Originally from Michigan, Charles was educated and has lived in both Northern and Southern California and surprisingly has loyalty to sports teams in both parts of the state. Charles is the proud father of two daughters, is a self-proclaimed watch nut, and has a black belt in Aikido.
Charles has extensive experience in mergers and acquisitions, business and corporate development, finance, capital raising, investor relations, human resources, and law. He is a serial entrepreneur. He has been a principal at three different businesses, all of which he sold. Over a 15 plus year investment banking career, Charles has successfully completed numerous M&A, strategic capital raise, and licensing transactions in a variety of sectors and geographies.
Prior to Menalto Advisors, Charles was a co-owner and Managing Director at Pagemill Partners, an M&A advisory firm, where his closed transactions included negotiating the sale of Pagemill Partners to Duff & Phelps. Prior to Pagemill Partners, Charles co-headed several different practice groups at SVB Alliant, the then investment banking arm of Silicon Valley Bank.
Before joining SVB Alliant as an investment banker, Charles was the Vice President, Finance, Corporate Development & Strategy at NetScaler, an Internet infrastructure company that was eventually acquired by Citrix. Prior to NetScaler, Charles held the position of Vice President, Corporate Development at Solectron, an EMS company, and he was the Vice President, Business Development and General Counsel at SMART Modular Technologies, a memory module manufacturer that was acquired by Solectron. Charles was also a corporate securities attorney at Wilson, Sonsini, Goodrich & Rosati.
Charles has a Bachelor of Science in Civil Engineering from Virginia Tech, a Masters in Real Estate Development from the University of Southern California, and a J.D. from the University of California at Berkeley (Boalt Hall School of Law).