Grand Rapids

KSM Corporate Finance

140 Monroe Center NW
Suite 300
Grand Rapids, MI 49503

About Our Grand Rapids Investment Banking Team

KSM’s Grand Rapids office is home to KSM Corporate Finance, our dedicated investment banking team serving middle-market businesses throughout the Midwest and beyond. As part of a leading employee-owned accounting and advisory firm, we help business owners and leadership teams navigate pivotal moments with clarity and confidence.

KSM Corporate Finance was established with the addition of the investment banking team from Charter Capital Partners, a highly respected middle-market M&A advisor with decades of experience spanning the entire transaction lifecycle – from initial sourcing and planning through final execution.

KSM Corporate Finance is located at 140 Monroe Center NW in downtown Grand Rapids, just steps away from the Grand River and Rosa Parks Circle.

Our Investment Banking Services

Our investment banking services are designed to support owners, boards, and leadership teams through every stage of a transaction – from early planning through execution and beyond.

A successful sale is the product of careful preparation, a well-run process, and an experienced advisory team at the negotiating table. What sets us apart is the bench behind the deal team. Our investment bankers work alongside the tax, audit, and transaction advisory professionals who know your industry from the inside out – the same specialists who understand where the value is buried and what buyers will scrutinize in diligence. The result: a tighter story, fewer surprises, and a process built on substance.

Our sell-side support includes:

Exit readiness and pre-sale planning
Valuation analysis and value-driver identification
Business positioning and story development
Curated and confidential buyer outreach
Process management and due diligence coordination and support
Transaction negotiation through close

Successful acquisitions take more than just a target. They demand disciplined analysis, proper strategic fit, and careful execution.

We help with:

Acquisition strategy and target criteria development
Proprietary sourcing and target identification, valuation, financial analysis, and deal structuring
Due diligence coordination and support
Negotiation, transaction execution, and integration planning

Capital decisions can unlock growth, support ownership transitions, or strengthen the balance sheet when structured correctly.

We help organizations:

Evaluate debt and equity financing options
Prepare for lender or investor discussions
Assess capital structure alternatives
Navigate recapitalizations and minority investments

For many owners, transitioning a business to employees through an ESOP can be a powerful way to preserve legacy, reward employees, and create liquidity. We guide clients through the complexities of ESOP structures, in collaboration with KSM’s team of ESOP specialists, helping determine if a full or partial employee ownership model aligns with their goals.

Our ESOP advisory services include:

Evaluating ESOP feasibility and fit within broader ownership objectives
Structuring full or partial ESOP transactions
Coordinating with legal, tax, and trustee stakeholders
Supporting valuation, financing, and transaction execution

Learn more about our ESOP services.

Connect With the Grand Rapids Investment Banking Team

There are many ways to reach us. Feel free to contact any member of our team directly, complete our contact form, send us an email, or call our main phone line at 616.376.5655.

GET IN TOUCH WITH KSM IN GRAND RAPIDS