PRIVATE EQUITY
Chartered analyzes the latest trends in the private equity market, from deal-making to exit strategies, and their implications for investors. Maximize the potential of your investments at every stage with the guidance of our seasoned experts.
Chartered understands your challenges. Our PE professionals are positioned to address your needs, regardless of industry. Since 2016, Chartered’s tax, and consulting teams have helped start-up to middle-market businesses grow and succeed—we know this space inside and out.
HOW Chartered DIFFERS
Chartered stands out as a trusted partner to the private equity (PE) community—a responsibility we approach with dedication and expertise.
The days of businesses being passed down through multiple generations are largely behind us. With thousands of privately held business clients nationwide, our partners excel at evaluating where businesses stand in their lifecycle and providing strategic advice on when to consider an exit. When appropriate, Chartered proactively identifies deal opportunities and facilitates introductions to benefit both our clients and our PE community partners.
Many members of Chartered’s dedicated PE team have hands-on experience in the private equity and deal-making sectors. This background gives us a comprehensive understanding of the complexities and critical importance of the fundraising process. We connect clients with high-net-worth and ultra-high-net-worth investors, multi-family offices, and national and international institutional investors actively seeking new opportunities in the PE space.