Profile
As a Vice President at Prophet Equity, Mr. Velie responsible for sourcing, structuring, closing and managing acquisitions with significant value creation potential to successful realization.
He focuses on critical market and industry level research, financial analysis, and other analysis to support the evaluation of new portfolio companies and implementation of high value operational initiatives and supports the Office of Change Management for Hills Machinery, Interstate Waste Services, Derby Fabricating and Hatch Stamping.
Prior to joining Prophet Equity, Mr. Velie was an Investment Banking Analyst with J.P.
Morgan Chase in New York, focusing on financing and merger and acquisition transactions for the firm’s mid-cap and family office clients.
Prior to this, he was in J.P.
Morgan Chase’s Dallas office focusing on capital advisory and private banking.
Mr. Velie graduated from the Southern Methodist University, Cox School of Business with a Bachelor of Business Administration in Finance.
Charlie Velie active positions
| Companies | Position | Start |
|---|---|---|
Prophet Equity LLC
Prophet Equity LLC Investment ManagersFinance Prophet Equity invests in lower middle market companies located in the United States with an investment size of USD 5 - 50 million, enterprise vales of USD 10 - 250 million and revenues of up to USD 500 million. The firm focus on companies operating across a broad range of sectors. It participates in buyout, carve-outs, acquisitions, special situations, recapitalizations, stalking-horse bids, turnarounds and divesture transactions. | Private Equity Investor | 2021-11-30 |
Former positions of Charlie Velie
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | 2018-07-31 |
Training of Charlie Velie
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Inactive
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prophet Equity LLC
Prophet Equity LLC Investment ManagersFinance Prophet Equity invests in lower middle market companies located in the United States with an investment size of USD 5 - 50 million, enterprise vales of USD 10 - 250 million and revenues of up to USD 500 million. The firm focus on companies operating across a broad range of sectors. It participates in buyout, carve-outs, acquisitions, special situations, recapitalizations, stalking-horse bids, turnarounds and divesture transactions. | Finance |
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