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CHART NATIONAL INVESTMENT MANAGEMENT LLC

CHART NATIONAL INVESTMENT MANAGEMENT LLC is a Series C+, buyout and recapitalization fund in the US investing in Enterprise, Security, defense, intelligence and it-consulting.

Stages
Series C+, buyout, recapitalization
Sectors
Enterprise, Security, defense, intelligence, it-consulting
Invests in
US-wide
Round role
Leads rounds
Actively investing
Yes
Founded
2018
Assets under management
$150M

Check size not disclosed

Thesis

Chart National Investment Management LLC is a private equity firm founded in 2018 and based in New York, NY. The firm specializes in control equity investments in lower to middle-market companies within the Defense, Security, and Intelligence (DSI) sectors. Their strategy involves identifying and partnering with emerging leaders, driving value through organic growth, strategic acquisitions, and active board-level involvement. Chart National's investment thesis is centered on the dynamic DSI sector, focusing on companies in priority and high-growth budget areas. Their approach includes management buyouts, recapitalizations, and structured growth equity transactions, emphasizing strong industry relationships and operational improvements. The firm has over a decade of dedicated experience in this niche market. As of August 2024, their second fund, Chart National II, L.P., had its first closing at over $40 million, with a target of $150 million. They primarily invest at the Growth stage.

Common questions

Does CHART NATIONAL INVESTMENT MANAGEMENT LLC invest at the Series C+ stage?

Yes. CHART NATIONAL INVESTMENT MANAGEMENT LLC lists Series C+, buyout and recapitalization among the stages it invests in.

Where does CHART NATIONAL INVESTMENT MANAGEMENT LLC invest?

CHART NATIONAL INVESTMENT MANAGEMENT LLC invests in the US.

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