Charter Growth Capital Fund Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Charter Growth Capital Fund has invested in 5 companies.

Charter Growth Capital Fund’s most common sectors for investment aremanufacturing (34%) and business services (23%) . The Firm’s most common investment types include growth capital (67%) and buyout (lbo, mbo, mbi) (23%). In total, Charter Growth Capital Fund has invested in 4 US states.

In the last 3 years, Charter Growth Capital Fund has exited 1 company. The Firm’s most common exit type is trade sale (100%).

Join Mergr to view Charter Growth Capital Fund’s full profile and discover more small growth capital firm investors just like it.

M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity9
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Charter Growth Capital Fund (CGCF)

140 Monroe Center NW, Ste 300,
Grand Rapids, Michigan 49503
United States
(616) 235-3555
www.chartercapitalpartners.com/charter-growth-capital-fund


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Education, Electrical Equipment, Manufacturing, Medical Products

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 1 5
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 3 1 1 2 2 - 9
Sell (0.2/yr) # - - - - - 1 1
  10

Most Recent M&A

Company Date Value Type
Lambert & Co. 2024-02-19 - Trade Sale
Grand Rapids, Michigan · www.lambert.com
Malley’s Candies 2023-02-14 - Growth Capital
Brook Park, Ohio · malleys.com
Chicago Switchboard 2023-01-23 - Growth Capital
Elmhurst, Illinois · www.chiswbd.com
Superior Investigative Services 2022-05-30 - Growth Capital
Milford, Michigan · www.superiorinvestigative.com
Lambert & Co. 2022-02-10 - Growth Capital
Grand Rapids, Michigan · www.lambert.com
Innoplast, Inc. 2021-05-10 - Growth Capital
Garfield Heights, Ohio · www.innoplast.com
Traverse City Products, Inc. 2020-03-18 - Buyout (LBO, MBO, MBI)
Traverse City, Michigan · www.tcproducts.net
All Star Driver Education, Inc. 2019-12-11 - Buyout (LBO, MBO, MBI)
Ann Arbor, Michigan · www.allstardrivereducation.com
Keystone Solutions Group 2019-10-02 - Growth Capital
Kalamazoo, Michigan · www.keystone-pd.com
Premier Engineered Products LLC 2019-01-31 - Consolidation
Abingdon, Virginia · www.appalachiancast.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 3 (38%) - 3 (33%) -
Business Services 1 (13%) - 2 (22%) -
Education 1 (13%) - 1 (11%) -
Electrical Equipment 1 (13%) - 1 (11%) -
Food 1 (13%) - 1 (11%) -
Medical Products 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 9 (100%) -
  Michigan 4 (50%) - 5 (56%) -
  Ohio 2 (25%) - 2 (22%) -
  Virginia 1 (13%) - 1 (11%) -
  Illinois 1 (13%) - 1 (11%) -
Total 8 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (63%) - 6 (67%) -
Buyout (LBO, MBO, MBI) 2 (25%) - 2 (22%) -
Consolidation 1 (13%) - 1 (11%) -
Total 8 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

PE Assets

40M USD

Established

2019

Specialist/Generalist

Generalist

Leadership

Hector Bultynck

Managing Director

Mark Streekstra

Partner & Managing Director

Mike Brown

Partner & Managing Director

John Kerschen

President & Managing Partner

Debbie Kolar

Partner & COO

FAQ

When was Charter Growth Capital Fund (CGCF) founded?

Charter Growth Capital Fund (CGCF) was founded in 2019.

What type of investor is Charter Growth Capital Fund (CGCF)?

Charter Growth Capital Fund (CGCF) is a growth capital firm.

Where is Charter Growth Capital Fund (CGCF) headquartered?

Charter Growth Capital Fund (CGCF) is headquartered in Grand Rapids, Michigan.

How much capital does Charter Growth Capital Fund (CGCF) have under management?

Charter Growth Capital Fund (CGCF) has 40M USD under management.

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