Charles Towne Holdings provides Capital Markets, Investment Banking, and Financial Advisory Solutions to middle market companies, private equity groups, venture funds, family offices, and commercial lenders on a global basis. Our target deal sizes range from $10mm-$250mm in enterprise value, and for capital raises we target $5mm to $100mm in size.



    • Sell-Side Advisory
    • Buy Side Advisory
    • Corporate Divestitures
    • Leveraged Buyouts
    • Management Buyouts
    • Recapitalizations

    Charles Towne Holdings offers thoughtful and creative M & A advisory services to middle market businesses, institutional investors and family offices seeking to pursue a liquidity event. Because each transaction is unique and requires the ability to comprehend complex situations that could affect the outcome of the process, we make sure that every deal is led by senior investment banking professionals, each of whom brings deep sector expertise and the global network of relationships. For corporate acquirers or platform investments of private equity groups, Charles Towne provides buy-side advisory services seeking to tap into our strategic network. Finally, our one team approach provides access to all of our firm’s investor and acquirer relationships are pursued on every transaction, ensuring that we operate as “one” on behalf of our clients rather than several different internal silos.


    • Private Equity
    • Venture Capital

    Charles Towne Holdings provides innovative and differentiated equity financing solutions to public and private companies, financial sponsors and family offices to originate and structure equity and venture financings. Our bankers maintain longstanding relationships with strategic, private equity, venture funds, and family offices globally, ensuring that our clients are exposed to a wide variety of global investors. Our value-added advice and execution help lead to a successful outcome for clients.


    • Outsourced CEO/CFO/CMO Services
    • Corporate Consulting
    • Valuations
    • Outsourced Controller Services
    • Turnaround Management
    • Reorganizations
    • Bankruptcy
    • Debtor/Creditor Advisor

    Charles Towne Holdings provides Advisory Services to middle market companies, private equity groups, family offices, management teams, and lenders, bringing additional “C” level leadership and financial expertise. Our team’s capabilities cover needs such as outsourced CEO/CFO services, turnarounds and restructurings, debtor/creditor advisory, valuations, operational analysis, and due diligence.


    • Senior Debt
    • Mezzanine Debt
    • Unitranche Debt
    • Working Capital
    • Venture Debt
    • Bridge Loans

    Charles Towne Holdings originates, structures and executes traditional bank loans and alternative debt financings for middle market companies, financial sponsors and family offices. We maintain a broad range of bank and non-bank investor clients with investment parameters and philosophies that we understand. Our debt financing team works hand in hand with our lead investment bankers from numerous vertical sectors. We are able to continually apply our insights into the changing industry dynamics that impact our clients’ businesses, while also managing how debt instruments fit most advantageously into their financial performance and outlook. Our deep relationships with lenders across a full range of debt securities include commercial/ABL loans, first lien, second lien, unitranche, high yield, and mezzanine debt.



    • Anti-Money Laundering
    • FINRA Licensing & Registration
    • Engagement Letter Template
    • Review of Offering Documents
    • Written Supervisory Procedures
    • Monitor Trading Activities
    • Monitor OBA’s
    • Regulatory & Financial Filings


    Charles Towne Securities, our FINRA registered broker-dealer, focuses on partnering with investment bankers to support the execution of capital advisory, capital raising, and M & A engagements. Charles Towne provides a professional, turnkey platform that provides high-quality support for our bankers and clients. The firm’s management team is well versed on industry best practices and understands the need to be nimble and creative when addressing your client needs. The firm provides a state-of-the-art compliance program ensuring compliance across all practices. Our goal is for our bankers to focus on their clients, while we provide a seamless and efficient platform to execute your transactions.