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Investment banking firm re-brands

September 16, 2014
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An investment banking firm with a 25-year history is re-branding itself to better reflect its scope of services, including a new partnership.

Capital "at any level"

The Charter Group in Grand Rapids said last week that it will now operate as Charter Capital Partners.

Charter Capital Partners offers buy, sell and capital-raise advisory services.

The firm said that since its founding in 1989, it has grown to support clients at any level of capital.

The firm has been delivering investment banking services for "increasingly larger and more complex transactions, with a greater depth and breadth of responsibility," said John Kerschen, managing director, Charter Capital Partners.

"As we celebrate our 25-year anniversary as Charter Capital Partners, we're building on the Charter name,” Kerschen said. “While articulating our ability to help clients across the full continuum of business capital.”

New practice

The launch of the Charter Capital Partners brand also coincides with the creation of the firm's financial institutions practice.

The new practice was established in partnership with Olejniczak Advisors in Grosse Pointe Farms, a consulting firm that specializes in transaction advisory, valuation and strategic consulting.

Kerschen and Jason Byrd, managing director of Charter Capital Partners, and Edmond Olejniczak, founder and president of Olejniczak Advisors, will lead the financial institutions practice.

The firms said that they’ve been serving clients in the financial services industry for decades and have advised transactions that span community and regional banks, credit unions, de novo institutions, mortgage companies, specialty lenders, broker dealers, investment advisors and buy-side investment entities, including family offices, private equity and hedge funds, structured finance companies and high net-worth individuals.

The combined expertise of the two firms gives clients access to advisors with experience in financial institution M&A and capital transactions.

“Offering our combined services to current and future clients will strategically grow both businesses,” Olejniczak said.

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