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’s Private Equity (PE) Group is the middle-market preferred choice for PE firms, family offices, independent sponsors, investment banking firms, and lenders navigating the PE life cycle. With a national team of dedicated PE professionals, Chartered has the deep expertise you need to provide support for mission-critical mergers, acquisitions, and divestitures, when and where you need it.
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.

When you need it, Chartered also offers fully integrated sell-side due diligence services. This guidance can be pivotal to ensuring a smooth exit when you decide it’s time to sell or go public. Before moving forward, an objective and insightful assessment by our PE team will help you understand the current dynamics of your investment so you can address potential issues upfront and minimize the likelihood of unpleasant surprises during the sale process.

Chartered offers comprehensive buy-side due diligence services, helping to ensure you make a solid investment. Our experienced PE team will assist you in evaluating whether your deal is operationally and strategically smart for your company—and healthy and profitable for your portfolio.

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.

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