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Charter Capital Partners

Charter Capital Partners
I-BANK SERVICE
1989 FOUNDED
70 SERVICED COMPANIES
72 SERVICED DEALS
4 SERVICED INVESTORS
Description

Charter Capital Partners is an investment banking firm founded in 1989 and headquartered in Grand Rapids, Michigan. The firm serves middle market clients primarily in the office furniture, life sciences, financial institutions and energy sectors. It supports clients with services ranging from capital raises for start-ups, acquisition and growth capital to business valuation, exit planning, and business sale. Additionally, the firm also manages venture capital and other private investment funds.

Formerly Known As
The Charter Group
Year Founded
1989
Service Provider Type
Investment Bank
Primary Office
  • 140 Monroe Center North West
  • Suite 300
  • Grand Rapids, MI 49503
  • United States

+1 (616) 000-0000

Charter Capital Partners Services to Companies

Service on a Deal (72)

Company Name Service Provided Deal Date Deal Type Deal Amount
Keystone Solutions Group Oct 2019 00000 0000000
0000000 Advisor: General Jun 2019 00000 0000000
00000000 000000000 Advisor: General May 2019 00000 0000000
0000000 0000000000 Advisor: General Aug 2018 00000 0000000
00000 000000 (0000 Advisor: General Jul 2018 00000 0000000
00000 000000000 Advisor: General Jun 2018 00000 0000000
0000000000 0000000 Advisor: General Jan 2018 00000 0000000
000000000 Advisor: General Jan 2018 00000 0000000
TradeTech Alpha Advisor: General Oct 2017 00000 0000000
Underground Pipe & Valve Advisor: General Nov 2016 00000 0000000
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Charter Capital Partners Services to Investors

Service on a Deal — Buy Side (10)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Gun Lake Investments Advisor: General Dec 2017 00000 0000000
0000000 00000 0000 Advisor: General Mar 2017 00000 0000000
0000000 00000 0000 Advisor: General Jan 2017 00000 0000000
00000 000000000 Advisor: General Jan 2016 00000 0000000
0000000 00000 0000 Advisor: General Nov 2013 00000 0000000
0000000 00000 0000 Advisor: General Jul 2013 00000 0000000
000000000 0000000 Advisor: General Jun 2013 00000 0000000
0000000 00000 0000 Advisor: General Dec 2012 00000 0000000
Crystal Flash Energy Advisor: General Sep 2012 00000 0000000
Crystal Flash Energy Advisor: General Jan 2012 00000 0000000
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Charter Capital Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Charter Capital Partners Subsidiaries (1)

Company Name Industry Location Founded
00000000 000000000 Venture Capital Grand Rapids, MI 0000
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Charter Capital Partners Team (20)

Name Title Deals Office Contact
Info
John Kerschen President & Managing Partner 0 Grand Rapids, MI
Debbie Kolar Chief Operating Officer Grand Rapids, MI
Dale Grogan Managing Director 00 Grand Rapids, MI
Hector Bultynck Managing Director Grand Rapids, MI
Michael Brown Managing Director 0 Grand Rapids, MI

9 Former Team Members

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Charter Capital Partners Board Members (5)

Name Representing Role Since Contact
Info
Bill Johnson Self Board Member 000 0000
Craig Hall Michigan Accelerator Fund 1 Board Member 000 0000
G. Thomas Doyal Self Board Member 000 0000
Richard Witham Self Board Member 000 0000

1 Former Board Member

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