Brent Whitfield’s journey with M&A started about 3-4 years ago, where he admittedly had to kiss many frogs before finding the perfect fit with New Charter Technologies. He saw a lot of high integration approaches that left him with concerns. Brent explained, “PE Firms in our space have a reputation of screwing things up! They often force companies into an unfamiliar service delivery model, causing the owner to leave, then the employees leave, and ultimately the clients leave.” That was NOT what Brent was looking for… for himself, his team or, his clients.
Enter New Charter and their philosophy of low integration and founding company autonomy. Brent was intrigued, knowing that not only was this approach unique, but it could be very successful. “As far as I know, I don’t think it has been done before in our industry, and it CLEARLY is a better way to go,” he said.