Charter Ventures

Charter Growth Capital specializes in providing junior capital solutions to lower middle-market companies across the Great Lakes region. The firm’s core activity involves offering flexible investment to facilitate corporate growth initiatives, succession planning, and strategic recapitalizations. This focused approach enables them to address specific capital needs, supporting businesses through critical developmental stages with tailored financial structures.

The firm's lineage, Charter Capital, was founded in 1989 by Ralph S. Heath and Fredric G. Schneider, who established the entity as an investment advisor. Their initial insight stemmed from identifying an underserved demand for strategic financial guidance and capital within the middle market. John Kerschen currently serves as President and Managing Partner, continuing the legacy and guiding the firm's dedicated investment efforts.

Charter Growth Capital primarily partners with the management teams of its portfolio companies, operating within its defined geographical and market segment. The firm's long-term vision is to deliver sustained impact through fostering deep, collaborative relationships built on integrity and flexibility. They aim to be a trusted partner, empowering businesses to realize their full potential and achieve enduring success.