Charles leads the Disputes team within Lincoln’s Valuations & Opinions Group, where he provides dispute resolution advisory services for mergers and acquisitions (M&A) transactions, working to resolve the resolution of purchase price adjustments disputes including those related to working capital and earnouts. He advises private equity firms, corporates, private company founders and attorneys on reviewing and preparing closing statements, preparing dispute notices and presenting positions in front of an accounting arbitrator.
Charles leverages nearly three decades of financial experience when providing M&A dispute resolution services, including serving as a neutral accountant in hundreds of transactions over the last 15 years. In addition, Charles assists clients with representations and warranties insurance claims and serves as an expert witness in arbitration and litigation. Charles approaches client relationships as a long-term and collaborative effort, and he seeks to maximize transaction value by advising clients on the purchase price settlement process.
Prior to joining Lincoln, Charles led the M&A dispute solutions group in Grant Thornton’s forensic practice and held a similar role at Huron Consulting Group. Earlier in his career, he worked at Moody’s Investor Service and Deloitte in auditing and accounting roles. Charles’s experience as a Big 4 financial statement auditor, accounting analyst and extensive experience as a neutral accountant provide a foundation for his work today supporting buyers and sellers.
Charles earned a Bachelor of Arts in Economics from Northwestern University. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation.
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