Charter Capital Partners Overview
- Service
- Investment Bank
- Founded
- 1989
- 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
Website
www.chartercapitalpartners.com
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 |
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 |
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 |
Charter Capital Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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Request a free trialCharter Capital Partners Team (22)
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 |