Charter Capital Partners

Investor type

PE

Founded

1989

AUM

$111 M

Location

Grand Rapids, Michigan, United States

$10-50 m

Investment Ticket

3-5 years

Investment Horizon

Series A, Series B, Late Stage (Series C+)

Investment Stage

IPO, M&A, Recapitalization, MBO, Private Sales, Strategic sales

Exit Strategy

Profile

In operation since 1989, Charter Capital Partners is recognized as one of the Midwest’s premier investment banking firms, with offices in Michigan. We support middle market companies with solutions covering the full continuum of capital. Our advisory services range from capital raise for start-ups, acquisition and growth capital; to business valuation, exit planning and business sale.

The professional experience of our deal team encompasses national investment banks, regional and international CPA firms, family owned businesses, family offices, regional commercial banks, and merger and acquisition firms. In the past 30 + years, the combined expertise of our team members has spanned thousands of transaction and valuation matters.

In addition, multiple Charter professionals have earned key FINRA registrations and valuation credentials. Our accredited experts are members of the American Society of Appraisers (ASA), the American Institute of Certified Public Accounts (AICPA) and the National Association of Certified Valuators and Analysts (NACVA). These licensures and certifications reflect the firm’s dedication to providing high quality capital advisory services, and strict commitment to regulatory compliance.

Industry

Business Services (B2B) Consumer Products Financial Services Fintech Healthcare Services Industrial Retail Software Technology Energy

Region of investment

North America

Charter Capital Partners Funds

Name Type
Questionare
Industry
Questionare
Stage
Questionare
Region
Size AUM Launch date
Charter Growth Capital Fund II
Private Equity (PE)
Business Services (B2B)
Healthcare Services
Industrial
Series B
Late Stage (Series C+)
North America
$5-10 m
$111 M
March 2025

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