Biotechnology Innovation Services
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Charlie is a seasoned financial professional with experience growing companies in fast-paced environments, improving the financial performance of troubled enterprises and structuring complex transactions. His areas of expertise include executing business plans to profitability, capital fundraising, design and implementation of financial management systems, management reporting tools, budgets, and forecasts. Charlie has been serving as a consultant to start-up companies, family-owned businesses and individuals under the practice name Longwood Associates since 2001 and has assisted companies in raising more than $250,000,000 in private equity or debt financing.
Prior to establishing Longwood Associates, Charlie was the Chief Financial Officer of The Merallis Company, a technology services firm located in Rocky Hill, CT, where he managed all aspects of accounting, finance, and capital fundraising. Charlie defined financial reporting structures across this 90-member organization into 8 key functional departments to improve autonomy and fiscal efficiency. He revised the corporate financial plan and reduced projected expenses by 30% while maintaining expected revenue growth.
Prior to Merallis, Charlie was a founding management member of PQC, Inc., a management services company that raised $50,000,000 in private capital, grew to 1,200 employees in 3 states and $80,000,000 in revenue. As a Vice President at PQC, Charlie managed various aspects of finance and operations for the Company.
Charlie also founded Medical Claims Management (MCM), a practice reimbursement management and consulting firm focused on profitability improvement and operations management. MCM achieved profitability within the first 12 months of operations with $10M of revenues under management. Charlie curtailed his day-to-day involvement in this enterprise to join the founding management team of PQC and ultimately sold his interests in MCM.
Earlier in his career, Charlie worked as a Senior Consultant for Price Waterhouse and as Senior Accountant for Deloitte & Touche. He is a CPA, has a B.S. in Accountancy an A.S. in Management from Bentley College and an MBA in Finance and Business Policy from the J. L. Kellogg School at Northwestern University.