Investment banking firm named to ‘Advisor 100’


John Kerschen. Courtesy Charter Capital Partners

A local investment banking firm has been named one of the most-referred middle-market advisors in the nation by its peers.

Grand Rapids-based Charter Capital Partners said last week it was included in Axial’s inaugural 2017 “Advisor 100” ranking.

Axial, a network comprising investors, advisors and CEOs, chose the winning firms by surveying 1,000 private equity firms, strategic acquirers and family offices.

Charter was one of three firms in the state to earn the designation, joined by Birmingham-based Finnea Group and Detroit-based Quarton International.

“We are honored that our clients and colleagues felt we were worthy of recommending to be included in this impressive list of firms located throughout the country,” said John Kerschen, managing director, Charter Capital Partners.

“Being named as one of the Axial ‘Advisor 100’ confirms that our expertise in meeting the M&A needs of our clients is not going unnoticed.”


Founded in 1989, Charter Capital Partners operates four offices in the Midwest, offering advisory services in the areas of succession planning, business and sale acquisition, valuation and raising capital.

Charter is also a registered investment advisor, allowing the firm to manage venture capital and other private funds.

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