Dan Poortenga's Contact Details

Dan Poortenga's Company Details

Charter Capital Partners

Grand Rapids, MI, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

In operation since 1989, Charter Capital Partners is recognized as one of the Midwest's premier investment banking firms, with offices in Michigan and Indiana. We support middle market companies with solutions covering the full continuum of capital. Our advisory services range from capital raise for start-ups, acquisition and growth capital; to business valuation, exit planning and business sale.The professional experience of our deal team encompasses national investment banks, regional and international CPA firms, family owned businesses, family offices, regional commercial banks, and merger and acquisition firms. In the past 25 years, the combined expertise of our team members has spanned thousands of transaction and valuation matters.In addition, multiple Charter professionals have earned key FINRA registrations and valuation credentials. Our accredited experts are members of the American Society of Appraisers (ASA), the American Institute of Certified Public Accounts (AICPA) and the National Association of Certified Valuators and Analysts (NACVA). These licensures and certifications reflect the firm's dedication to providing high quality capital advisory services, and strict commitment to regulatory compliance.Securities offered through M&A Securities Group, Inc., Member FINRA/SiPC, a separate entity from Charter Capital Partners. Any third party posts linked to this profile should not be considered to represent the views of Charter Capital Partners or M&A Securities Group.