Build the capabilities of a larger private equity firm without the cost structure of one.
The Charter Program gives emerging managers deal origination, operator-led diligence, and integration capacity. You pay for origination when a transaction closes, not every month.
Three managers in year one.
You raised a fund, not an overhead budget.
Emerging managers are expected to source, diligence and integrate acquisitions with teams never built to do all three. The same partners raise capital, work the pipeline and run diligence. Integration then lands on the platform CEO and CFO on top of their day jobs.
Larger funds solve this with dedicated corporate development and integration teams, plus operating partners across the key functions. That is a cost structure, and it is one an emerging manager cannot carry on Fund I or II economics.
1
Sourcing competes with fundraising
Pipeline development happens between LP meetings, portfolio work and live deals. Coverage becomes inconsistent.
2
Diligence runs on borrowed capacity
A small deal team must coordinate advisors and test operating assumptions while still managing the rest of the fund.
3
Integration lands on the platform
The CEO and CFO inherit the integration, usually without a repeatable process or a dedicated team.
A deal team you do not have to hire.
We expand your deal capacity before close and build the integration capability your platform needs after close.
We support sourcing and pipeline development on a success basis. We get paid when a transaction closes.
We reinvest a portion of our success fee into the platform. Part of our economics is tied to long-term value creation.
A deliberately small cohort. It buys dedicated attention, clean mandates and limited conflicts.
Our commitment: We support the deals we help you close through diligence and post-merger integration. Your platform gets the people, process and functional expertise to execute after close.
What the program provides
Integration Office (IMO)
Platform-level integration capacity, built so management can absorb multiple acquisitions without rebuilding the process each time.
Operator-led diligence
IT, commercial, HR, finance and accounting, and procurement experts test the operating case before close. Key findings carry into integration.
Deal origination
Target mapping, outreach, pipeline management and process support, run like an extension of your corporate development team.
On- and off-market access
Opportunities through 100+ investment banking relationships, referral partners and our operating expert network.
Capital relationships
Direct relationships across senior debt, mezzanine capital, minority equity and control equity providers.
LP relationship building
Long-term relationship building across the LP community, including uncompensated introductions where there is genuine fit.
A model aligned to how value is created
Each service is structured differently, so you pay for the support you use when you use it.
Origination
Success fee at close, no monthly retainer.
- Thesis and target mapping
- Outreach and banker coverage
- Process and LOI management
- Capital provider introductions
Diligence support
Separately scoped per transaction.
- Commercial and operational diligence
- Functional expert deployment
- Synergy and integration risk review
- Day-one readiness assessment
Integration (PMI)
Flexible scope based on integration needs.
- Integration Management Office
- Finance, HR, IT, GTM, procurement
- First-100-days execution
- Value capture tracking
Diligence and integration are typically funded at the deal or platform level, which helps preserve management-company resources. Final scope and terms are set for each engagement.
Shared upside. Shared commitment.
The Charter Program works because both sides carry real economics and real responsibilities.
What we take on
- Carry origination cost until close
- No monthly origination retainer
- Reinvest 10–20% of our success fee
- Stay accountable through integration
What we ask for
- Integration mandate on deals we source
- Right of first opportunity on integration scope
- Direct access to the deal team and platform leadership
- A multi-year relationship, not a single transaction
If you succeed, we succeed. Our economics are designed to reinforce that from the first deal forward.
Introductions, within clear limits
We are building long-term relationships across the LP community and can make uncompensated introductions where there is a fit.
What we do
- Build relationships across the LP community
- Make uncompensated introductions where there is fit
- Help communicate your sourcing and integration capabilities
- Share relevant insights from allocator conversations
What we do not do
- Act as a placement agent or solicit investors on your behalf
- Accept compensation tied to capital raised
- Represent funds, negotiate terms, or participate in fundraising
- Promise that any introduction converts to a commitment
The best fundraising story is a track record of deals that performed. Our primary role is to help you build that track record through stronger sourcing, diligence and post-merger integration.
Xpertegic Partners is not a registered broker-dealer or placement agent. Introductions are uncompensated and made only where there is genuine fit.
Three managers. By design.
The constraint is deliberate. A shared corporate development function across too many funds creates conflicts when the same target fits multiple theses.
Limiting the cohort to three keeps mandates clean and reduces conflicts. It also means the partners you meet are the partners doing the work.
We are a fit if you are
- Raising or operating Fund I, II or III
- Own at least one platform company
- Pursuing a platform-and-add-on strategy
- Willing to treat integration as a discipline that starts before close
We are not a fit if you
- Prefer one-off deals over a buy-and-build strategy
- Want origination support without the integration relationship
- Need a passive advisor rather than an operating partner
Three founding partners. One M&A team.
Each founding partner leads a core part of the engagement and is backed by a team of operating experts. Each stays directly involved with the managers and platforms we support.
The Operating Expert Network. Functional experts are deployed based on the needs of each transaction, across IT, GTM, HR, finance and accounting, and procurement.
A partnership that starts with fit
Introductory conversation
We align on your thesis, platform, pipeline and where capacity is constrained.
Scope and terms
We agree on success fees, reinvestment, integration scope and the multi-year relationship.
First transaction
We work a live opportunity together and build the relationship through execution.
Apply to the cohort
Three managers in year one. Tell us about your firm.
The goal is not one transaction. It is a repeatable M&A capability that compounds across the fund.