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Charter Capital Partners company logo
Investment Bank
FINANCE | Investment Banking
chartercapitalpartners.com

Investments

16

Portfolio Exits

2

Funds

7

About Charter Capital Partners

Charter serves middle market companies, delivering solutions across the continuum of capital. In operation since 1989, Charter is an investment banking firm serving the middle market from multiple offices in the Midwest.

Headquarters Location

140 Monroe Center NW, Ste 300

Grand Rapids, Michigan, 49503,

United States

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Latest Charter Capital Partners News

Merrill Technologies Group Acquired by Arlington Capital Partners

Jan 29, 2024

GRAND RAPIDS, Mich., Jan. 29, 2024 /PRNewswire/ -- Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, announced that its client, Merrill Technologies Group, has been acquired by Arlington Capital Partners, a Washington, D.C.-area private equity firm. The transaction...

Charter Capital Partners Investments

16 Investments

Charter Capital Partners has made 16 investments. Their latest investment was in Lambert as part of their Unattributed on February 10, 2022.

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Charter Capital Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/10/2022

Unattributed

Lambert

Yes

1

1/20/2021

Unattributed

Premier Engineered Products

Yes

1

12/11/2019

Recap

All Star Driver Education

Yes

2

10/2/2019

Unattributed

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10

1/14/2019

Series C - II

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$99M

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10

Date

2/10/2022

1/20/2021

12/11/2019

10/2/2019

1/14/2019

Round

Unattributed

Unattributed

Recap

Unattributed

Series C - II

Company

Lambert

Premier Engineered Products

All Star Driver Education

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Amount

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

1

2

10

10

Charter Capital Partners Portfolio Exits

2 Portfolio Exits

Charter Capital Partners has 2 portfolio exits. Their latest portfolio exit was Trapelo Health on March 24, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

3/24/2021

Acquired

$99M

5

3/11/2021

Acquired

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$99M

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10

Date

3/24/2021

3/11/2021

Exit

Acquired

Acquired

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

5

10

Charter Capital Partners Acquisitions

1 Acquisition

Charter Capital Partners acquired 1 company. Their latest acquisition was Traverse City Products on March 10, 2020.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/10/2020

Debt

$99M

$0.68M

Acquired

2

Date

3/10/2020

Investment Stage

Debt

Companies

Valuation

$99M

Total Funding

$0.68M

Note

Acquired

Sources

2

Charter Capital Partners Fund History

7 Fund Histories

Charter Capital Partners has 7 funds, including Charter-Papa's Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

9/25/2020

Charter-Papa's Fund

$1.33M

1

2/27/2020

Charter-HN Spirits Fund

$99M

10

8/28/2019

Charter-Vestaron

$99M

10

8/5/2019

Charter Growth Capital Fund

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$99M

10

1/7/2019

Charter-ASI 2

$99M

10

Closing Date

9/25/2020

2/27/2020

8/28/2019

8/5/2019

1/7/2019

Fund

Charter-Papa's Fund

Charter-HN Spirits Fund

Charter-Vestaron

Charter Growth Capital Fund

Charter-ASI 2

Fund Type

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Status

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Amount

$1.33M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

Charter Capital Partners Team

4 Team Members

Charter Capital Partners has 4 team members, including current Chief Operating Officer, Deborah Kolar.

Name

Work History

Title

Status

Deborah Kolar

Chief Operating Officer

Current

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Name

Deborah Kolar

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Work History

Title

Chief Operating Officer

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Status

Current

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