Charlie co-founded New Heritage Capital in 2006, and has been investing private equity in founder-owned, lower middle market businesses for 25 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.”
