Charlie is a Senior Associate in the Austin office. He focuses on sourcing and evaluating new investment opportunities, executing transactions, and supporting portfolio companies.
Prior to joining Sverica, Charlie was a Senior Associate at Sunstone Partners, a private equity firm based in the San Francisco Bay Area investing in tech-enabled services, HCIT, and SaaS companies. While at Sunstone Partners, he was responsible for investment sourcing, transaction diligence and execution, and portfolio company support. Prior to Sunstone, Charlie was an Analyst at Covington Associates where he focused on Business Services and Healthcare M&A.
Charlie earned a BS in Finance at Bentley University.