© 2005-2019 Charlotte Capital LLC               Charlotte, NC  | Lake Norman, NC | USA        www.charlottecapital.com   

STRATEGIC BUSINESS ADVISORS FOR

ENTREPRENEURS & CEOs

CEO Advisors | Business Consultants
M&A Advisors | Private Equity
LONELY AT THE TOP? DON'T BE.
We assist CEOs and Business Owners with $5M to $75M in revenues pursue strategic agendas, growth plans, business development, profitability improvements, capital raising, debt refinancing, private equity recaps and M&A company sales. 
SERVICES

 

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

CASE STUDIES

 

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

CLIENTS

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 $75M+ 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