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

CASE STUDIES

M&A Advisory Business Broker

Charlotte Capital was retained as the exclusive mergers & acquisitions (M&A) advisor by a family business headquartered in Lake Norman / Mooresville, NC with a unique business services and consumer products business model. The company had considered other business brokers but did not like their approaches and high fees for simply listing a business on a website.  The company needed a customized approach and smart marketing. The company was discretely marketed nationally and internationally to highly qualified strategic and private equity buyers. The result was a large private equity owned strategic acquirer buying 100% of the business in an all cash deal to allow for owner retirement while retaining employees to propel the business to higher growth.

Business Consultant and C-Level Management
 

Charlotte Capital worked alongside a technology CEO and Board of Directors to guide the transition of a managed-services business to a SaaS business with recurring revenues. Leading and advising on multiple restructurings and financing rounds as CFO. Leading Business Development and Operations as a core member of the senior management team. Outsourced key operations business functions and maintained partner relations.  Resulting in lower headcount, prudent expense reductions, closed recurring revenue sales, signing new resellers in targeted vertical markets, opening new distribution channels and forming strategic partnerships with Fortune 500 technology companies and brands. 

M&A Advisory, Business Consultant and C-Level Management

Charlotte Capital worked with a consumer products company and franchise operation alongside a group of family business partners to expand the business and ultimately recapitalize the company through a leveraged buyout transaction. Leading a brand refresh and operational improvements to improve same store sales results while growing the business through new customer acquisition. Leading business development to close tens of millions of dollars in recurring revenue contracts at favorable market terms adding millions of dollars in enterprise value to the business. Opening multiple new distribution channels, including a highly lucrative operation at a major international airport. 

Capital Raising, M&A Advisory, Business Consultant and President/Co-Founder

Charlotte Capital worked alongside the Founder & CEO of an innovative healthy beverage brand in the consumer products space, advising on business management, branding, operations, finance, strategy, international expansion, sales & marketing, capital raising and ultimately the M&A sale to a strategic partner that invested capital in the business. A new brand was conceived and launched with Charlotte Capital participating in the branding, product launching, international sales and operations.