What New Charter Technologies does

New Charter Technologies operates as a national managed service provider (MSP) platform that acquires and partners with high-performing regional MSPs across North America, retaining their local brands and client relationships while layering on centralized shared services, security capabilities, and Microsoft ecosystem expertise. The platform encompasses 30+ operating companies spanning 50+ markets and 1,300 employees, delivering managed IT services, co-managed IT, 24/7 support, IT outsourcing, managed cloud, document management, and advanced cybersecurity to SMB through enterprise clients. Industry verticals prioritized include healthcare, manufacturing, professional services, legal, government, and nonprofit, with regulatory compliance credentials (SOC 2 Type II, HIPAA, CJIS) inherited from acquired subsidiaries such as NetSource One.

The company's core technology stack is built around Microsoft Azure and Microsoft 365, with New Charter holding top-1% partner status among 400,000+ Microsoft partners worldwide and holding Azure Virtual Desktop Specialization. In February 2025 the company acquired Orchestrate AI Labs to seed its AI capability, and in June 2026 it launched an expanded AI Solutions & Services portfolio covering AI enablement, AI risk & governance, custom AI solutions, and AI toolsets — supported by Microsoft Copilot and agent-based services distributed via Pax8. Security tooling leverages SentinelOne (positioned as the recommended endpoint platform following the 2024 CrowdStrike incident) and WatchGuard. The Innovation Center provides ongoing investment in applied AI for both internal service automation (ticket resolution, technician augmentation) and client-facing consulting engagements.

New Charter is privately held and backed by Palo Alto-based private equity firm Oval Partners, which has funded an aggressive buy-and-build strategy of 30+ acquisitions since 2019. Revenue is generated primarily through subscription/recurring managed services contracts with monthly billing and custom quote-based pricing based on user count, infrastructure scope, and service requirements. Complementary professional services revenue comes from business consulting, custom application development, and digital transformation projects. In June 2025, founder Mitch Morgan transitioned to Executive Chairman, with Peter Melby serving as CEO, supported by a recently assembled C-suite including a Microsoft-veteran CRO, an ex-IBM CISO, and the Orchestrate AI founder as Chief Innovation Officer.

Name

New Charter Technologies

Legal name

New Charter Technologies, Inc.

Website

https://newchartertech.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

New Charter Technologies is a PE-backed national MSP platform, acquiring and operating 30+ regional managed service providers across 50+ North American markets to deliver managed IT, cybersecurity, cloud, and now AI services to SMB through enterprise clients.

Ownership category

akta.pro rank

Product category

Managed IT Services

NAICS

Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Custom Computer Programming Services (541511)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

Cloud Managed Services (M365/Azure/AWS/GCP) (BPAEABAE)

akta.pro secondary industries

Network Management (LAN/WAN/Wi‑Fi) Services (BPAEABAD), Server, Storage & Virtualization Management Services (BPAEABAI), Endpoint & Mobile Asset Management (UEM/MDM Asset Controls) (BPAEAOAI), Backup & DR Software Implementation & Managed Platforms (BPAEALAI)

Keywords

• Managed IT services
• Cloud services
• Cybersecurity services
• AI enablement
• IT consulting

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices33 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Managed IT Services: Recurring managed services revenue model providing core IT services including managed IT, cybersecurity, 24/7 support, co-managed IT, IT outsourcing, managed cloud, Microsoft solutions, and document management. Revenue is generated through ongoing service contracts with SMB through enterprise clients across 50+ markets.
2. AI Services & Solutions: AI Solutions & Services portfolio generating revenue through strategic advisory, AI enablement, custom development, AI-powered tools and solutions, and AI security capabilities. Revenue stream built on the acquisition of Orchestrate AI in early 2025.
3. Project Work and Professional Services: Professional services and project work including business consulting, custom application development, IT consulting, and digital transformation engagements, complementing recurring managed services revenue.
4. Cloud Services: Managed cloud services including cloud strategy, migration planning, security & governance, and ongoing optimization, offered as part of the managed services portfolio.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

New Charter Technologies is a Managed Service Provider (MSP) platform that delivers outsourced IT operations — including managed IT, co-managed IT, 24/7 support, IT outsourcing, managed cloud, Microsoft solutions, and cybersecurity — through a network of 30+ acquired regional MSP brands serving SMB through enterprise clients across 50+ North American markets. In 2026 the company expanded an AI Solutions & Services portfolio covering AI enablement, AI risk & governance, custom AI development, and AI-powered tools, built on its 2025 acquisition of Orchestrate AI Labs.

Product overview

New Charter Technologies operates as a unified platform of North American MSPs offering personalized local IT support backed by a nationwide team of over 1,300 employees across 50+ locations. The platform combines core managed IT services (Managed IT, Co-Managed IT, 24/7 Support, IT Outsourcing, Managed Cloud, Microsoft Solutions) with a newly expanded AI Solutions & Services portfolio (AI Enablement, AI Risk & Governance, Custom AI Solutions, AI Toolsets) and strategic services (Business Consulting, Document Management, Advanced Cybersecurity). The company has acquired over 30 MSP brands since 2021, including Orchestrate AI (AI integration), Cyber74 (national cybersecurity MSSP), ADNET Technologies, Dynamic Edge, Netropole, NetSource One, GraVoc, and ICG, each operating as branded subsidiaries under the unified New Charter umbrella.

