Miller Johnson Represents Charter Capital Partners in its Acquisition of The Charter Investment Banking Team by KSM
The Transaction
In January 2026, Miller Johnson represented Charter Capital Partners (Charter) in the acquisition of their investment banking team by KSM (also known as Katz, Sapper & Miller). Charter’s investment banking team is a highly respected middle-market M&A advisor with decades of experience spanning the entire M&A lifecycle, from initial sourcing through final execution. Its acquisition by KSM allows the Charter investment banking team access to deeper resources and broader expertise, while providing KSM with access to an investment banking platform on par with those offered by the top CPA firms nationwide.
Charter’s Mike Brown and Mark Streekstra will join KSM as partners and managing directors leading the13-member investment banking team and continuing to operate from the Grand Rapids office. Charter Growth Capital, Charter Capital’s mezzanine debt and minority equity investment fund, is not part of the transaction and will remain independent.
Miller Johnson acted as legal advisor to Charter Capital Partners in the transaction. Miller Johnson’s team was led by Dustin Daniels (M&A) and included Alex Kaminski (M&A) and Vincent Fazio (M&A).
Charter Capital Partners (Charter)
Founded in 1989, Charter Capital Partners is an investment banking advisor serving middle‑market corporations, family‑owned businesses, private equity groups, and family offices. The firm provides advisory services across every stage of M&A process including sell‑side and buy‑side transactions, capital raising, and succession planning. Charter Capital’s team focuses on supporting clients as they navigate strategic growth, transition, and liquidity events.
KSM (Katz, Sapper & Miller)
Founded over 80 years ago, KSM is one of the top 50 largest independent CPA firms in the United States. A leading advisory, tax, and audit firm, KSM provides inspiration, insight, and technical expertise to clients in multiple industries at all stages of their lifecycles. KSM continues to grow by diversifying its service offerings and expanding its geographic footprint. The acquisition expands their capabilities to include full M&A advisory and succession planning services.
Miller Johnson’s Mergers and Acquisitions Group
Miller Johnson’s M&A practice group collaborates with clients and their advisors to structure, negotiate and close deals and to navigate the challenges that can arise in mergers, acquisitions, dispositions, and other business combination or investment transactions.
Miller Johnson is top listed for mergers and acquisitions with U.S. News & World Report’s Best Law Firms and is ranked by Chambers USA. At The M&A Advisor’s national awards and the ACG M&A Deals and Dealmakers regional awards, our attorneys are consistently involved in deals honored as winners and finalists. For further information, please contact Dustin Daniels at 616.831.1737.