Charles K. Gifford, Jr., Senior Partner

Charlie co-founded New Heritage Capital in 2006 and has been investing private equity in founder-owned, lower middle market business es for 23 years.  He focuses his efforts on generating proprietary investment opportunities, developing and maintaining intermediary relationships and providing capital markets expertise in the areas of transaction pricing and structuring. Prior to joining Heritage, Charlie spent two years at a start up sports venture. His previous experience also includes two years at Smith Barney in Boston and New York.

Charlie earned a Masters in Management degree from the J.L. Kellogg Graduate School of Business and received his Bachelor of Arts degree from Denison University.