Charles Y. Zhang
Founder & Managing Director | North American Investments
Charles Y. Zhang leads North American investment strategy and business development at OPPORTUNITAS, with a focus on U.S. private markets, private equity, mergers and acquisitions, growth company investing and business value creation.
Mr. Zhang has more than 15 years of experience in cross-border M&A, corporate strategy, investment evaluation and transaction execution, with a career spanning North America and Asia-Pacific.
He has held roles at PwC Strategy& in New York, EY-Parthenon in Toronto, TELUS and PwC, working on investment and M&A-related engagements across healthcare, technology, telecommunications, industrials and consumer products.
His experience covers investment opportunity screening, business valuation, commercial and financial due diligence, transaction strategy, M&A execution, post-merger integration and enterprise value enhancement.
Drawing on his understanding of the North American corporate market and long-standing relationships with local companies, investment firms and professional advisers, Mr. Zhang researches and evaluates private market opportunities across three dimensions: financial analysis, commercial judgment and business operations.
Combining the perspectives of an investor and a business operator, Mr. Zhang looks beyond asset valuation and potential returns to business fundamentals, business models, capital structure and the capacity for long-term value creation.
Education
- Master of Finance, Rotman School of Management, University of Toronto
- Bachelor of Mathematics, University of Waterloo