Services
Charles Spencer provides advisory transaction services for companies in all life cycle stages. Our clients receive senior attention for each transaction, from identifying potential partners, developing the company's investor materials, structuring, negotiating and closing. We draw on our experience to provide the highest level of service and expertise to our clients. Our firm recognizes that no two deals are the same, which requires developing unique solutions to achieve the best outcome for our clients. Our multi-stage investment focus includes supporting companies of the following transaction types:
- Early Stage – Debt or Equity
- Government Loans – SBA & USDA
- Expansion stage
- Management Buyout
- Project Funding – Development Capital
- Recapitalization
- Mergers & Acquisitions
- Public Private Partnerships
Critical to our investment process is to identify companies with the following key criteria:
- Industry expertise
- Sufficient market share
- Unwavering focus & commitment
- Flexibility & responsiveness
- Passion to innovate
- Defensible use of technology
- Proven success
Charles Spencer's advantage is the strength of management experience within specific industries. This commitment and focus enable Charles Spencer leadership to bring more than funding to the client. We provide insight into market dynamics, competitive intelligence, and long-term growth strategies.