Danny R. Charles, CPA

Director

PROFILE

Danny Charles is a director in Katz, Sapper & Miller’s Transaction Services Group. Working with private equity firms and strategic investors, Danny helps buyers quickly understand the complete financial picture and risk profile of their acquisition targets in order to address any deal issues early in the transaction process. He also works with sellers and investment banks to address and mitigate deal issues prior to going to market, helping preserve company value and increase the transaction’s certainty of closing.

Prior to joining the firm, Danny led the mergers and acquisitions function for a private-equity-backed anesthesia practice management company. In this role, he partnered with practices in new markets, growing the company’s regional footprint and driving incremental shareholder value. Danny has also worked at a large, global consulting firm in their transaction advisory group, performing financial due diligence for private equity firms, strategic investors, and investment banking clients.

EDUCATION

Danny received both a Bachelor of Science degree in accounting and a Master of Accountancy degree from the University of Kentucky.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Danny is a member of the American Institute of CPAs and the Tennessee Society of CPAs.