top of page

We Help Businesses Navigate & Capitalize on Transformational Growth

We are leading advisors on mergers, acquisitions, and related strategic matters.

Our Services

CharlesEdwards offers world-leading knowledge in M&A and a wealth of experience in financial management. We are a boutique financial advisory office offering a personal service with a strategic and creative approach. We put our clients first and make sure their expectations are beaten no matter what they need and our range of services have helped domestic and international businesses.

Image by Sortter
Image by LinkedIn Sales Solutions
Employee meeting
A presentation at the office
Image by Scott Graham



M&A: Analysis & Strategy

M&A: Shareholder Management

Restructuring Advisory

Strategic Financial Advisory

Image by Shawn Henley

Go into Business with Effective Financial Advice 

With our 47 years of experience in multiple industries and markets, you will never feel alone with us behind you. We oversee transactions, help clients navigate and capitalize on transformational growth, advise on the best approach for raising capital and so much more, all from the sandy beaches of the west coast, USA.

Our Approach

Business meeting

CharlesEdwards is a boutique M&A and Financial Advisory. This means we can treat every client with a hands-on approach to ensure every business is rigorously analysed and the strategy is catered for its individual needs. Our expertise on the global market means we have no limits. Contact us today to find out what we can help you with.

Knowledge of a Global Market

With business experience that goes across the globe, we have the capability to interact with financial leaders around the world in many markets and multiple currencies at any time and any place.

Active Approach with Every Client

Our passion and dedication to our analyses, preparation and strategies get results. We actively work with creativity and focus and ensure every client receives clear information and communication.

Access to Leadership

Every client gets “the special treatment”. We don’t prioritize our clients and our leadership team offer their valuable time and exhaustive experience to help ideas flow and solve problems together. 

Capabilities Tailored to the Client

When it comes to M&A and Financial Advice, every business is different. The CharlesEdwards philosophy is to understand every client's needs and goals, and then we can go above and beyond expectations.

Why Choose Us


Years of Experience


Transactional experience


Client Satisfaction

Experience Matters

bottom of page