Charles joined Canaccord Genuity in 2016. He has more than a decade of experience advising public and private companies on mergers and acquisitions, capital raising, and strategic advisory mandates.
His transaction experience includes clients in the Technology, Internet, Software and FinTech sectors, including a focus on Digital Assets and PropTech. Prior to joining Canaccord Genuity, Charles began his career at HSBC.
Charles graduated with a Bachelor of Commerce in Finance with a minor in Economics from the University of British Columbia.
Selected Transactions
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3Q Digital
Financial Advisor to 3Q Digital on its Merger with DEPT®
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Quartile
Financial Advisor to Quartile on its Acquisition of Sidecar
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N/a
Trailer Park
Financial Advisor to Trailer Park on its Growth Investment from Erie Street and Origami Capital Partners
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HomeSpotter
Financial Advisor to HomeSpotter on its sale to Lone Wolf Technologies
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Crisp Results
Financial Advisor to Crisp Results on its sale to Digital Media Solutions
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US$230m
Velocity Acquisition Corp.
Joint Bookrunner (IPO)
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Quartile
Financial Advisor to Quartile on its significant investment from Rockbridge Growth Equity
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N/a
BERA Brand Management
Financial Advisor on Growth Equity Investment from PeakEquity
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C$20m
Plus
Lead (IPO)