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

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

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.

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

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

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

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.

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.

News & Insights

Read our latest M&A Publications

Technology and digital Services

Technology and Digital Services M&A Update – Q4 2021

M&A activity in the technology and digital services space has soared following the onset of the pandemic as technology firms have garnered significant attention from both private equity acquirers with large reserves of dry powder as well as global strategic acquirers. As we had anticipated, deal levels in our three key verticals caught a second […]

Read Now

M&A Industrial Services Industry Update – Q4 2021

The number of industrial services transactions in a quarter rose to a new highwater mark in Q4 2021, with 69 transactions. The increase in transaction count was driven primarily by add-on acquisitions, with 43 acquisitions from private equity-backed buyers. We also observed a rise in M&A activity within the security, specialized equipment maintenance, and janitorial […]

Read Now
Human Capital Industry Update Q4 2021

Human Capital Industry Update – Q4 2021

The fourth quarter of 2021 closed out what was an exceptionally strong year for human capital M&A activity. After deal activity plummeted by ~50% as a result of the COVID-19 pandemic in early 2020, activity has recovered to pre-pandemic levels.

Read Now

In the Media

Tramec Sloan Acquires Penz Products, LLC.

January 11, 2022

Tramec Sloan, a division of Tramec, LLC, announced the acquisition of Penz Products, Inc. on December 31, 2021, bringing together two established US manufacturers to broaden and strengthen manufacturing capabilities. Penz Products is a diverse manufacturer, located in Mishawaka, Indiana, serving a variety of markets, principally commercial vehicles. It was […]

Modern Dental Care acquired by Dental Care Alliance

November 12, 2021

Dental Care Alliance (DCA) proudly announces the addition of Modern Dental Care, a multi-location general dentistry group in Wisconsin, to its growing family of allied practices. With 14 unique brands, the Modern Dental Care team embraces the doctor-patient relationship – one where the doctors are committed to providing compassionate patient […]

Smart Label Solutions Acquired by Barcodes, Inc.

October 28, 2021

Smart Label Solutions has been acquired by Barcodes, Inc. Smart Label Solutions, a process engineering and Radio Frequency Identification (RFID) solutions company founded in 2005, provides solutions to automate and optimize the supply chain for a wide range of industries. SLS manufactures and integrates RFID solutions, combining the right RFID […]

ISG Technologies Acquired by Supply Chain Services

July 8, 2021

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 […]

Connect

  • This field is for validation purposes and should be left unchanged.
Scroll to Top