Celebrating 25 years in operation, The Charter Group is recognized as one of the Midwest’s premier investment banking firms, with offices in Michigan and Indiana. The firm is uniquely positioned to successfully guide clients through buy, sell and capital raise transactions for middle market companies. We leverage our M&A expertise to help you achieve your vision:

     •  Expand into new markets or geography through strategic acquisitions

     •  Identify and access capital outside typical debt or equity sources

     •  Maximize value in the sale of your business

We’ve built our bench with deep technical expertise. Charter professionals have attained key securities registrations with the Financial Industry Regulatory Authority (FINRA), including the Series 7, 62, 63, 65, 79 and 82 licensures. Charter team members have also achieved the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts, which requires rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation. These licensures and certifications reflect the firm’s commitment to providing high quality and professional M&A advisory services, and demonstrate its commitment to clients in terms of reporting responsibilities and regulatory compliance. 

John Kerschen, Managing Director, The Charter Group, discusses the benefits of business valuation in his most recent article in the Grand Rapids Business Journal, "Do you care what your business is worth?."

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