Charlie co-founded New Heritage Capital in 2006, and has been investing private equity in founder-owned, lower middle market businesses for 21 years. Charlie leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships.
|Heritage Partners, The New England Revolution, Smith Barney
|J.L. Kellogg Graduate School of Management – Masters in Management
Denison University – BA
|Traveling with my wife and three daughters. Counting the championship trophies earned by Boston pro sports teams. Eating good food and drinking nice wine (and talking about it). Three putting.
“Our investment thesis is simple – we back founder-owners who are buyers, not sellers. They typically are too young to retire, and aren’t interested in being someone’s employee. We buy-in, we don’t buy-out.”