OUR STORY

There is vast strength in numbers and knowledge across the New Charter Technologies platform of 20+ MSPs. This collective expertise allows us to tap into a diverse pool of skills, providing ideal solutions tailored to meet your evolving needs.

Let's work together
ENTREPRENEURIAL & INNOVATIVE
PEOPLE FIRST, WITH GO GIVER MENTALITY
RELENTLESS | BETTER TOMORROW THAN YESTERDAY
IT STARTS WITH THE CLIENT

New Charter Technologies was founded in 2019 by Mitch Morgan and private equity firm Oval Partners. The four founding partners—PennComp, ActiveCo, Apex, and DCG—established a foundation for rapid growth, a growth that has continued and flourished.

New Charter and its now 20+ group of partner companies prioritize long-term trust, strategic collaboration, and building strong relationships.

We seamlessly integrate the strengths of our local roots with the expansive reach of our national footprint. By maintaining strong connections with our local markets, we ensure a deep understanding of regional nuances and customer needs. This localized approach is complemented by the extensive resources and expertise derived from our national presence.

Mitch Morgan and private equity firm Oval Partners

New Charter's Rapid Expansion

Accelerating the Entrepreneurial Journey

20
Companies
30
Cities

New Charter's Rapid Expansion

20
Companies
30
Cities

New Charter’s foundation is centered around the idea of enhancing the entrepreneurial journey. The company preserves and accelerates organic growth for high-performing MSPs, with business owners continuing to lead their companies and retain clients and employees while enjoying the benefits of scale.

New Charter is an investment partnership that has “acquired” a portfolio of 20+ companies operating in 30+ cities. It’s a unique model that elevates companies in their market instead of smashing them together as traditional PE models do.

Therein lies the distinction.

This is not your everyday model.

The distinction is that New Charter provides a true equity partnership that preserves the culture of each company and accelerates their entrepreneurial journey. In turn, the businesses are collectively involved in the future success and growth of the company.

New Charter Technologies was founded in 2019 by Mitch Morgan and private equity firm Oval Partners.

“We help qualified MSPs monetize what they’ve built, prioritize people, and protect their legacy. With New Charter, these founders run their own companies while also participating in the leadership team of an organization well on its way to being a dominant player in the industry.”

Essentially, New Charter looks to acquire MSPs that show significant revenue, impressive EBITDA, a focus on true managed services, and a healthy recurring revenue stream

New Charter Leadership

At New Charter, we’re committed to building a caliber of business that the industry hasn’t yet seen through strategic partnerships, collaboration, and executive leadership. The Leadership team is focused on building a rich set of offerings, resources, and infrastructure to support the growth and success of the Partner Companies. We drive strategy with the EOS Vision Traction Organizer to allow for platform wide alignment. 

Peter Melby

CEO

Mitch Morgan

Executive Chairman

Bryan Bodhaine

CFO

Sarah Bernhardt

VP of People

James Richards

Group President

Christopher Luise

Group President

Alex Stanton

CIO

Alicia Allerding

HCM Systems Manager

Ariel Johnson

Centralized Marketing Manager

Ashley Wright

Director of Talent Acquisition

Brent Whitfield

Director of Equity Partnerships

Chance Weaver

Vice President, Global Microsoft Practice

David Egas

Revenue Operations Analyst

Marce Miracle

Community Marketing Manager

Nora Erspamer

Director of Marketing Process

Reda Chouffani

CTO

Sarah Essington

Corporate Controller

Scott Putnam

CISO

Oval Partners

Oval Partners is a multi-family office investment firm with proven experience leading platform-building efforts across multiple industries. Through prudent investment and operational expertise, New Charter is positioned to grow and stand apart strategically and financially from others in the market.

Jake Mizrahi

MANAGING DIRECTOR & CO-FOUNDER

John Knoll

Managing Director & Co-Founder

Kyle Robertson

Principal

Dan Ruhl

Partner

Dan Escovitz

Director, Business Development

Awards & Community Involvement