An unwavering entrepreneurial spirit.

At Charter Capital, we’re committed to delivering lasting impact for our clients through our personalized investment banking advisory and flexible growth capital solutions. Our experienced, hands-on team brings integrity, excellence and an entrepreneurial mindset to every relationship.

Our M&A experts guide clients in multiple industries to achieve transaction success with strategic insight and senior-level attention, and our investment team is highly experienced in helping companies reach their business growth goals.

M&A Advisory

Since 1989, Charter Capital has led middle-market corporations, family-owned businesses, private equity groups and family offices through some of their most important decisions. Whether you're selling, buying, raising capital or planning for succession, our investment banking advisors have the deep M&A expertise you need to grow, evolve and exit on your terms.

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Capital Investing

Charter Growth Capital invests junior capital in lower middle market companies in the Great Lakes region to support growth, succession or recapitalization. We attain true partnership with our portfolio company management teams, sponsors and limited partners by approaching our endeavors with integrity, flexibility and cultivating a collaborative and fun approach to teamwork.

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