News & Insights
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Following mass shutdowns in 2020, the AIDC industry has experienced increased customer demand, driving business valuations to record highs. It is anticipated that with continued industry growth over the next several years, M&A activity will increase as new private equity firms enter the space and existing investors see to grow through acquisition.
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In our July 2021 edition of M&A Insights, Mike Welch shares five key gaps that investment bankers can close for business owners to help them optimize value in the sale of a company, including providing M&A expertise, crafting a value proposition, enhancing credibility, unburdening the owner, and creating competition.
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Deal activity appears to have stabilized after an unprecedented 2020, when many buyers paused acquisition strategies due to macroeconomic uncertainty. The global M&A market has rebounded at an extraordinary pace, including a record-setting Q4, signaling an outsized deal environment moving into 2021.
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Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, today announced that its client, ISG Technologies, has been acquired by Supply Chain Services, a portfolio company of Sole Source Capital. The acquisition adds to Supply Chain Services’ product portfolio and expands its geographic reach into Texas. Charter Capital Partners principals served as […]
Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, today announced that its client, DENTCO, a leading provider of outsourced exterior services management, has been acquired by Powerhouse, a provider of national construction services, facility maintenance, and rollouts. Powerhouse is owned by Lincolnshire Management, a middle-market focused North American private equity […]
Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, today announced that its client, Optical Phusion, Inc. (OPI), an industry leader in self-service kiosks, enterprise mobility, and wireless technology solutions, has been acquired by Sole Source Capital LLC, an industrial-focused private equity firm. Sole Source simultaneously acquired Peak-Ryzex and merged […]
Since launching in July 2019, the Charter Growth Capital Fund has made five investments and raised $31 million to make minority investments in growing, middle-market companies that need growth capital. The investments and activity to date validates John Kerschen’s view that there was an existing market gap and need for […]
