Why Charter?

No matter where you want to go, Charter Capital Partners is driven to help you go faster and farther on your journey. In operation since 1989, we are a leading investment banking firm serving the middle market from multiple offices in the Midwest. Our client-focused, collaborative approach enables us to deftly navigate towards your goal.

Achieve more

Charter serves middle market companies, delivering solutions across the continuum of capital. We support clients with services ranging from capital raises for start-ups, acquisition and growth capital; to business valuation, exit planning and business sale. Our firm is structured based on a high-touch model so that clients deal with senior members of the team throughout the process.

We've built our firm on strong relationships within the legal, banking, and investor communities. We connect our clients to the right people at the right time. 

Our experience is your asset

Time and again, we've helped business owners, private equity groups and early stage companies meet or exceed their capital goals by leveraging our scope of knowledge and experience. We provide information on emerging trends and developments that may impact our clients’ investment goals. Our team members are skilled in fields ranging from accounting, banking, and financial services, to health sciences, manufacturing, distribution, office furniture, energy, and more. This industry-spanning expertise enables us to skillfully navigate the different aspects of our clients’ businesses. 

Licensures reflect commitment

Working with a securities licensed advisor is an imperative regardless of transaction type. Multiple Charter Capital Partners professionals have attained key FINRA securities registrations, is well as the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts. FINRA securities registrations held by members of the Charter team include the Series 7, 62, 63, 65, 79 and 82. These licensures reflect the firm's dedication to providing high quality and professional capital advisory services, and demonstrate our commitment to clients in terms of reporting responsibilities and regulatory compliance.

We take care of the details

While the focus of a company's ownership is on driving financial or operational value in the business, the key to a successful process is often found in the details keeping the transaction on the path towards closing. Whether delving deeply into research and analysis or making a fine point during the negotiation process, we ensure that every detail leads to a positive outcome for our clients.