Investment Banking

Investment Banking Advisory That Takes You Further

Major transactions are inflection points. Whether you’re preparing for a sale, pursuing an acquisition, or evaluating strategic alternatives, the decisions you make will shape your organization long after the deal closes.

KSM’s investment banking services, led by the Charter Capital Partners team, help middle-market companies navigate these moments with clarity and discipline. The team combines deep transaction experience with a practical understanding of how businesses operate, so strategies are grounded in reality, not theory.

How KSM Approaches Investment Banking

Investment banking decisions touch every part of an organization, from tax strategy and financial reporting to operations, leadership, and long-term planning.

KSM’s investment banking advisors work as part of an integrated advisory team, collaborating closely with our tax, transaction advisory, accounting, and industry specialists. This approach helps identify issues early, evaluate alternatives, and support well-informed decisions throughout the transaction process.

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.

Selling a business is as much about preparation as it is about timing. We help clients understand value drivers, position the business for the right buyers, and manage a disciplined, competitive process.

Our sell-side support includes:

Exit readiness and strategic planning
Business positioning and value narrative development
Identification and outreach to qualified buyers
Transaction management and negotiation support

Growth through acquisition requires more than finding a target. It demands disciplined analysis, strategic fit, and thoughtful execution.

We support buyers by:

Clarifying acquisition strategy and criteria
Identifying and screening potential targets
Performing financial analysis and due diligence support
Assisting with valuation, structuring, and negotiations

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

When leaders need an objective view of value or direction, we provide independent analysis to inform confident decision-making.

This includes:

Business and transaction valuation support
Strategic alternatives assessments
Shareholder and ownership transition planning

Who We Serve

We work with middle-market organizations at pivotal moments in their lifecycle, including:

Closely held and family-owned businesses
Founder-led and management-owned companies
Private company boards and shareholders
Private equity sponsors
Businesses across a range of industries

Clients often engage us during periods of growth, succession, expansion, or exit – when objective guidance and experienced execution matter most.

Whether you’re preparing for a transaction or evaluating strategic alternatives, KSM’s investment banking team can help you understand your options and determine the right path forward.

CONNECT WITH AN INVESTMENT BANKING ADVISOR