Strategy

Strategy

Strategy

Charger Investment Partners invests in private and public transactions in the middle market through recapitalizations, corporate divestitures, management buyouts and private sales. Charger has the flexibility to invest across the capital structure in debt or equity securities. Our investment approach focuses on solution-oriented structures capturing attractive relative risk / reward profiles in each phase of the market cycle.

Industry Focus: Charger invests across industries with a focus on sectors where we have a depth of expertise and can execute on value creation plans that deliver breakthrough operational results.

  • Manufacturing
  • Consumer products
  • Business services
  • Aerospace & Defense
  • Chemicals
  • Hospitality & Leisure

Charger targets companies that have an established operating history, a defensible market position, and a strong customer base. The Firm seeks to support its management partners in strategy, capital decisions and growth initiatives.

Charger attracts and creates winning management teams and supports their efforts in developing strategies, achieving operational excellence, accelerating growth initiatives and assessing capital decisions.

Target Companies

  • North American based middle market businesses
  • Revenue up to $350 million
  • EBITDA up to $35 million
  • Defensible market position, strong customer base, proprietary/branded products

Transaction Types

  • Corporate Divestitures
  • Restructurings and recapitalizations
  • Private sales
  • Management buyouts

Value Creation Opportunities

  • Carve-outs
  • Margin enhancement
  • Growth acceleration
  • Turnarounds