Company Performance Metrics
John Kerschen: Managing Director
Dale Grogan: Managing DirectorPast Role: Michigan Accelerator Fund I, Managing Director
Founded in 1989, Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. Charter offers a comprehensive range of investment banking and private capital investing advisory services, including buy-side and sell-side M&A, succession planning, business valuation and capital raise. Charter Private
Capital Management is a Registered Investment Adviser (RIA), professionally managing numerous venture capital funds and private investment vehicles.
Charter was recently named one of the top 100 most referred middle-market advisory firms in the US, 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. Our mission is to deliver superior professional guidance to both business owners and investors throughout the complete business lifecycle.
