Charterwood LLC believes that success begins with a strong focus on shared values

Commitment

  • Your business will be our sole focus

  • Unlike traditional private equity firms, we do not need a strong cost-cutting plan or financial engineering to achieve our goals

  • The deal terms can be tailored to the owner’s interests and priorities, and we can move as quickly or as slowly as required

  • Desire (but not required) to include key employees new ownership in the business moving forward

Stakeholders

  • Commitment to your vision for the company’s legacy

  • Partnership with the existing employees as they are critical to the existing strategy and knowledge

  • A long-term time horizon of future ownership; We do not plan on selling the business

  • Flexible involvement for the current owner