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CharlesEdwards is a boutique M&A and financial advisory firm serving domestic clients and businesses across the world. We’re based in California, USA, but we have a reach that goes beyond the sandy beaches of the west coast.

Our Expertise

We have world-leading knowledge in the process of M&A and a wealth of experience in giving financial advice. We have over four decades' worth of proven success in markets worldwide, supporting clients from a range of industries and organizations, big and small. We understand the journey of a major acquisition and have the top skills in analysis to offer you the best advice down to the smallest of costs.

Our Experience

We have four decades of experience in M&A, corporate operations, the raising of equity and debt capital and financial restructuring. With $3 billion worth of transactional experience, we know we can provide enhanced shareholder value while minimizing disruption to our clients’ companies and processes. Our experience comes without limits, with a history of deals completed in both domestic and international markets.

Our Philosophy

We describe ourselves as boutique in size but big in ideas, going above and beyond to ensure we exceed all client expectations. We relentlessly pursue what is in the best interests of our clients - tirelessly dedicating ourselves to meet our clients business needs while getting the best results and providing a world-class service.

Our Promise

We offer advice with a deep knowledge and understanding of the fundamentals and listen to our client’s needs to ensure we give a service that goes beyond your expectations. We deal with the complexity of M&A and offer financial advice with the aim of realising the value and seeing profitable growth.

New York Office

Creative Business Solutions Driven By Success.

Our Leadership

Our clients benefit from our clear, professional leadership with a hands-on approach and experience in executing successful transactions around the world. We are CharlesEdwards. 

Steven Tartaglini

Senior Managing Partner

Steven Tartaglini has over four decades of experience in M&A, corporate operations, the raising of equity and debt capital and financial restructuring. He has acted as the advisor to C.E.O.s of multiple Fortune 100 companies and senior appointed and elected government officials, including those in the office of the President of the United States. Mr. Tartaglini brings a diversified background that is vital to understanding the needs of every CharlesEdwards client. 

Phone: +1 949-254-0040


Steven Tartaglini’s Bio

During his 47 years as a professional, Mr. Tartaglini has served in executive positions, including those of Chairman, President, C.E.O. and C.F.O. in a wide range of industries, including commercial and mortgage lending, banking, consulting, proprietary post-secondary education, software, longevity-risk/life insurance (secondary market) and real estate development.


Mr. Tartaglini is currently jointly serving as a Senior Managing Director for DelMorgan & Co, an international investment bank headquartered in Santa Monica, California. He is also a licensed FINRA Broker with Globalist Capital LLC.


Prior to founding CharlesEdwards in 2005, Mr. Tartaglini served in a transitional leadership position for four years as President of American InterContinental University - Los Angeles, a regionally accredited for-profit university owned by Career Education Corporation (NASDAQ: CECO). From 1993 to 2001, he was the Founding Chairman, President and Chief Executive Officer of THE NEWPORT GROUP, Inc., a professional services firm providing corporate governance, advisory and executive management services to Fortune 100 and mid-market chief executives and companies in the technology, education, government, not-for-profit and financial services industries. While there, Mr. Tartaglini served for two years as the Founding Managing Director of an internationally renowned organization working directly with the Office of the President of the United States (POTUS), the U.S. Senate, and major government and national trade associations on business continuity and technology issues.


During his 20-year career in banking, Mr. Tartaglini perfected his expertise in balance sheet restructuring, crisis management, recapitalizations, distressed sales, litigation, real estate development and special situation transactions. While as a senior executive of a $40 billion subsidiary of parent H.F. Ahmanson (NYSE: HFA) Mr. Tartaglini served as Chair of the Asset & Liability Management Committee, Chair of the Liquidity & Investment Committee and Chief Strategic and Financial Planning Officer.


He has served as a Chairman, director and member of private, public and not-for-profit boards and executive-level committees for companies with revenues up to and exceeding $4 billion.


Mr. Tartaglini holds his degree in business administration with attendance at UCLA and USC. He has spoken at national conventions and seminars, been quoted by the Los Angeles Times and the Wall Street Journal as an industry source, and has been featured nationally by NBC News for his work.


Mr. Tartaglini is the Co-author of Business Continuity Planning for Local Infrastructures, a Y2K Guide for Cities and Counties, cited by the U.S. Senate in Senate Hearings as an authoritative source on business continuity planning and mission-critical business processes.


He is also a proud veteran, having served his country honorably in the United States Naval Air assigned to Fighter Squadron VF-121 at U.S. Naval Air Station Miramar (the original home to the U.S. Navy Strike Fighter Tactics Instructor Program, TOPGUN).

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