CLIENTS
Since 2005, Charlotte Capital has worked as a strategic hands-on business partner with many closely-held businesses in a wide-variety of industries. This unique knowledge of the inner workings hundreds of lower middle market businesses forms the backbone of our firm. We are hands-on Strategic Business Advisors for Entrepreneurs & CEOs. We are flexible partners and creative problem solvers that become passionate about our clients' businesses to deliver unparalleled value-added results.
"Charlotte Capital and Aaron Petrosky was a tremendous guide and professional advisor while representing us in the sale of our family business. They worked tirelessly to deliver multiple strategic and private equity buyers to the table resulting in an optimal outcome for ownership and employees." Denny Watson, CEO & Owner, LogoNation, Inc.
"Aaron worked with our prior business to create a strategic sale plan that formed the basis for our growth strategy before going to market selling our business. Once key milestones where met and value built, Aaron worked to deliver multiple buyers and private equity firms to present offers and ultimately purchase the company. His professionalism and trustworthiness is second to none, and I was glad to be able to call on his diverse skills as we embarked on a new business venture." Debbie Scott, CEO & Owner, Creative Point Designs LLC
"I have known Aaron and Charlotte Capital for over a decade and highly recommend his services. From Strategic CFO Services and hands-on Operations leadership and execution to business and corporate development to capital raise support and M&A transaction advisory...the true go-to one-stop shop for the needs of entrepreneurs and CEOs in the Lake Norman and Charlotte area." Rudy Alexander, CEO & Co-founder, 11Giraffes Company
"I am here today to meet the creator of this highly compelling company M&A sale document. This is the best marketing document of a company that I have read in my career...and do you know how many that is? Great work and highly creative and intriguing." Private Equity Partner, Former Managing Director, Thomas H. Lee Partners
"A special shout out to Aaron and Charlotte Capital, whose persistence, persuasive abilities and patience combined to get us over the finish line in a small but important strategic acquisition for our company!" CEO, Private Equity Owned, Consumer Goods & Business Services Company
"You are truly great at what you do!" Mike Detwiler, CEO and Co-founder, Blueridge Analytics, Inc. & SiteOps
"This is the most professional and well run company M&A sale process we have seen in our time in private equity." Private Equity Partner, Former Head of Consumer Investment Banking J.P. Morgan New York
"If you are looking for a trustworthy and hands-on guide in executing a strategic transaction for your company, look no further. Charlotte Capital and Aaron are the go-to firm that understand privately-held companies." Clyde Tenberg, CEO & Owner, First Warranty Group, Inc.
"Launching and building consumer food and beverage brands is a painstaking journey filled with many pitfalls. Aaron and Charlotte Capital are excellent guides in the journey from launch to hands-on execution in strategy, finance, operations and sales & marketing to ultimately executing a company M&A sale transaction with optimal outcomes." Dianna Toomey, CEO & Founder, Simplifast LLC & Vidathin Products LLC