Charlie co-founded New Heritage Capital in 2006, and has been investing private equity in founder-owned, lower middle market businesses for 20 years. Charlie leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships.
|Experience||Heritage Partners, The New England Revolution, Smith Barney|
|Education||J.L. Kellogg Graduate School of Management – Masters in Management
Denison University – BA
|Passions||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.”