Differentiator

Problem solved

Functional benefit

Brands

• Cyber74: National cybersecurity firm and advanced Managed Security Services Provider (MSSP) launched by New Charter Technologies.

Products and services

• Managed IT Services Comprehensive IT management including day-to-day technology support, strategic guidance, and long-term planning for businesses across SMB through enterprise segments.
• Co-Managed IT Services Partnership with internal IT teams to extend capabilities and provide additional support resources for organizations that maintain some in-house IT staff.
• 24/7 IT Support Round-the-clock technical support and monitoring for business continuity, available continuously for managed IT clients.
• IT Outsourcing Full or partial outsourcing of IT functions to New Charter's team of experts, enabling clients to delegate IT operations entirely or by function.
• Managed Cloud Services Cloud strategy, migration planning, security and governance, and ongoing optimization for cloud environments, including Azure, AWS, and Google Cloud migrations.
• Microsoft IT Solutions Microsoft-focused solutions including Azure, Microsoft 365, and related technologies; delivered via New Charter's top 1% Microsoft partner status providing exclusive funding and programs for migrations and modernization.
• AI Enablement Strategic advisory and implementation services to help organizations adopt and integrate AI into their operations, including Microsoft Copilot deployment and workflow automation.
• AI Risk & Governance Risk assessment and governance frameworks for AI implementation, ensuring compliance, security, and responsible deployment of AI in client organizations.
• Custom AI Solutions Tailored AI applications developed to address specific business requirements and use cases, including custom development engagements.
• AI Toolsets Tools and platforms for AI-powered automation, support, analytics, and operational efficiency deployed across client environments.
• Business Consulting Strategic guidance for technology decisions and business transformation initiatives, including business consulting, IT consulting, and digital transformation engagements.
• Document Management Solutions for organizing, storing, and managing business documents securely, including offerings tailored for legal-industry compliance and security needs.
• Advanced Cybersecurity / Managed Security Services Comprehensive security services including threat detection, incident response, and security monitoring, delivered through the Cyber74 national MSSP brand.

Quantifiable outcome

• ICG has operated for nearly five decades with the majority of business generated through client referrals, reflecting consistent service quality and client trust
• +2 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature5 records

Partnerships

15 partnerships are on record, tiered supporting and core.

