Charter Capital Partners

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Company Overview

Founded in 1989, Charter Capital Partners is an investment banking firm with multiple offices in the Midwest. Charter offers merger and acquisition advisory expertise in succession planning, business sale and acquisition, as well as business valuation and capital raise. Our firm was recently named one of the top 100 most referred middle-market advisory firms in the United States, according to a survey of 1,000 private equity firms, strategic acquirers, and family offices compiled by Axial, a network of middle market investors, advisors, and CEOs. In addition, Charter Private Capital Management is a Registered Investment Adviser (RIA), professionally managing venture capital and other privately invested funds. Our mission is to deliver superior investment banking services to business owners and investors throughout the complete business lifecycle. We accomplish this by providing a distinctive combination of personalized , hands-on attention and proven expertise in the creation of value.

Recent Awards

  • West Michigan’s 2025 Best and Brightest Companies To Work For®

  • West Michigan’s 2024 Best and Brightest Companies To Work For®

  • West Michigan’s 2023 Best and Brightest Companies To Work For®

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