Charter Growth Capital

What Charter Growth Capital does

Charter Growth Capital is a privately held investment firm headquartered in Grand Rapids, Michigan, that invests junior capital into lower middle market companies across the Great Lakes region. The firm structures flexible combinations of debt and equity to support growth initiatives, ownership succession, and recapitalizations for companies primarily in Business Services, Distribution, Furniture, Manufacturing, and Financial Sponsors-adjacent industries. Its disclosed portfolio includes DGD Foods (food and beverage distribution), Charthouse Holdings (asset-light transportation and logistics), and C&N Mechanical (HVAC and plumbing services).

Operating under the Charter Capital Partners brand, the firm runs a dual-platform model that pairs junior capital investing with a full advisory practice covering Sell-Side M&A, Buy-Side M&A, Capital Raise, and Valuation services. The investment approach emphasizes partnership with portfolio company management teams and sponsors rather than purely transactional deal-making, and capital is sourced and deployed through direct relationships, referrals, and financial sponsor introductions within the regional lower middle market ecosystem.

The firm is small, with 1-10 employees based out of a single Grand Rapids office, and generates revenue through investment returns on portfolio positions (interest income and equity appreciation) and transaction fees from advisory engagements. Pricing and fund economics are not publicly disclosed, and deal terms are negotiated bilaterally with each portfolio company or counterparty.

Name

Charter Growth Capital

Legal name

Charter Capital Partners

Website

https://chartergrowthcapital.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Charter Growth Capital is a Grand Rapids-based private investment firm providing junior capital (debt and equity) to lower middle market companies in the Great Lakes region for growth, succession, and recapitalization, complemented by M&A advisory and capital raise services under Charter Capital Partners.

Ownership category

akta.pro rank

Product category

Private Equity & Investment Advisory

NAICS

Other Financial Investment Activities (5239), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Middle-Market Lending (FSANADAI)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Junior capital investing
• Middle market private equity
• Growth capital financing
• Mergers acquisitions advisory
• Business valuation services

Headquarters

HQ city

Grand Rapids

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Returns: Charter Growth Capital generates returns through junior capital investments in lower middle market companies, including both debt and equity positions. Revenue is derived from interest income on debt instruments and equity appreciation on portfolio investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Charter Growth Capital invests junior capital in lower middle market companies in the Great Lakes region to support growth, succession, or recapitalization, providing a flexible mix of debt and equity tailored to each company's goals. The firm pairs its investing activities with advisory services covering Sell-Side M&A, Buy-Side M&A, Capital Raise, and Valuation for the same client base.

Product overview

Charter Growth Capital operates as an investment and advisory firm offering a unified suite of services for lower middle market companies. The firm combines investing services (providing junior capital through flexible debt and equity structures) with advisory services (Sell-Side M&A, Buy-Side M&A, Capital Raise, and Valuation) to support growth, succession, and recapitalization transactions. The firm focuses on the Great Lakes region and serves industries including Business Services, Distribution, Furniture, Manufacturing, and Financial Sponsors.

Differentiator

Problem solved

Functional benefit

Products and services

• Investing Services Junior capital investment services providing flexible debt and equity financing for lower middle market companies in the Great Lakes region to support growth, succession, or recapitalization.
• Sell-Side M&A Advisory service guiding business owners through the process of selling their company, from preparation to transaction closing.
• Buy-Side M&A Advisory service assisting acquirers in identifying, evaluating, and executing acquisition opportunities.
• Capital Raise Advisory service helping companies raise debt or equity capital to support growth, succession, or recapitalization initiatives.
• Valuation Professional business valuation services providing accurate assessments for transactions, financial reporting, or strategic planning purposes.
• Investment Criteria Investment framework defining target company characteristics, financing structures, and sector focus for prospective portfolio companies.

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Pritzker Private Capital: Chicago-based private investment firm focused on partnering with middle market owner-operators across manufacturing, services, and distribution. A larger, established Midwest platform that competes for the same owner-led transition opportunities but at generally larger check sizes and broader geographic scope.

Direct peers

• McNally Capital: Chicago-based private investment firm focused on lower middle market industrial, distribution, and business services companies. Provides flexible equity and structured capital solutions to owner-operators, directly comparable to Charter Growth Capital's investment strategy in the Midwest corridor.
• High Street Capital: Cleveland-based private equity firm investing in lower middle market companies through control buyouts and structured capital. Targets similar size tiers, sector mix, and transition-driven situations as Charter Growth Capital across the Midwest.
• Huron Capital: Detroit-based private equity firm focused on lower middle market companies, frequently providing junior capital, mezzanine, and structured equity for growth, succession, and recapitalization transactions in the Great Lakes region. Highly comparable as a Michigan-anchored LMM capital provider with overlapping sector focus.
• Peninsula Capital Partners: Detroit-based private investment firm providing junior capital, mezzanine, and control equity to lower middle market companies. A direct competitor in the Michigan/Ohio corridor for junior capital and structured equity deals.
• Southfield Capital: Lower middle market private equity firm making control and structured capital investments in business services, distribution, and industrial companies. Comparable in deal size, structure flexibility, and focus on owner-operator transitions.
• Civc Partners: Chicago-based private investment firm providing growth capital, structured equity, and junior capital to lower middle market business services and consumer-facing companies. Comparable in flexible structure, transition focus, and Midwest orientation.
• Pfingsten Partners: Chicago-based private equity firm focused on lower middle market operating companies in distribution, manufacturing, and business services. Provides both control equity and structured capital solutions, overlapping directly with Charter Growth Capital's flexible debt and equity offering.
• Blue Point Capital Partners: Cleveland-based private equity firm investing in lower middle market manufacturing, distribution, and business services companies. Operates a control buyout and structured capital model across the Great Lakes and Southeast US, directly competing for the same regional LMM deal flow as Charter Growth Capital.
• Generational Equity: M&A advisory firm specializing in lower middle market sell-side advisory, capital raise, and valuation services. Direct competitor for the advisory side of Charter Growth Capital's Capital Partners platform, particularly for succession-driven transactions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/charter-growth-capital

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charter Growth Capital