About 

Charlie Schopp

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.

Hobbies & Interests

Charlie enjoys hunting, fishing, numismatics, ancient history, and cheering on Boston sports teams in his spare time.

Featured Transactions

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2023
2022
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2021
2020
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2017
2017

Featured Transactions

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2023
2021
2021
2020

Featured Testimonials

"KeyedIn was in its eleventh year, growing quickly, and exceeding key double-digit million revenue milestones and we knew the time was right to find a partner to help us get to triple-digit revenue. We have been working with AGC on multiple opportunities. After many discoveries, opportunities, and economic ebbs and flows, we launched a targeted process and identified STG Group / Sciforma as the right partner to help drive long term value and growth. AGC helped us navigate the complexities of the deal with Sciforma, a product carve-out, and ultimately closing on a premium merger of two very strong PPM solutions. The entire team worked tirelessly to make it happen and were a pleasure to work with. Thank you to Hugh, Charlie, Logan, and Pierce for pulling all of this together. Up and to the right!"

-Lauri Klaus, CEO, KeyedIn Solutions

"Our business had gone through a period of tremendous growth and was in a space seeing consolidation that resulted in our need for an investment banking partner that was well connected to both growth investors and strategic partners. AGC did an outstanding job of learning our business model and translating that into a compelling business case. They worked tirelessly to help get a great deal and we look forward to working with the team again! Thanks so much to all of the team. Your calm and patient approach won the day, even during some difficult times."

-Sharmil Desai, CEO, Menufy

"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."

-Ben Ives, Chief Executive Officer, RapidVisa

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