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Investment Banking Solutions

Charter Capital Partners delivers meaningful value to our clients through premier, personalized investment banking advisory services provided by an experienced, hands-on team. We strive to exceed client expectations via an underpinning of integrity in all our endeavors, excellence in all that we do, and an unwavering entrepreneurial spirit.

News & Insights

Read our latest M&A Publications

Purchase Price Considerations

In the world of Mergers and Acquisitions (M&A), where a business owner seeks to sell a majority or all of their ownership to an acquirer, the structure of the purchase price plays a pivotal role. Understanding the various alternatives for purchase price consideration and their implications is crucial for achieving optimal results in a business […]

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Technology and Digital Services – Q4 2023

In Q4 2023, the number of closed deals in the sector experienced a slight decrease of 5.6%, totaling 339 deals compared to 358 in Q3 2023. Despite this decline, the median multiple in the sector remained relatively consistent with the previous quarter. Notably, both median EV/EBITDA multiples and deal volume have largely reverted to and […]

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Industrial Services Update – Q4 2023

In Q4 2023, industrial services transaction count increased 10% quarter-over-quarter, adding to a quarter-over-quarter increase of 37% in Q3 2023. Comparing CY 2023 to CY 2022, transaction count increased 17% in 2023. This trend is in stark contrast to the broader M&A market, which has been trending down and to the right over the last […]

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In the Media

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Recently Closed Transactions

Testimonials

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

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

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.

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

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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