KSM (Katz, Sapper & Miller) has launched an investment banking service line, adding the investment banking team from Grand Rapids-based Charter Capital Partners to build out a dedicated M&A advisory and succession planning platform.
The firm said the move expands KSM’s capabilities across the full M&A lifecycle, positioning the new offering alongside the investment banking platforms operated by large CPA firms nationwide. The incoming group brings decades of middle-market deal experience, from sourcing and positioning through transaction execution and closing.
As part of the transition, Charter’s Mike Brown and Mark Streekstra have joined KSM as partners and managing directors and will lead a 13-member team operating under the name KSM Corporate Finance. KSM said eligible Charter Capital Partners employees will also become employee-owners through KSM’s employee stock ownership plan, giving them a direct stake in the firm.
The investment banking team will continue operating from its Grand Rapids office. KSM said it plans to grow its presence in West Michigan over time, with the longer-term goal of establishing a full-service regional office in Grand Rapids.
KSM has been expanding both service lines and geography. In 2025, the firm launched an information technology advisory practice focused on strategic IT consulting and solutions for efficiency, security, and innovation. In July, Chicagoland CPA firm MichaelSilver and its 70-plus employees joined KSM, establishing the firm’s Chicago office.
Charter Growth Capital, Charter Capital’s mezzanine debt and minority equity investment fund, is not included in the transaction and will remain independent. The fund will continue to be led by John Kerschen, Mike Palm, and Hector Bultynck, with an ongoing focus on partnering with lower middle-market companies.
KEY QUOTES:
“We are thrilled to have Charter Capital Partners join forces with KSM. As our clients face increasingly complex decisions, they expect advisors who can see the full picture. Expanding into investment banking strengthens our ability to serve as a long-term strategic partner.”
Tim Cook, CEO and President, KSM
“Charter and KSM share a common mindset and culture. Both firms are grounded in the Midwest, value long-term relationships, and prioritize people – both clients and employees. Joining KSM allows us to expand our capabilities while continuing to serve clients with the same approach and values that have defined our work.”
Mike Brown, Partner and Managing Director, KSM
“Becoming part of KSM gives our team access to deeper resources and broader expertise, which enhances our ability to deliver thoughtful, high-quality advice to business owners navigating important transition decisions. Furthermore, KSM’s deep Midwest presence provides the ideal geographic footprint to accelerate our strategic expansion and serve clients in the Midwest and beyond.”
Mark Streekstra, Partner and Managing Director, KSM
