Charter Capital Partners Overview
- Service
-
Investment Bank
- Year Founded
-
1989
- Employees
-
21
- Serviced Companies
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108
- Serviced Deals
-
112
- Serviced Investors
-
7
Charter Capital Partners General Information
Description
Founded in 1989, Charter Capital Partners is a leading investment bank and Registered Investment Advisor serving the lower middle market from its headquarters in Grand Rapids, Michigan. The firm helps provide business sale and acquisition, capital raise, financial advisory, succession planning, and business valuation services primarily to the distribution, furniture, food & beverage, metals manufacturing, industrial services, and technology & digital services industries.
Contact Information
Website
www.chartercapitalpartners.comYear Founded
Corporate Office
- 140 Monroe Center North-West
- Suite 300
- Grand Rapids, MI 49503
- United States
Charter Capital Partners Services to Companies
Service on a Deal (112)
Charter Capital Partners has provided services on 112 deals. It last acted as a general advisor to Superior Investigative Services on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Superior Investigative Services | Advisor: General | Oct 2024 | ||
| Mol Belting Systems | Advisor: General | Jun 2024 | ||
| Funk Brewing | Advisor: General | Apr 2024 | ||
| Unicoa Industrial Supply | Advisor: General | Apr 2024 | ||
| Richwood Industries | Advisor: General | Apr 2024 | ||
| Merrill Technologies Group | Advisor: General | Jan 2024 | ||
| John A. Van Den Bosch | Advisor: General | Dec 2023 | ||
| Devana Solutions | Advisor: General | Jul 2023 | ||
| Ikon |EFS | Advisor: General | Jun 2023 | ||
| Procensis | Advisor: General | Apr 2023 |
Charter Capital Partners Services to Investors
Service on a Deal — Buy Side (15)
Charter Capital Partners has provided buy side services on 15 deals. It last acted as a general advisor to Superior National Bank on a made for . The deal was made in 2020.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Superior National Bank | Advisor: General | Feb 2020 | ||
| Gun Lake Investments | Advisor: General | Dec 2017 | ||
| Crystal Flash Energy | Advisor: General | Mar 2017 | ||
| Crystal Flash Energy | Advisor: General | Jan 2017 | ||
| Fleet Engineers | Advisor: General | Jan 2016 | ||
| Crystal Flash Energy | Advisor: General | Feb 2014 | ||
| Crystal Flash Energy | Advisor: General | Feb 2014 | ||
| Crystal Flash Energy | Advisor: General | Feb 2014 | ||
| Sauder Woodworking | Advisor: General | Feb 2014 | ||
| Crystal Flash Energy | Advisor: General | Nov 2013 |
Service on a Deal — Sell Side (1)
Charter Capital Partners has provided sell side services on 1 deal. It last acted as a financial due diligence advisor to Jsj on a . The deal was made in 2019.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Jsj | Advisor: Financial Due Diligence | Nov 2019 |
Charter Capital Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Charter Capital Partners FAQs
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When was Charter Capital Partners founded?
Charter Capital Partners was founded in 1989.
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Where is Charter Capital Partners headquartered?
Charter Capital Partners is headquartered in Grand Rapids, MI.
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What is the size of Charter Capital Partners?
Charter Capital Partners total number of employees/professionals is 21.
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What service provider type is Charter Capital Partners?
Charter Capital Partners's service provider type is Investment Bank.
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