Capital Solution Financing & Investment Criteria

  • Charter North provides capital solutions to high quality American companies and banks facing capital constraints as a consequence of bank credit tightening and changing economic conditions; we are also open to considering other situations

  • Lower and middle market focus

  • $20-$200 million financings / investments, but will consider lower / higher in certain situations

  • Forms of capital: first lien, second lien, unitranche loans, exit financing, convertibles, preferred equity, non-control common equity, portfolio loss tranching, acquisition financing

  • We are open to providing capital solutions across all industries and ownership types