One stop access to debt & finance solutions
Over 700 deals spanning over 3 decades totaling $2 billion plus in transactions, with an average of $150 million in annual flow
WHO WE ARE
C&A provides comprehensive advisory and consulting services for clients who are seeking additional debt
or are looking to refinance their businesses through our longstanding and diverse network of commercial banks and direct lenders.
WHAT WE DO
We offer end-to-end transaction support from initial query to cash in hand, we develop your strategy, evaluate potential lenders, negotiate capital structure and help you secure the most efficient rates, terms and deals.
CLIENT PROFILE
Our clients encompass a diverse portfolio of small and midsize companies located across the U.S. who are
seeking business funding, or are looking to refinance
debt, ranging in deal size between $200K to $100 million.
FOUNDER
Scott Berry founded Charles & Associates in 1989 and has helping clients evaluate options across the debt capital markets spectrum for more than 3 decades. Mr. Berry advises borrowers on their funding challenges and helps them to achieve the best finance solutions through all stages of his clients debt financing life cycle. Mr. Berry is widely regarded as an expert funding advisor and is a member of Association of Corporate Growth and a board member of Turnaround Management Assn.