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Meet Our Clients

Meet Our Clients

We work closely with a wide variety of clients ranging from energy and manufacturing to medical and software companies...Learn More

Corporate Finance

Corporate Finance

Consistently succeeding in today’s rapidly evolving business climate requires a genuine understanding of market trends and the factors that animate these trends...Learn More

Private Placements

Private Placements

We can tailor an effective and efficient fundraising program and manage it end-to-end, from initial positioning to final negotiations...Learn More

Real Estate Financing

Real Estate Financing

We’ll help you navigate the complexities of real estate acquisition and financing with local market knowledge and technical experience to assist you...Learn More

For over three decades Rockecharlie & Co., corporate financial advisors, has served entrepreneurs and senior management of small and mid-size companies in a wide variety of industries by actively seeking opportunities to use its financial and business experience and relationships in the investment community to help them achieve their corporate and personal financial objectives.

Corporate Finance

Corporate Finance

Consistently succeeding in today’s rapidly evolving business climate requires a genuine understanding of market trends and the factors that animate these trends. At Rockecharlie & Co., we offer a complete array of corporate financial advisory services for companies of all sizes regardless of their industry segment. Because markets continuously respond to the merits of an organization’s business plan, we conduct a thorough review... Read More

Private Placements

Private Placements

For over three decades Rockecharlie & Co. has raised equity capital for clients while developing strong relationships with many institutional lenders as well as private equity investors. Through these relationships, we have arranged transactions for a variety of clients in a broad array of industries. Our focus has consistently been on middle-market companies that require additional equity (or equity-motivated debt) to achieve their objectives... Read More

Real Estate Financing

Real Estate Financing

Real Estate is an important segment of our economy and one in which the Rockecharlie & Co. partners are both active participants as well as advisors. Our preference is to originate, syndicate, invest in and manage real estate investments; how ever, we will consider participations in investments originated by others when the investment opportunity is motivating. Recognizing that real estate values fluctuate depending on market... Read More