Charter Capital Partners has established itself as a leading investment banking firm in the Midwest since 1989. Based in Michigan, this privately held firm provides comprehensive financial solutions to middle market companies navigating the complexities of capital and business growth. With decades of experience, Charter Capital Partners delivers expert advisory services across the full spectrum of capital needs, making them a trusted partner for businesses seeking strategic financial guidance.
The firm’s expertise spans a wide array of critical services designed to support businesses at every stage of their lifecycle. For startups and growing companies, Charter Capital Partners facilitates capital raises to fuel expansion and innovation. They also specialize in acquisition strategies, helping businesses identify and secure growth opportunities through mergers and acquisitions. Furthermore, their proficiency in business valuation, exit planning, and business sales ensures clients are well-prepared for future transitions and maximizing value.
The team at Charter Capital Partners distinguishes itself through extensive professional backgrounds that encompass national investment banks, CPA firms, family-owned businesses, family offices, commercial banks, and M&A specialists. This diverse experience base allows them to provide nuanced and effective solutions tailored to each client’s unique circumstances. Charter Capital Partners professionals hold key FINRA registrations and valuation credentials, underscoring their commitment to the highest standards of expertise and regulatory compliance.
Accreditation and affiliations further solidify Charter Capital Partners’ position as a reputable and trustworthy firm. Their experts are members of esteemed organizations such as the American Society of Appraisers (ASA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Certified Valuators and Analysts (NACVA). These credentials reflect the firm’s dedication to providing top-tier capital advisory services while adhering to strict regulatory guidelines. Securities are offered through M&A Securities Group, Inc., Member FINRA/SIPC, an entity separate from Charter Capital Partners.
For middle market companies in the Midwest seeking sophisticated and reliable investment banking services, Charter Capital Partners offers a proven track record, deep industry knowledge, and a client-centric approach. Their comprehensive suite of services and commitment to excellence make them an ideal partner for achieving sustainable growth and maximizing business value.
