PRIVATELY HELD PLATFORM FOCUSED ON LONG-TERM VALUE CREATION.
About Charlee Capital
Charlee Capital is a strategic advisory and investment platform engaged with one of the world’s largest global infrastructure investors. We provide institutional-grade expertise across strategic advisory, deal origination, management team support, operational optimization, and M&A diligence.
With a 60-year legacy rooted in a multigenerational, family-run business, our experience is grounded in real operating leadership. Before founding Charlee Capital, our team built and led one of the largest equipment leasing companies in North America—transforming it into a national platform and successfully exiting to a global infrastructure investor.
Following the sale, we joined the investor to help scale and institutionalize the platform from within—building it into the largest full-service equipment leasing business in North America and leading the expansion of its specialized cold chain business division.
Today, Charlee Capital brings a rare combination of executive leadership, deep operating experience, and investor insight—designed to create long-term value across infrastructure, logistics, and other asset-intensive sectors.
Our Core Expertise
At Charlee Capital, we operate at the intersection of strategy, execution, and investment. Our three core areas of expertise include:
Strategic Advisory & Operational Leadership
We bring executive-level insight to portfolio companies and management teams, helping to shape strategy, drive performance, and execute operational transformation in asset-heavy sectors.
Deal Origination & Investment Sourcing
With deep industry networks and market knowledge, we uncover proprietary opportunities and support institutional investors with sourcing, diligence, and platform development across infrastructure and industrial services.
M&A Execution & Value Creation
From diligence to integration, we provide end-to-end M&A support backed by real-world operator experience—maximizing enterprise value through thoughtful structuring and post-close optimization.