Bringing nearly 10 years of experience to his role, Charlie is dedicated to helping a of variety businesses in the lower middle-market sector up to $20 million in EBITDA, private equity investors and asset-based lenders to effectively evaluate their acquisition decisions, and guiding them through the transaction process from start to finish.

Charlie leverages his broad background in auditing and corporate finance to diligently craft in-depth financial analyses in their acquisition strategies. His expertise lies in dissecting target company data, unveiling historical and projected financial trends, evaluating the quality of earnings and assessing working capital considerations.

Collaborating seamlessly with both buyers and sellers, Charlie’s intricate transactional understanding and analytical skills allows him to guide them through the complexities of the transaction lifecycle. Clients benefit from his ability to identify potential transactional risks and recommendations to ensure their success.