Our Story

The Charleston Deal Alliance was founded to “Connect” deal professionals - investment banks, lawyers, CPAs and capital providers – private equity firms, family offices and lenders with middle market companies, commercial real estate firms and executives. CDA is focused primarily on the South Carolina Tri-County Region – Charleston, Berkeley and Dorchester. Membership from other regions is welcomed.

Why We Exist

At the Charleston Deal Alliance, we know you want to be as productive as possible in the dealmaking world. In order to do that, you need to connect with fellow professionals so you can compare notes, make new contacts and identify new business opportunities.

The problem is there’s no single place where Charleston area dealmakers can connect. You’re left feeling disconnected from the local deal community and find yourself networking mostly with colleagues in other states. Charleston is emerging as a financial hub, with contacts and opportunities right here at home.

Our founders wanted to tap into a shared knowledge base and collaborate on deals. Out of our mutual interest in greater connectivity, Charleston Deal Alliance was formed.

With a robust member database, discounts to exclusive events and access to content and information, you can expand your network and increase your profitability.

Our Leadership

Meet Our Board Of Directors

Andy BrusmanCEO
Charles Towne Holdings

Mike GraneyVice President
Charleston Regional Development Alliance

Bobby Creech
Partner
Webster Rogers

Bob Kosian
Partner
The Capital Solutions Group

Geiza Vargas-Vargas
Partner
Nelson Mullins Riley & Scarborough LLP

Founding Members

Alex Chalmers
Managing Partner
Material Capital Partners

Todd Kuhl
Director
Sherman Capital

Mark Lattanzio
Market President
Truist

Stevan Rainero
President
Intermont Partners

Dave Slenzak
Managing Partner
Broadtree Partners