Along with Charlene and Geoff, David led the formation of CCP in 2019. He has over 20 years' experience as a private equity investor in the US and Europe specializing in complex transactions and strategic growth strategies with middle market companies. Previously, he was Managing Partner of Chart Capital Partners, a private equity firm affiliated with a NY merchant bank. David led the formation of Chart Capital in 2000 and led or co-led the investment team for every Chart Capital investment from 2000-2018, including notable investments such as Fed Data, Knight Sky, Laney, MTN, NAR, New World and several other companies. During that time, Chart Capital ADG investments generated an average return of over 3.0x invested capital. Prior to Chart Capital, he executed direct investments and fund formation in the US and Europe for Chart Group; was a Senior Consultant for Deloitte & Touche and a policy analyst for a US government executive agency. He received a BA from Duke University and an MA from George Washington University and maintains a Top Secret government clearance.
Geoff has 13 years' experience in the ADG sector, including 9 years with Chart Capital Partners and 4 with a DC-based middle market investment bank focused on the ADG sector. He is responsible for evaluating, executing and managing investments. Geoff played a key role in several Chart Capital investments, including Fed Data, North American Rescue, ATAC and Knight Sky. He received a BS from Virginia Tech.
Charlene performs both executive and investment roles serving as CFO and COO as well as director on portfolio companies. She served in a similar capacity at Chart Capital for 16 years, including 10 years as CFO and COO. She leads all compliance, finance and investor relations functions while participating in end-to-end transaction functions for companies such as MTN, Laney and PURE. Previously, she was an Associate at Indosuez Capital. She received a BSBA from Georgetown University McDonough School of Business.