“ My guiding principle is to put clients first. This starts by listening, learning, and working together to solve challenges.

Charles has extensive experience representing financial institutions, debt funds, and multi–lender syndicates in structuring, restructuring, and documenting complex domestic and cross–border financing transactions.

Charles advises clients on all aspects of secured and unsecured lending, including cash flow finance, asset–based finance, and sponsor–backed leveraged buyouts. He often represents clients in connection with financings involving multiple tranches of debt including second lien, mezzanine, and unitranche facilities, and advises clients on complex intercreditor and subordination agreements.

Charles also advises lenders with respect to the ongoing management of their relationships with borrowers in a variety of industries, including technology, software, manufacturing, healthcare, and pharmaceuticals.

Representative Experience

• An agent in a $250 million senior secured credit facility to a consumer technology company.
• An agent in a $90 million acquisition financing and working capital facility to an international technology company.
• An agent in a $110 million senior secured working capital and term facility to an international software services company.
• An agent in a $197.5 million unitranche credit facility in connection with the acquisition of a provider of software and hardware video solutions.
• An agent in a $360 million working capital and acquisition facility to a global advisory and financial services company.
• An agent in a $75 million senior secured working capital facility to an international technology company.
• An agent in a $85 million restructuring of working capital and term facilities to a national retailer.
• An agent in a $110 million restructuring of working capital and term facilities to an automotive industry consultant.
• An agent in a $100 million senior secured working capital and real estate facility to a government defense contractor.