Charlie is a Partner with AGC Partners out of the Firm’s Boston office. Charlie has over 12 years of experience in technology focused investment banking having joined AGC as an Analyst. Charlie has advised on over 40 closed transactions, ranging from sell-side M&A to equity and debt financings. Charlie has been a part of deal teams spanning a broad sector base within the Technology landscape and currently focuses on the Built Ecosystem and other Vertical Software / SaaS applications.Charlie holds a B.A. cum laude in Economics with a minor in Psychology from Middlebury College.
Charlie enjoys hunting, fishing, numismatics, ancient history, and cheering on Boston sports teams in his spare time.
"Our business had gone through a period oftremendous growth and was in a space seeing consolidation that resulted in ourneed for an investment banking partner that was well connected to both growthinvestors and strategic partners. AGC did an outstanding job of learning ourbusiness model and translating that into a compelling business case. Theyworked tirelessly to help get a great deal and we look forward to working withthe team again! Thanks so much to all of the team. Your calm and patientapproach won the day, even during some difficult times."
"Tristan and the AGC team worked tirelessly as our trusted advisor to deliver an excellent outcome for our Company's employees and shareholders. Tristan was instrumental in quarterbacking a complex and challenging deal to a successful completion, and Boundless will provide the perfect home to leverage our Company's expertise going forward. I would strongly recommend AGC as an M&A advisor."
Client Testimonial:The team at AGC exceeded our expectations at every stage of this process, from first encounter to close. They truly invested in understanding our business and markets, and were able to generate multiple competitive proposals. The 24/7 commitment, creativity and energy that Charlie Schopp and team expended on our project was amazing. They drove continuous progress with impeccable project management, they kept communications flowing throughout the engagement, and were also particularly pleasant to work with. We are thrilled with the results, and should we have an opportunity to work together with Charlie and the AGC team again we would have no hesitation.