Charter Capital Partners Overview

  • Service
  • Investment Bank
  • Founded
  • 1989
Founded
  • Serviced Companies
  • 87
  • Serviced Deals
  • 91
  • Serviced Investors
  • 6

Charter Capital Partners General Information

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. Charter Capital 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.

Contact Information

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 (92)

Company Name Service Provided Deal Date Deal Type Deal Amount
Penz Products Advisor: General Dec 2021 00000 0000000
000000 000000 0000 Advisor: General Nov 2021 00000 0000000
000 0000 000000 00 Oct 2021 00000 0000000
000 000000000000 Advisor: General Jul 2021 00000 0000000
0000 00000000000 Advisor: General Apr 2021 00000 0000000
0000000 0000000 Advisor: General Apr 2021 00000 0000000
000000000 Apr 2021 00000 0000000
0000 0000000 Advisor: General Dec 2020 00000 0000000
Appalachian Cast Products Dec 2020 00000 0000000
Appalachian Cast Products Dec 2020 00000 0000000
You’re viewing 10 of 92 services to companies. Get the full list »
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Charter Capital Partners Services to Investors

Service on a Deal — Buy Side (11)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Keweenaw Financial Advisor: General Feb 2020 00000 0000000
000 0000 000000000 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
Crystal Flash Energy Advisor: General Dec 2012 00000 0000000
Crystal Flash Energy Advisor: General Sep 2012 00000 0000000
You’re viewing 10 of 11 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Jsj Advisor: Financial Due Diligence Nov 2019 00000 0000000
To view Charter Capital Partners’s complete services on a deal — sell side history, request access »

Charter Capital Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Charter Capital Partners Team (22)

Name Title Deals Office Contact
Info
John Kerschen President & Managing Partner 0 Grand Rapids, MI
Debbie Kolar Chief Operating Officer & Partner Grand Rapids, MI
Michael Brown Managing Director & Partner 00 Grand Rapids, MI
Hector Bultynck Managing Director 0 Grand Rapids, MI
Michael Palm Managing Director 0 Grand Rapids, MI
You’re viewing 5 of 22 team members. Get the full list »

Charter Capital Partners Board Members (5)

Name Representing Role Since
Bill Johnson Self Board Member 000 0000
G. Thomas Doyal Self Board Member 000 0000
Richard Witham Self Board Member 000 0000
You’re viewing 3 of 5 board members. Get the full list »