The Charter Group, Ltd.

The Charter Group, Ltd.

  • 99 Monroe Ave NW Ste 506
  • Grand Rapids, Michigan
  • 49503
  • Phone: (616) 235-3555
  • Fax: (616) 235-3568
  • Website

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Description

Founded in 1989, Charter is recognized as one of the Midwest’s premier investment banking advisory firms, with offices in Michigan and Indiana. We are uniquely positioned to successfully guide our clients through buy, sell and capital raise transactions for companies ranging from $10 million to $250 million in enterprise value.

After closing fundraising on its flagship fund to invest more than $15.1 million in early stage Michigan-based businesses, a Grand Rapids venture fund can now focus on building its investment portfolio and recording its first exit. The amount raised by the two-year-old Michigan Accelerator Fund I is 50 percent more than originally targeted, an indication of growing awareness among high-net worth individuals and institutional investors on the viability of venture investing in the marketplace, the fund’s Co-Managing Director Dale Grogan said.

Companies looking to acquire or merge with new businesses within the Midwest region are often directed to The Charter Group , a merger and acquisition firm with offices in Grand Rapids, Kalamazoo, and northern Indiana.

Exit planning means that you work, now, to make your company increasingly valuable --whether you plan to stay or leave. No matter your current departure intention, you must prepare your business for the day that your attitude or life circumstances change. One of the goals of exit planning is to position your business to carry on without you.

Consider just one facet of exit planning: strategic business planning. Ultimately, much of the value of your business is based the ability of others to replace you. If you are irreplaceable, then your business has little value to a third party and cannot be continued by insiders. For a business to have value in anyone's estimation, it must be able to thrive without you.

Fact sheet

Number of employees
5-9

Company contacts

  • Tom Williams
  • Manager

Products & services

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