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Investment CriteriaPortfolio Companies

Driving results through Purposeful Criteria.

Charter Growth Capital invests junior capital to help businesses grow, support succession or recapitalize.

For Charter Growth Capital Fund II, we are building our portfolio based on the following investment criteria:

Target Profile

  • $1 million+ EBITDA
  • >7.5% EBITDA margins
  • Proven business model
  • Strong growth prospects
  • Great Lakes preference

‍Transaction Types‍

  • Growth
  • Succession
  • Recapitalizations
  • Buyouts
  • Independent sponsor deals

‍Capital Delivered

  • $2 million to $8 million
  • Non-senior debt including equity
  • Equity investments may be minority or majority