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The Charter Group

26 employees

Our team of investment banking professionals help business owners and investors turn their hard work and investments into tangible value.

Investor insights

Sectors invested in

public relations1
Biotechnology1
Agriculture1
Farming1
Medical1
Health Care1
Medical Device1
Health Diagnostics1
Public Relations1
Advertising1
Sports Medicine1
Micro Invasive Visualization1
Medical Devices1
Office Based Diagnostics1
Orthopedics1
communications strategy1
investor relations1
brand communications1
issues management1
interactive social media and strategy1

Funding rounds participated in

$18M sweet spot round size

Most of their 3 investments are in rounds between $18M and $18M

Investor type

Investment Bank

Basic info

Industry

investment banking

Sectors

Restructuring/Recapitalization
Financial Services
Mergers and Acquisitions
Maximizing Value in the Sale of your Organization
Banking
Private Capital Raising
Accredited Business Valuations
Venture Capital

Date founded

1989

Investments made

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Lambert raised undisclosed on February 10, 2022

Investors: The Charter Group

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Trice Medical raised $18M on January 14, 2019

Investors: Smith & Nephew, Inc., Safeguard Scientifics, HealthQuest Capital, BioStar Ventures and The Charter Group

V

Vestaron Corporation raised $18M on August 4, 2016

Investors: Anterra Capital, Open Prairie Ventures, Pangaea Ventures, Michigan Accelerator Fund I, Cultivian Sandbox Ventures, Sandbox Industries and The Charter Group

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