Charles Towne Holdings

We seek and develop product differentiation, a diversified customer base, market differentiation, leadership potential, strong management and financial performance in our clients.

Charles Towne collaborates with our clients based upon the gap between their vision and their current state of performance. We are open and agile in our approach, uniquely serving the needs of each client. With us, you are gaining a partner in business and not a consultancy.

Charles Towne Holdings Logo


Our Investment Banking capabilities cover M & A and Private Placements for equity and debt (typically series B or later). Every deal is led and and accompanied by senior level bankers, many of whom also bring previous operational experience. Our target deal size typically starts at $10mm (although if you are in our backyard, we can make an exception!). If it is not a fit, we will be quick to tell you. And if you are a start up or raising a Series A, our advice to you is don’t hire an investment banker! VC’s don’t like their money being spent on anything except growing the company

  • Sell-Side Advisory
  • Buy Side Advisory
  • Corporate Divestitures
  • Leveraged Buyouts
  • Management Buyouts
  • Recapitalizations
  • Private Placements (Equity & Debt)


Our Advisory Services typically occurs prior to an investment banking mandate. We explore and define specific business model options, such as strategic partnerships, joint ventures and licensing. We can source talent and source firms for branding, product creation, marketing, sales and logistics and can even serve as active C-level executives on an outsourced basis or as board members to guide growth.

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