CharterMason’s Investment Services combine traditional corporate finance (strategic advice, mergers and acquisitions, equity and debt capital raisings, corporate restructurings and valuations) with transformation planning and delivery of post-merger integration activities, uniquely aligning our performance incentives with our client's goals.  We offer a suite of services that support the investment community across all stages in the business lifecycle:

Our Approach

We are more than a management consulting practice or corporate finance team – we are an integrated practice – made up of high performing individuals from top tier investment banks, consulting firms and big four accounting organisations.
We provide deep subject matter expertise across a diverse range of core investment advisory and management consulting service offerings, underpinned by three core values:    

1. Aligned incentives – we align our incentives with shareholders, from pre-transaction advice, due diligence, synergy estimation and structuring, to post-transaction implementation: ensuring that reward is shared in proportion to the actual value added to the wealth creation process
2. Integration – ensures that we have the expertise on side to truly understand the costs of transformation and how to program manage the highest value outcome
3. Taking a stake – we are willing to invest in ventures and take on delivery risk to back our estimates of value in financial models and due diligence of forecast synergies
   

These three core business values drive our team toward an aligned investment outcome for our clients: maximisation of shareholder return.

Our Integrated Service Offerings

Our service offerings have been constructed to focus on three core stages of evolution in a business lifecycle, and all chart the journey of a strategic investment as it moves from an idea (or concept) through to a realised return for investors (tangible value creation):


CharterMason is not constrained by a fixed niche (M&A, VC, PE, Insolvency transactions).  We view value creation as a process, which implicitly has a number of permutations, some examples are included below:

• Greenfields Enterprise Build (Venture Capital)
• Early Stage / High Growth Investments (Private Equity)
• Acquisition & Business Model Implementation (Private Equity)
• Post Merger Integration (Traditional Mergers & Acquisitions)
• Insolvency / Distressed Debt Turnaround (Insolvency)
• Divestiture / Carve-outs / Spin-offs (Traditional De-merger activity)
  

CharterMason has assembled a core team from a diverse range of disciplines, typically held in different business, that operate across the financial sector value chain.  This integrated proposition, aligning interests, yields exceptional returns for our clients.

Why Select Us?

CharterMason’s Investment Services Practice has a sound track record of assisting organisations of all kinds and sizes with investment advice and operational transformation. We draw on a combination of tested methodologies and talented people to get the job done efficiently and effectively.

• We assist clients to understand their industry, strategy and competitive positioning; identify and manage their key risks; and improve processes and enhance business performance.
• We deploy professional practitioners experienced across a broad range of industries and business disciplines. 
• We tailor our services to individual client needs.
• We give clear, practical and timely advice.
  

Contact Us

Thank you for your interest in the CharterMason Investment Services Practice. For more information on our range of services, please contact us.