Charter North provides investment banking advisory services and bespoke capital solutions to high quality American businesses, in full support of existing ownership and management.
Our founding partners are well-known alumni of preeminent advisory and investing firms — including Ducera Partners, Houlihan Lokey, Greenhill, Guggenheim, and R6 Capital / Eton Park — with a combined 60+ years of experience across the full range of situations, disciplines, and transactions.
We are multiple-time entrepreneurs who think like and understand business builders. Our partners bring together a unique and highly complementary combination of relationships, areas of expertise, and transactional and investing experience to deliver exceptional results for our clients.
We also utilize a long-term 25+ year trusted relationship with a public, Fortune 500 insurance company to collaborate, originate, and underwrite capital investments — giving our clients access to both world-class advisory and direct capital solutions.
Our partners bring together a unique combination of advisory pedigree, investing experience, and long-standing capital relationships — delivering results that pure advisory firms and pure capital providers cannot match alone.
Our founding partners have advised on 110+ engagements involving $110B+ in transaction value, serving as lead advisor to boards, creditor groups, sponsors, owners, and stakeholders across the full range of advisory services.
Unlike pure advisory firms, we can also provide direct capital solutions. Unlike pure capital providers, we bring decades of advisory judgment. This combination is rare and powerful for clients navigating complex situations.
Friendly, predictable Fortune 500 insurance company capital with a singular focus on earning fair, rational returns and building long-term relationships.
A problem-solving philosophy focused on fully satisfying client strategic and capital objectives — tailoring customized solutions across capital raising, M&A, restructuring, and strategic advisory.
As multiple-time entrepreneurs and founders of four different advisory and investing firms, we think like and understand business builders — bringing a hands-on perspective that informs every engagement.
We are focused on advising and investing in situations in full support of existing ownership and management — always aligned with your interests, always commercially minded.
Our values reflect the energy and longstanding reputations of our founding principals — guiding everything we do.
We are powered by a strong sense of service in support of high quality American businesses.
We will always treat our investment, client, and commercial partners as we would want to be treated if we were in their shoes.
We will always do first class business in a first class way.
We are focused on building trust-based relationships for the long-term with the owners and managers of high quality American businesses.
We conduct all of our activities through the lens of excellence, integrity, and fair-dealing.
We are focused on creating and delivering attractive opportunities for growth and career advancement for our people.
We advise boards of directors, companies, lender groups, and other corporate stakeholders in the context of important strategic and financial situations. Our team has advised on more than 110 engagements involving more than $110 billion in transaction value — including many of the largest and most complex financial transactions completed.
We provide expert advice in evaluating financing options and raising capital of all types. Our long-standing capital relationships and transactional experience extend across the full spectrum, allowing us to match the right capital to each situation.
We provide expert advice in situations involving a potential sale, merger, or acquisition of a business. Our experience spans the full range of sell-side, buy-side, and merger transactions.
We advise boards, companies, lender groups, creditors' committees, financial sponsors, and other stakeholders regarding capital structure and financial restructuring issues.
We assist our clients in thoughtfully considering their strategic and financial position and alternatives. This aspect of our services tends to be a fundamental building block of all our engagements.
Beyond advisory, Charter North provides direct capital solutions to high quality American businesses facing capital constraints — $20–$200 million financings and investments, with flexibility to consider lower or higher amounts across all industries and ownership types.
We welcome the opportunity to discuss how Charter North can support your business.
