Welcome to Charles Spencer & Company

Established in 2008, Charles Spencer is a capital funding company providing advisory services for funding solutions to innovative companies which operate in energy, clean-tech, real estate, healthcare and technology sectors. Charles Spencer’s services secure financing and provide ongoing management consulting to help guide a company through turbulent times. In today’s ever-changing environment it’s more important than ever to have an experienced intermediary that can assist in obtaining capital funding and identifying unique opportunities for investors.

Company Profile

Charles Spencer & Company LLC (Charles Spencer) is an investment banking firm that provides financial advisory and management consulting services. It focuses on middle market companies with enterprise values between $25 million and $300 million. The firm provides mergers and acquisitions, recapitalization, management buyout, project funding, private placements of equity and debt securities, valuations and fairness opinions, and financial restructuring advisory services. Additionally, it offers due diligence, transaction negotiation, and government loan preparation services. The firm caters to energy, business services, clean-tech, real estate, healthcare, and technology industries.

Service Provider Type(s): Investment Bank*, Business Intermediaries, Financing Advisory, Placement Agent (Financing), Valuation Firm, Management Consulting,

*Primary Business

Advisory services for all stages of your company's life-cycle

• Early Stage
• Government Loans
• Expansion stage
• Management Buyout
• Project Funding
• Recapitalization
• Mergers & Acquisitions
• Public Private Partnerships