquely positioned with a combination of industry-specific knowledge and M&A market access, offering keen insights into the unique needs and requirements of middle-market companies operating in the industry.
Charter has served the office and contract furniture industry for more than 30 years, closing transactions spanning OEMs, component suppliers, dealers, national manufacturers, and leading brands. In 2013, Charter launched a dedicated furniture practice, leveraging deep investment banking knowledge, furniture industry understanding, and key industry relationships to generate successful outcomes for clients across the spectrum of the furniture industry.
The Charter team has significant experience advising healthcare businesses across a variety of end markets. As the industry continues to evolve, so does Charter. Leveraging our deep industry knowledge and previous transaction experience, we provide our clients with real-time healthcare industry data, strategic financial solutions, and merger and acquisition advisory services.
As one of the few investment banking firms with a dedicated human capital practice, Charter has a compelling edge in directing businesses through buy, sell, and capital raise transactions. The human capital team at Charter leverages a proven track record, knowledge of active buyers and sellers, and awareness of human capital market dynamics to help facilitate the best outcome for businesses operating in the industry.
Charter’s industrial services practice team provides industry- and company-specific transactional, operational, and technical expertise to our clients during their most important transactions. Our senior-level involvement, relationships with leading strategic and private equity firms, and knowledge of latest market trends have repeatedly driven outsized outcomes for our clients.
Charter’s manufacturing and industrial M&A industry team has significant transaction experience across a variety of subsegments and has advised numerous clients through successful transitions. Our experience allows us to provide advisory services tailored specifically to our clients, their goals in a transaction, and position the business to achieve those goals.
In the vast and ever-changing world of technology, it can be increasingly difficult for business owners to understand where they fit in. Combine that with the complexities of selling a company in today’s M&A market, and it’s challenging to imagine a scenario of success without help. Our technology and digital services team provides clients with a combination of M&A expertise and a long tenure serving clients in the tech industry.