Charles is a Managing Director at Centri Business Consulting. He has more than 25 years of experience in providing fairness and solvency opinions in connection with going private transactions, spin-offs, related-party transactions, recapitalizations, and restructurings. He Joined Centri in March 2021, where he utilizes his skillset across a wide variety of industries, including technology, life sciences, healthcare, manufacturing, retail, professional services, and alternative energy. In addition, Charles has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and ASC 842. He is also experienced in valuing a wide range of complex derivatives, including options, warrants, restricted stock units, performance-based shares, convertible debt instruments, and other fixed-income securities. Charles also has expertise in performing valuations for IRC 409A and estate and gift tax planning. providing a variety of valuation and opinion services for clients, both nationally and internationally
Prior to his time with Centri, Charles was a Director with CBIZ Valuation Group, LLC.
Charles received an M.B.A. with concentrations in Finance and Information Management from the University of Texas and a B.S. in Finance from Rider University. Charles is a CFA charter holder and a member of the CFA Society of Philadelphia, the Philadelphia Estate Planning Council, BioNJ, and the Philadelphia Alliance for Capital and Technologies.