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 […]

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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 […]

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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.

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In the Media

Venture Fund managed by The Charter Group named Deal of the Year

September 23, 2010

September 23, 2010 – Business Review West Michigan Business Review West Michigan named the new Michigan Accelerator Fund I the 2010 Deal of the Year in West Michigan. Randy Thelen, president of Lakeshore Advantage in Holland-Zeeland has been named the Dealmaker of the Year for the region. Both will be […]

The Charter Group principals to manage $10 Million venture capital fund

August 16, 2010

August 16, 2010 – Mlive The formation of a $10 million venture fund in Grand Rapids reflects a united push to fill a critical void in local economic development efforts. Organizers of Michigan Accelerator Fund I have a solid roster of supporters and partners from across the Grand Rapids business community […]

New funds would seek to create more venture investors in Michigan

March 4, 2010

March 4, 2010 – Business Review West Michigan A group of West Michigan-based investors will likely submit a proposal to a fund the state is forming to support startup businesses and spur a new generation of home-grown venture capitalists. The Michigan Economic Development Corp. hopes the so-called “accelerator funds” can […]

The Charter Group opens Indiana office

January 22, 2010

January 22, 2010 – Mlive Grand Rapids-based mergers and acquisitions firm The Charter Group has opened an office in Mishawaka, Indiana. The new location enables The Charter Group to better serve the northern Indiana and southern Michigan markets — areas where the firm says it’s seeing growth. They also are […]

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