100 Years of M & A Experience

Our talented team of professionals has managed hundreds of transactions of different types, sizes and complexity. In our field of expertise, there is no substitute for experience. In addition, our team has a wide variety of backgrounds, including law, accounting, banking, manufacturing and retail enabling us to comprehend the unique characteristics found in the myriad of different business types and industries we represent.

The Art of the Deal

We are intimately involved in the everyday workings of investment banking, so we understand the changing conditions and subtle nuances of the marketplace. Often, the only difference between successful completion of a transaction and failure to get a deal done is in the details of execution. Comprehensive analysis, thorough research and superior negotiation skills are the hallmarks of Charter’s success.

To learn more about individual members of our team, click on a link below.

 

John Kerschen, Managing Director
Bob Koch, Managing Director
Chuck Berghuis, Vice President
Dan Poortenga, Vice President

Bill Haley, CFP, Vice President
Matt Franko, Financial Analyst
Max Friar, Marketing & Business Development Coordinator


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