Investment Banking Overview

Founded in 1989, Charter Capital Partners is an investment banking firm serving the middle market. We offer merger and acquisition advisory expertise in business sale and acquisition, capital raise, business valuation and succession planning. Our goal is to deliver superior investment banking services to business owners throughout the complete business lifecycle. We help corporations, family-owned businesses, private equity groups and family offices optimize transitions from acquisition through growth to eventual sale.

Charter was recently named one of the top 100 most referred middle-market advisory firms in the US, according to a survey of 1,000 private equity firms, strategic acquirers, and family offices compiled by Axial, a network of middle market investors, advisors, and CEOs.