M&A advisers
Charter Capital Partners, established in 1989, is a prominent investment banking firm based in the Midwest, with offices in Michigan. The firm caters to middle market companies, offering a wide range of advisory services, including capital raising for start-ups, acquisition and growth capital, business valuation, exit planning, and business sales.
The firm's deal team boasts expertise gained from working at national investment banks, regional and international CPA firms, family-owned businesses, family offices, regional commercial banks, and merger and acquisition firms. Over the past three decades, they have completed numerous transactions and valuation matters.
Key professionals at Charter Capital Partners hold crucial FINRA registrations and valuation credentials. They 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 certifications underscore the firm's commitment to delivering high-quality capital advisory services and adhering to regulatory compliance.
Securities are provided through M&A Securities Group, Inc., a distinct entity from Charter Capital Partners and a member of FINRA/SIPC. As of their latest update, Charter Capital Partners employs 26 staff members and reports annual revenues of $20 million.