• CyberTrust IT SolutionssupportingChannel Partner/ Reseller/ Distributor · 13 August 2026CyberTrust IT Solutions is an Orange County-based IT services provider acquired to expand New Charter's presence in Southern California and enhance cybersecurity and cloud service offerings. Founder Doug Johnson retained to ensure client continuity.
• Pax8coreStrategic or Co-development Partner · 9 June 2026Pax8 is a cloud distribution platform and Microsoft partner that collaborates with New Charter on go-to-market strategies for Microsoft AI tools including Copilot and agent-based services. Pax8 and Microsoft collaborate on product development including Agent 365 multi-tenancy capabilities and expanded security offerings for Microsoft Business Premium customers. New Charter participates in Pax8 Beyond events and leverages Pax8's platform to deploy AI solutions for SMBs.
• GraVoc and ICG (Dual Acquisition)coreChannel Partner/ Reseller/ Distributor · 24 April 2026Two acquisitions completed in April 2026: GraVoc (Peabody, MA, ~80 employees, ~1,000 clients, IT/cybersecurity/ERP) and ICG (Miami, 25 employees, Microsoft-focused cloud-first MSP). These deals deepen New Charter's geographic presence in Boston and Florida markets while expanding technical service portfolio and strengthening Microsoft-focused cloud practices.
• ICG (Integrated Computer Group)coreChannel Partner/ Reseller/ Distributor · 21 April 2026ICG (Integrated Computer Group) is a Miami-based managed services provider founded in 1977, specializing in cloud-first solutions and Microsoft-based technologies including Azure and Microsoft 365. ICG operates a fully recurring revenue model with a strong emphasis on long-term client relationships. ICG's president Eduardo Gross continues to lead the business under New Charter's endorsed-brand model.
• GraVoccoreChannel Partner/ Reseller/ Distributor · 16 April 2026GraVoc is a Peabody, Massachusetts-based technology solutions provider with over 30 years of experience in IT services, cybersecurity, ERP, and creative services. It serves nearly 1,000 clients with approximately 80 employees, expanding New Charter's presence in the Boston market.
• NetSource OnecoreChannel Partner/ Reseller/ Distributor · 13 January 2026NetSource One is a Saginaw, Michigan-based technology solutions provider founded in 1999, serving 700+ clients across regulated industries including healthcare, finance, government, education, legal, manufacturing, and distribution. It brings over 75 employees and compliance certifications including SOC 2 Type II, HIPAA, and CJIS authorization, strengthening New Charter's security-first services strategy.
• Orchestrate AI (Acquired)coreStrategic or Co-development Partner · 10 February 2025Orchestrate AI Labs was acquired by New Charter in February 2025 to pioneer next-generation MSP services with AI-powered automation. CEO Ryan Barton joined New Charter as Chief Innovation Officer to drive organizational and technological innovation. This acquisition formed the foundation of New Charter's expanded AI Solutions & Services portfolio announced in June 2026.
• VerussupportingChannel Partner/ Reseller/ Distributor · 7 January 2025Verus is an IT services provider specializing in co-managed IT services, founded in 2002, with expertise in infrastructure, cloud strategy, and security. It is recognized as one of WatchGuard's largest partners. The partnership expands New Charter's national network of IT service providers while enabling Verus to leverage New Charter's resources and operational support for accelerated growth.
• NetropolesupportingChannel Partner/ Reseller/ Distributor · 1 October 2024Netropole is an IT service provider in Portland, Oregon, acquired to expand New Charter's national platform. The partnership combines local expertise with broader resources to benefit clients with enhanced cybersecurity and IT services.
• Dynamic EdgecoreChannel Partner/ Reseller/ Distributor · 13 August 2024Dynamic Edge is a managed services provider headquartered in Ann Arbor, Michigan, and Nashville, Tennessee, founded in 1999. It provides IT support, cybersecurity, and custom application development to various industries. The partnership aims to leverage shared resources, group buying power, and enhanced recruiting to better serve clients.
• ADNET TechnologiescoreChannel Partner/ Reseller/ Distributor · 16 September 2021ADNET Technologies is an MSP based in Connecticut and New York that specializes in Managed IT Services, Security, and Cloud. The expansion aims to accelerate growth and talent development, enhancing shared services, industry expertise, and growth in the Northeast and beyond.
• MicrosoftcoreTechnology or IntegrationNew Charter is in the top 1% of all Microsoft partners worldwide (out of 400,000+ partners), providing exclusive access to Microsoft programs including special funding for migrations, technology modernization, and cloud migrations from AWS or Google Cloud to Microsoft Azure. The partnership includes Microsoft Azure Virtual Desktop Specialization certification and access to Microsoft AI tools (Copilot, agent-based services).
• Ryan DavissupportingOthersRyan Davis joined New Charter as Chief Information Security Officer in August 2025, bringing over two decades of cybersecurity leadership experience, most recently from IBM where he oversaw security across multiple products following IBM's acquisition of DNS software company NS1.
• SentinelOnesupportingTechnology or IntegrationSentinelOne is referenced as New Charter's recommended cybersecurity solution, positioning the company as protected against outages like the CrowdStrike-related incident in July 2024. SentinelOne serves as an alternative endpoint protection platform for New Charter's client base.
• WatchGuardsupportingTechnology or IntegrationWatchGuard is referenced as a technology partner through Verus (one of WatchGuard's largest partners). The partnership contributes to New Charter's security service offerings across its platform.

Scale indicators13 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Logically: PE-backed managed IT and cybersecurity services provider serving SMB and mid-market organizations; comparable in scale, target customer, and security-forward positioning.
• Dataprise: PE-owned managed services provider offering managed IT, cybersecurity, and cloud services to mid-market and enterprise clients; comparable in service portfolio and roll-up strategy.
• Evergreen Services Group: PE-backed MSP roll-up platform exceeding $1B in revenue with 30+ acquisitions, directly comparable to New Charter in scale, M&A strategy, and SMB-to-enterprise managed IT focus.
• Netsurit: Global MSP roll-up platform backed by private equity, acquiring regional MSPs and layering managed IT, cybersecurity, and cloud services; directly comparable in acquisition model and target market.
• Thrive Networks: PE-backed managed services and cybersecurity provider serving SMB and mid-market clients with similar cloud, security, and AI service offerings; comparable M&A-driven growth profile.

Broad incumbents

• ConvergeOne: Large IT services and solutions provider offering managed services, cloud, and collaboration; broader portfolio with enterprise focus, partially overlapping with New Charter but larger scale.
• CDW Corporation: Large, public IT solutions and managed services provider with broad enterprise/SMB coverage; competes at the high end of New Charter's market though with much broader hardware/software resale.
• Accenture (Managed Services): Global IT services giant with managed services and AI advisory capabilities; competes for enterprise AI and transformation work that New Charter is targeting upmarket.

Others

• Pax8: Cloud distribution platform and Microsoft partner; collaborator with New Charter on AI go-to-market and ecosystem partner rather than direct competitor, but shapes the broader MSP ecosystem.

Emerging players

• BlueVoyant: Cybersecurity-focused managed services provider with strong Microsoft alignment and MSSP capabilities; competes with New Charter's Cyber74 sub-brand in security-forward client engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/new-charter-technologies

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries34 records

Funding overview

Funding rounds

Investors

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

M&A14 records

Investments

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

Frequently asked questions about New Charter Technologies