About us

Founded in 2005, Charlotte Capital provides emerging, lower middle market companies with strategic guidance and trustworthy advice to achieve ownership's personal and professional goals. Our approach is to listen to our clients, provide a plan of action and help guide the business building process to ensure success. Today's entrepreneurs and CEOs become tomorrow's business leaders with a trusted, unbiased confidant to challenge and guide ownership to rise to the next level.
Mission: Charlotte Capital seeks to strengthen businesses, foster growth and maximize shareholder value.
• Charlotte Capital provides companies with strategic guidance and trustworthy advice to achieve ownership's strategic goals.
• Our approach is to listen to our clients, provide a plan of action and help guide the business-building process to ensure success.
• We are a trusted, unbiased confidant that will challenge and guide ownership to define and rise to the next level.
Core Values: Charlotte Capital core values guide our work and focus
• Complete Honesty & Integrity: Our strong character and trustworthiness defines us as an organization.
• Competent Professional Service: Our commitment and focus is unmatched in our industry.
• Creative & Flexible Problem Solving: Our creativity and flexibility sets us apart from the masses.
• Proven Value: Our approach and implementation produces tangible cost-effective results.