The guidance of the Charter team was instrumental to the success of this transaction. They worked hard to make sure we made it to the finish line, even in the middle of a pandemic, so I am truly grateful for their expertise.

DAVE GREEN, CEO, SUPPLY CHAIN SERVICES – ACQUIRED BY SOLE SOURCE CAPITAL

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Dentco Acquired by Powerhouse

Charter was instrumental in ensuring that we reached a successful outcome in the acquisition of Dentco by Powerhouse, a leader in commercial construction and maintenance. The Charter team’s high-touch approach and guidance throughout the process proved integral in ensuring that we achieved our goals.

GREG DENT, CHAIRMAN OF THE BOARD, DENTCO

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Informs Acquired by Barcodes Inc.

The first time Dan and I met the Charter team I could tell they were the partners for us. They had an energy level, commitment, and understanding of the business that was core to Informs legacy and have truly been our partner through this entire process. Thank you, Charter.

DAVE HOCKSTRA, FORMER COO, INFORMS – ACQUIRED BY BARCODES, INC.

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ISG Acquired by Supply Chain Services

After six great years of building, reshaping, and energizing ISG’s enterprise mobility solutions for our customers, we found a terrific partner, Supply Chain Services and Sole Source Capital, to take the company to the next level. Charter Capital Partners did a fabulous job guiding us through the process. The future is bright!

BEN CRONIN, CEO, ISG TECHNOLOGIES

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ISG Acquired by Supply Chain Services

We look forward to partnering with Asgard as we embark on an exciting new chapter of our story. We can't thank the Charter team enough. Their guidance throughout the entire process was invaluable, and their level of professionalism is second to none.

MATT ISARD, PRESIDENT, ANGSTROM – ACQUIRED BY ASGARD PARTNERS

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ISG Acquired by Supply Chain Services

Charter Growth Capital Fund was the ideal financial partner in this acquisition and will be invaluable as we work to build the company. We see a considerable opportunity for growth and are excited to partner with Charter and the All Star team to pursue those opportunities together.

SEAN ROBERTS, FOUNDER, HIGHGROVE COMPANIES – ACQUIRER OF ALL STAR DRIVER EDUCATION

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In operation since 1989, Charter Capital Partners is a leading merchant bank and Registered Investment Adviser serving the lower middle market from our headquarters in Grand Rapids, Michigan.

Investment Banking

Our team helps corporations, family-owned businesses, private equity groups and family offices optimize transitions from acquisition through growth to eventual sale. Our expertise includes business sale and acquisition, capital raise, financial advisory, succession planning, and business valuation services.

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Private Capital Investing

As a Registered Investment Adviser, we apply our expertise to invest in companies, to develop VC and PE funds with specific mandates, to launch and manage funds on behalf of other firms, and to provide portfolio assessment services to family offices and institutions.

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News & Insights

Read our latest M&A Publications

Technology and Digital Services Industry Update – Q3 2021

While the long-tail echo of the pandemic has adversely affected many industries, large incumbents have competed with record levels of private equity dry powder to acquire smaller but promising IT services businesses. Although M&A activity seems as though it has reached a peak, we believe there is still room for deal counts and multiples to […]

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Middle Market Private Equity M&A Trends – Q3 2021

Middle market private equity M&A continued at a record pace in Q3, notching more than 2,000 deals with an aggregate value of $297 billion. With more than 6,000 deals completed YTD this officially marks an all-time high.

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Automatic Identification and Data Capture Industry Update – Q3 2021

The AIDC Industry had a strong Q3, with private equity interest remaining high. At its current growth rate the industry is expected to surpass $103 billion in market value by 2027.

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In the Media

Inflation, interest rates, global conflict complicate M&A outlook

March 29, 2022

After an active dealmaking year in 2021 that was fueled by private equity, the M&A outlook for 2022 is slightly more clouded as inflation grows to 40-year highs, the Federal Reserve begins bumping up interest rates and Russia’s invasion of Ukraine disrupts financial markets. Still, business executives and M&A experts […]

M&A Awards: ‘Finding the right buyer’ is mission critical for Charter Capital’s Streekstra

February 28, 2022

Born and raised in West Michigan, Mark Streekstra returned to Grand Rapids in 2019 to join investment banking firm Charter Capital Partners after working deals for nearly 12 years in Chicago at a multinational company.  In less than three years back on his home turf, Streekstra has been promoted to managing director while growing the firm’s investment banking group and providing […]

M&A: Spike in gardening interest spurred MasterTag sale

February 28, 2022

Facing a surge in demand for its products over the last couple of years, Rick Hughes saw a need to significantly expand his business. Hughes’ Montague-based MasterTag Inc. exclusively supplies the horticulture industry with printed labels and tags for plants. As more people took to their gardens during the COVID-19 pandemic, sales at greenhouse and […]

Advanced Service Solutions Acquired by Powerhouse

February 23, 2022

Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, announced that its client, Advanced Service Solutions (Advanced), a portfolio company of BHMS Investments, LP (BHMS) has been acquired by Powerhouse Retail Services, LLC (Powerhouse), a portfolio company of Lincolnshire Management, Inc. (Lincolnshire). Founded by Jeff Tunis in 2007 and based […]

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