Charlotte Capital LLC

Business Brokers

Why pick this one

Charlotte Capital specializes in M&A advice for lower middle-market businesses and has been guiding clients since 2005.

Best for

  • CEOs looking for M&A or capital raising
  • business owners needing strategic growth plans
  • companies engaging in operational improvements

Look elsewhere if

  • companies outside the lower middle market revenue range
  • businesses needing simple transactional brokerage without strategic guidance

Specialties

  • Mergers & Acquisitions advisory
  • capital raising
  • strategic advisory
  • financial and operational restructuring
  • ownership and family business advising

Certifications

  • FINRA/NASD Series 7 and 66

What makes them different

  • specializes in the lower middle market companies with revenues of $5M to $100M
  • hands-on execution approach rather than theoretical consulting
  • proven results in increasing shareholder value through M&A transactions
  • has worked with clients from start-up to $200M in revenues
Years in business
18
Serves
Charlotte, Cornelius, Lake Norman

Distilled from this business's own website.

Contact & Location

Address
20311 Chartwell Center Dr Ste 3, Cornelius, NC 28031
Phone
7047739779
Website
https://www.charlottecapital.com/
Email
hello@charlottecapital.com

Services

  • business consulting
  • transaction advisory
  • financial management
  • business development

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