Charlie is an Associate with Evergreen Advisors Capital.
He began his career as an Investment Banking and Private Equity Associate at Berenson & Company, a merchant bank focused on Software & Tech Investment Banking and Private Equity. At Berenson & Company, Charlie had a range of responsibilities, including advising clients on buy-side M&A activity, conducting financial analysis and valuation, and participating in negotiations. He represented E2open on its $1.7 billion acquisition of BluJay and its $185 million acquisition of Logistyx. Charlie also played a key role in advising Broad Sky Partners on its acquisition of Thomas Scientific, where he constructed financial models, prepared investor presentations, conducted due diligence, and analyzed financial data. He evaluated technology sector companies for investment on behalf of clients and developed investment theses for proprietary transactions at Berenson.
Licenses
Charlie holds the Series 79: Investment Banking Representative license.
Education
Charlie graduated from Columbia University in New York, NY, with a Bachelor of Arts degree in Economics-Political Science.
Interests
Charlie’s profound passion for sports, particularly the Ravens and Orioles, exemplifies his unwavering dedication to teamwork and excellence, which directly influences his work. Drawing inspiration from the collaborative spirit of sports, he forges strong client relationships based on cooperation and delivering exceptional results. Moreover, his cherished moments with his dog, Mellie, instilled qualities of patience and a balanced perspective that shape his work ethic and professional approach.
