Services
What We Do
Charnley Group LLC provides senior-level advisory services to business owners, executives, and investors at every stage of a transaction. Our approach is direct, discreet, and results-oriented — bringing 30 years of investment banking, operating, and private equity experience to every engagement.
M&A
Guiding business owners and executives through complex mergers and acquisitions with precision and discretion. Whether you are selling a business you have spent decades building or acquiring a strategic target, the process is high-stakes and unforgiving. We manage every phase of the transaction — from initial strategy and positioning through negotiation, due diligence, and closing — so you can stay focused on running your business while we run the deal.
- Buy-side and sell-side representation
- Transaction structuring and negotiation
- Buyer identification and outreach
- Management of the full due diligence process
- Letter of intent and purchase agreement guidance
- Closing coordination with legal and accounting teams
Capital Raising
Connecting businesses with the right capital sources to fuel growth and long-term value creation. Access to capital is not just about finding money — it is about finding the right partner, on the right terms, at the right time. Whether you need growth equity to accelerate expansion, debt financing to optimize your balance sheet, or a strategic partner who brings more than just capital, we identify and engage the right counterparties and manage the process from first conversation to close.
- Growth equity and minority recapitalizations
- Senior and subordinated debt financing
- Strategic partner identification and outreach
- Investor materials, CIM, and management presentations
- Term sheet negotiation and process management
- Coordination through closing and funding
Recapitalizations
Restructuring capital to optimize financial flexibility and position businesses for the next chapter. A recapitalization can be one of the most powerful tools available to a business owner — unlocking meaningful liquidity while preserving operational control and long-term upside. Whether you are looking to take chips off the table, bring in a financial partner, or restructure your balance sheet ahead of a future transaction, we design and execute the right structure for your goals.
- Partial liquidity events for founders and owners
- Balance sheet optimization and debt restructuring
- Ownership transition and succession planning
- Management buyout structuring and support
- Private equity and family office partnership
- Post-recap strategic planning
Advisory
Strategic counsel from a seasoned banker, operator, and investor — when the stakes are highest. Sometimes you do not need a full transaction process. You need a trusted, experienced voice in the room who has seen it all before and can help you think clearly about your options. We serve as a retained sounding board for executives and boards navigating critical decisions — from evaluating an unsolicited offer to preparing for a transaction two years down the road.
- Board and executive advisory on strategic direction
- Evaluation of unsolicited offers and term sheets
- Transaction readiness assessment and gap analysis
- Business valuation and positioning guidance
- Ongoing retained advisory relationships
- Confidential second-opinion counsel
Let's discuss your situation.