Chart has advised large and small companies on five continents since 1994. Chart Group Advisors, a FINRA member firm, focuses on client relationships in targeted sectors, and leverages the experience of Chart professionals to provide clients with access to a global network of Chart Partners, strategic affiliates and institutional providers of capital.
Distinguishing Qualities
- Independent, discreet advice. Chart has no internal conflicting product lines.
- Seasoned executives each with over 20 years of global investment banking experience. Prior firms include
Dillon Read, Dresdner Kleinwort Capital, Lehman Brothers, S.G. Warburg, UBS.
- Significant cross-border transaction experience. We mobilize our Partner network and strategic affiliations with investment banks in Europe, the Middle East and Asia to achieve our clients' objectives in the global marketplace.
Corporate Advisory Services
- Advice on mergers & acquisitions; divestitures; fairness opinions; restructuring; takeover defense; and strategic matters
- Private Financings/Capital Raising:
Equity, mezzanine and senior debt capital
Refinancings, recapitalizations and growth initiatives
Advice on initial public offerings
Industry Expertise
- Consumer Products & Retail
- Defense & Homeland Security
- Energy & Natural Resources
- Financial Institutions
- Industrials
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Chart Group Advisors is a member of the Financial Industry Regulatory Authority (FINRA). See www.finra.org for more information about FINRA.