Charley brings over 10 years of experience across investment banking, management consulting, and entrepreneurship. She has advised organizations ranging from founder-owned businesses to Fortune 500 companies across a broad range of growth stages and operating environments.

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She spent significant time in management consulting, including at Accenture, where she advised companies on M&A integration, cost reduction, technology implementation, and strategic initiatives focused on creating durable, long-term value. She later worked in investment banking at Nomura Greentech, supporting founders, private equity sponsors, and strategic buyers across the digital infrastructure, software, and technology services sectors.

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Having grown up in a family-run business and built ventures of her own, Charley brings a practical, founder-first perspective to advising MSP owners and buyers. She holds an MBA from the Tuck School of Business at Dartmouth and a BS from the Stern School of Business at New York University.