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CEO Advisors | Business Consultants
M&A Advisors | Private Equity
We assist CEOs and Business Owners with $5M to $100M in revenues pursue strategic agendas, growth plans, business development, profitability improvements, capital raising, debt refinancing, private equity recaps and M&A company sales. 

Partners in Building Value

A trustworthy partner focused on helping smaller companies maximize shareholder value. Leveraging our diverse and deep small business consultant skills allows us to accelerate the delivery of solutions more efficiently and effectively. We are proven business experts that get it done through hands-on execution, not business consultant or business coach lip service theory.


Business Advisors:  Corporate leadership (CEO vs. COO) and part-time/interim management services that add value.

  • Strategic CEO Advisors & COO/CFO hands-on execution

  • Financial Management / CFO Services

  • Business Consultant Services

  • Business & Corporate Development

  • Change Management Advisors

  • Ownership & Family Business Advisors


Transaction Advisors (M&A / Investment Banking):   Strategic transaction business broker processes for smaller, lower middle market emerging companies.

  • Mergers & Acquisitions (M&A) Advisory

  • Financial & Operational Restructuring

  • Capital Raising & Strategic Advisory


Project Types

Business consultants, business advisors, CEO vs COO interim management, Outsourced CFO  services, profitability/organizational improvements, business development, corporate development, M&A, business brokers, capital raising, business transaction leadership

Areas of Expertise:  Strategy, Finance, Operations, Business Development, Corporate Development, Capital Raising, Debt & Equity Financing, Mergers & Acquisitions (M&A), Business Brokers, Strategic Selling, Distribution Channel Development, Product & Brand Management, Partnerships & Alliances, International Business


Transaction Advisory: M&A, Buyout of retiring owner or majority/minority shareholder, Private equity, Growth capital, Management buyout, Generational transfer in a family business, Recapitalization of existing ownership/management to Private Equity, Sale to a Strategic Acquirer


Smaller, Lower Middle Market Business Focus
Privately-held, emerging companies and CEOs / owners with a strategic agenda or pursuing a major business transaction.  Lower middle market companies and small business typically $5M to $100M+ in annual revenues, smaller/larger considered based on mutual fit.

Characteristics: Small business that is emerging with a strategic agenda. Proven business models with >$0.5M EBITDA, defensible market position, brand appeal or niche, emerging and high growth, needing operations improvement and business efficiency, needing crisis or change management, contemplating a strategic transaction (M&A, company sale, capital raise) 

Industries: Technology, SaaS, Business Services, Consumer Products, Food & Beverage, Niche Manufacturing & Value-added Distribution, eCommerce, Multi-unit Retail or Franchises, Education,  Healthcare, Health & Wellness


Charlotte Capital assists CEOs and Business Owners looking to pursue a strategic business plan agenda, growth plan, profitability improvement, debt refinancing, capital raise, private equity recap or M&A company sale. We are leaders in hands-on small business consulting and transaction advisory business broker services to savvy entrepreneurs, CEOs and business owners.  We add value as CEO business advisors through guiding company strategy, financial management (COO / CFO services), operations, business development, capital raises and M&A (selling a business) business broker transactions.  We are based in Charlotte, North Carolina and Lake Norman, NC and serve companies throughout the Carolinas and United States.

Our mission is to strengthen businesses, foster growth and increase shareholder value; allowing entrepreneurs, CEOs and business owners to realize their full potential when they own and ultimately exit their businesses through an M&A transaction (selling a business) or private equity recap transaction.

Charlotte Capital are business experts and provide action-oriented operational expertise and financial management business consultant services.  Our hands-on, value-added approach as small business advisors provide innovative and flexible solutions to companies with typically $5 million to $100 million+ in annual revenues.  Those smaller emerging companies that drive the United States economy and need outside unbiased business experts to devise strategy and help execute value-enhancing strategic agendas.  Charlotte Capital recognizes that these emerging, lower middle market businesses are driven by entrepreneurs and CEOs with unique situations that require real world action-oriented leaders that get it done realistically, confidentially and cost-effectively.

Founded in 2005, Charlotte Capital provides entrepreneurs, CEOs and business owners with strategic guidance and trustworthy advice in Strategy, Finance, Outsourced CFO Services, Interim COO, Interim CEO, Operations, Business Development, Corporate Development, Business Consulting, Business Advisory and Investment Banking (M&A advisory, business broker, capital raise advisory, restructuring advisory).  Charlotte Capital advises ownership and acts as an integral part of the management team as small business consultants, business experts and cost-effective transaction advisors (M&A business brokers).

Contact Us


Charlotte Capital


CEO Advisors | Business Advisors

Business Experts


Confidential Consultation. Fast/free advice/evaluation to save you time and money.

Charlotte Capital LLC

Lake Norman

20311 Chartwell Center Drive #3        Cornelius, NC 28031


615 S. College Street, 9th Floor

Charlotte, NC 28202

p. 704-565-9090

Success! A senior partner will be in touch to confidentially discuss your unique situation.


Small Business Advisors Near Me | NC Business Brokers | Charlotte Private Equity | CEO vs COO | Outsourced CFO | Fractional CFO | CFO Consultants | Interim COO | Business Experts 

Charlotte | Lake Norman | Cornelius | Huntersville | Davidson | Mooresville |  

 Denver | Statesville | Concord | North Carolina | South Carolina | Southeast & beyond

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