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Charles Watson

Charles Watson

Managing Director, Financial Sponsors Group

Charlotte skyline

About Charles

Charles Watson is a managing director for William Blair based in the firm’s Charlotte office. He joined William Blair's investment banking team in 2010. Prior to William Blair, he worked for Wachovia Securities, KPMG LLP, and Arthur Andersen LLP. He currently serves on the Terry Alumni Board and is a member of the Private Capital Advisory Group for Furman's endowment. He lives in Charlotte with his wife and three children.

Board Membership

Terry College of Business (University of Georgia)

Community Involvement

Charlotte Leadership Forum

Notable Transactions

  • Not Disclosed

    Single-Asset Continuation Fund for

    August 2023

  • Not Disclosed

    has made a strategic equity investment in

    a portfolio company of
    Lovell Minnick Partners

    May 2023

  • Not Disclosed

    a portfolio company of
    Greenridge Growth Partners

    has been acquired by

    May 2023

    William Blair acted as exclusive financial advisor to GrowthZone, LLC, a portfolio company of Greenridge Growth Partners, in connection with its sale to Lead Edge Capital.

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  • Not Disclosed

    together with management and
    Nonantum Capital Partners

    has recapitalized

    December 2022

  • Not Disclosed

    a portfolio company of H. I. G. Capital

    has been recapitalized by

    December 2022

    William Blair acted as financial advisor to Milestone Technologies, a portfolio company of H.I.G. Capital, in connection with its recapitalization led by The Halifax Group.

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  • Not Disclosed

    a portfolio company of Pamlico Capital

    has been acquired by

    with new investment from Cox Enterprises

    September 2022

    William Blair acted as exclusive financial advisor to Cartegraph Systems, LLC, a portfolio company of Pamlico Capital Management, L.P., in connection with its pending sale to OpenGov, Inc. with new investment from Cox Enterprises, Inc.

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  • Not Disclosed

    a portfolio company of
    Align Capital Partners

    has received a strategic investment from

    August 2022

  • Not Disclosed

    a portfolio company of Frontier Growth

    has been acquired by

    August 2022

  • Not Disclosed

    a portfolio company of Carousel Capital

    has been acquired by

    July 2022

  • $610,000,000

    a portfolio company of Kelso & Company

    has acquired the Helper and Suddenly Salad businesses from

    July 2022

  • Not Disclosed

    a portfolio company of Capstreet

    has been acquired by

    June 2022

  • Not Disclosed

    has been acquired by

    November 2021

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    More about investment banking at William Blair
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    Financial Sponsors

    William Blair's Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms around the world. Many of these relationships have been developed for over two decades providing us with senior-level access and credibility with the key decision-makers at each private equity firm. With over 295 successful sales to financial sponsors since 2015, we have proprietary insights into each financial sponsor's unique investment criteria, approach, and behavior. Our team's highly-relevant experience with and relevance to the private equity community uniquely positions William Blair to deliver exceptional results for our M&A sell-side clients.

    More about our financial sponsors expertise
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    About William Blair

    William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

    • 1935

      Year William Blair was founded

    • 1,900+

      Employees worldwide

    • 149 billion+

      Client assets

    • 89 Years

      Independent and employee-owned

    • 20+

      Offices worldwide

    • ~650

      Companies under coverage

    As of September 30, 2024
    *Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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