Profile
Charter Capital Partners is a private equity investor based in Grand Rapids, Michigan. Established over 30 years ago, the firm leverages its experience in investing, operating, and advisory roles to support lower middle market companies through critical growth stages. Its team collaborates with business owners, management teams, and independent sponsors to create long-term value, emphasizing trust, alignment, and a shared vision for growth.
The firm specializes in providing junior capital to lower middle market businesses throughout the Great Lakes region. Charter Capital offers flexible debt and equity solutions tailored to each company's objectives, whether for growth initiatives, succession planning, or recapitalizations. Charter Growth Capital Fund II, their latest fund, managed assets worth $111M. The firm does not explicitly state its LPs or strategic partners.
Notable investments include DGD Foods - a convenience store channel expert, Charthouse Holdings - a logistics platform, and C&N Mechanical - HVAC and plumbing services provider. The firm's focus is on infrastructure and long-term partnerships with management teams to drive company success.
Industry
Charter Capital Partners Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Charter Growth Capital Fund II
|
Private Equity (PE)
|
Business Services (B2B)
Healthcare Services
Industrial
Construction
Consumer Products
Food and Beverage
Retail
Transportation
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$111 M
|
March 2025
|
Contacts
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