Charles Wong conducts company and market due diligence for both buy-side and sell-side mandates and works with the firm’s senior bankers in advising clients regarding the structuring of mergers and acquisitions. His experience includes assisting large corporations and multi-generational family businesses through the entire transaction cycle, from preparing financial models and marketing materials to working closely with clients and their legal counsels to identify potential issues and implement solutions during the documentation process.
Prior to joining MMG Advisors, Charles was an Associate at Webster Bank, where he was involved in all aspects of the asset based–lending division, including the underwriting and syndication of portfolio assets, customer due diligence and financial modeling. He previously served as a teaching assistant in Miami University’s Finance department, where he aided in teaching financial modeling courses. Charles holds a BA in Finance, with High Honors, from Miami University.