EdgePoint Adds Chuck Aquino as Managing Director
By Tom Zucker,
Cleveland, Ohio; January 22, 2024 – EdgePoint, a boutique investment banking firm located in Beachwood, Ohio, announced the appointment of Chuck Aquino as Managing Director, Business Services. In this role, Chuck will be responsible for advising the firm’s clients on matters related to mergers, acquisitions, and financing transactions.
Chuck brings nearly 25 years of investment banking experience as a trusted M&A advisor to family-owned, investor-backed, and publicly held companies of all sizes. He began his career in New York as an Analyst at a large international bank before coming back to Cleveland to join McDonald Investments / KeyBanc Capital Markets as an Associate in the early 2000s. In 2004, Chuck was part of the initial start-up of Western Reserve Partners, a boutique M&A advisory firm, and was named Partner and Managing Director in 2012. In 2017, the firm was acquired by Citizens Bank as the foundation of their growing M&A platform. He did a brief career pivot in 2023 when he left Citizens to join a family-owned venture capital fund as Chief Operating Officer. Unable to shake his passion for working alongside business owners in the pursuit of their strategic goals, Chuck went back to his boutique M&A roots by joining EdgePoint.
Outside of the office, Chuck currently sits on the Boards of Directors for both ACG Cleveland and Catholic Charities, Diocese of Cleveland. Previous board service includes Lake Erie Nature & Science Center, The First Tee of Cleveland and JCU Entrepreneurs Association. Over the years, he earned several “40 Under 40” designations in his field and was a member of Leadership Cleveland’s Class of 2016.
“We are excited to have Chuck join the EdgePoint team. His decades of impressive experience are only exceeded by his high integrity and character. We look forward to the impact that Chuck will have on the growth of our firm.” said Tom Zucker, President, and Founder of EdgePoint.
Mr. Aquino earned his BSBA in Finance, with a minor in Economics, from John Carroll University’s Boler School of Business, where he graduated top of his class.
“After a brief hiatus to pursue a slightly different path, I realized my professional passion lies in M&A,” said Chuck Aquino. “The caliber of the team, momentum of the firm and the uniqueness of a business model that simultaneously excels at business development and senior-led transaction execution were the biggest draws for me to EdgePoint. I love getting in the weeds with my clients and working relentlessly toward their strategic objectives. The platform that Tom Zucker and team have shaped for more than two decades allows me to do just that. I look forward to playing a key role in the firm’s success for years to come.”
EdgePoint specializes in advising middle market businesses and owners regarding mergers, acquisitions, management buyouts, and corporate divestitures.
EdgePoint is a registered broker dealer and a member of FINRA.