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Charlie guides private equity firms and strategic investors in a wide range of deals, from financings and strategic M&A to investments and take-privates. With roots in the middle market, Charlie advises clients on transactions of all sizes and strategies across industries, including technology, consumer, healthcare, and industrials, as well as impact investments. Clients seek out Charlie for his grasp of complicated deal economics and his nuanced approach to dealmaking, developed through almost two decades of navigating complex transactions.
Experience
Charlie’s representative matters include advising:
Technology
- Bain Capital Tech Opportunities in its partial sale of Ren, a provider of payment technology for the philanthropy sector, to Great Hill Partners.
- Bain Capital in a transaction to acquire PowerSchool Holdings, Inc, a leading provider of cloud-based software for K-12 education.
- Bain Capital Tech Opportunities on its growth investments in financial technology provider Ren, cybersecurity company Blackpoint Cyber, unified data management platform provider Ataccama, product analytics software company Mixpanel, and global cloud software and data analytics provider Axtria.
- Bain Capital Double Impact on its investments in curriculum software provider TeachTown, provider of online tools to address estate planning needs Free Will, childcare center software solutions provider Lillio (formerly HiMama); and its acquisition and subsequent sale of Penn Foster, a provider of skills development and digital credentialing solutions.
- FoW Partners on its investment in Milestone Technologies, a global IT services provider, alongside The Halifax Group.
- Bain Capital Private Equity on its majority growth investment in EnterpriseDB, a global provider of enterprise-class software and services for database management system Postgres; its investment in enterprise cloud computing company Nutanix; and its acquisition of advanced web security solutions provider Blue Coat Systems.
- Bain Capital Private Equity and Blue Coat on the sale of Blue Coat to Symantec.
- Bain Capital Private Equity and Crosspoint Capital Partners on the acquisition of ExtraHop, the leader in cloud-native network detection and response.
- TPG Capital in its investment in Ellucian, a global provider for higher education software and services.
- Morgenthaler Private Equity in its acquisition of Satellite Logistics Services.
Consumer
- AVALT on its joint acquisition (alongside Northleaf Capital Partners) of WASH Multifamily Laundry Systems, a provider of laundry services, from EQT.
- Bain Capital Private Equity on its investment in 1440 Foods, a leading portfolio of sports and nutrition brands, in partnership with existing investor and operator 4x4 Capital; and its acquisition of Dessert Holdings from Gryphon Investors.
- 1440 Foods, owned by Bain Capital and 4x4 Capital, in its acquisition of Chef Robert Irvine's FITCRUNCH and Bakery Barn from Union Capital Associates.
- Bain Capital-backed Dessert Holdings on its acquisitions of Kenny’s Great Pies, a premier manufacturer of high-quality, clean label, cream-based pies; Dianne’s Fine Desserts, a provider of premium frozen thaw-and-serve desserts; and Steven Charles, a Dessert Company.
- Samsonite on its acquisitions of the Hartmann, High Sierra, Speck and Gregory brands, and its sale of Speck to Telementum Global.
- TSG Consumer Partners on its investments in Duckhorn Wine Company, Pabst Blue Ribbon, SweetWater Brewing, Island Oasis, thinkThin, Raybern’s and Charming Charlie, and in connection with its sale of thinkThin and Gardein.
- TPG Capital in the acquisition of leading American clothing retailer J. Crew.
Healthcare
- Bain Capital Double Impact on the acquisition and sale of multi-specialty clinical services organization HealthDrive; and on its investment in ConvenientMD, New England’s leading urgent care provider.
- Bain Capital on the merger of healthcare payments technology leaders Zelis Healthcare and RedCard Systems.
- Summit Partners in its investment in a private pharmaceutical company.
- Solmetex, a portfolio company of AVALT and Gemini Investors, in its sale to Avista Capital Partners.
Industrials and Infrastructure
- FoW Partners on its acquisition of Eclipse Advantage, a provider of outsourced supply chain workforce solutions, and Eclipse Advantage’s add-on acquisition of UChain, a third-party logistics and supply chain solutions provider.
- Northleaf Capital Partners and AVALT on their acquisition of AMAROK, a leading provider of perimeter security infrastructure solutions in the United States.
- AVALT on its acquisition and subsequent sale of Ned Stevens, one of the leading gutter cleaning and home maintenance service providers in the United States.
- Gridiron Capital on its sale of PAS Technologies, a provider of maintenance and repair solutions for original equipment manufacturers; and its investments in Apex Engineering International, Performance Health, Dent Wizard, Yellowstone Landscape Group and Eskridge.